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Root Financial Partners’s WaFd WAFD Stock Holding History

Root Financial Partners’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 		$13.7K Buy
437
+215
+97% +$6.92K ﹤0.01% 1536
2025
Q4 		$7.11K Buy
222
+35
+19% +$1.08K ﹤0.01% 1642
2025
Q3 		$5.66K Buy
+187
New +$5.73K ﹤0.01% 1676

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

Root Financial Partners's WAFD Position: Q1 2026 in Review

Root Financial Partners increased its WaFd (WAFD) stake by 97% in Q1 2026, buying an estimated $6.92K and bringing the position to 437 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

Root Financial Partners first reported a position in WAFD in Q3 2025 and has held it in 3 quarters since. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • Root Financial Partners held 437 shares of WaFd worth $13.7K as of Q1 2026.
  • Root Financial Partners bought 215 WaFd shares in Q1 2026, an estimated $6.92K.
  • WaFd made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1536 holding.
  • Root Financial Partners first reported a position in WaFd in Q3 2025 and has held it in 3 quarters since.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.