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LRI Investments’s WaFd WAFD Stock Holding History

LRI Investments’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 		$18.6K Buy
485
+5
+1% +$176 ﹤0.01% 783
2026
Q1 		$15.1K Buy
480
+18
+4% +$579 ﹤0.01% 766
2025
Q4 		$14.8K Hold
462
– – ﹤0.01% 772
2025
Q3 		$14K Hold
462
– – ﹤0.01% 800
2025
Q2 		$13.5K Hold
462
– – ﹤0.01% 782
2025
Q1 		$13.2K Hold
462
– – ﹤0.01% 740
2024
Q4 		$14.9K Hold
462
– – ﹤0.01% 714
2024
Q3 		$17.1K Hold
462
– – ﹤0.01% 683
2024
Q2 		$13.2K Buy
+462
New +$12.8K ﹤0.01% 693

Other funds holding WAFD

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
TF
Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFG
Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

LRI Investments's WAFD Position: Q2 2026 in Review

LRI Investments increased its WaFd (WAFD) stake by 1% in Q2 2026, buying an estimated $176 and bringing the position to 485 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

LRI Investments first reported a position in WAFD in Q2 2024 and has held it in 9 quarters since. 21 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • LRI Investments held 485 shares of WaFd worth $18.6K as of Q2 2026.
  • LRI Investments bought 5 WaFd shares in Q2 2026, an estimated $176.
  • WaFd made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #783 holding.
  • LRI Investments first reported a position in WaFd in Q2 2024 and has held it in 9 quarters since.
  • 21 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.