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RAFFA WEALTH MANAGEMENT, LLC’s WaFd WAFD Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$115 Sell
3
-1
-25% -$35 ﹤0.01% 1356
2026
Q1 		$126 Buy
+4
New +$129 ﹤0.01% 1253

Other funds holding WAFD

DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
TF
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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's WAFD Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its WaFd (WAFD) stake by 25% in Q2 2026, selling an estimated $35 and leaving 3 shares worth $115. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in WAFD in Q1 2026 and has held it in 2 quarters since. The position peaked at $126 in Q1 2026. 56 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 3 shares of WaFd worth $115 as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 1 WaFd share in Q2 2026, an estimated $35.
  • WaFd made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1356 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in WaFd in Q1 2026 and has held it in 2 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's WaFd position peaked at $126 in Q1 2026.
  • 56 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.