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Salomon & Ludwin’s WaFd WAFD Stock Holding History

Salomon & Ludwin’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 		$15.3K Hold
482
– – ﹤0.01% 1270
2025
Q4 		$15.7K Sell
482
-247
-34% -$7.63K ﹤0.01% 1099
2025
Q3 		$21.8K Buy
+729
New +$22.3K ﹤0.01% 757

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

Salomon & Ludwin's WAFD Position: Q1 2026 in Review

Salomon & Ludwin held its WaFd (WAFD) position steady in Q1 2026 at 482 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

Salomon & Ludwin first reported a position in WAFD in Q3 2025 and has held it in 3 quarters since. The position peaked at $21.8K in Q3 2025. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • Salomon & Ludwin held 482 shares of WaFd worth $15.3K as of Q1 2026.
  • Salomon & Ludwin left its WaFd share count unchanged in Q1 2026.
  • WaFd made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1270 holding.
  • Salomon & Ludwin first reported a position in WaFd in Q3 2025 and has held it in 3 quarters since.
  • Salomon & Ludwin's WaFd position peaked at $21.8K in Q3 2025.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.