Orion Portfolio Solutions’s WaFd WAFD Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.34M	Buy	46,976 +8,701	+23%	+$258K	0.01%	918
2024 Q4	$1.23M	Sell	38,275 -1,190	-3%	-$41.8K	0.01%	933
2024 Q3	$1.38M	Buy	39,465 +2,025	+5%	+$68.9K	0.01%	879
2024 Q2	$1.07M	Sell	37,440 -424	-1%	-$11.7K	0.01%	958
2024 Q1	$1.1M	Sell	37,864 -491	-1%	-$14.1K	0.01%	944
2023 Q4	$1.21M	Sell	38,355 -3,510	-8%	-$97K	0.01%	867
2023 Q3	$1.07M	Sell	41,865 -146	-0.3%	-$4.08K	0.01%	901
2023 Q2	$1.11M	Sell	42,011 -6	-0%	-$166	0.01%	903
2023 Q1	$1.27M	Buy	+42,017	New	+$1.42M	0.02%	780
2020 Q3	–	Sell	-15	Closed	–	–	2030
2020 Q2	$0	Buy	+15	New	+$386	﹤0.01%	2482

Other funds holding WAFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Orion Portfolio Solutions's WAFD Position: Q1 2025 in Review

Orion Portfolio Solutions increased its WaFd (WAFD) stake by 23% in Q1 2025, buying an estimated $258K and bringing the position to 46,976 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #918.

Orion Portfolio Solutions first reported a position in WAFD in Q2 2020 and has held it in 10 quarters since. The position peaked at $1.38M in Q3 2024. 244 funds tracked by Wall St. Rank hold WAFD as of Q1 2025.

Orion Portfolio Solutions held 46,976 shares of WaFd worth $1.34M as of Q1 2025.
Orion Portfolio Solutions bought 8,701 WaFd shares in Q1 2025, an estimated $258K.
WaFd made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #918 holding.
Orion Portfolio Solutions first reported a position in WaFd in Q2 2020 and has held it in 10 quarters since.
Orion Portfolio Solutions's WaFd position peaked at $1.38M in Q3 2024.
244 funds tracked by Wall St. Rank held WaFd as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.