Pinnacle West Asset Management’s WaFd WAFD Stock Holding History

Pinnacle West Asset 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	$314K	Hold	10,000	–	–	0.21%	96
2025 Q4	$320K	Hold	10,000	–	–	0.21%	93
2025 Q3	$303K	Hold	10,000	–	–	0.2%	95
2025 Q2	$293K	Hold	10,000	–	–	0.2%	98
2025 Q1	$286K	Hold	10,000	–	–	0.21%	98
2024 Q4	$322K	Hold	10,000	–	–	0.23%	88
2024 Q3	$348K	Hold	10,000	–	–	0.25%	87
2024 Q2	$286K	Hold	10,000	–	–	0.22%	93
2024 Q1	$290K	Hold	10,000	–	–	0.23%	91
2023 Q4	$330K	Hold	10,000	–	–	0.28%	85
2023 Q3	$256K	Hold	10,000	–	–	0.25%	90
2023 Q2	$265K	Hold	10,000	–	–	0.26%	91
2023 Q1	$301K	Buy	+10,000	New	+$338K	0.31%	85

Other funds holding WAFD

BlackRock New York $5.72T 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

Pinnacle West Asset Management's WAFD Position: Q1 2026 in Review

Pinnacle West Asset Management held its WaFd (WAFD) position steady in Q1 2026 at 10,000 shares worth $314K. The position accounts for 0.21% of the portfolio, ranked #96.

Pinnacle West Asset Management first reported a position in WAFD in Q1 2023 and has held it in 13 quarters since. The position peaked at $348K in Q3 2024. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

Pinnacle West Asset Management held 10,000 shares of WaFd worth $314K as of Q1 2026.
Pinnacle West Asset Management left its WaFd share count unchanged in Q1 2026.
WaFd made up 0.21% of Pinnacle West Asset Management's portfolio in Q1 2026, its #96 holding.
Pinnacle West Asset Management first reported a position in WaFd in Q1 2023 and has held it in 13 quarters since.
Pinnacle West Asset Management's WaFd position peaked at $348K in Q3 2024.
257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.