Prestige Wealth Management Group’s WaFd WAFD Stock Holding History

Prestige Wealth Management Group’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	$998	Sell	26 -20	-43%	-$704	﹤0.01%	909
2026 Q1	$1.45K	Hold	46	–	–	﹤0.01%	799
2025 Q4	$1.47K	Hold	46	–	–	﹤0.01%	814
2025 Q3	$1.39K	Hold	46	–	–	﹤0.01%	806
2025 Q2	$1.35K	Hold	46	–	–	﹤0.01%	811
2025 Q1	$1.31K	Hold	46	–	–	﹤0.01%	807
2024 Q4	$1.48K	Hold	46	–	–	﹤0.01%	827
2024 Q3	$1.6K	Hold	46	–	–	﹤0.01%	818
2024 Q2	$1.31K	Hold	46	–	–	﹤0.01%	793
2024 Q1	$1.34K	Hold	46	–	–	﹤0.01%	834
2023 Q4	$1.52K	Hold	46	–	–	﹤0.01%	805
2023 Q3	$1.18K	Hold	46	–	–	﹤0.01%	853
2023 Q2	$1.22K	Hold	46	–	–	﹤0.01%	873
2023 Q1	$1.39K	Hold	46	–	–	﹤0.01%	828
2022 Q4	$1.54K	Hold	46	–	–	﹤0.01%	891
2022 Q3	$1K	Hold	46	–	–	﹤0.01%	939
2022 Q2	$1K	Hold	46	–	–	﹤0.01%	941
2022 Q1	$2K	Hold	46	–	–	﹤0.01%	824
2021 Q4	$2K	Hold	46	–	–	﹤0.01%	846
2021 Q3	$2K	Hold	46	–	–	﹤0.01%	835
2021 Q2	$1K	Hold	46	–	–	﹤0.01%	942
2021 Q1	$1K	Hold	46	–	–	﹤0.01%	925
2020 Q4	$1K	Hold	46	–	–	﹤0.01%	901
2020 Q3	$1K	Hold	46	–	–	﹤0.01%	851
2020 Q2	$1K	Hold	46	–	–	﹤0.01%	858
2020 Q1	$1K	Buy	+46	New	+$1.47K	﹤0.01%	864
2019 Q1	–	Sell	-54	Closed	-$1K	–	1131
2018 Q4	$1K	Buy	+54	New	+$1.52K	﹤0.01%	1146

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

Prestige Wealth Management Group's WAFD Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its WaFd (WAFD) stake by 43% in Q2 2026, selling an estimated $704 and leaving 26 shares worth $998. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Prestige Wealth Management Group first reported a position in WAFD in Q4 2018 and has held it in 27 quarters since. The position peaked at $2K in Q1 2022. 289 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

Prestige Wealth Management Group held 26 shares of WaFd worth $998 as of Q2 2026.
Prestige Wealth Management Group sold 20 WaFd shares in Q2 2026, an estimated $704.
WaFd made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #909 holding.
Prestige Wealth Management Group first reported a position in WaFd in Q4 2018 and has held it in 27 quarters since.
Prestige Wealth Management Group's WaFd position peaked at $2K in Q1 2022.
289 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.