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Washington Federal shares owned by Badgley Phelps Wealth Managers

Quarter-by-quarter ownership of Washington Federal (WAFD) shares owned by Badgley Phelps Wealth Managers from 13F filings

Historical chart of Badgley Phelps Wealth Managers investment in Washington Federal

Tip: Access up to 7 years of quarterly data

All positions including Washington Federal held by Badgley Phelps Wealth Managers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Washington Federal by Badgley Phelps Wealth Managers

Quarter filed Position value Share count Share price at filing
2024-03-31 $317k 11k 29.03
2023-12-31 $900k 27k 32.96
2023-09-30 $693k 27k 25.62
2023-06-30 $276k 10k 26.52

More positions owned by Badgley Phelps Wealth Managers

Microsoft Corporation (MSFT)
Ishares Tr Msci Eafe Etf (EFA)
Apple
NVIDIA Corporation (NVDA)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Eli Lilly & Co. (LLY)
Costco Wholesale Corporation (COST)
Columbia Sportswear Company (COLM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr Portfolio S&p500 (SPLG)
JPMorgan Chase & Co. (JPM)

View all positions for Badgley Phelps Wealth Managers

Top funds holding Washington Federal

BlackRock
Vanguard Group
Dimensional Fund Advisors
Hanna Zanoni
Geode Capital Management
Ameriprise Financial
Systematic Financial Management
Artisan Partners Limited Partnership
Charles Schwab Investment Management
American Century Companies
William Blair Investment Management
Northern Trust
Frontier Capital Management
Bank of New York Mellon
Morgan Stanley

View all funds holding Washington Federal