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Pathstone Holdings’s
WaFd
WAFD
Stock Holding History
Pathstone Holdings’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
$1.56M
Sell
49,722
-2,582
-5%
-$83K
0.01%
1160
2025
Q4
$1.68M
Buy
52,304
+21,772
+71%
+$673K
0.01%
1127
2025
Q3
$925K
Buy
30,532
+2,002
+7%
+$61.3K
﹤0.01%
1467
2025
Q2
$835K
Sell
28,530
-23,359
-45%
-$661K
﹤0.01%
1477
2025
Q1
$1.5M
Buy
51,889
+5,424
+12%
+$161K
0.01%
1149
2024
Q4
$1.5M
Sell
46,465
-3,966
-8%
-$139K
0.01%
1138
2024
Q3
$1.76M
Buy
50,431
+16,539
+49%
+$563K
0.01%
1047
2024
Q2
$969K
Buy
33,892
+25,570
+307%
+$708K
﹤0.01%
1346
2024
Q1
$242K
Buy
8,322
+1,411
+20%
+$40.7K
﹤0.01%
2046
2023
Q4
$228K
Buy
+6,911
New
+$191K
﹤0.01%
1996
Other funds holding WAFD
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Fuller & Thaler Asset Management
San Mateo, California
$29.7B AUM
43.33%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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