Neuberger Berman Group
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Neuberger Berman Group’s WaFd WAFD Stock Holding History

Neuberger Berman 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
2026
Q1 		$363K Sell
11,573
-2,164
-16% -$69.6K ﹤0.01% 1760
2025
Q4 		$440K Buy
13,737
+728
+6% +$22.5K ﹤0.01% 1675
2025
Q3 		$394K Buy
13,009
+98
+0.8% +$3K ﹤0.01% 1676
2025
Q2 		$378K Buy
12,911
+747
+6% +$21.2K ﹤0.01% 1668
2025
Q1 		$348K Buy
12,164
+549
+5% +$16.3K ﹤0.01% 1653
2024
Q4 		$374K Buy
11,615
+6
+0.1% +$211 ﹤0.01% 1611
2024
Q3 		$405K Sell
11,609
-76
-0.7% -$2.58K ﹤0.01% 1581
2024
Q2 		$334K Buy
11,685
+1,507
+15% +$41.7K ﹤0.01% 1620
2024
Q1 		$295K Buy
10,178
+1,034
+11% +$29.8K ﹤0.01% 1649
2023
Q4 		$301K Buy
9,144
+205
+2% +$5.67K ﹤0.01% 1651
2023
Q3 		$229K Buy
8,939
+771
+9% +$21.6K ﹤0.01% 1667
2023
Q2 		$217K Sell
8,168
-1,151
-12% -$31.9K ﹤0.01% 1684
2023
Q1 		$281K Buy
9,319
+1,402
+18% +$47.4K ﹤0.01% 1623
2022
Q4 		$266K Hold
7,917
– – ﹤0.01% 1632
2022
Q3 		$237K Hold
7,917
– – ﹤0.01% 1683
2022
Q2 		$238K Hold
7,917
– – ﹤0.01% 1711
2022
Q1 		$260K Hold
7,917
– – ﹤0.01% 1740
2021
Q4 		$264K Buy
+7,917
New +$273K ﹤0.01% 1762
2020
Q3 		– Sell
-23,709
Closed -$636K – 1676
2020
Q2 		$636K Sell
23,709
-12,401
-34% -$319K ﹤0.01% 1234
2020
Q1 		$937K Buy
+36,110
New +$1.15M ﹤0.01% 1112
2018
Q3 		– Sell
-11,690
Closed -$382K – 1711
2018
Q2 		$382K Buy
+11,690
New +$384K ﹤0.01% 1446

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

Neuberger Berman Group's WAFD Position: Q1 2026 in Review

Neuberger Berman Group reduced its WaFd (WAFD) stake by 16% in Q1 2026, selling an estimated $69.6K and leaving 11,573 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #1760.

Neuberger Berman Group first reported a position in WAFD in Q2 2018 and has held it in 21 quarters since. The position peaked at $937K in Q1 2020. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • Neuberger Berman Group held 11,573 shares of WaFd worth $363K as of Q1 2026.
  • Neuberger Berman Group sold 2,164 WaFd shares in Q1 2026, an estimated $69.6K.
  • WaFd made up ﹤0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #1760 holding.
  • Neuberger Berman Group first reported a position in WaFd in Q2 2018 and has held it in 21 quarters since.
  • Neuberger Berman Group's WaFd position peaked at $937K in Q1 2020.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.