Syon Capital’s WaFd WAFD Stock Holding History

Syon Capital’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	-7,631	Closed	-$218K	–	788
2025 Q1	$218K	Buy	+7,631	New	+$226K	0.02%	518

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

Syon Capital's WAFD Position: Q2 2025 in Review

Syon Capital sold out of WaFd (WAFD) in Q2 2025, closing a stake of 7,631 shares — an estimated $218K sold.

Syon Capital first reported a position in WAFD in Q1 2025 and held it in 1 quarter. The position peaked at $218K in Q1 2025. 255 funds tracked by Wall St. Rank hold WAFD as of Q2 2025.

Syon Capital reported no remaining WaFd position as of Q2 2025 after selling out during the quarter.
Syon Capital sold 7,631 WaFd shares in Q2 2025, an estimated $218K.
Syon Capital first reported a position in WaFd in Q1 2025 and held it in 1 quarter.
Syon Capital's WaFd position peaked at $218K in Q1 2025.
255 funds tracked by Wall St. Rank held WaFd as of Q2 2025.

Based on Syon Capital's 13F filing for Q2 2025, filed 14 Aug 2025.