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BOLTON SECURITIES CORPORATION’s WaFd WAFD Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$5.65K Buy
+180
New +$5.79K ﹤0.01% 1740
2025
Q3 		$5.45K Buy
+180
New +$5.52K ﹤0.01% 1691
2025
Q1 		$5.14K Buy
+180
New +$5.34K ﹤0.01% 1576

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 $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
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 $1.92T AUM 36.1% 1-Year Est. Return
Systematic Financial Management
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's WAFD Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in WaFd (WAFD) in Q1 2026: 180 shares worth $5.65K. The stake represents ﹤0.01% of the portfolio and ranks #1740 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in WAFD as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in WAFD in Q1 2025 and has held it in 3 quarters since. 260 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 180 shares of WaFd worth $5.65K as of Q1 2026.
  • WaFd was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • WaFd made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1740 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in WaFd in Q1 2025 and has held it in 3 quarters since.
  • 260 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.