Robinswood Financial’s WaFd WAFD Stock Holding History

Robinswood Financial’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	$19.2K	Hold	500	–	–	0.01%	238
2026 Q1	$15.7K	Hold	500	–	–	﹤0.01%	249
2025 Q4	$16K	Hold	500	–	–	0.01%	236
2025 Q3	$15.1K	Hold	500	–	–	0.01%	234
2025 Q2	$14.6K	Hold	500	–	–	0.01%	237
2025 Q1	$14.3K	Hold	500	–	–	0.01%	222
2024 Q4	$16.1K	Hold	500	–	–	0.01%	173
2024 Q3	$17.4K	Hold	500	–	–	0.01%	178
2024 Q2	$14.3K	Sell	500 -500	-50%	-$13.8K	0.01%	186
2024 Q1	$28.4K	Hold	1,000	–	–	0.01%	120
2023 Q4	$33K	Hold	1,000	–	–	0.01%	104
2023 Q3	$25.6K	Hold	1,000	–	–	0.01%	110
2023 Q2	$26.5K	Buy	+1,000	New	+$27.7K	0.01%	100

Other funds holding WAFD

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return