CAPTRUST FINANCIAL ADVISORS
Holdings in WAFD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $934,443 | 29,174 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $470,736 | 15,541 | Shares | Sole | 2025-11-19 |
| 2025-06-30 | $475,477 | 16,239 | Shares | Sole | 2025-08-15 |
| 2022-06-30 | $123,622 | 4,118 | Shares | Sole | 2022-08-23 |
| 2022-03-31 | $134,266 | 4,091 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $12,651 | 379 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $13,003 | 379 | Shares | Sole | 2021-11-16 |
| 2021-06-30 | $12,044 | 379 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $11,673 | 379 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $3,732 | 145 | Shares | Sole | 2021-02-16 |