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Osbon Capital Management’s WaFd WAFD Stock Holding History

Osbon Capital Management’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 		$6.28K Hold
200
– – 0.01% 342
2025
Q4 		$6.41K Buy
+200
New +$6.18K 0.01% 265

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AllianceBernstein
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VCM
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Fuller & Thaler Asset Management
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American Century Companies
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
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Osbon Capital Management's WAFD Position: Q1 2026 in Review

Osbon Capital Management held its WaFd (WAFD) position steady in Q1 2026 at 200 shares worth $6.28K. The position accounts for 0.01% of the portfolio, ranked #342.

Osbon Capital Management first reported a position in WAFD in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.41K in Q4 2025. 258 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • Osbon Capital Management held 200 shares of WaFd worth $6.28K as of Q1 2026.
  • Osbon Capital Management left its WaFd share count unchanged in Q1 2026.
  • WaFd made up 0.01% of Osbon Capital Management's portfolio in Q1 2026, its #342 holding.
  • Osbon Capital Management first reported a position in WaFd in Q4 2025 and has held it in 2 quarters since.
  • Osbon Capital Management's WaFd position peaked at $6.41K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.