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 Q3	$3.59K	Sell	120 -64	-35%	-$2.3K	﹤0.01%	1906
2026 Q2	$7.06K	Buy	184 +171	+1,315%	+$6.02K	﹤0.01%	1231
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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Talbot Financial Bellevue, Washington $1.39B AUM 29.88% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

SJS Investment Consulting's WAFD Position: Q3 2026 in Review

SJS Investment Consulting reduced its WaFd (WAFD) stake by 35% in Q3 2026, selling an estimated $2.3K and leaving 120 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

SJS Investment Consulting first reported a position in WAFD in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.06K in Q2 2026. 47 funds tracked by Wall St. Rank hold WAFD as of Q3 2026.

SJS Investment Consulting held 120 shares of WaFd worth $3.59K as of Q3 2026.
SJS Investment Consulting sold 64 WaFd shares in Q3 2026, an estimated $2.3K.
WaFd made up ﹤0.01% of SJS Investment Consulting's portfolio in Q3 2026, its #1906 holding.
SJS Investment Consulting first reported a position in WaFd in Q1 2022 and has held it in 18 quarters since.
SJS Investment Consulting's WaFd position peaked at $7.06K in Q2 2026.
47 funds tracked by Wall St. Rank held WaFd as of Q3 2026.

Based on SJS Investment Consulting's 13F filing for Q3 2026, filed 26 Oct 2026.