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Larson Financial Group’s WaFd WAFD Stock Holding History

Larson Financial Group’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 		$19.2K Buy
611
+18
+3% +$579 ﹤0.01% 1870
2025
Q4 		$19K Sell
593
-36
-6% -$1.11K ﹤0.01% 1755
2025
Q3 		$19.1K Sell
629
-57
-8% -$1.75K ﹤0.01% 1671
2025
Q2 		$20.1K Buy
686
+177
+35% +$5.01K ﹤0.01% 1489
2025
Q1 		$14.5K Hold
509
– – ﹤0.01% 1484
2024
Q4 		$16.4K Hold
509
– – ﹤0.01% 1288
2024
Q3 		$17.7K Hold
509
– – ﹤0.01% 1260
2024
Q2 		$14.5K Buy
509
+9
+2% +$249 ﹤0.01% 1153
2024
Q1 		$14.5K Hold
500
– – ﹤0.01% 960
2023
Q4 		$16.5K Hold
500
– – ﹤0.01% 901
2023
Q3 		$12.8K Buy
+500
New +$14K ﹤0.01% 931

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

Larson Financial Group's WAFD Position: Q1 2026 in Review

Larson Financial Group increased its WaFd (WAFD) stake by 3% in Q1 2026, buying an estimated $579 and bringing the position to 611 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1870.

Larson Financial Group first reported a position in WAFD in Q3 2023 and has held it in 11 quarters since. The position peaked at $20.1K in Q2 2025. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • Larson Financial Group held 611 shares of WaFd worth $19.2K as of Q1 2026.
  • Larson Financial Group bought 18 WaFd shares in Q1 2026, an estimated $579.
  • WaFd made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1870 holding.
  • Larson Financial Group first reported a position in WaFd in Q3 2023 and has held it in 11 quarters since.
  • Larson Financial Group's WaFd position peaked at $20.1K in Q2 2025.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.