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Marshall & Sullivan’s WaFd WAFD Stock Holding History

Marshall & Sullivan’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
2025
Q3 		– Sell
-3,873
Closed -$113K – 108
2025
Q2 		$113K Buy
+3,873
New +$110K 0.05% 52
2023
Q1 		– Sell
-3,873
Closed -$130K – 87
2022
Q4 		$130K Buy
+3,873
New +$135K 0.08% 43
2022
Q3 		– Sell
-3,148
Closed -$94K – 89
2022
Q2 		$94K Buy
+3,148
New +$98.8K 0.06% 45

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Marshall & Sullivan's WAFD Position: Q3 2025 in Review

Marshall & Sullivan sold out of WaFd (WAFD) in Q3 2025, closing a stake of 3,873 shares — an estimated $113K sold.

Marshall & Sullivan first reported a position in WAFD in Q2 2022 and held it in 3 quarters. The position peaked at $130K in Q4 2022. 254 funds tracked by Wall St. Rank hold WAFD as of Q3 2025.

  • Marshall & Sullivan reported no remaining WaFd position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sullivan sold 3,873 WaFd shares in Q3 2025, an estimated $113K.
  • Marshall & Sullivan first reported a position in WaFd in Q2 2022 and held it in 3 quarters.
  • Marshall & Sullivan's WaFd position peaked at $130K in Q4 2022.
  • 254 funds tracked by Wall St. Rank held WaFd as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.