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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
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 $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

IFG Advisory's WAFD Position: Q1 2026 in Review

IFG Advisory sold out of WaFd (WAFD) in Q1 2026, closing a stake of 19,806 shares — an estimated $634K sold.

IFG Advisory first reported a position in WAFD in Q1 2021 and held it in 20 quarters. The position peaked at $795K in Q3 2021. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • IFG Advisory reported no remaining WaFd position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 19,806 WaFd shares in Q1 2026, an estimated $634K.
  • IFG Advisory first reported a position in WaFd in Q1 2021 and held it in 20 quarters.
  • IFG Advisory's WaFd position peaked at $795K in Q3 2021.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.