PWA
WAFD icon

Principia Wealth Advisory’s WaFd WAFD Stock Holding History

Principia Wealth Advisory’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 		$1.38K Buy
+36
New +$1.27K ﹤0.01% 694

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

Principia Wealth Advisory's WAFD Position: Q2 2026 in Review

Principia Wealth Advisory opened a new position in WaFd (WAFD) in Q2 2026: 36 shares worth $1.38K. The stake represents ﹤0.01% of the portfolio and ranks #694 among its holdings.

289 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Principia Wealth Advisory held 36 shares of WaFd worth $1.38K as of Q2 2026.
  • WaFd was a new Principia Wealth Advisory position in Q2 2026.
  • WaFd made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #694 holding.
  • 289 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.