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Livermore
Livermore
ZHEN

Lakeside Advisors, INC.

SEC CIK
0001913467
Latest filing
Jul 31, 2026

WAFD holding history

Wafd Inc in every 13F filed by Lakeside Advisors, INC., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WAFD overviewAll 13F holders of WAFDFull Q2 2026 holdings

Shares (Q2 2026)
6,818
Value
$261.6K
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of WAFD by Lakeside Advisors, INC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,818$261.6K0.2%−691−9.2%ReducedHolders
Q1 20267,509$235.8K0.2%−241−3.1%ReducedHolders
Q4 20257,750$248.2K0.2%−790−9.3%ReducedHolders
Q3 20258,540$258.7K0.2%−241−2.7%ReducedHolders
Q2 20258,781$257.1K0.2%+11+0.1%AddedHolders
Q1 20258,770$250.6K0.2%+10+0.1%AddedHolders
Q4 20248,760$282.4K0.2%+8+0.1%AddedHolders
Q3 20248,752$305.0K0.2%+7+0.1%AddedHolders
Q2 20248,745$249.9K0.2%+10+0.1%AddedHolders
Q1 20248,735$253.6K0.2%+9+0.1%AddedHolders
Q4 20238,726$287.6K0.2%+8+0.1%AddedHolders
Q3 20238,718$223.3K0.2%+546+6.7%AddedHolders
Q2 20238,172$216.7K0.2%+9+0.1%AddedHolders
Q1 20238,163$245.9K0.2%+7+0.1%AddedHolders
Q4 20228,156$273.6K0.2%−243−2.9%ReducedHolders
Q3 20228,399$252.0K0.2%+7+0.1%AddedHolders
Q2 20228,392$252.0K0.2%+107+1.3%AddedHolders
Q1 20228,285$272.0K0.2%+5+0.1%AddedHolders
Q4 20218,280$276.0K0.2%–No prior filingHolders