Connor, Clark & Lunn Investment Management (CC&L)’s WaFd WAFD Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 Q2	$1.13M	Buy	29,454 +21,632	+277%	+$762K	﹤0.01%	1162
2026 Q1	$246K	Buy	+7,822	New	+$252K	﹤0.01%	1449
2025 Q4	–	Sell	-10,390	Closed	-$315K	–	1806
2025 Q3	$315K	Buy	+10,390	New	+$318K	﹤0.01%	1352
2025 Q1	–	Sell	-15,469	Closed	-$499K	–	1626
2024 Q4	$499K	Buy	+15,469	New	+$544K	﹤0.01%	1145
2020 Q3	–	Sell	-25,038	Closed	-$672K	–	1137
2020 Q2	$672K	Buy	25,038 +12,876	+106%	+$332K	﹤0.01%	697
2020 Q1	$316K	Buy	+12,162	New	+$389K	﹤0.01%	789
2017 Q2	–	Sell	-12,540	Closed	-$415K	–	961
2017 Q1	$415K	Sell	12,540 -11,760	-48%	-$394K	﹤0.01%	664
2016 Q4	$835K	Buy	+24,300	New	+$743K	0.01%	517

Other funds holding WAFD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s WAFD Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) increased its WaFd (WAFD) stake by 277% in Q2 2026, buying an estimated $762K and bringing the position to 29,454 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in WAFD in Q4 2016 and has held it in 8 quarters since. 287 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

Connor, Clark & Lunn Investment Management (CC&L) held 29,454 shares of WaFd worth $1.13M as of Q2 2026.
Connor, Clark & Lunn Investment Management (CC&L) bought 21,632 WaFd shares in Q2 2026, an estimated $762K.
WaFd made up ﹤0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #1162 holding.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in WaFd in Q4 2016 and has held it in 8 quarters since.
287 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.