Franklin Resources
WAFD icon

Franklin Resources’s WaFd WAFD Stock Holding History

Franklin Resources’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 		$4.59M Buy
146,091
+115,694
+381% +$3.72M ﹤0.01% 1559
2025
Q4 		$974K Buy
30,397
+14,176
+87% +$438K ﹤0.01% 2094
2025
Q3 		$491K Buy
16,221
+4,569
+39% +$140K ﹤0.01% 2435
2025
Q2 		$341K Sell
11,652
-38
-0.3% -$1.08K ﹤0.01% 2509
2025
Q1 		$334K Buy
11,690
+52
+0.4% +$1.54K ﹤0.01% 2428
2024
Q4 		$375K Sell
11,638
-14,825
-56% -$521K ﹤0.01% 2418
2024
Q3 		$954K Buy
26,463
+1,669
+7% +$56.8K ﹤0.01% 2007
2024
Q2 		$709K Buy
24,794
+3,715
+18% +$103K ﹤0.01% 2085
2024
Q1 		$612K Sell
21,079
-8,308
-28% -$239K ﹤0.01% 2156
2023
Q4 		$969K Buy
29,387
+1
+0% +$28 ﹤0.01% 1659
2023
Q3 		$753K Sell
29,386
-2,128
-7% -$59.5K ﹤0.01% 1727
2023
Q2 		$836K Buy
31,514
+14,856
+89% +$411K ﹤0.01% 1715
2023
Q1 		$502K Sell
16,658
-156
-0.9% -$5.28K ﹤0.01% 1698
2022
Q4 		$564K Buy
16,814
+10,026
+148% +$351K ﹤0.01% 1665
2022
Q3 		$203K Buy
+6,788
New +$220K ﹤0.01% 1994
2022
Q2 		– Sell
-12,000
Closed -$394K – 2476
2022
Q1 		$394K Buy
+12,000
New +$421K ﹤0.01% 1916

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