MCM
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MAI Capital Management’s WaFd WAFD Stock Holding History

MAI Capital Management’s Portfolio WAFD Stock Details WAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$201K Buy
6,390
+15
+0.2% +$482 ﹤0.01% 1456
2025
Q4 		$204K Hold
6,375
– – ﹤0.01% 1307
2025
Q3 		$193K Sell
6,375
-729
-10% -$22.3K ﹤0.01% 1278
2025
Q2 		$208K Buy
7,104
+729
+11% +$20.6K ﹤0.01% 1158
2025
Q1 		$182K Hold
6,375
– – ﹤0.01% 1154
2024
Q4 		$206K Buy
+6,375
New +$224K ﹤0.01% 1139

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

MAI Capital Management's WAFD Position: Q1 2026 in Review

MAI Capital Management increased its WaFd (WAFD) stake by 0.24% in Q1 2026, buying an estimated $482 and bringing the position to 6,390 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1456.

MAI Capital Management first reported a position in WAFD in Q4 2024 and has held it in 6 quarters since. The position peaked at $208K in Q2 2025. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • MAI Capital Management held 6,390 shares of WaFd worth $201K as of Q1 2026.
  • MAI Capital Management bought 15 WaFd shares in Q1 2026, an estimated $482.
  • WaFd made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1456 holding.
  • MAI Capital Management first reported a position in WaFd in Q4 2024 and has held it in 6 quarters since.
  • MAI Capital Management's WaFd position peaked at $208K in Q2 2025.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.