NBT Bank’s WaFd WAFD Stock Holding History

NBT Bank’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	–	Sell	-21	Closed	-$659	–	1166
2026 Q1	$659	Buy	+21	New	+$675	﹤0.01%	999

Other funds holding WAFD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

NBT Bank's WAFD Position: Q2 2026 in Review

NBT Bank sold out of WaFd (WAFD) in Q2 2026, closing a stake of 21 shares — an estimated $659 sold.

NBT Bank first reported a position in WAFD in Q1 2026 and held it in 1 quarter. The position peaked at $659 in Q1 2026. 289 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

NBT Bank reported no remaining WaFd position as of Q2 2026 after selling out during the quarter.
NBT Bank sold 21 WaFd shares in Q2 2026, an estimated $659.
NBT Bank first reported a position in WaFd in Q1 2026 and held it in 1 quarter.
NBT Bank's WaFd position peaked at $659 in Q1 2026.
289 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.