IA
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IFG Advisory’s WaFd WAFD Stock Holding History

IFG Advisory’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 		$760K Buy
+19,806
New +$698K 0.03% 487
2026
Q1 		– Sell
-19,806
Closed -$634K – 872
2025
Q4 		$634K Sell
19,806
-935
-5% -$28.9K 0.03% 454
2025
Q3 		$628K Hold
20,741
– – 0.03% 446
2025
Q2 		$607K Hold
20,741
– – 0.03% 437
2025
Q1 		$593K Hold
20,741
– – 0.03% 405
2024
Q4 		$669K Hold
20,741
– – 0.04% 361
2024
Q3 		$723K Sell
20,741
-283
-1% -$9.63K 0.05% 302
2024
Q2 		$601K Sell
21,024
-102
-0.5% -$2.83K 0.04% 368
2024
Q1 		$613K Sell
21,126
-204
-1% -$5.88K 0.05% 296
2023
Q4 		$703K Sell
21,330
-412
-2% -$11.4K 0.05% 309
2023
Q3 		$557K Sell
21,742
-300
-1% -$8.39K 0.05% 325
2023
Q2 		$585K Sell
22,042
-566
-3% -$15.7K 0.05% 263
2023
Q1 		$681K Sell
22,608
-167
-0.7% -$5.65K 0.06% 267
2022
Q4 		$764K Sell
22,775
-209
-0.9% -$7.31K 0.08% 242
2022
Q3 		$689K Hold
22,984
– – 0.06% 270
2022
Q2 		$689K Buy
22,984
+1,027
+5% +$32.2K 0.07% 248
2022
Q1 		$720K Sell
21,957
-1,728
-7% -$60.6K 0.07% 247
2021
Q4 		$790K Buy
23,685
+498
+2% +$17.2K 0.08% 230
2021
Q3 		$795K Sell
23,187
-104
-0.4% -$3.38K 0.09% 216
2021
Q2 		$740K Buy
23,291
+4,114
+21% +$134K 0.08% 231
2021
Q1 		$590K Buy
+19,177
New +$573K 0.07% 269

Other funds holding WAFD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
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

IFG Advisory's WAFD Position: Q2 2026 in Review

IFG Advisory opened a new position in WaFd (WAFD) in Q2 2026: 19,806 shares worth $760K. The stake represents 0.03% of the portfolio and ranks #487 among its holdings. This is a return to the name: IFG Advisory previously reported a position in WAFD as recently as Q4 2025.

IFG Advisory first reported a position in WAFD in Q1 2021 and has held it in 21 quarters since. The position peaked at $795K in Q3 2021. 289 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • IFG Advisory held 19,806 shares of WaFd worth $760K as of Q2 2026.
  • WaFd was a new IFG Advisory position in Q2 2026.
  • WaFd made up 0.03% of IFG Advisory's portfolio in Q2 2026, its #487 holding.
  • IFG Advisory first reported a position in WaFd in Q1 2021 and has held it in 21 quarters since.
  • IFG Advisory's WaFd position peaked at $795K in Q3 2021.
  • 289 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.