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 Q2	$32.5K	Sell	846 -49	-5%	-$1.73K	﹤0.01%	3553
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 $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Rockefeller Capital Management's WAFD Position: Q2 2026 in Review

Rockefeller Capital Management reduced its WaFd (WAFD) stake by 5.5% in Q2 2026, selling an estimated $1.73K and leaving 846 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3553.

Rockefeller Capital Management first reported a position in WAFD in Q1 2019 and has held it in 17 quarters since. The position peaked at $50.3K in Q4 2025. 289 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

Rockefeller Capital Management held 846 shares of WaFd worth $32.5K as of Q2 2026.
Rockefeller Capital Management sold 49 WaFd shares in Q2 2026, an estimated $1.73K.
WaFd made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3553 holding.
Rockefeller Capital Management first reported a position in WaFd in Q1 2019 and has held it in 17 quarters since.
Rockefeller Capital Management's WaFd position peaked at $50.3K in Q4 2025.
289 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.