IFP Advisors’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.21K | Hold |
134
| – | – | ﹤0.01% | 3622 |
|
|
2025
Q4 | $4.29K | Buy |
134
+11
| +9% | +$340 | ﹤0.01% | 3494 |
|
|
2025
Q3 | $3.73K | Buy |
+123
| New | +$3.77K | ﹤0.01% | 3420 |
|
|
2025
Q2 | – | Sell |
-26
| Closed | -$736 | – | 2875 |
|
|
2025
Q1 | $1.66K | Hold |
26
| – | – | ﹤0.01% | 3202 |
|
|
2024
Q4 | $1.87K | Sell |
26
-16
| -38% | -$562 | ﹤0.01% | 3126 |
|
|
2024
Q3 | $1.46K | Hold |
42
| – | – | ﹤0.01% | 3000 |
|
|
2024
Q2 | $1.2K | Hold |
42
| – | – | ﹤0.01% | 2954 |
|
|
2024
Q1 | $1.22K | Hold |
42
| – | – | ﹤0.01% | 2815 |
|
|
2023
Q4 | $1.38K | Sell |
42
-500
| -92% | -$13.8K | ﹤0.01% | 2761 |
|
|
2023
Q3 | $13.9K | Hold |
542
| – | – | ﹤0.01% | 2118 |
|
|
2023
Q2 | $14.4K | Sell |
542
-450
| -45% | -$12.5K | ﹤0.01% | 2164 |
|
|
2023
Q1 | $32.3K | Buy |
992
+358
| +56% | +$12.1K | ﹤0.01% | 1790 |
|
|
2022
Q4 | $24K | Buy |
634
+506
| +395% | +$17.7K | ﹤0.01% | 2764 |
|
|
2022
Q3 | $8K | Buy |
128
+17
| +15% | +$551 | ﹤0.01% | 3813 |
|
|
2022
Q2 | $7K | Hold |
111
| – | – | ﹤0.01% | 3634 |
|
|
2022
Q1 | $7K | Sell |
111
-13
| -10% | -$456 | ﹤0.01% | 3633 |
|
|
2021
Q4 | $4K | Hold |
124
| – | – | ﹤0.01% | 2607 |
|
|
2021
Q3 | $4K | Hold |
124
| – | – | ﹤0.01% | 2670 |
|
|
2021
Q2 | $4K | Hold |
124
| – | – | ﹤0.01% | 2577 |
|
|
2021
Q1 | $4K | Hold |
124
| – | – | ﹤0.01% | 2506 |
|
|
2020
Q4 | $3K | Hold |
124
| – | – | ﹤0.01% | 2540 |
|
|
2020
Q3 | $3K | Hold |
124
| – | – | ﹤0.01% | 2396 |
|
|
2020
Q2 | $3K | Hold |
124
| – | – | ﹤0.01% | 2301 |
|
|
2020
Q1 | $3K | Hold |
124
| – | – | ﹤0.01% | 2282 |
|
|
2019
Q4 | $5K | Hold |
124
| – | – | ﹤0.01% | 2204 |
|
|
2019
Q3 | $5K | Buy |
+124
| New | +$4.43K | ﹤0.01% | 2358 |
|
|
2019
Q1 | – | Sell |
-353
| Closed | -$9K | – | 3451 |
|
|
2018
Q4 | $9K | Sell |
353
-32
| -8% | -$899 | ﹤0.01% | 2574 |
|
|
2018
Q3 | $12K | Hold |
385
| – | – | ﹤0.01% | 2767 |
|
|
2018
Q2 | $13K | Sell |
385
-116
| -23% | -$3.81K | ﹤0.01% | 2752 |
|
|
2018
Q1 | $17K | Hold |
501
| – | – | ﹤0.01% | 2499 |
|
|
2017
Q4 | $17K | Buy |
501
+34
| +7% | +$1.17K | ﹤0.01% | 2535 |
|
|
2017
Q3 | $16K | Sell |
467
-424
| -48% | -$13.8K | ﹤0.01% | 2764 |
|
|
2017
Q2 | $30K | Sell |
891
-2,128
| -70% | -$70.5K | ﹤0.01% | 2325 |
|
|
2017
Q1 | $100K | Hold |
3,019
| – | – | ﹤0.01% | 1492 |
|
|
2016
Q4 | $104K | Buy |
3,019
+561
| +23% | +$17.1K | 0.01% | 1427 |
|
|
2016
Q3 | $66K | Buy |
2,458
+91
| +4% | +$2.33K | ﹤0.01% | 1635 |
|
|
2016
Q2 | $57K | Buy |
+2,367
| New | +$56.9K | ﹤0.01% | 1696 |
|
|
2016
Q1 | – | Sell |
-3,863
| Closed | -$92K | – | 3450 |
|
|
2015
Q4 | $92K | Buy |
+3,863
| New | +$95.1K | 0.01% | 1228 |
|
Other funds holding WAFD
VPM
VCM
SFM
IFP Advisors's WAFD Position: Q1 2026 in Review
IFP Advisors held its WaFd (WAFD) position steady in Q1 2026 at 134 shares worth $4.21K. The position accounts for ﹤0.01% of the portfolio, ranked #3622.
IFP Advisors first reported a position in WAFD in Q4 2015 and has held it in 38 quarters since. The position peaked at $104K in Q4 2016. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.
- IFP Advisors held 134 shares of WaFd worth $4.21K as of Q1 2026.
- IFP Advisors left its WaFd share count unchanged in Q1 2026.
- WaFd made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3622 holding.
- IFP Advisors first reported a position in WaFd in Q4 2015 and has held it in 38 quarters since.
- IFP Advisors's WaFd position peaked at $104K in Q4 2016.
- 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.
Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.