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Plante Moran Financial Advisors’s WaFd WAFD Stock Holding History

Plante Moran Financial Advisors’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 		$691 Buy
+18
New +$634 ﹤0.01% 1018
2021
Q2 		– Sell
-90
Closed -$3K – 1106
2021
Q1 		$3K Buy
+90
New +$2.69K ﹤0.01% 884

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

Plante Moran Financial Advisors's WAFD Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in WaFd (WAFD) in Q2 2026: 18 shares worth $691. The stake represents ﹤0.01% of the portfolio and ranks #1018 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in WAFD as recently as Q1 2021.

Plante Moran Financial Advisors first reported a position in WAFD in Q1 2021 and has held it in 2 quarters since. The position peaked at $3K in Q1 2021. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Plante Moran Financial Advisors held 18 shares of WaFd worth $691 as of Q2 2026.
  • WaFd was a new Plante Moran Financial Advisors position in Q2 2026.
  • WaFd made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1018 holding.
  • Plante Moran Financial Advisors first reported a position in WaFd in Q1 2021 and has held it in 2 quarters since.
  • Plante Moran Financial Advisors's WaFd position peaked at $3K in Q1 2021.
  • 290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.