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Old Point Trust & Financial Services N A’s WaFd WAFD Stock Holding History

Old Point Trust & Financial Services N A’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
Q2 		– Sell
-2,020
Closed -$57.7K – 359
2025
Q1 		$57.7K Hold
2,020
– – 0.02% 179
2024
Q4 		$65.1K Hold
2,020
– – 0.02% 168
2024
Q3 		$70.4K Hold
2,020
– – 0.03% 145
2024
Q2 		$57.7K Hold
2,020
– – 0.02% 147
2024
Q1 		$58.6K Hold
2,020
– – 0.02% 148
2023
Q4 		$66.6K Buy
+2,020
New +$55.8K 0.03% 126
2023
Q3 		– Sell
-2,020
Closed -$53.6K – 242
2023
Q2 		$53.6K Buy
+2,020
New +$55.9K 0.02% 120

Other funds holding WAFD

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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Old Point Trust & Financial Services N A's WAFD Position: Q2 2025 in Review

Old Point Trust & Financial Services N A sold out of WaFd (WAFD) in Q2 2025, closing a stake of 2,020 shares — an estimated $57.7K sold.

Old Point Trust & Financial Services N A first reported a position in WAFD in Q2 2023 and held it in 7 quarters. The position peaked at $70.4K in Q3 2024. 255 funds tracked by Wall St. Rank hold WAFD as of Q2 2025.

  • Old Point Trust & Financial Services N A reported no remaining WaFd position as of Q2 2025 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 2,020 WaFd shares in Q2 2025, an estimated $57.7K.
  • Old Point Trust & Financial Services N A first reported a position in WaFd in Q2 2023 and held it in 7 quarters.
  • Old Point Trust & Financial Services N A's WaFd position peaked at $70.4K in Q3 2024.
  • 255 funds tracked by Wall St. Rank held WaFd as of Q2 2025.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2025, filed 18 Jul 2025.