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Parkworth Wealth Management’s WaFd WAFD Stock Holding History

Parkworth Wealth 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
2025
Q2 		$59 Hold
2
– – ﹤0.01% 1249
2025
Q1 		$57 Hold
2
– – ﹤0.01% 1089
2024
Q4 		$64 Buy
+2
New +$70 ﹤0.01% 1112

Other funds holding WAFD

BlackRock
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

Parkworth Wealth Management's WAFD Position: Q2 2025 in Review

Parkworth Wealth Management held its WaFd (WAFD) position steady in Q2 2025 at 2 shares worth $59. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Parkworth Wealth Management first reported a position in WAFD in Q4 2024 and has held it in 3 quarters since. The position peaked at $64 in Q4 2024. 255 funds tracked by Wall St. Rank hold WAFD as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of WaFd worth $59 as of Q2 2025.
  • Parkworth Wealth Management left its WaFd share count unchanged in Q2 2025.
  • WaFd made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1249 holding.
  • Parkworth Wealth Management first reported a position in WaFd in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's WaFd position peaked at $64 in Q4 2024.
  • 255 funds tracked by Wall St. Rank held WaFd as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.