LSV Asset Management
WAFD icon

LSV Asset Management’s WaFd WAFD Stock Holding History

LSV Asset Management’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 		$9.38M Buy
298,800
+1,600
+0.5% +$51.5K 0.02% 403
2025
Q4 		$9.52M Sell
297,200
-6,800
-2% -$210K 0.02% 396
2025
Q3 		$9.21M Sell
304,000
-18,300
-6% -$561K 0.02% 403
2025
Q2 		$9.44M Hold
322,300
– – 0.02% 397
2025
Q1 		$9.21M Hold
322,300
– – 0.02% 405
2024
Q4 		$10.4M Sell
322,300
-1,600
-0.5% -$56.2K 0.02% 408
2024
Q3 		$11.3M Sell
323,900
-72,910
-18% -$2.48M 0.02% 402
2024
Q2 		$11.3M Sell
396,810
-196,362
-33% -$5.44M 0.02% 418
2024
Q1 		$17.2M Sell
593,172
-48,500
-8% -$1.4M 0.04% 351
2023
Q4 		$21.1M Sell
641,672
-2,900
-0.4% -$80.2K 0.05% 328
2023
Q3 		$16.5M Sell
644,572
-8,400
-1% -$235K 0.04% 346
2023
Q2 		$17.3M Sell
652,972
-14,879
-2% -$412K 0.04% 340
2023
Q1 		$20.1M Buy
667,851
+17,500
+3% +$592K 0.05% 310
2022
Q4 		$21.8M Buy
650,351
+66,743
+11% +$2.33M 0.05% 296
2022
Q3 		$17.5M Buy
+583,608
New +$18.9M 0.04% 319
2020
Q1 		– Sell
-252,499
Closed -$9.25M – 969
2019
Q4 		$9.25M Sell
252,499
-954,162
-79% -$35M 0.01% 478
2019
Q3 		$44.6M Buy
1,206,661
+20,661
+2% +$738K 0.07% 261
2019
Q2 		$41.4M Buy
1,186,000
+41,059
+4% +$1.33M 0.07% 275
2019
Q1 		$33.1M Buy
1,144,941
+392,741
+52% +$11.5M 0.05% 297
2018
Q4 		$20.1M Buy
752,200
+52,700
+8% +$1.48M 0.04% 358
2018
Q3 		$22.4M Buy
699,500
+6,600
+1% +$222K 0.03% 367
2018
Q2 		$22.7M Buy
692,900
+61,000
+10% +$2M 0.04% 360
2018
Q1 		$21.9M Buy
631,900
+206,600
+49% +$7.34M 0.03% 357
2017
Q4 		$14.6M Sell
425,300
-154,100
-27% -$5.29M 0.02% 433
2017
Q3 		$19.5M Sell
579,400
-7,000
-1% -$228K 0.03% 376
2017
Q2 		$19.5M Sell
586,400
-21,000
-3% -$696K 0.03% 367
2017
Q1 		$20.1M Sell
607,400
-10,200
-2% -$342K 0.04% 344
2016
Q4 		$21.2M Sell
617,600
-567,172
-48% -$17.3M 0.04% 338
2016
Q3 		$31.6M Sell
1,184,772
-112,206
-9% -$2.88M 0.06% 264
2016
Q2 		$31.5M Buy
1,296,978
+65,821
+5% +$1.58M 0.06% 259
2016
Q1 		$27.9M Buy
1,231,157
+111,000
+10% +$2.4M 0.06% 260
2015
Q4 		$26.7M Sell
1,120,157
-20,100
-2% -$495K 0.06% 256
2015
Q3 		$25.9M Buy
1,140,257
+128,000
+13% +$2.93M 0.06% 251
2015
Q2 		$23.6M Buy
1,012,257
+15,700
+2% +$352K 0.05% 256
2015
Q1 		$21.7M Buy
996,557
+149,359
+18% +$3.15M 0.05% 271
2014
Q4 		$18.8M Buy
847,198
+671,498
+382% +$14.4M 0.04% 285
2014
Q3 		$3.58M Sell
175,700
-29,300
-14% -$626K 0.01% 509
2014
Q2 		$4.6M Buy
205,000
+9,900
+5% +$217K 0.01% 479
2014
Q1 		$4.54M Buy
195,100
+18,100
+10% +$411K 0.01% 477
2013
Q4 		$4.12M Buy
+177,000
New +$4.02M 0.01% 483

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

LSV Asset Management's WAFD Position: Q1 2026 in Review

LSV Asset Management increased its WaFd (WAFD) stake by 0.54% in Q1 2026, buying an estimated $51.5K and bringing the position to 298,800 shares worth $9.38M. The position accounts for 0.02% of the portfolio, ranked #403.

LSV Asset Management first reported a position in WAFD in Q4 2013 and has held it in 40 quarters since. The position peaked at $44.6M in Q3 2019. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • LSV Asset Management held 298,800 shares of WaFd worth $9.38M as of Q1 2026.
  • LSV Asset Management bought 1,600 WaFd shares in Q1 2026, an estimated $51.5K.
  • WaFd made up 0.02% of LSV Asset Management's portfolio in Q1 2026, its #403 holding.
  • LSV Asset Management first reported a position in WaFd in Q4 2013 and has held it in 40 quarters since.
  • LSV Asset Management's WaFd position peaked at $44.6M in Q3 2019.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on LSV Asset Management's 13F filing for Q1 2026, filed 11 May 2026.