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Rothschild Investment LLC’s WaFd WAFD Stock Holding History

Rothschild Investment LLC’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 		$8.67K Hold
226
– – ﹤0.01% 1972
2026
Q1 		$7.1K Buy
226
+20
+10% +$643 ﹤0.01% 1876
2025
Q4 		$6.6K Buy
206
+71
+53% +$2.19K ﹤0.01% 1746
2025
Q3 		$4.09K Sell
135
-60
-31% -$1.84K ﹤0.01% 1797
2025
Q2 		$5.71K Buy
195
+30
+18% +$849 ﹤0.01% 1445
2025
Q1 		$4.72K Buy
165
+110
+200% +$3.26K ﹤0.01% 1467
2024
Q4 		$1.77K Sell
55
-20
-27% -$703 ﹤0.01% 1883
2024
Q3 		$2.61K Buy
75
+45
+150% +$1.53K ﹤0.01% 1587
2024
Q2 		$857 Buy
30
+25
+500% +$692 ﹤0.01% 1741
2024
Q1 		$145 Buy
+5
New +$144 ﹤0.01% 1939

Other funds holding WAFD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Rothschild Investment LLC's WAFD Position: Q2 2026 in Review

Rothschild Investment LLC held its WaFd (WAFD) position steady in Q2 2026 at 226 shares worth $8.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1972.

Rothschild Investment LLC first reported a position in WAFD in Q1 2024 and has held it in 10 quarters since. 110 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Rothschild Investment LLC held 226 shares of WaFd worth $8.67K as of Q2 2026.
  • Rothschild Investment LLC left its WaFd share count unchanged in Q2 2026.
  • WaFd made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1972 holding.
  • Rothschild Investment LLC first reported a position in WaFd in Q1 2024 and has held it in 10 quarters since.
  • 110 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.