Universal-Beteiligungs- und Servicegesellschaft
WAFD icon

Universal-Beteiligungs- und Servicegesellschaft’s WaFd WAFD Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$2.44M Sell
77,780
-1,661
-2% -$53.4K ﹤0.01% 1175
2025
Q4 		$2.55M Sell
79,441
-44
-0.1% -$1.36K ﹤0.01% 1175
2025
Q3 		$2.41M Buy
79,485
+4,917
+7% +$151K ﹤0.01% 1207
2025
Q2 		$2.18M Buy
74,568
+4,538
+6% +$128K ﹤0.01% 1202
2025
Q1 		$2M Buy
70,030
+2,930
+4% +$86.9K ﹤0.01% 1201
2024
Q4 		$2.16M Buy
+67,100
New +$2.36M ﹤0.01% 874

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

Universal-Beteiligungs- und Servicegesellschaft's WAFD Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its WaFd (WAFD) stake by 2.1% in Q1 2026, selling an estimated $53.4K and leaving 77,780 shares worth $2.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in WAFD in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.55M in Q4 2025. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 77,780 shares of WaFd worth $2.44M as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 1,661 WaFd shares in Q1 2026, an estimated $53.4K.
  • WaFd made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #1175 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in WaFd in Q4 2024 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's WaFd position peaked at $2.55M in Q4 2025.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.