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 Q2	–	Sell	-10,000	Closed	-$314K	–	116
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 $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 West Asset Management's WAFD Position: Q2 2026 in Review

Pinnacle West Asset Management sold out of WaFd (WAFD) in Q2 2026, closing a stake of 10,000 shares — an estimated $314K sold.

Pinnacle West Asset Management first reported a position in WAFD in Q1 2023 and held it in 13 quarters. The position peaked at $348K in Q3 2024. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

Pinnacle West Asset Management reported no remaining WaFd position as of Q2 2026 after selling out during the quarter.
Pinnacle West Asset Management sold 10,000 WaFd shares in Q2 2026, an estimated $314K.
Pinnacle West Asset Management first reported a position in WaFd in Q1 2023 and held it in 13 quarters.
Pinnacle West Asset Management's WaFd position peaked at $348K in Q3 2024.
290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Pinnacle West Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.