WaFd, Inc
DE ˙ DB ˙ US9388241096
29,80 € ↑0,60 (2,05%)
2026-06-05
DEL PRIS
SecurityDE:WAO / WaFd, Inc
InstitutionStifel Financial Corp
Latest Disclosed Ownership21,245 shares
Latest Disclosed Value $ 667,093
Stifel Financial Corp reports 2.72% increase in ownership of WAO / WaFd, Inc

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 21,245 shares of WaFd, Inc (DE:WAO) valued at $573,615 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 20,682 shares of WaFd, Inc. This represents a change in shares of 2.72% during the quarter. The current value of the position is $633,101 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.

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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)
2026-05-12 2026-03-31 13F WAFD COM 938824109 21,245 563 2.72 667 0.76 0.0001
2026-02-13 2025-12-31 13F WAFD COM 938824109 20,682 -335 -1.59 662 4.09 0.0006
2025-11-12 2025-09-30 13F WAFD COM 938824109 21,017 695 3.42 637 6.89 0.0006
2025-08-14 2025-06-30 13F WAFD COM 938824109 20,322 -6,890 -25.32 595 -23.42 0.0006
2025-05-14 2025-03-31 13F WAFD COM 938824109 27,212 -172 -0.63 778 -11.90 0.0008
2025-02-13 2024-12-31 13F WAFD COM 938824109 27,384 -819 -2.90 883 -10.18 0.0009
2024-11-14 2024-09-30 13F WAFD COM 938824109 28,203 -1,213 -4.12 983 16.90 0.0010
2024-08-13 2024-06-30 13F WAFD COM 938824109 29,416 -2,036 -6.47 841 -8.00 0.0009
2024-05-14 2024-03-31 13F WAFD COM 938824109 31,452 -4,661 -12.91 913 -23.28 0.0010
2024-02-12 2023-12-31 13F WAFD COM 938824109 36,113 -10,356 -22.29 1,190 0.00 0.0015
2023-11-13 2023-09-30 13F WAFD COM 938824109 46,469 3,819 8.95 1,191 5.22 0.0017
2023-08-14 2023-06-30 13F WASHINGTON FED COM 938824109 42,650 -3,371 -7.32 1,131 -18.40 0.0015
2023-05-12 2023-03-31 13F WASHINGTON FED COM 938824109 46,021 -5,198 -10.15 1,386 -19.32 0.0020
2023-02-13 2022-12-31 13F WASHINGTON FED COM 938824109 51,219 6,426 14.35 1,718 27.92 0.0026
2022-11-14 2022-09-30 13F WASHINGTON FED COM 938824109 44,793 -1,151 -2.51 1,343 -2.61 0.0022
2022-08-15 2022-06-30 13F WASHINGTON FED COM 938824109 45,944 736 1.63 1,379 -7.08 0.0022
2022-05-13 2022-03-31 13F WASHINGTON FED COM 938824109 45,208 431 0.96 1,484 -0.74 0.0020
2022-02-14 2021-12-31 13F WASHINGTON FED COM 938824109 44,777 -391 -0.87 1,495 -3.55 0.0020
2021-11-15 2021-09-30 13F WASHINGTON FED COM 938824109 45,168 644 1.45 1,550 9.54 0.0023
2021-08-13 2021-06-30 13F WASHINGTON FED COM 938824109 44,524 1,883 4.42 1,415 7.77 0.0021
2021-05-14 2021-03-31 13F WASHINGTON FED COM 938824109 42,641 16,281 61.76 1,313 93.37 0.0022
2021-02-12 2020-12-31 13F WASHINGTON FED COM 938824109 26,360 26,360 679 0.0012
2015-02-13 2014-12-31 13F WASHINGTON FED COM 938824109 0 -18,254 -100.00 0 -100.00
2014-11-13 2014-09-30 13F WASHINGTON FED COM 938824109 18,254 18,254 372 0.0033
2014-08-14 2014-06-30 13F WASHINGTON FED COM 938824109 0 -8,669 -100.00 0 -100.00
2014-05-15 2014-03-31 13F WASHINGTON FED COM 938824109 8,669 8,669 202 0.0019
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.