Stephens Consulting’s WaFd WAFD Stock Holding History

Stephens 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
2025 Q2	–	Sell	-30	Closed	-$858	–	2009
2025 Q1	$858	Buy	+30	New	+$890	﹤0.01%	713

Other funds holding WAFD

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stephens Consulting's WAFD Position: Q2 2025 in Review

Stephens Consulting sold out of WaFd (WAFD) in Q2 2025, closing a stake of 30 shares — an estimated $858 sold.

Stephens Consulting first reported a position in WAFD in Q1 2025 and held it in 1 quarter. The position peaked at $858 in Q1 2025. 255 funds tracked by Wall St. Rank hold WAFD as of Q2 2025.

Stephens Consulting reported no remaining WaFd position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 30 WaFd shares in Q2 2025, an estimated $858.
Stephens Consulting first reported a position in WaFd in Q1 2025 and held it in 1 quarter.
Stephens Consulting's WaFd position peaked at $858 in Q1 2025.
255 funds tracked by Wall St. Rank held WaFd as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.