UBS Group’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17M | Buy |
542,633
+339,086
| +167% | +$10.9M | ﹤0.01% | 2778 |
|
|
2025
Q4 | $6.52M | Sell |
203,547
-125,929
| -38% | -$3.89M | ﹤0.01% | 3751 |
|
|
2025
Q3 | $9.98M | Sell |
329,476
-83,812
| -20% | -$2.57M | ﹤0.01% | 3291 |
|
|
2025
Q2 | $12.1M | Buy |
413,288
+128,737
| +45% | +$3.65M | ﹤0.01% | 2884 |
|
|
2025
Q1 | $8.13M | Buy |
284,551
+71,867
| +34% | +$2.13M | ﹤0.01% | 3267 |
|
|
2024
Q4 | $6.86M | Buy |
212,684
+64,775
| +44% | +$2.28M | ﹤0.01% | 3486 |
|
|
2024
Q3 | $5.15M | Sell |
147,909
-82,913
| -36% | -$2.82M | ﹤0.01% | 3030 |
|
|
2024
Q2 | $6.6M | Buy |
230,822
+92,047
| +66% | +$2.55M | ﹤0.01% | 2592 |
|
|
2024
Q1 | $4.03M | Sell |
138,775
-9,100
| -6% | -$262K | ﹤0.01% | 3194 |
|
|
2023
Q4 | $4.87M | Buy |
147,875
+46,157
| +45% | +$1.28M | ﹤0.01% | 2808 |
|
|
2023
Q3 | $2.61M | Sell |
101,718
-20,554
| -17% | -$575K | ﹤0.01% | 3191 |
|
|
2023
Q2 | $3.24M | Sell |
122,272
-25,314
| -17% | -$701K | ﹤0.01% | 3023 |
|
|
2023
Q1 | $4.45M | Buy |
147,586
+9,010
| +7% | +$305K | ﹤0.01% | 2634 |
|
|
2022
Q4 | $4.65M | Buy |
138,576
+38,000
| +38% | +$1.33M | ﹤0.01% | 2573 |
|
|
2022
Q3 | $3.02M | Buy |
100,576
+12,761
| +15% | +$414K | ﹤0.01% | 2800 |
|
|
2022
Q2 | $2.64M | Buy |
87,815
+8,984
| +11% | +$282K | ﹤0.01% | 2908 |
|
|
2022
Q1 | $2.59M | Sell |
78,831
-34,233
| -30% | -$1.2M | ﹤0.01% | 3189 |
|
|
2021
Q4 | $3.77M | Buy |
113,064
+13,043
| +13% | +$450K | ﹤0.01% | 3145 |
|
|
2021
Q3 | $3.43M | Sell |
100,021
-10,427
| -9% | -$339K | ﹤0.01% | 3076 |
|
|
2021
Q2 | $3.51M | Sell |
110,448
-17,413
| -14% | -$568K | ﹤0.01% | 3040 |
|
|
2021
Q1 | $3.94M | Buy |
127,861
+15,915
| +14% | +$476K | ﹤0.01% | 2867 |
|
|
2020
Q4 | $2.88M | Sell |
111,946
-9,537
| -8% | -$227K | ﹤0.01% | 3021 |
|
|
2020
Q3 | $2.53M | Buy |
121,483
+37,918
| +45% | +$894K | ﹤0.01% | 2829 |
|
|
2020
Q2 | $2.24M | Sell |
83,565
-4,563
| -5% | -$118K | ﹤0.01% | 2761 |
|
|
2020
Q1 | $2.29M | Sell |
88,128
-152,521
| -63% | -$4.87M | ﹤0.01% | 2636 |
|
|
2019
Q4 | $8.82M | Buy |
240,649
+82,606
| +52% | +$3.03M | ﹤0.01% | 2071 |
|
|
2019
Q3 | $5.85M | Buy |
158,043
+49,065
| +45% | +$1.75M | ﹤0.01% | 2226 |
|
|
2019
Q2 | $3.81M | Buy |
108,978
+17,322
| +19% | +$560K | ﹤0.01% | 2554 |
|
|
2019
Q1 | $2.65M | Sell |
91,656
-41,640
| -31% | -$1.22M | ﹤0.01% | 2740 |
|
|
2018
Q4 | $3.56M | Buy |
133,296
+17,952
| +16% | +$504K | ﹤0.01% | 2478 |
|
|
2018
Q3 | $3.69M | Buy |
115,344
+15,313
| +15% | +$515K | ﹤0.01% | 2634 |
|
|
2018
Q2 | $3.27M | Buy |
100,031
+25,245
| +34% | +$830K | ﹤0.01% | 2717 |
|
|
2018
Q1 | $2.59M | Sell |
74,786
-9,490
| -11% | -$337K | ﹤0.01% | 2909 |
|
|
2017
Q4 | $2.89M | Buy |
84,276
+5,457
| +7% | +$187K | ﹤0.01% | 2868 |
|
|
2017
Q3 | $2.65M | Sell |
78,819
-111,185
| -59% | -$3.62M | ﹤0.01% | 2849 |
|
|
2017
Q2 | $6.31M | Buy |
190,004
+118,524
| +166% | +$3.93M | ﹤0.01% | 1927 |
|
|
2017
Q1 | $2.37M | Buy |
71,480
+7,649
| +12% | +$256K | ﹤0.01% | 2792 |
|
|
2016
Q4 | $2.19M | Sell |
63,831
-3,655
| -5% | -$112K | ﹤0.01% | 2846 |
|
|
2016
Q3 | $1.8M | Buy |
67,486
+1,989
| +3% | +$51K | ﹤0.01% | 2935 |
|
|
2016
Q2 | $1.59M | Buy |
65,497
+3,289
| +5% | +$79K | ﹤0.01% | 2970 |
|
|
2016
Q1 | $1.41M | Sell |
62,208
-1,265
| -2% | -$27.4K | ﹤0.01% | 2981 |
|
|
2015
Q4 | $1.51M | Sell |
63,473
-3,645
| -5% | -$89.8K | ﹤0.01% | 3065 |
|
|
2015
Q3 | $1.53M | Sell |
67,118
-18,854
| -22% | -$432K | ﹤0.01% | 2984 |
|
|
2015
Q2 | $2.01M | Sell |
85,972
-6,592
| -7% | -$148K | ﹤0.01% | 2976 |
|
|
2015
Q1 | $2.02M | Sell |
92,564
-13,473
| -13% | -$284K | ﹤0.01% | 2920 |
|
|
2014
Q4 | $2.35M | Buy |
+106,037
| New | +$2.27M | ﹤0.01% | 2750 |
|
Other funds holding WAFD
VPM
VCM
SFM
UBS Group's WAFD Position: Q1 2026 in Review
UBS Group increased its WaFd (WAFD) stake by 167% in Q1 2026, buying an estimated $10.9M and bringing the position to 542,633 shares worth $17M. The position accounts for ﹤0.01% of the portfolio, ranked #2778.
UBS Group first reported a position in WAFD in Q4 2014 and has held it in 46 quarters since. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.
- UBS Group held 542,633 shares of WaFd worth $17M as of Q1 2026.
- UBS Group bought 339,086 WaFd shares in Q1 2026, an estimated $10.9M.
- WaFd made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2778 holding.
- UBS Group first reported a position in WaFd in Q4 2014 and has held it in 46 quarters since.
- 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.