LPL Financial
WAFD icon

LPL Financial’s WaFd WAFD Stock Holding History

LPL Financial’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 		$2.21M Sell
70,509
-2,232
-3% -$71.8K ﹤0.01% 3411
2025
Q4 		$2.33M Buy
72,741
+5,100
+8% +$158K ﹤0.01% 3250
2025
Q3 		$2.05M Buy
67,641
+1,838
+3% +$56.3K ﹤0.01% 3297
2025
Q2 		$1.93M Buy
65,803
+29,979
+84% +$849K ﹤0.01% 3155
2025
Q1 		$1.02M Sell
35,824
-11,350
-24% -$337K ﹤0.01% 3540
2024
Q4 		$1.52M Buy
47,174
+6,682
+17% +$235K ﹤0.01% 3133
2024
Q3 		$1.41M Buy
40,492
+3,228
+9% +$110K ﹤0.01% 3063
2024
Q2 		$1.06M Sell
37,264
-201
-0.5% -$5.57K ﹤0.01% 3190
2024
Q1 		$1.09M Buy
37,465
+3,066
+9% +$88.3K ﹤0.01% 3102
2023
Q4 		$1.13M Sell
34,399
-39,758
-54% -$1.1M ﹤0.01% 2932
2023
Q3 		$1.9M Sell
74,157
-2,883
-4% -$80.6K ﹤0.01% 2328
2023
Q2 		$2.04M Sell
77,040
-1,364
-2% -$37.8K ﹤0.01% 2232
2023
Q1 		$2.36M Sell
78,404
-1,633
-2% -$55.2K ﹤0.01% 2004
2022
Q4 		$2.69M Buy
80,037
+425
+0.5% +$14.9K ﹤0.01% 1854
2022
Q3 		$2.39M Buy
79,612
+5,740
+8% +$186K ﹤0.01% 1842
2022
Q2 		$2.22M Sell
73,872
-1,314
-2% -$41.3K ﹤0.01% 1949
2022
Q1 		$2.47M Buy
75,186
+43,447
+137% +$1.52M ﹤0.01% 1891
2021
Q4 		$1.06M Sell
31,739
-886
-3% -$30.6K ﹤0.01% 2603
2021
Q3 		$1.12M Buy
32,625
+631
+2% +$20.5K ﹤0.01% 2522
2021
Q2 		$1.02M Buy
31,994
+587
+2% +$19.1K ﹤0.01% 2550
2021
Q1 		$967K Buy
31,407
+7,328
+30% +$219K ﹤0.01% 2419
2020
Q4 		$620K Buy
24,079
+1,674
+7% +$39.8K ﹤0.01% 2565
2020
Q3 		$467K Sell
22,405
-231
-1% -$5.45K ﹤0.01% 2527
2020
Q2 		$608K Buy
22,636
+3,267
+17% +$84.2K ﹤0.01% 2215
2020
Q1 		$503K Sell
19,369
-954
-5% -$30.5K ﹤0.01% 2099
2019
Q4 		$745K Sell
20,323
-1,642
-7% -$60.3K ﹤0.01% 2054
2019
Q3 		$812K Sell
21,965
-1,579
-7% -$56.4K ﹤0.01% 1879
2019
Q2 		$822K Sell
23,544
-2,359
-9% -$76.3K ﹤0.01% 1869
2019
Q1 		$748K Buy
25,903
+1,460
+6% +$42.9K ﹤0.01% 1867
2018
Q4 		$653K Sell
24,443
-20
-0.1% -$562 ﹤0.01% 1837
2018
Q3 		$783K Sell
24,463
-518
-2% -$17.4K ﹤0.01% 1865
2018
Q2 		$817K Sell
24,981
-714
-3% -$23.5K ﹤0.01% 1769
2018
Q1 		$889K Buy
25,695
+467
+2% +$16.6K ﹤0.01% 1693
2017
Q4 		$864K Buy
25,228
+375
+2% +$12.9K ﹤0.01% 1629
2017
Q3 		$836K Buy
24,853
+1,132
+5% +$36.8K ﹤0.01% 1560
2017
Q2 		$788K Sell
23,721
-13,396
-36% -$444K ﹤0.01% 1541
2017
Q1 		$1.23M Buy
37,117
+143
+0.4% +$4.79K 0.01% 1118
2016
Q4 		$1.27M Sell
36,974
-1,558
-4% -$47.6K 0.01% 1059
2016
Q3 		$1.02M Sell
38,532
-631
-2% -$16.2K 0.01% 1177
2016
Q2 		$929K Buy
+39,163
New +$941K 0.01% 1226
2016
Q1 		– Sell
-120,650
Closed -$2.8M – 3206
2015
Q4 		$2.8M Buy
120,650
+53,720
+80% +$1.32M 0.01% 980
2015
Q3 		$1.55M Buy
66,930
+6,718
+11% +$154K 0.01% 966
2015
Q2 		$1.41M Buy
60,212
+1,752
+3% +$39.3K 0.01% 1123
2015
Q1 		$1.26M Buy
58,460
+4,373
+8% +$92.2K 0.01% 1191
2014
Q4 		$1.2M Buy
54,087
+89
+0.2% +$1.91K 0.01% 1186
2014
Q3 		$1.07M Sell
53,998
-1,363
-2% -$29.1K 0.01% 1221
2014
Q2 		$1.24M Buy
55,361
+4,790
+9% +$105K 0.01% 1173
2014
Q1 		$1.18M Sell
50,571
-3,426
-6% -$77.7K 0.01% 1157
2013
Q4 		$1.26M Buy
53,997
+4,876
+10% +$111K 0.01% 1099
2013
Q3 		$1.07M Buy
49,121
+15,298
+45% +$325K 0.01% 1153
2013
Q2 		$639K Buy
+33,823
New +$581K ﹤0.01% 1399

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

LPL Financial's WAFD Position: Q1 2026 in Review

LPL Financial reduced its WaFd (WAFD) stake by 3.1% in Q1 2026, selling an estimated $71.8K and leaving 70,509 shares worth $2.21M. The position accounts for ﹤0.01% of the portfolio, ranked #3411.

LPL Financial first reported a position in WAFD in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.8M in Q4 2015. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • LPL Financial held 70,509 shares of WaFd worth $2.21M as of Q1 2026.
  • LPL Financial sold 2,232 WaFd shares in Q1 2026, an estimated $71.8K.
  • WaFd made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3411 holding.
  • LPL Financial first reported a position in WaFd in Q2 2013 and has held it in 51 quarters since.
  • LPL Financial's WaFd position peaked at $2.8M in Q4 2015.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.