SJS Investment Consulting’s WaFd WAFD Stock Holding History

SJS Investment Consulting’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	$409	Buy	13 +6	+86%	+$193	﹤0.01%	1810
2025 Q4	$225	Hold	7	–	–	﹤0.01%	1774
2025 Q3	$213	Hold	7	–	–	﹤0.01%	1450
2025 Q2	$205	Sell	7 -3	-30%	-$85	﹤0.01%	1366
2025 Q1	$286	Sell	10 -3	-23%	-$89	﹤0.01%	1390
2024 Q4	$420	Sell	13 -3	-19%	-$105	﹤0.01%	1306
2024 Q3	$558	Buy	16 +3	+23%	+$102	﹤0.01%	1290
2024 Q2	$372	Hold	13	–	–	﹤0.01%	1385
2024 Q1	$378	Buy	13 +2	+18%	+$58	﹤0.01%	1373
2023 Q4	$363	Sell	11 -4	-27%	-$111	﹤0.01%	1342
2023 Q3	$385	Hold	15	–	–	﹤0.01%	1304
2023 Q2	$398	Buy	15 +6	+67%	+$166	﹤0.01%	1235
2023 Q1	$272	Sell	9 -15	-63%	-$507	﹤0.01%	1300
2022 Q4	$805	Buy	24 +11	+85%	+$385	﹤0.01%	1048
2022 Q3	$0	Buy	+13	New	+$421	﹤0.01%	1588
2022 Q1	$0	Buy	+3	New	+$105	﹤0.01%	1372

Other funds holding WAFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

SJS Investment Consulting's WAFD Position: Q1 2026 in Review

SJS Investment Consulting increased its WaFd (WAFD) stake by 86% in Q1 2026, buying an estimated $193 and bringing the position to 13 shares worth $409. The position accounts for ﹤0.01% of the portfolio, ranked #1810.

SJS Investment Consulting first reported a position in WAFD in Q1 2022 and has held it in 16 quarters since. The position peaked at $805 in Q4 2022. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

SJS Investment Consulting held 13 shares of WaFd worth $409 as of Q1 2026.
SJS Investment Consulting bought 6 WaFd shares in Q1 2026, an estimated $193.
WaFd made up ﹤0.01% of SJS Investment Consulting's portfolio in Q1 2026, its #1810 holding.
SJS Investment Consulting first reported a position in WaFd in Q1 2022 and has held it in 16 quarters since.
SJS Investment Consulting's WaFd position peaked at $805 in Q4 2022.
257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.