Sound Income Strategies’s WaFd WAFD Stock Holding History

Sound Income Strategies’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	–	Sell	-130	Closed	-$4.12K	–	2371
2026 Q1	$4.12K	Buy	130 +1	+0.8%	+$32	﹤0.01%	1916
2025 Q4	$4.18K	Buy	+129	New	+$3.98K	﹤0.01%	1889

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sound Income Strategies's WAFD Position: Q2 2026 in Review

Sound Income Strategies sold out of WaFd (WAFD) in Q2 2026, closing a stake of 130 shares — an estimated $4.12K sold.

Sound Income Strategies first reported a position in WAFD in Q4 2025 and held it in 2 quarters. The position peaked at $4.18K in Q4 2025. 209 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

Sound Income Strategies reported no remaining WaFd position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 130 WaFd shares in Q2 2026, an estimated $4.12K.
Sound Income Strategies first reported a position in WaFd in Q4 2025 and held it in 2 quarters.
Sound Income Strategies's WaFd position peaked at $4.18K in Q4 2025.
209 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.