WAFD · Company research
WaFd, Inc. Common Stock (WAFD): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
27records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| LRI Investments, LLC | 2023325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 485 | 18609000 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Handelsbanken Fonder AB | 1398318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23474 | 901000 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Principia Wealth Advisory, LLC | 2041436 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36 | 1381000 | — | — | — | Aug 26, 2026 | SEC_13F_DATASET |
| GAMMA Investing LLC | 2010235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4098 | 157240000 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Basecamp Wealth Advisors LLC | 2115254 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 250 | 9593000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Essential Partners LLC | 2136442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 183 | 7022000 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Arkadios Wealth Advisors | 1800798 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5289 | 202957000 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33466 | 1284091000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SG Americas Securities, LLC | 1313360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2967 | 114000 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Plante Moran Financial Advisors, LLC | 1424717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18 | 691000 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| ROTHSCHILD INVESTMENT LLC | 85338 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 226 | 8672000 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| TD PRIVATE CLIENT WEALTH LLC | 1551017 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1219 | 46773000 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Cornerstone Planning Group LLC | 1822587 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70 | 2568000 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 819864 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55 | 2110000 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Bay Harbor Wealth Management, LLC | 1767989 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11 | 422000 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| RAFFA WEALTH MANAGEMENT, LLC | 1631073 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 115000 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Bare Financial Services, Inc | 2009426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 252 | 9669000 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39 | 1496000 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19866 | 762000 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Osbon Capital Management LLC | 1784418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 7674000 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Fortitude Family Office, LLC | 1950506 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68 | 2609000 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Farther Finance Advisors, LLC | 1992825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 502 | 19244000 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| CAPITAL FUND MANAGEMENT S.A. | 1323645 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76431 | 2932657000 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Davis Capital Management | 1811806 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 153000 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| HARBOUR INVESTMENTS, INC. | 810121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 350 | 13430000 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Basecamp Wealth Advisors LLC | 2115254 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 221 | 6939000 | — | — | — | Jun 24, 2026 | SEC_13F_DATASET |
| RAFFA WEALTH MANAGEMENT, LLC | 1631073 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 126000 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.