SFG
WAFD icon

Steward Financial Group’s WaFd WAFD Stock Holding History

Steward 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
2023
Q3 		$1K Buy
+60
New +$1.68K ﹤0.01% 1283
2022
Q3 		– Sell
-40
Closed -$1K – 1303
2022
Q2 		$1K Buy
+40
New +$1.26K ﹤0.01% 893

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Steward Financial Group's WAFD Position: Q3 2023 in Review

Steward Financial Group opened a new position in WaFd (WAFD) in Q3 2023: 60 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1283 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in WAFD as recently as Q2 2022.

Steward Financial Group first reported a position in WAFD in Q2 2022 and has held it in 2 quarters since. 214 funds tracked by Wall St. Rank hold WAFD as of Q3 2023.

  • Steward Financial Group held 60 shares of WaFd worth $1K as of Q3 2023.
  • WaFd was a new Steward Financial Group position in Q3 2023.
  • WaFd made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1283 holding.
  • Steward Financial Group first reported a position in WaFd in Q2 2022 and has held it in 2 quarters since.
  • 214 funds tracked by Wall St. Rank held WaFd as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.