SageView Advisory Group’s WaFd WAFD Stock Holding History

SageView Advisory 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 Q1	–	Sell	-70	Closed	-$2.24K	–	2408
2025 Q4	$2.24K	Buy	+70	New	+$2.16K	﹤0.01%	2206

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

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

SageView Advisory Group's WAFD Position: Q1 2026 in Review

SageView Advisory Group sold out of WaFd (WAFD) in Q1 2026, closing a stake of 70 shares — an estimated $2.24K sold.

SageView Advisory Group first reported a position in WAFD in Q4 2025 and held it in 1 quarter. The position peaked at $2.24K in Q4 2025. 259 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

SageView Advisory Group reported no remaining WaFd position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 70 WaFd shares in Q1 2026, an estimated $2.24K.
SageView Advisory Group first reported a position in WaFd in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's WaFd position peaked at $2.24K in Q4 2025.
259 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.