UBS AM
WAFD icon

UBS AM’s WaFd WAFD Stock Holding History

UBS AM’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 		$5.39M Sell
171,765
-1,900
-1% -$61.1K ﹤0.01% 1528
2025
Q4 		$5.56M Buy
173,665
+5,596
+3% +$173K ﹤0.01% 1413
2025
Q3 		$5.09M Sell
168,069
-144,159
-46% -$4.42M ﹤0.01% 1358
2025
Q2 		$9.14M Buy
312,228
+65,761
+27% +$1.86M ﹤0.01% 1400
2025
Q1 		$7.04M Buy
246,467
+20,865
+9% +$619K ﹤0.01% 1391
2024
Q4 		$7.27M Buy
225,602
+67,640
+43% +$2.38M ﹤0.01% 1409
2024
Q3 		$5.5M Buy
157,962
+8,769
+6% +$298K ﹤0.01% 1519
2024
Q2 		$4.26M Buy
149,193
+80,120
+116% +$2.22M ﹤0.01% 1579
2024
Q1 		$2.01M Sell
69,073
-2,834
-4% -$81.7K ﹤0.01% 1696
2023
Q4 		$2.37M Buy
71,907
+8,782
+14% +$243K ﹤0.01% 1605
2023
Q3 		$1.62M Sell
63,125
-1,799
-3% -$50.3K ﹤0.01% 1728
2023
Q2 		$1.96M Hold
64,924
– – ﹤0.01% 1659
2023
Q1 		$1.96M Buy
64,924
+4,355
+7% +$147K ﹤0.01% 1659
2022
Q4 		$2.03M Buy
60,569
+872
+1% +$30.5K ﹤0.01% 1517
2022
Q3 		$1.79M Sell
59,697
-19,906
-25% -$645K ﹤0.01% 1663
2022
Q2 		$2.39M Sell
79,603
-6,824
-8% -$214K ﹤0.01% 1539
2022
Q1 		$2.84M Buy
86,427
+1,450
+2% +$50.8K ﹤0.01% 1612
2021
Q4 		$2.84M Sell
84,977
-1,928
-2% -$66.5K ﹤0.01% 1704
2021
Q3 		$2.98M Buy
86,905
+10,019
+13% +$326K ﹤0.01% 1647
2021
Q2 		$2.44M Sell
76,886
-5,588
-7% -$182K ﹤0.01% 1761
2021
Q1 		$2.54M Sell
82,474
-2,931
-3% -$87.6K ﹤0.01% 1657
2020
Q4 		$2.2M Sell
85,405
-6,188
-7% -$147K ﹤0.01% 1643
2020
Q3 		$1.91M Buy
91,593
+16,671
+22% +$393K ﹤0.01% 1561
2020
Q2 		$2.01M Sell
74,922
-7,555
-9% -$195K ﹤0.01% 1514
2020
Q1 		$2.14M Sell
82,477
-1,693
-2% -$54.1K ﹤0.01% 1376
2019
Q4 		$3.08M Sell
84,170
-4,293
-5% -$158K ﹤0.01% 1402
2019
Q3 		$3.27M Buy
88,463
+5,411
+7% +$193K ﹤0.01% 1390
2019
Q2 		$2.9M Buy
83,052
+2,179
+3% +$70.5K ﹤0.01% 1411
2019
Q1 		$2.34M Buy
80,873
+8,896
+12% +$262K ﹤0.01% 1444
2018
Q4 		$1.92M Sell
71,977
-3,542
-5% -$99.5K ﹤0.01% 1445
2018
Q3 		$2.42M Buy
75,519
+2,178
+3% +$73.3K ﹤0.01% 1428
2018
Q2 		$2.4M Buy
73,341
+179
+0.2% +$5.88K ﹤0.01% 1420
2018
Q1 		$2.53M Buy
73,162
+11,935
+19% +$424K ﹤0.01% 1372
2017
Q4 		$2.1M Buy
61,227
+1,007
+2% +$34.6K ﹤0.01% 1419
2017
Q3 		$2.03M Buy
60,220
+2,162
+4% +$70.3K ﹤0.01% 1396
2017
Q2 		$1.93M Buy
58,058
+652
+1% +$21.6K ﹤0.01% 1384
2017
Q1 		$1.9M Buy
57,406
+7,821
+16% +$262K ﹤0.01% 1367
2016
Q4 		$1.7M Sell
49,585
-29,378
-37% -$898K ﹤0.01% 1356
2016
Q3 		$2.11M Buy
78,963
+990
+1% +$25.4K ﹤0.01% 1357
2016
Q2 		$1.89M Sell
77,973
-226,676
-74% -$5.45M ﹤0.01% 1383
2016
Q1 		$6.9M Buy
304,649
+2,290
+0.8% +$49.6K 0.01% 946
2015
Q4 		$7.21M Buy
302,359
+162,060
+116% +$3.99M 0.01% 948
2015
Q3 		$3.19M Buy
140,299
+19,361
+16% +$444K ﹤0.01% 1216
2015
Q2 		$2.82M Buy
120,938
+25,024
+26% +$561K ﹤0.01% 1246
2015
Q1 		$2.09M Buy
95,914
+39,118
+69% +$825K ﹤0.01% 1339
2014
Q4 		$1.26M Buy
56,796
+1,800
+3% +$38.5K ﹤0.01% 1515
2014
Q3 		$1.12M Hold
54,996
– – ﹤0.01% 1532
2014
Q2 		$1.23M Sell
54,996
-6,471
-11% -$142K ﹤0.01% 1507
2014
Q1 		$1.43M Buy
61,467
+1,200
+2% +$27.2K ﹤0.01% 1441
2013
Q4 		$1.4M Sell
60,267
-4,200
-7% -$95.4K ﹤0.01% 1392
2013
Q3 		$1.33M Hold
64,467
– – ﹤0.01% 1392
2013
Q2 		$1.22M Buy
+64,467
New +$1.11M ﹤0.01% 1374

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

UBS AM's WAFD Position: Q1 2026 in Review

UBS AM reduced its WaFd (WAFD) stake by 1.1% in Q1 2026, selling an estimated $61.1K and leaving 171,765 shares worth $5.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

UBS AM first reported a position in WAFD in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.14M in Q2 2025. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • UBS AM held 171,765 shares of WaFd worth $5.39M as of Q1 2026.
  • UBS AM sold 1,900 WaFd shares in Q1 2026, an estimated $61.1K.
  • WaFd made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #1528 holding.
  • UBS AM first reported a position in WaFd in Q2 2013 and has held it in 52 quarters since.
  • UBS AM's WaFd position peaked at $9.14M in Q2 2025.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.