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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
Q2 		– Sell
-437
Closed -$13.7K – 3144
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 $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

Root Financial Partners's WAFD Position: Q2 2026 in Review

Root Financial Partners sold out of WaFd (WAFD) in Q2 2026, closing a stake of 437 shares — an estimated $13.7K sold.

Root Financial Partners first reported a position in WAFD in Q3 2025 and held it in 3 quarters. The position peaked at $13.7K in Q1 2026. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Root Financial Partners reported no remaining WaFd position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 437 WaFd shares in Q2 2026, an estimated $13.7K.
  • Root Financial Partners first reported a position in WaFd in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's WaFd position peaked at $13.7K in Q1 2026.
  • 290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.