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Private Wealth Asset Management’s WaFd WAFD Stock Holding History

Private Wealth 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 		– Sell
-7
Closed -$224 – 1140
2025
Q4 		$224 Hold
7
– – ﹤0.01% 974
2025
Q3 		$212 Hold
7
– – ﹤0.01% 976
2025
Q2 		$205 Hold
7
– – ﹤0.01% 975
2025
Q1 		$200 Buy
+7
New +$208 ﹤0.01% 1085

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

Private Wealth Asset Management's WAFD Position: Q1 2026 in Review

Private Wealth Asset Management sold out of WaFd (WAFD) in Q1 2026, closing a stake of 7 shares — an estimated $224 sold.

Private Wealth Asset Management first reported a position in WAFD in Q1 2025 and held it in 4 quarters. The position peaked at $224 in Q4 2025. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • Private Wealth Asset Management reported no remaining WaFd position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 7 WaFd shares in Q1 2026, an estimated $224.
  • Private Wealth Asset Management first reported a position in WaFd in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's WaFd position peaked at $224 in Q4 2025.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.