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Principal Securities’s WaFd WAFD Stock Holding History

Principal Securities’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 		$391K Sell
10,181
-661
-6% -$23.3K ﹤0.01% 1198
2026
Q1 		$340K Buy
10,842
+390
+4% +$12.5K 0.01% 1140
2025
Q4 		$335K Buy
10,452
+908
+10% +$28K 0.01% 1095
2025
Q3 		$289K Sell
9,544
-388
-4% -$11.9K ﹤0.01% 1134
2025
Q2 		$291K Buy
9,932
+2,299
+30% +$65.1K 0.01% 1073
2025
Q1 		$246K Hold
7,633
– – 0.01% 1047
2024
Q4 		$246K Buy
7,633
+712
+10% +$25K 0.01% 1046
2024
Q3 		$241K Buy
6,921
+48
+0.7% +$1.63K 0.01% 1024
2024
Q2 		$196K Buy
6,873
+2,678
+64% +$74.2K 0.01% 1044
2024
Q1 		$122K Buy
4,195
+4,170
+16,680% +$120K ﹤0.01% 1198
2023
Q4 		$824 Buy
+25
New +$691 ﹤0.01% 2996

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

Principal Securities's WAFD Position: Q2 2026 in Review

Principal Securities reduced its WaFd (WAFD) stake by 6.1% in Q2 2026, selling an estimated $23.3K and leaving 10,181 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

Principal Securities first reported a position in WAFD in Q4 2023 and has held it in 11 quarters since. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Principal Securities held 10,181 shares of WaFd worth $391K as of Q2 2026.
  • Principal Securities sold 661 WaFd shares in Q2 2026, an estimated $23.3K.
  • WaFd made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1198 holding.
  • Principal Securities first reported a position in WaFd in Q4 2023 and has held it in 11 quarters since.
  • 290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.