Universal-Beteiligungs- und Servicegesellschaft
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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
Q2 		$3.05M Buy
79,560
+1,780
+2% +$62.7K ﹤0.01% 1137
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 $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

Universal-Beteiligungs- und Servicegesellschaft's WAFD Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its WaFd (WAFD) stake by 2.3% in Q2 2026, buying an estimated $62.7K and bringing the position to 79,560 shares worth $3.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in WAFD in Q4 2024 and has held it in 7 quarters since. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 79,560 shares of WaFd worth $3.05M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 1,780 WaFd shares in Q2 2026, an estimated $62.7K.
  • WaFd made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1137 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in WaFd in Q4 2024 and has held it in 7 quarters since.
  • 290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.