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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
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

Other funds holding WAFD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
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

Snider Financial Group's WAFD Position: Q2 2026 in Review

Snider Financial Group opened a new position in WaFd (WAFD) in Q2 2026: 10,164 shares worth $390K. The stake represents 0.1% of the portfolio and ranks #83 among its holdings. This is a return to the name: Snider Financial Group previously reported a position in WAFD as recently as Q3 2021.

Snider Financial Group first reported a position in WAFD in Q3 2021 and has held it in 2 quarters since. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Snider Financial Group held 10,164 shares of WaFd worth $390K as of Q2 2026.
  • WaFd was a new Snider Financial Group position in Q2 2026.
  • WaFd made up 0.1% of Snider Financial Group's portfolio in Q2 2026, its #83 holding.
  • Snider Financial Group first reported a position in WaFd in Q3 2021 and has held it in 2 quarters since.
  • 290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.