WAFD — WAFD INC COM

Ownership history in High Note Wealth, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which High Note Wealth, LLC reported a position in WAFD INC COM (WAFD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 70 +7 +11.1% 0.00% $2K $29.78
2025 Q2 REDUCED 63 -1 -1.6% 0.00% $2K $28.53
2025 Q1 INITIATED 64 — — 0.00% $2K $27.59
% of Fund (quarterly)    WAFD price (monthly, adj. close)

Other funds also holding WAFD

As of 2025 Q4 — sorted by position size

SYSTEMATIC FINANCIAL MANAGEMENT LP 3Y 7Y 1.18% DAVIDSON INVESTMENT ADVISORS 3Y 7Y 0.42% AUXIER ASSET MANAGEMENT LLC 3Y 7Y 0.4% FRONTIER CAPITAL MANAGEMENT CO LLC 3Y 7Y 0.38% FULLER & THALER ASSET MANAGEMENT, INC. 3Y 7Y 0.37% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.35% Pinnacle West Asset Management, Inc. 0.21% Talbot Financial, LLC 3Y 0.2% OXFORD ASSET MANAGEMENT LLP 3Y 7Y 0.2% Lakeside Advisors, INC. 3Y 0.16%
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