Snider Financial Group
WAFD icon

Snider Financial Group’s WaFd WAFD Stock Holding History

Snider Financial 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
Q3 		$305K Buy
10,174
+10
+0.1% +$359 0.07% 87
2026
Q2 		$390K Buy
+10,164
New +$358K 0.1% 83
2021
Q4 		– Sell
-9,484
Closed -$335K – 67
2021
Q3 		$335K Buy
+9,484
New +$309K 0.15% 53

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Y-Intercept (HK)
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Talbot Financial
Talbot Financial Bellevue, Washington $1.39B AUM 29.88% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Snider Financial Group's WAFD Position: Q3 2026 in Review

Snider Financial Group increased its WaFd (WAFD) stake by 0.1% in Q3 2026, buying an estimated $359 and bringing the position to 10,174 shares worth $305K. The position accounts for 0.07% of the portfolio, ranked #87.

Snider Financial Group first reported a position in WAFD in Q3 2021 and has held it in 3 quarters since. The position peaked at $390K in Q2 2026. 35 funds tracked by Wall St. Rank hold WAFD as of Q3 2026.

  • Snider Financial Group held 10,174 shares of WaFd worth $305K as of Q3 2026.
  • Snider Financial Group bought 10 WaFd shares in Q3 2026, an estimated $359.
  • WaFd made up 0.07% of Snider Financial Group's portfolio in Q3 2026, its #87 holding.
  • Snider Financial Group first reported a position in WaFd in Q3 2021 and has held it in 3 quarters since.
  • Snider Financial Group's WaFd position peaked at $390K in Q2 2026.
  • 35 funds tracked by Wall St. Rank held WaFd as of Q3 2026.

Based on Snider Financial Group's 13F filing for Q3 2026, filed 16 Oct 2026.