Valued Wealth Advisors’s WaFd WAFD Stock Holding History

Valued 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	$2.19K	Buy	+57	New	+$2.01K	﹤0.01%	649

Other funds holding WAFD

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Valued Wealth Advisors's WAFD Position: Q2 2026 in Review

Valued Wealth Advisors opened a new position in WaFd (WAFD) in Q2 2026: 57 shares worth $2.19K. The stake represents ﹤0.01% of the portfolio and ranks #649 among its holdings.

43 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

Valued Wealth Advisors held 57 shares of WaFd worth $2.19K as of Q2 2026.
WaFd was a new Valued Wealth Advisors position in Q2 2026.
WaFd made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #649 holding.
43 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.