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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
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 $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 Securities's WAFD Position: Q1 2026 in Review

Principal Securities increased its WaFd (WAFD) stake by 3.7% in Q1 2026, buying an estimated $12.5K and bringing the position to 10,842 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #1140.

Principal Securities first reported a position in WAFD in Q4 2023 and has held it in 10 quarters since. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • Principal Securities held 10,842 shares of WaFd worth $340K as of Q1 2026.
  • Principal Securities bought 390 WaFd shares in Q1 2026, an estimated $12.5K.
  • WaFd made up 0.01% of Principal Securities's portfolio in Q1 2026, its #1140 holding.
  • Principal Securities first reported a position in WaFd in Q4 2023 and has held it in 10 quarters since.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.