Farmers & Merchants Investments Inc’s WaFd WAFD Stock Holding History

Farmers & Merchants Investments Inc’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	$1.73K	Hold	45	–	–	﹤0.01%	1359
2026 Q1	$1.41K	Hold	45	–	–	﹤0.01%	1363
2025 Q4	$1.44K	Hold	45	–	–	﹤0.01%	1335
2025 Q3	$1.36K	Hold	45	–	–	﹤0.01%	1383
2025 Q2	$1.32K	Hold	45	–	–	﹤0.01%	1358
2025 Q1	$1.29K	Hold	45	–	–	﹤0.01%	1363
2024 Q4	$1.45K	Hold	45	–	–	﹤0.01%	1332
2024 Q3	$1.57K	Hold	45	–	–	﹤0.01%	1301
2024 Q2	$1.29K	Hold	45	–	–	﹤0.01%	1357
2024 Q1	$1.31K	Hold	45	–	–	﹤0.01%	1331
2023 Q4	$1.48K	Sell	45 -5	-10%	-$138	﹤0.01%	1268
2023 Q3	$1.28K	Buy	50 +6	+14%	+$168	﹤0.01%	1269
2023 Q2	$1.17K	Buy	44 +14	+47%	+$388	﹤0.01%	1329
2023 Q1	$904	Hold	30	–	–	﹤0.01%	1418
2022 Q4	$1.01K	Hold	30	–	–	﹤0.01%	1388
2022 Q3	$1K	Buy	+30	New	+$972	﹤0.01%	1491

Other funds holding WAFD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Farmers & Merchants Investments Inc's WAFD Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its WaFd (WAFD) position steady in Q2 2026 at 45 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Farmers & Merchants Investments Inc first reported a position in WAFD in Q3 2022 and has held it in 16 quarters since. 110 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

Farmers & Merchants Investments Inc held 45 shares of WaFd worth $1.73K as of Q2 2026.
Farmers & Merchants Investments Inc left its WaFd share count unchanged in Q2 2026.
WaFd made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1359 holding.
Farmers & Merchants Investments Inc first reported a position in WaFd in Q3 2022 and has held it in 16 quarters since.
110 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.