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Mirabella Financial Services’s WaFd WAFD Stock Holding History

Mirabella Financial Services’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
Q2 		$242K Buy
+6,303
New +$222K 0.02% 544
2021
Q4 		– Sell
-7,457
Closed -$256K – 620
2021
Q3 		$256K Buy
+7,457
New +$243K 0.03% 350

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Vanguard Capital Management
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Mirabella Financial Services's WAFD Position: Q2 2026 in Review

Mirabella Financial Services opened a new position in WaFd (WAFD) in Q2 2026: 6,303 shares worth $242K. The stake represents 0.02% of the portfolio and ranks #544 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in WAFD as recently as Q3 2021.

Mirabella Financial Services first reported a position in WAFD in Q3 2021 and has held it in 2 quarters since. The position peaked at $256K in Q3 2021. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Mirabella Financial Services held 6,303 shares of WaFd worth $242K as of Q2 2026.
  • WaFd was a new Mirabella Financial Services position in Q2 2026.
  • WaFd made up 0.02% of Mirabella Financial Services's portfolio in Q2 2026, its #544 holding.
  • Mirabella Financial Services first reported a position in WaFd in Q3 2021 and has held it in 2 quarters since.
  • Mirabella Financial Services's WaFd position peaked at $256K in Q3 2021.
  • 290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.