MFG
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Mendota Financial Group’s WaFd WAFD Stock Holding History

Mendota Financial Group’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
2024
Q4 		– Sell
-4
Closed -$140 – 1154
2024
Q3 		$140 Buy
+4
New +$136 ﹤0.01% 776

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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Mendota Financial Group's WAFD Position: Q4 2024 in Review

Mendota Financial Group sold out of WaFd (WAFD) in Q4 2024, closing a stake of 4 shares — an estimated $140 sold.

Mendota Financial Group first reported a position in WAFD in Q3 2024 and held it in 1 quarter. The position peaked at $140 in Q3 2024. 249 funds tracked by Wall St. Rank hold WAFD as of Q4 2024.

  • Mendota Financial Group reported no remaining WaFd position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 4 WaFd shares in Q4 2024, an estimated $140.
  • Mendota Financial Group first reported a position in WaFd in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's WaFd position peaked at $140 in Q3 2024.
  • 249 funds tracked by Wall St. Rank held WaFd as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.