WAFD WASHINGTON FED INC

Ownership history in Lakeside Advisors, INC.  ·  17 quarters on record

AI Ownership Summary

Lakeside Advisors, INC. reported WASHINGTON FED INC (WAFD) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.2% in 2023 Q4. The latest visible filing shows WAFD at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WAFD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lakeside Advisors, INC.'s position in WASHINGTON FED INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WAFD was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Lakeside Advisors, INC. held WAFD — position size vs. price
% of Fund (quarterly)    WAFD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 7,750 -790 -9.3% 0.16% $248K 2026-02-14 (Est.) $32.88
2025 Q3 REDUCED 8,540 -241 -2.7% 0.16% $259K 2025-10-27 $29.12
2025 Q2 ADDED 8,781 +11 +0.1% 0.17% $257K 2025-07-23 $29.46
2025 Q1 ADDED 8,770 +10 +0.1% 0.17% $251K 2025-04-30 $27.54
2024 Q4 ADDED 8,760 +8 +0.1% 0.19% $282K 2025-02-03 $28.19
2024 Q3 ADDED 8,752 +7 +0.1% 0.19% $305K 2024-10-29 $32.67
2024 Q2 ADDED 8,745 +10 +0.1% 0.16% $250K 2024-07-30 $33.79
2024 Q1 ADDED 8,735 +9 +0.1% 0.16% $254K 2024-04-29 $25.77
2023 Q4 ADDED 8,726 +8 +0.1% 0.20% $288K 2024-01-30 $28.41
2023 Q3 ADDED 8,718 +546 +6.7% 0.17% $223K 2023-10-20 $22.46
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Lakeside Advisors, INC. and WAFD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lakeside Advisors, INC. reported owning WAFD?

Lakeside Advisors, INC. reported WAFD across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported WAFD position in Lakeside Advisors, INC.'s portfolio?

The largest reported portfolio weight for WAFD was 0.20% in 2023 Q4.

What is the latest reported WAFD position on this page?

The most recent filing on this page is 2025 Q4, when Lakeside Advisors, INC. reported 7,750 shares, equal to 0.16% of portfolio, with an estimated market value of $248K.

What does the chart on this WAFD ownership page compare?

The chart compares Lakeside Advisors, INC.'s quarterly WAFD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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