Wayfinding Financial, LLC Purchases and Sells in Q3 2025

Wayfinding Financial, LLC

$232 Million
Q3 2025

Top Buys

Incresed Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	54 + 0.15%	$202.38 - $256.87 $10.9K - $13.9K	36.4K $9.27M
JIRE	12.4K + 102.27%	$69.02 - $73.57 $853K - $909K	24.4K $1.8M
BBUS	4.13K + 9.05%	$111.77 - $121.28 $461K - $501K	49.7K $6M
JPMORGAN INTERNATIONAL VALUE ETF	4.06K + 6.18%	N/A	69.7K $5.26M
ZACKS SMALL/MID CAP ETF	168 + 0.11%	N/A	149K $5.57M
GOOGL	22 + 0.49%	$174.36 - $254.72 $3.84K - $5.6K	4.49K $1.09M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JIG	4.38K New	$69.55 - $75.34 $305K - $330K	4.38K $329K
LAM RESEARCH CORP COM NEW	2.06K New	N/A	2.06K $276K
PANW	1.11K New	$167.06 - $208.19 $185K - $231K	1.11K $226K
LOW	871 New	$215.01 - $273.02 $187K - $238K	871 $218K
PHM	1.65K New	$108.0 - $141.42 $178K - $233K	1.65K $218K
LEN	1.68K New	$107.73 - $142.4 $181K - $240K	1.68K $212K

Top Sells

Reduced Positions

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-53 - 0.11%	$491.09 - $535.64 $26K - $28.4K	48.4K $25.1M
JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF	-3.95K - 17.63%	N/A	18.5K $1.25M
TLH	-864 - 16.77%	$98.52 - $103.93 $85.1K - $89.8K	4.29K $441K
FISV	-4 - 0.05%	N/A	8.57K $1.11M
CRM	-110 - 5.82%	$231.66 - $273.65 $25.5K - $30.1K	1.78K $422K
BA	-11 - 0.17%	$209.79 - $237.38 $2.31K - $2.61K	6.51K $1.41M

Activity Summary All Purchases 64 New Holdings 9 Increased Positions 55 All Sells 70 Reductions 70 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wayfinding Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wayfinding Financial, LLC with notifications on news.