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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
Q2 		– Sell
-134
Closed -$4.21K – 2184
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Twin Peaks Wealth Advisors's WAFD Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of WaFd (WAFD) in Q2 2026, closing a stake of 134 shares — an estimated $4.21K sold.

Twin Peaks Wealth Advisors first reported a position in WAFD in Q2 2025 and held it in 2 quarters. The position peaked at $7.59K in Q2 2025. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining WaFd position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 134 WaFd shares in Q2 2026, an estimated $4.21K.
  • Twin Peaks Wealth Advisors first reported a position in WaFd in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's WaFd position peaked at $7.59K in Q2 2025.
  • 290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.