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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
Q2 		$60.3K Buy
1,572
+34
+2% +$1.2K 0.01% 1148
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Pinnacle Wealth Planning Services's WAFD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its WaFd (WAFD) stake by 2.2% in Q2 2026, buying an estimated $1.2K and bringing the position to 1,572 shares worth $60.3K. The position accounts for 0.01% of the portfolio, ranked #1148.

Pinnacle Wealth Planning Services first reported a position in WAFD in Q4 2025 and has held it in 3 quarters since. 289 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,572 shares of WaFd worth $60.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 34 WaFd shares in Q2 2026, an estimated $1.2K.
  • WaFd made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1148 holding.
  • Pinnacle Wealth Planning Services first reported a position in WaFd in Q4 2025 and has held it in 3 quarters since.
  • 289 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.