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Pinnacle Wealth Planning Services’s WaFd WAFD Stock Holding History

Pinnacle Wealth Planning Services’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 		$48.3K Buy
1,538
+49
+3% +$1.58K 0.01% 1223
2025
Q4 		$47.7K Buy
+1,489
New +$46K 0.01% 1223

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Pinnacle Wealth Planning Services's WAFD Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its WaFd (WAFD) stake by 3.3% in Q1 2026, buying an estimated $1.58K and bringing the position to 1,538 shares worth $48.3K. The position accounts for 0.01% of the portfolio, ranked #1223.

Pinnacle Wealth Planning Services first reported a position in WAFD in Q4 2025 and has held it in 2 quarters since. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,538 shares of WaFd worth $48.3K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 49 WaFd shares in Q1 2026, an estimated $1.58K.
  • WaFd made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1223 holding.
  • Pinnacle Wealth Planning Services first reported a position in WaFd in Q4 2025 and has held it in 2 quarters since.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.