Steward Partners Investment Advisory’s WaFd WAFD Stock Holding History

Steward Partners Investment Advisory’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	$28.4K	Sell	906 -1,000	-52%	-$32.2K	﹤0.01%	3073
2025 Q4	$61K	Hold	1,906	–	–	﹤0.01%	2567
2025 Q3	$57.7K	Hold	1,906	–	–	﹤0.01%	2532
2025 Q2	$55.8K	Hold	1,906	–	–	﹤0.01%	2420
2025 Q1	$54.5K	Hold	1,906	–	–	﹤0.01%	2342
2024 Q4	$61.4K	Hold	1,906	–	–	﹤0.01%	2229
2024 Q3	$66.4K	Hold	1,906	–	–	﹤0.01%	2089
2024 Q2	$54.5K	Hold	1,906	–	–	﹤0.01%	2062
2024 Q1	$55.3K	Sell	1,906 -217	-10%	-$6.25K	﹤0.01%	2059
2023 Q4	$70K	Buy	2,123 +217	+11%	+$6K	﹤0.01%	1835
2023 Q3	$48.8K	Buy	1,906 +1,000	+110%	+$28K	﹤0.01%	1924
2023 Q2	$24K	Hold	906	–	–	﹤0.01%	2198
2023 Q1	$27.3K	Hold	906	–	–	﹤0.01%	2117
2022 Q4	$30.4K	Hold	906	–	–	﹤0.01%	2040
2022 Q3	$27K	Hold	906	–	–	﹤0.01%	2080
2022 Q2	$27K	Hold	906	–	–	﹤0.01%	2097
2022 Q1	$30K	Hold	906	–	–	﹤0.01%	2182
2021 Q4	$30K	Hold	906	–	–	﹤0.01%	2150
2021 Q3	$31K	Hold	906	–	–	﹤0.01%	2119
2021 Q2	$29K	Hold	906	–	–	﹤0.01%	4317
2021 Q1	$27.9K	Hold	906	–	–	﹤0.01%	2304
2020 Q4	$23K	Hold	906	–	–	﹤0.01%	2009
2020 Q3	$19K	Hold	906	–	–	﹤0.01%	1917
2020 Q2	$24K	Hold	906	–	–	﹤0.01%	1714
2020 Q1	$23K	Hold	906	–	–	﹤0.01%	1568
2019 Q4	$33K	Hold	906	–	–	﹤0.01%	1573
2019 Q3	$33K	Hold	906	–	–	﹤0.01%	1539
2019 Q2	$31K	Buy	+906	New	+$29.3K	﹤0.01%	1541

Other funds holding WAFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Steward Partners Investment Advisory's WAFD Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its WaFd (WAFD) stake by 52% in Q1 2026, selling an estimated $32.2K and leaving 906 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3073.

Steward Partners Investment Advisory first reported a position in WAFD in Q2 2019 and has held it in 28 quarters since. The position peaked at $70K in Q4 2023. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

Steward Partners Investment Advisory held 906 shares of WaFd worth $28.4K as of Q1 2026.
Steward Partners Investment Advisory sold 1,000 WaFd shares in Q1 2026, an estimated $32.2K.
WaFd made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3073 holding.
Steward Partners Investment Advisory first reported a position in WaFd in Q2 2019 and has held it in 28 quarters since.
Steward Partners Investment Advisory's WaFd position peaked at $70K in Q4 2023.
257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.