WaFd, Inc
DE ˙ DB ˙ US9388241096
29,80 € ↑0,60 (2,05%)
2026-06-05
DEL PRIS
SecurityDE:WAO / WaFd, Inc
InstitutionBessemer Group Inc
Latest Disclosed Ownership191,044 shares
Latest Disclosed Value $ 5,999
Bessemer Group Inc reports 37.89% increase in ownership of WAO / WaFd, Inc

On May 6, 2026 - Bessemer Group Inc filed a 13F-HR form disclosing ownership of 191,044 shares of WaFd, Inc (DE:WAO) valued at $5,158,188 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 138,544 shares of WaFd, Inc. This represents a change in shares of 37.89% during the quarter. The current value of the position is $5,693,111 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-06 2026-03-31 13F WAFD SC 938824109 191,044 52,500 37.89 6 25.00 0.0094
2026-02-05 2025-12-31 13F WAFD SC 938824109 138,544 138,040 27,388.89 4 0.0068
2025-11-05 2025-09-30 13F WAFD SC 938824109 504 248 96.88 0 0.0000
2025-08-01 2025-06-30 13F WAFD SC 938824109 256 72 39.13 0 0.0000
2025-04-23 2025-03-31 13F WAFD SC 938824109 184 -78 -29.77 0 0.0000
2025-02-13 2024-12-31 13F WAFD SC 938824109 262 92 54.12 0 0.0000
2024-11-12 2024-09-30 13F WAFD SC 938824109 170 74 77.08 0 0.0000
2024-08-13 2024-06-30 13F WAFD SC 938824109 96 0 0.00 0 0.0000
2024-08-13 2024-03-31 13F/A-1 WAFD SC 938824109 96 0 0.00 0 0.0000
2024-05-13 2024-03-31 13F WAFD SC 938824109 96 0 0 0.0000
2024-02-09 2023-12-31 13F WAFD SC 938824109 96 96 0 0.0000
2023-11-13 2023-09-30 13F WASHINGTON FEDERAL SC 938824109 0 -171 -100.00 0 0.0000
2023-08-10 2023-06-30 13F WASHINGTON FEDERAL SC 938824109 171 52 43.70 0 0.0000
2023-05-10 2023-03-31 13F WASHINGTON FEDERAL SC 938824109 119 119 0 0.0000
2020-11-12 2020-09-30 13F WASHINGTON FEDERAL SC 938824109 0 -90 -100.00 0 -100.00
2020-08-05 2020-06-30 13F WASHINGTON FEDERAL SC 938824109 90 0 0.00 2 0.00 0.0000
2020-04-30 2020-03-31 13F WASHINGTON FEDERAL SC 938824109 90 -108 -54.55 2 -71.43 0.0000
2020-02-04 2019-12-31 13F WASHINGTON FEDERAL SC 938824109 198 0 0.00 7 0.00 0.0000
2019-11-07 2019-09-30 13F WASHINGTON FEDERAL SC 938824109 198 108 120.00 7 133.33 0.0000
2019-07-19 2019-06-30 13F WASHINGTON FEDERAL SC 938824109 90 0 0.00 3 0.00 0.0000
2019-05-13 2019-03-31 13F WASHINGTON FEDERAL SC 938824109 90 90 3 0.0000
2017-07-27 2017-06-30 13F WASHINGTON FEDERAL SC 938824109 0 -13,800 -100.00 0 -100.00
2017-05-12 2017-03-31 13F WASHINGTON FEDERAL SC 938824109 13,800 -69,600 -83.45 457 -84.05 0.0019
2017-02-07 2016-12-31 13F WASHINGTON FEDERAL SC 938824109 83,400 0 0.00 2,865 28.76 0.0132
2016-11-10 2016-09-30 13F WASHINGTON FEDERAL SC 938824109 83,400 83,400 2,225 0.0112
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.