WAFD — WASHINGTON FED INC

Ownership history in Talbot Financial, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Talbot Financial, LLC reported a position in WASHINGTON FED INC (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.

Peak position
0.39% (2022 Q4)
Avg. % of fund
0.29%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 77,586 — 0% 0.20% $2.5M $31.77
2025 Q3 UNCHANGED 77,586 — 0% 0.20% $2.4M $29.78
2025 Q2 UNCHANGED 77,586 — 0% 0.22% $2.3M $28.53
2025 Q1 ADDED 77,586 +3,288 +4.4% 0.28% $2.2M $27.59
2024 Q4 UNCHANGED 74,298 — 0% 0.28% $2.4M $30.84
2024 Q3 UNCHANGED 74,298 — 0% 0.32% $2.6M $33.10
2024 Q2 UNCHANGED 74,298 — 0% 0.27% $2.1M $26.95
2024 Q1 ADDED 74,298 +3,034 +4.3% 0.29% $2.2M $27.12
2023 Q4 UNCHANGED 71,264 — 0% 0.35% $2.3M $30.51
2023 Q3 UNCHANGED 71,264 — 0% 0.32% $1.8M $23.49
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% OXFORD ASSET MANAGEMENT LLP 3Y 7Y 0.2% Lakeside Advisors, INC. 3Y 0.16% Azora Capital LP 3Y 7Y 0.15%
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