WaFd, Inc
US ˙ NasdaqGS ˙ US9388241096

SecurityWAFD / WaFd, Inc
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership11,573 shares
Latest Disclosed Value $ 363,392
Neuberger Berman Group LLC reports 15.75% decrease in ownership of WAFD / WaFd, Inc

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 11,573 shares of WaFd, Inc (US:WAFD) valued at $363,392 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 13,737 shares of WaFd, Inc. This represents a change in shares of -15.75% during the quarter. The current value of the position is $411,652 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)
2026-05-14 2026-03-31 13F WAFD Common 938824109 11,573 -2,164 -15.75 363 -17.31 0.0001
2026-02-13 2025-12-31 13F WAFD Common 938824109 13,737 728 5.60 440 11.42 0.0003
2025-11-12 2025-09-30 13F WAFD Common 938824109 13,009 98 0.76 394 4.23 0.0003
2025-08-25 2025-06-30 13F/A-1 WAFD Common 938824109 12,911 747 6.14 378 8.93 0.0003
2025-08-13 2025-06-30 13F WAFD Common 938824109 12,911 747 378 0.0002
2025-05-13 2025-03-31 13F WAFD Common 938824109 12,164 549 4.73 348 -7.22 0.0003
2025-02-13 2024-12-31 13F WAFD Common 938824109 11,615 6 0.05 374 -7.43 0.0003
2024-11-14 2024-09-30 13F WAFD Common 938824109 11,609 -76 -0.65 405 21.32 0.0003
2024-11-14 2024-06-30 13F/A-1 WAFD Common 938824109 11,685 1,507 14.81 334 12.88 0.0003
2024-08-13 2024-06-30 13F WAFD Common 938824109 11,685 1,507 334 0.0003
2024-11-14 2024-03-31 13F/A-1 WAFD Common 938824109 10,178 1,034 11.31 295 -1.99 0.0002
2024-05-13 2024-03-31 13F WAFD Common 938824109 10,178 1,034 295 0.0002
2024-11-14 2023-12-31 13F/A-2 WAFD Common 938824109 9,144 205 2.29 301 31.44 0.0003
2024-02-09 2023-12-31 13F WAFD Common 938824109 9,144 205 301 0.0003
2023-11-14 2023-09-30 13F WAFD Common 938824109 8,939 771 9.44 229 6.02 0.0002
2023-08-11 2023-06-30 13F WASHINGTON FEDERAL Common 938824109 8,168 -1,151 -12.35 217 -22.86 0.0002
2023-05-12 2023-03-31 13F WASHINGTON FEDERAL Common 938824109 9,319 1,402 17.71 281 5.66 0.0003
2023-02-13 2022-12-31 13F WASHINGTON FEDERAL Common 938824109 7,917 0 0.00 266 11.81 0.0003
2022-11-15 2022-09-30 13F WASHINGTON FEDERAL Common 938824109 7,917 0 0.00 237 -0.42 0.0002
2022-08-15 2022-06-30 13F WASHINGTON FEDERAL Common 938824109 7,917 0 0.00 238 -8.46 0.0002
2022-05-23 2022-03-31 13F/A-1 WASHINGTON FEDERAL Common 938824109 7,917 0 0.00 260 -1.52 0.0002
2022-05-13 2022-03-31 13F WASHINGTON FEDERAL Common 938824109 7,917 0 259 0.0002
2022-02-11 2021-12-31 13F WASHINGTON FEDERAL Common 938824109 7,917 -15,792 -66.61 264 -58.49 0.0002
2020-08-13 2020-06-30 13F WASHINGTON FEDERAL Common 938824109 23,709 -12,401 -34.34 636 -32.12 0.0008
2020-05-14 2020-03-31 13F WASHINGTON FEDERAL Common 938824109 36,110 36,110 937 0.0014
2018-11-16 2018-09-30 13F/A-1 WASHINGTON FEDERAL Common 938824109 0 -11,690 -100.00 0 -100.00
2018-08-13 2018-06-30 13F WASHINGTON FEDERAL Common 938824109 11,690 11,690 382 0.0004
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.