Stifel Financial
WAFD icon

Stifel Financial’s WaFd WAFD Stock Holding History

Stifel Financial’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 		$854K Buy
22,245
+1,000
+5% +$35.2K ﹤0.01% 2658
2026
Q1 		$667K Buy
21,245
+563
+3% +$18.1K ﹤0.01% 2688
2025
Q4 		$662K Sell
20,682
-335
-2% -$10.3K ﹤0.01% 2700
2025
Q3 		$637K Buy
21,017
+695
+3% +$21.3K ﹤0.01% 2668
2025
Q2 		$595K Sell
20,322
-6,890
-25% -$195K ﹤0.01% 2669
2025
Q1 		$778K Sell
27,212
-172
-0.6% -$5.1K ﹤0.01% 2394
2024
Q4 		$883K Sell
27,384
-819
-3% -$28.8K ﹤0.01% 2333
2024
Q3 		$983K Sell
28,203
-1,213
-4% -$41.3K ﹤0.01% 2239
2024
Q2 		$841K Sell
29,416
-2,036
-6% -$56.4K ﹤0.01% 2286
2024
Q1 		$913K Sell
31,452
-4,661
-13% -$134K ﹤0.01% 2235
2023
Q4 		$1.19M Sell
36,113
-10,356
-22% -$286K ﹤0.01% 2024
2023
Q3 		$1.19M Buy
46,469
+3,819
+9% +$107K ﹤0.01% 1928
2023
Q2 		$1.13M Sell
42,650
-3,371
-7% -$93.3K ﹤0.01% 2009
2023
Q1 		$1.39M Sell
46,021
-5,198
-10% -$176K ﹤0.01% 1807
2022
Q4 		$1.72M Buy
51,219
+6,426
+14% +$225K ﹤0.01% 1627
2022
Q3 		$1.34M Sell
44,793
-1,151
-3% -$37.3K ﹤0.01% 1750
2022
Q2 		$1.38M Buy
45,944
+736
+2% +$23.1K ﹤0.01% 1763
2022
Q1 		$1.48M Buy
45,208
+431
+1% +$15.1K ﹤0.01% 1850
2021
Q4 		$1.5M Sell
44,777
-391
-0.9% -$13.5K ﹤0.01% 1836
2021
Q3 		$1.55M Buy
45,168
+644
+1% +$21K ﹤0.01% 1756
2021
Q2 		$1.42M Buy
44,524
+1,883
+4% +$61.4K ﹤0.01% 1843
2021
Q1 		$1.31M Buy
42,641
+16,281
+62% +$487K ﹤0.01% 1819
2020
Q4 		$679K Buy
+26,360
New +$627K ﹤0.01% 2124
2014
Q4 		– Sell
-18,254
Closed -$372K – 2457
2014
Q3 		$372K Buy
+18,254
New +$390K ﹤0.01% 1691
2014
Q2 		– Sell
-8,669
Closed -$202K – 2264
2014
Q1 		$202K Buy
+8,669
New +$197K ﹤0.01% 1922

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

Stifel Financial's WAFD Position: Q2 2026 in Review

Stifel Financial increased its WaFd (WAFD) stake by 4.7% in Q2 2026, buying an estimated $35.2K and bringing the position to 22,245 shares worth $854K. The position accounts for ﹤0.01% of the portfolio, ranked #2658.

Stifel Financial first reported a position in WAFD in Q1 2014 and has held it in 25 quarters since. The position peaked at $1.72M in Q4 2022. 289 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Stifel Financial held 22,245 shares of WaFd worth $854K as of Q2 2026.
  • Stifel Financial bought 1,000 WaFd shares in Q2 2026, an estimated $35.2K.
  • WaFd made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2658 holding.
  • Stifel Financial first reported a position in WaFd in Q1 2014 and has held it in 25 quarters since.
  • Stifel Financial's WaFd position peaked at $1.72M in Q4 2022.
  • 289 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.