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Summit Securities Group’s WaFd WAFD Stock Holding History

Summit Securities 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
2025
Q3 		– Sell
-1,089
Closed -$31.9K – 1385
2025
Q2 		$31.9K Buy
+1,089
New +$30.8K 0.01% 616
2024
Q2 		– Sell
-215
Closed -$6K – 820
2024
Q1 		$6K Buy
+215
New +$6.2K ﹤0.01% 370
2023
Q3 		– Sell
-1,000
Closed -$15K – 1051
2023
Q2 		$15K Buy
+1,000
New +$27.7K ﹤0.01% 713
2014
Q3 		– Sell
-77
Closed -$2K – 807
2014
Q2 		$2K Buy
+77
New +$1.68K ﹤0.01% 499
2013
Q3 		– Sell
-716
Closed -$14K – 563
2013
Q2 		$14K Buy
+716
New +$12.3K 0.01% 281

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Summit Securities Group's WAFD Position: Q3 2025 in Review

Summit Securities Group sold out of WaFd (WAFD) in Q3 2025, closing a stake of 1,089 shares — an estimated $31.9K sold.

Summit Securities Group first reported a position in WAFD in Q2 2013 and held it in 5 quarters. The position peaked at $31.9K in Q2 2025. 254 funds tracked by Wall St. Rank hold WAFD as of Q3 2025.

  • Summit Securities Group reported no remaining WaFd position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 1,089 WaFd shares in Q3 2025, an estimated $31.9K.
  • Summit Securities Group first reported a position in WaFd in Q2 2013 and held it in 5 quarters.
  • Summit Securities Group's WaFd position peaked at $31.9K in Q2 2025.
  • 254 funds tracked by Wall St. Rank held WaFd as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.