Raymond James Financial
WAFD icon

Raymond James Financial’s WaFd WAFD Stock Holding History

Raymond James Financial’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 		$1.82M Sell
47,351
-6,473
-12% -$228K ﹤0.01% 3555
2026
Q1 		$1.69M Buy
53,824
+5,374
+11% +$173K ﹤0.01% 3472
2025
Q4 		$1.55M Sell
48,450
-32,029
-40% -$989K ﹤0.01% 3468
2025
Q3 		$2.44M Buy
80,479
+30,201
+60% +$925K ﹤0.01% 3015
2025
Q2 		$1.47M Sell
50,278
-4,560
-8% -$129K ﹤0.01% 3311
2025
Q1 		$1.57M Buy
54,838
+55
+0.1% +$1.63K ﹤0.01% 3170
2024
Q4 		$1.77M Buy
+54,783
New +$1.92M ﹤0.01% 3057

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 $3.38T AUM 44.17% 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

Raymond James Financial's WAFD Position: Q2 2026 in Review

Raymond James Financial reduced its WaFd (WAFD) stake by 12% in Q2 2026, selling an estimated $228K and leaving 47,351 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #3555.

Raymond James Financial first reported a position in WAFD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.44M in Q3 2025. 289 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Raymond James Financial held 47,351 shares of WaFd worth $1.82M as of Q2 2026.
  • Raymond James Financial sold 6,473 WaFd shares in Q2 2026, an estimated $228K.
  • WaFd made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3555 holding.
  • Raymond James Financial first reported a position in WaFd in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's WaFd position peaked at $2.44M in Q3 2025.
  • 289 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.