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Washington Federal shares owned by Rise Advisors

Quarter-by-quarter ownership of Washington Federal (WAFD) shares owned by Rise Advisors from 13F filings

Historical chart of Rise Advisors investment in Washington Federal

Tip: Access up to 7 years of quarterly data

All positions including Washington Federal held by Rise Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Washington Federal by Rise Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $17k 578 29.03

More positions owned by Rise Advisors

Vanguard Growth Etf 0 (VUG)
Vanguard Value Etf 0 (VTV)
Dimensional Core Fixed Income Etf 0 (DFCF)
Janus Henderson Mortgage-backed Securities Etf 0 (JMBS)
Janus Henderson Short Duration Income Etf 0 (VNLA)
Dimensional U.s. Targeted Value Etf 0 (DFAT)
Financial Select Sector Spdr Fund 0 (XLF)
Industrial Select Sector Spdr Fund 0 (XLI)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund 0 (XSOE)
Paypal Hldgs 0 (PYPL)
Nvidia Corporation 0 (NVDA)
Microsoft Corp 0 (MSFT)
Amazon 0 (AMZN)
Berkshire Hathaway Inc Del Cl B 0 (BRK.B)
Alphabet Inc Cap Stk Cl C 0 (GOOG)

View all positions for Rise Advisors

Top funds holding Washington Federal

Vanguard Group
Dimensional Fund Advisors
Artisan Partners Limited Partnership
Systematic Financial Management
Charles Schwab Investment Management
William Blair Investment Management
Bank of New York Mellon
ClearBridge Advisors
LSV Asset Management
Norges Bank Investment Management
Goldman Sachs Group
Baird Financial
Bank of America Corporation
Brandywine Global Investment Management
Principal Financial Group

View all funds holding Washington Federal