Rockefeller Capital Management’s WaFd WAFD Stock Holding History

Rockefeller Capital Management’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	$28.1K	Sell	895 -676	-43%	-$21.7K	﹤0.01%	3556
2025 Q4	$50.3K	Buy	1,571 +208	+15%	+$6.42K	﹤0.01%	3067
2025 Q3	$41.3K	Buy	+1,363	New	+$41.8K	﹤0.01%	3003
2022 Q3	–	Sell	-13	Closed	–	–	4419
2022 Q2	$0	Buy	13 +2	+18%	+$63	﹤0.01%	4418
2022 Q1	$0	Sell	11 -6	-35%	-$210	﹤0.01%	4082
2021 Q4	$0	Hold	17	–	–	﹤0.01%	4003
2021 Q3	$0	Sell	17 -41	-71%	-$1.33K	﹤0.01%	3863
2021 Q2	$1K	Sell	58 -344	-86%	-$11.2K	﹤0.01%	3386
2021 Q1	$12K	Hold	402	–	–	﹤0.01%	2527
2020 Q4	$10K	Hold	402	–	–	﹤0.01%	2246
2020 Q3	$8K	Hold	402	–	–	﹤0.01%	2093
2020 Q2	$11K	Hold	402	–	–	﹤0.01%	1877
2020 Q1	$10K	Buy	+402	New	+$12.8K	﹤0.01%	1751
2019 Q4	–	Sell	-191	Closed	-$7K	–	2223
2019 Q3	$7K	Hold	191	–	–	﹤0.01%	1547
2019 Q2	$7K	Sell	191 -790	-81%	-$25.6K	﹤0.01%	1366
2019 Q1	$28K	Buy	+981	New	+$28.8K	﹤0.01%	1115

Other funds holding WAFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Rockefeller Capital Management's WAFD Position: Q1 2026 in Review

Rockefeller Capital Management reduced its WaFd (WAFD) stake by 43% in Q1 2026, selling an estimated $21.7K and leaving 895 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3556.

Rockefeller Capital Management first reported a position in WAFD in Q1 2019 and has held it in 16 quarters since. The position peaked at $50.3K in Q4 2025. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

Rockefeller Capital Management held 895 shares of WaFd worth $28.1K as of Q1 2026.
Rockefeller Capital Management sold 676 WaFd shares in Q1 2026, an estimated $21.7K.
WaFd made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3556 holding.
Rockefeller Capital Management first reported a position in WaFd in Q1 2019 and has held it in 16 quarters since.
Rockefeller Capital Management's WaFd position peaked at $50.3K in Q4 2025.
257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.