WAFD
WaFd, Inc. · Financial Services · Banks - Regional
Momentum inputs (comparable managers):
holder breadth -12.5% ·
share flow -11.9% ·
net new positions -14.3%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 98 | +7 | 46.79M | $1.77B | +9 | −2 |
| Q1 2026 | 94 | +1 | 45.11M | $1.42B | +8 | −7 |
| Q4 2025 | 93 | -2 | 49.77M | $1.59B | — | −2 |
| Q3 2025 | 18 | +1 | 28.75M | $870.80M | +1 | −1 |
| Q2 2025 | 15 | +3 | 28.18M | $825.07M | +3 | — |
| Q1 2025 | 9 | +1 | 7.19M | $205.51M | +1 | — |
| Q4 2024 | 8 | 0 | 7.08M | $228.33M | +1 | −1 |
| Q3 2024 | 7 | -1 | 2.45M | $85.42M | +2 | −3 |
| Q2 2024 | 8 | — | 2.78M | $79.55M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 1.76M | +10.0% | $61.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 1.76M | +10.0% | $61.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Arrowstreet Capital ✦ | 361.26K | New | $12.59M | 0.0% | New | 1 | SEC ↗ |
| 4 | Norges Bank ✦ (passive) | 250.59K | -33.3% | $8.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 41.34K | +1.8% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 17.66K | -96.3% | $615,416 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Renaissance Technologies ✦ | 13.93K | -90.0% | $485,426 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 6.93K | New | $238,982 | 0.0% | New | 1 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 6.93K | New | $238,982 | 0.0% | New | 1 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 6.93K | New | $238,982 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Arrowstreet Capital | $12.59M | 0.0% |
| AQR Capital Management | $238,982 | 0.0% |
| AQR Capital Management | $238,982 | 0.0% |
| AQR Capital Management | $238,982 | 0.0% |
Exited
| D. E. Shaw & Co. | $2.69M | was 0.0% |
| Two Sigma Investments | $1.16M | was 0.0% |
| GAMCO Investors | $285,800 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 254 holders, 61.63M shares, $1.90B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.