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Riverview Trust Company’s WaFd WAFD Stock Holding History

Riverview Trust Company’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
2025
Q3 		– Sell
-305
Closed -$8.93K – 223
2025
Q2 		$8.93K Hold
305
– – 0.01% 199
2025
Q1 		$8.72K Hold
305
– – 0.01% 572
2024
Q4 		$9.83K Hold
305
– – 0.01% 581
2024
Q3 		$10.6K Buy
+305
New +$10.4K 0.01% 590

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Riverview Trust Company's WAFD Position: Q3 2025 in Review

Riverview Trust Company sold out of WaFd (WAFD) in Q3 2025, closing a stake of 305 shares — an estimated $8.93K sold.

Riverview Trust Company first reported a position in WAFD in Q3 2024 and held it in 4 quarters. The position peaked at $10.6K in Q3 2024. 254 funds tracked by Wall St. Rank hold WAFD as of Q3 2025.

  • Riverview Trust Company reported no remaining WaFd position as of Q3 2025 after selling out during the quarter.
  • Riverview Trust Company sold 305 WaFd shares in Q3 2025, an estimated $8.93K.
  • Riverview Trust Company first reported a position in WaFd in Q3 2024 and held it in 4 quarters.
  • Riverview Trust Company's WaFd position peaked at $10.6K in Q3 2024.
  • 254 funds tracked by Wall St. Rank held WaFd as of Q3 2025.

Based on Riverview Trust Company's 13F filing for Q3 2025, filed 22 Oct 2025.