Principal Financial Group
WAFD icon

Principal Financial Group’s WaFd WAFD Stock Holding History

Principal 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 		$15.8M Buy
504,529
+129,041
+34% +$4.15M 0.01% 1057
2025
Q4 		$12M Sell
375,488
-4,978
-1% -$154K 0.01% 1200
2025
Q3 		$11.5M Sell
380,466
-17,010
-4% -$521K 0.01% 1208
2025
Q2 		$11.6M Sell
397,476
-64,117
-14% -$1.82M 0.01% 1170
2025
Q1 		$13.2M Buy
461,593
+13,972
+3% +$414K 0.01% 1104
2024
Q4 		$14.4M Buy
447,621
+19,117
+4% +$672K 0.01% 1073
2024
Q3 		$14.9M Buy
428,504
+95,251
+29% +$3.24M 0.01% 1025
2024
Q2 		$9.52M Sell
333,253
-19,405
-6% -$537K 0.01% 1290
2024
Q1 		$10.2M Sell
352,658
-23,676
-6% -$682K 0.01% 1291
2023
Q4 		$12.4M Sell
376,334
-1,708
-0.5% -$47.2K 0.01% 1172
2023
Q3 		$9.69M Sell
378,042
-14,177
-4% -$396K 0.01% 1243
2023
Q2 		$10.4M Sell
392,219
-140,139
-26% -$3.88M 0.01% 1234
2023
Q1 		$16M Buy
532,358
+136,049
+34% +$4.6M 0.01% 991
2022
Q4 		$13.3M Buy
396,309
+17,278
+5% +$604K 0.01% 1079
2022
Q3 		$11.4M Sell
379,031
-154,973
-29% -$5.02M 0.01% 1117
2022
Q2 		$16M Buy
534,004
+29,353
+6% +$921K 0.01% 992
2022
Q1 		$16.6M Sell
504,651
-6,232
-1% -$218K 0.01% 1050
2021
Q4 		$17.1M Sell
510,883
-267,742
-34% -$9.24M 0.01% 1060
2021
Q3 		$26.7M Sell
778,625
-45,912
-6% -$1.49M 0.02% 722
2021
Q2 		$26.2M Sell
824,537
-490,405
-37% -$16M 0.02% 752
2021
Q1 		$40.5M Sell
1,314,942
-182,751
-12% -$5.46M 0.03% 506
2020
Q4 		$38.6M Buy
1,497,693
+77,071
+5% +$1.83M 0.03% 462
2020
Q3 		$29.6M Buy
1,420,622
+164,569
+13% +$3.88M 0.02% 517
2020
Q2 		$33.7M Buy
1,256,053
+268,612
+27% +$6.92M 0.03% 461
2020
Q1 		$25.6M Sell
987,441
-65,663
-6% -$2.1M 0.03% 468
2019
Q4 		$38.6M Buy
1,053,104
+46,317
+5% +$1.7M 0.03% 471
2019
Q3 		$37.2M Sell
1,006,787
-572
-0.1% -$20.4K 0.03% 467
2019
Q2 		$35.2M Sell
1,007,359
-55,810
-5% -$1.81M 0.03% 485
2019
Q1 		$30.7M Buy
1,063,169
+25,616
+2% +$753K 0.03% 536
2018
Q4 		$27.7M Sell
1,037,553
-235,826
-19% -$6.62M 0.03% 539
2018
Q3 		$40.7M Sell
1,273,379
-49,548
-4% -$1.67M 0.04% 489
2018
Q2 		$43.3M Buy
1,322,927
+21,331
+2% +$701K 0.04% 453
2018
Q1 		$45M Buy
1,301,596
+142,766
+12% +$5.07M 0.04% 426
2017
Q4 		$39.7M Buy
1,158,830
+185,313
+19% +$6.36M 0.04% 480
2017
Q3 		$32.8M Buy
973,517
+29,294
+3% +$953K 0.03% 545
2017
Q2 		$31.3M Buy
944,223
+523,355
+124% +$17.3M 0.03% 552
2017
Q1 		$13.9M Buy
420,868
+9,181
+2% +$308K 0.02% 983
2016
Q4 		$14.1M Buy
411,687
+37,964
+10% +$1.16M 0.02% 938
2016
Q3 		$9.97M Buy
373,723
+26,158
+8% +$671K 0.01% 1120
2016
Q2 		$8.43M Buy
347,565
+36,051
+12% +$866K 0.01% 1167
2016
Q1 		$7.06M Buy
311,514
+10,436
+3% +$226K 0.01% 1208
2015
Q4 		$7.17M Buy
301,078
+7,057
+2% +$174K 0.01% 1168
2015
Q3 		$6.69M Buy
294,021
+8,112
+3% +$186K 0.01% 1186
2015
Q2 		$6.68M Buy
285,909
+1,505
+0.5% +$33.7K 0.01% 1271
2015
Q1 		$6.2M Buy
284,404
+15,443
+6% +$326K 0.01% 1275
2014
Q4 		$5.96M Sell
268,961
-3,149
-1% -$67.4K 0.01% 1290
2014
Q3 		$5.54M Buy
272,110
+7,226
+3% +$154K 0.01% 1291
2014
Q2 		$5.94M Sell
264,884
-7,180
-3% -$157K 0.01% 1280
2014
Q1 		$6.34M Buy
272,064
+15,361
+6% +$349K 0.01% 1212
2013
Q4 		$5.98M Sell
256,703
-587
-0.2% -$13.3K 0.01% 1234
2013
Q3 		$5.32M Buy
257,290
+293
+0.1% +$6.23K 0.01% 1234
2013
Q2 		$4.85M Buy
+256,997
New +$4.41M 0.01% 1205

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

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

Principal Financial Group increased its WaFd (WAFD) stake by 34% in Q1 2026, buying an estimated $4.15M and bringing the position to 504,529 shares worth $15.8M. The position accounts for 0.01% of the portfolio, ranked #1057.

Principal Financial Group first reported a position in WAFD in Q2 2013 and has held it in 52 quarters since. The position peaked at $45M in Q1 2018. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • Principal Financial Group held 504,529 shares of WaFd worth $15.8M as of Q1 2026.
  • Principal Financial Group bought 129,041 WaFd shares in Q1 2026, an estimated $4.15M.
  • WaFd made up 0.01% of Principal Financial Group's portfolio in Q1 2026, its #1057 holding.
  • Principal Financial Group first reported a position in WaFd in Q2 2013 and has held it in 52 quarters since.
  • Principal Financial Group's WaFd position peaked at $45M in Q1 2018.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.