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TD Private Client Wealth’s WaFd WAFD Stock Holding History

TD Private Client Wealth’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 		$46.8K Sell
1,219
-428
-26% -$15.1K ﹤0.01% 907
2026
Q1 		$51.7K Sell
1,647
-177
-10% -$5.69K ﹤0.01% 870
2025
Q4 		$58.4K Sell
1,824
-14
-0.8% -$432 ﹤0.01% 854
2025
Q3 		$55.7K Sell
1,838
-26
-1% -$797 ﹤0.01% 836
2025
Q2 		$54.6K Sell
1,864
-138
-7% -$3.91K ﹤0.01% 830
2025
Q1 		$57.2K Buy
2,002
+521
+35% +$15.5K ﹤0.01% 791
2024
Q4 		$47.7K Sell
1,481
-344
-19% -$12.1K ﹤0.01% 828
2024
Q3 		$63.6K Hold
1,825
– – ﹤0.01% 790
2024
Q2 		$52.2K Hold
1,825
– – ﹤0.01% 796
2024
Q1 		$53K Buy
1,825
+1,451
+388% +$41.8K ﹤0.01% 803
2023
Q4 		$12.3K Hold
374
– – ﹤0.01% 1018
2023
Q3 		$9.58K Hold
374
– – ﹤0.01% 1038
2023
Q2 		$9.92K Sell
374
-1,406
-79% -$38.9K ﹤0.01% 1047
2023
Q1 		$53.6K Sell
1,780
-369
-17% -$12.5K ﹤0.01% 752
2022
Q4 		$72.1K Hold
2,149
– – ﹤0.01% 669
2022
Q3 		$64.4K Hold
2,149
– – ﹤0.01% 685
2022
Q2 		$64.5K Sell
2,149
-115
-5% -$3.61K ﹤0.01% 681
2022
Q1 		$74.3K Buy
2,264
+1,890
+505% +$66.3K ﹤0.01% 694
2021
Q4 		$12.5K Sell
374
-12
-3% -$414 ﹤0.01% 899
2021
Q3 		$13.2K Hold
386
– – ﹤0.01% 893
2021
Q2 		$12.3K Hold
386
– – ﹤0.01% 897
2021
Q1 		$11.9K Hold
386
– – ﹤0.01% 874
2020
Q4 		$9.94K Hold
386
– – ﹤0.01% 844
2020
Q3 		$8.05K Hold
386
– – ﹤0.01% 809
2020
Q2 		$10.4K Hold
386
– – ﹤0.01% 796
2020
Q1 		$10K Hold
386
– – ﹤0.01% 761
2019
Q4 		$14.1K Buy
+386
New +$14.2K ﹤0.01% 728

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

TD Private Client Wealth's WAFD Position: Q2 2026 in Review

TD Private Client Wealth reduced its WaFd (WAFD) stake by 26% in Q2 2026, selling an estimated $15.1K and leaving 1,219 shares worth $46.8K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

TD Private Client Wealth first reported a position in WAFD in Q4 2019 and has held it in 27 quarters since. The position peaked at $74.3K in Q1 2022. 289 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • TD Private Client Wealth held 1,219 shares of WaFd worth $46.8K as of Q2 2026.
  • TD Private Client Wealth sold 428 WaFd shares in Q2 2026, an estimated $15.1K.
  • WaFd made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #907 holding.
  • TD Private Client Wealth first reported a position in WaFd in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's WaFd position peaked at $74.3K in Q1 2022.
  • 289 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.