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Wood Tarver Financial Group’s WaFd WAFD Stock Holding History

Wood Tarver Financial Group’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
2025
Q3 		– Sell
-379
Closed -$11K – 644
2025
Q2 		$11K Hold
379
– – ﹤0.01% 410
2025
Q1 		$10.8K Hold
379
– – ﹤0.01% 411
2024
Q4 		$12K Buy
+379
New +$13.3K ﹤0.01% 398

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wood Tarver Financial Group's WAFD Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of WaFd (WAFD) in Q3 2025, closing a stake of 379 shares — an estimated $11K sold.

Wood Tarver Financial Group first reported a position in WAFD in Q4 2024 and held it in 3 quarters. The position peaked at $12K in Q4 2024. 254 funds tracked by Wall St. Rank hold WAFD as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining WaFd position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 379 WaFd shares in Q3 2025, an estimated $11K.
  • Wood Tarver Financial Group first reported a position in WaFd in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's WaFd position peaked at $12K in Q4 2024.
  • 254 funds tracked by Wall St. Rank held WaFd as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.