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Allworth Financial’s WaFd WAFD Stock Holding History

Allworth Financial’s Portfolio WAFD Stock Details WAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.51K Buy
80
+56
+233% +$1.8K ﹤0.01% 4273
2025
Q4 		$769 Buy
24
+8
+50% +$247 ﹤0.01% 4437
2025
Q3 		$485 Buy
+16
New +$490 ﹤0.01% 4439
2023
Q2 		– Sell
-4
Closed -$121 – 3394
2023
Q1 		$121 Hold
4
– – ﹤0.01% 3086
2022
Q4 		$134 Hold
4
– – ﹤0.01% 2884
2022
Q3 		$0 Buy
+4
New +$130 ﹤0.01% 3142
2022
Q2 		– Sell
-7
Closed – – 2854
2022
Q1 		$0 Buy
+7
New +$245 ﹤0.01% 2408

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Allworth Financial's WAFD Position: Q1 2026 in Review

Allworth Financial increased its WaFd (WAFD) stake by 233% in Q1 2026, buying an estimated $1.8K and bringing the position to 80 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #4273.

Allworth Financial first reported a position in WAFD in Q1 2022 and has held it in 7 quarters since. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • Allworth Financial held 80 shares of WaFd worth $2.51K as of Q1 2026.
  • Allworth Financial bought 56 WaFd shares in Q1 2026, an estimated $1.8K.
  • WaFd made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4273 holding.
  • Allworth Financial first reported a position in WaFd in Q1 2022 and has held it in 7 quarters since.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.