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Trust Company’s WaFd WAFD Stock Holding History

Trust Company’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 		– Sell
-29
Closed -$918 – 964
2026
Q1 		$918 Hold
29
– – ﹤0.01% 585
2025
Q4 		$929 Buy
+29
New +$896 ﹤0.01% 570

Other funds holding WAFD

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
TF
Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFG
Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Trust Company's WAFD Position: Q2 2026 in Review

Trust Company sold out of WaFd (WAFD) in Q2 2026, closing a stake of 29 shares — an estimated $918 sold.

Trust Company first reported a position in WAFD in Q4 2025 and held it in 2 quarters. The position peaked at $929 in Q4 2025. 21 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Trust Company reported no remaining WaFd position as of Q2 2026 after selling out during the quarter.
  • Trust Company sold 29 WaFd shares in Q2 2026, an estimated $918.
  • Trust Company first reported a position in WaFd in Q4 2025 and held it in 2 quarters.
  • Trust Company's WaFd position peaked at $929 in Q4 2025.
  • 21 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.