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Steve Schonfeld’s WaFd WAFD Stock Holding History

Steve Schonfeld’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 		$989K Buy
+25,780
New +$908K ﹤0.01% 1488
2024
Q4 		– Sell
-9,708
Closed -$338K – 2431
2024
Q3 		$338K Sell
9,708
-2,522
-21% -$85.8K ﹤0.01% 1602
2024
Q2 		$350K Buy
+12,230
New +$339K ﹤0.01% 1619
2023
Q1 		– Sell
-15,354
Closed -$515K – 2695
2022
Q4 		$515K Buy
+15,354
New +$537K ﹤0.01% 1509
2018
Q4 		– Sell
-15,200
Closed -$486K – 1250
2018
Q3 		$486K Sell
15,200
-10,700
-41% -$360K 0.02% 585
2018
Q2 		$847K Buy
25,900
+16,905
+188% +$555K 0.05% 424
2018
Q1 		$311K Sell
8,995
-10,509
-54% -$373K 0.02% 589
2017
Q4 		$668K Buy
+19,504
New +$670K 0.05% 389

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

Steve Schonfeld's WAFD Position: Q2 2026 in Review

Steve Schonfeld opened a new position in WaFd (WAFD) in Q2 2026: 25,780 shares worth $989K. The stake represents ﹤0.01% of the portfolio and ranks #1488 among its holdings. This is a return to the name: Steve Schonfeld previously reported a position in WAFD as recently as Q3 2024.

Steve Schonfeld first reported a position in WAFD in Q4 2017 and has held it in 8 quarters since. 285 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Steve Schonfeld held 25,780 shares of WaFd worth $989K as of Q2 2026.
  • WaFd was a new Steve Schonfeld position in Q2 2026.
  • WaFd made up ﹤0.01% of Steve Schonfeld's portfolio in Q2 2026, its #1488 holding.
  • Steve Schonfeld first reported a position in WaFd in Q4 2017 and has held it in 8 quarters since.
  • 285 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.