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 Q2	$34.8K	Hold	906	–	–	﹤0.01%	3150
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 $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Steward Partners Investment Advisory's WAFD Position: Q2 2026 in Review

Steward Partners Investment Advisory held its WaFd (WAFD) position steady in Q2 2026 at 906 shares worth $34.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3150.

Steward Partners Investment Advisory first reported a position in WAFD in Q2 2019 and has held it in 29 quarters since. The position peaked at $70K in Q4 2023. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

Steward Partners Investment Advisory held 906 shares of WaFd worth $34.8K as of Q2 2026.
Steward Partners Investment Advisory left its WaFd share count unchanged in Q2 2026.
WaFd made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3150 holding.
Steward Partners Investment Advisory first reported a position in WaFd in Q2 2019 and has held it in 29 quarters since.
Steward Partners Investment Advisory's WaFd position peaked at $70K in Q4 2023.
290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.