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Integrated Wealth Concepts’s WaFd WAFD Stock Holding History

Integrated Wealth Concepts’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 		$25.5K Buy
+665
New +$23.4K ﹤0.01% 3893

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

Integrated Wealth Concepts's WAFD Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in WaFd (WAFD) in Q2 2026: 665 shares worth $25.5K. The stake represents ﹤0.01% of the portfolio and ranks #3893 among its holdings.

288 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Integrated Wealth Concepts held 665 shares of WaFd worth $25.5K as of Q2 2026.
  • WaFd was a new Integrated Wealth Concepts position in Q2 2026.
  • WaFd made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3893 holding.
  • 288 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.