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Yorktown Management & Research Company’s WaFd WAFD Stock Holding History

Yorktown Management & Research Company’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 		$324K Buy
+8,450
New +$298K 0.2% 199
2018
Q3 		– Sell
-7,800
Closed -$255K – 374
2018
Q2 		$255K Hold
7,800
– – 0.07% 309
2018
Q1 		$270K Hold
7,800
– – 0.08% 307
2017
Q4 		$267K Hold
7,800
– – 0.08% 324
2017
Q3 		$262K Hold
7,800
– – 0.07% 303
2017
Q2 		$259K Hold
7,800
– – 0.08% 217
2017
Q1 		$258K Hold
7,800
– – 0.07% 244
2016
Q4 		$268K Sell
7,800
-7,000
-47% -$214K 0.07% 198
2016
Q3 		$395K Hold
14,800
– – 0.09% 95
2016
Q2 		$359K Hold
14,800
– – 0.08% 124
2016
Q1 		$335K Buy
+14,800
New +$320K 0.07% 172

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

Yorktown Management & Research Company's WAFD Position: Q2 2026 in Review

Yorktown Management & Research Company opened a new position in WaFd (WAFD) in Q2 2026: 8,450 shares worth $324K. The stake represents 0.2% of the portfolio and ranks #199 among its holdings. This is a return to the name: Yorktown Management & Research Company previously reported a position in WAFD as recently as Q2 2018.

Yorktown Management & Research Company first reported a position in WAFD in Q1 2016 and has held it in 11 quarters since. The position peaked at $395K in Q3 2016. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Yorktown Management & Research Company held 8,450 shares of WaFd worth $324K as of Q2 2026.
  • WaFd was a new Yorktown Management & Research Company position in Q2 2026.
  • WaFd made up 0.2% of Yorktown Management & Research Company's portfolio in Q2 2026, its #199 holding.
  • Yorktown Management & Research Company first reported a position in WaFd in Q1 2016 and has held it in 11 quarters since.
  • Yorktown Management & Research Company's WaFd position peaked at $395K in Q3 2016.
  • 290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.