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Twin Peaks Wealth Advisors’s WaFd WAFD Stock Holding History

Twin Peaks Wealth Advisors’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
Q1 		$4.21K Buy
+134
New +$4.31K ﹤0.01% 1455
2025
Q3 		– Sell
-249
Closed -$7.59K – 2110
2025
Q2 		$7.59K Buy
+249
New +$7.05K ﹤0.01% 1077

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Twin Peaks Wealth Advisors's WAFD Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in WaFd (WAFD) in Q1 2026: 134 shares worth $4.21K. The stake represents ﹤0.01% of the portfolio and ranks #1455 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in WAFD as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in WAFD in Q2 2025 and has held it in 2 quarters since. The position peaked at $7.59K in Q2 2025. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • Twin Peaks Wealth Advisors held 134 shares of WaFd worth $4.21K as of Q1 2026.
  • WaFd was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • WaFd made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1455 holding.
  • Twin Peaks Wealth Advisors first reported a position in WaFd in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's WaFd position peaked at $7.59K in Q2 2025.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.