MassMutual Private Wealth & Trust’s WaFd WAFD Stock Holding History

MassMutual Private Wealth & Trust’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 Q3	$5.78K	Hold	193	–	–	﹤0.01%	1563
2026 Q2	$7.4K	Hold	193	–	–	﹤0.01%	1528
2026 Q1	$6.06K	Hold	193	–	–	﹤0.01%	1595
2025 Q4	$6.18K	Buy	193 +116	+151%	+$3.58K	﹤0.01%	1589
2025 Q3	$2.33K	Hold	77	–	–	﹤0.01%	1940
2025 Q2	$2.26K	Sell	77 -167	-68%	-$4.73K	﹤0.01%	1916
2025 Q1	$6.97K	Buy	244 +114	+88%	+$3.38K	﹤0.01%	1442
2024 Q4	$4.19K	Buy	130 +42	+48%	+$1.48K	﹤0.01%	1591
2024 Q3	$3.07K	Sell	88 -52	-37%	-$1.77K	﹤0.01%	1537
2024 Q2	$4K	Buy	+140	New	+$3.88K	﹤0.01%	1390
2023 Q2	–	Sell	-41	Closed	-$1.24K	–	2024
2023 Q1	$1.24K	Buy	41 +14	+52%	+$473	﹤0.01%	1547
2022 Q4	$1K	Hold	27	–	–	﹤0.01%	1576
2022 Q3	$1K	Hold	27	–	–	﹤0.01%	1562
2022 Q2	$1K	Hold	27	–	–	﹤0.01%	1441
2022 Q1	$1K	Hold	27	–	–	﹤0.01%	1452
2021 Q4	$1K	Hold	27	–	–	﹤0.01%	1332
2021 Q3	$1K	Hold	27	–	–	﹤0.01%	1227
2021 Q2	$1K	Hold	27	–	–	﹤0.01%	1182
2021 Q1	$1K	Buy	+27	New	+$807	﹤0.01%	1056

Other funds holding WAFD

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

MassMutual Private Wealth & Trust's WAFD Position: Q3 2026 in Review

MassMutual Private Wealth & Trust held its WaFd (WAFD) position steady in Q3 2026 at 193 shares worth $5.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

MassMutual Private Wealth & Trust first reported a position in WAFD in Q1 2021 and has held it in 19 quarters since. The position peaked at $7.4K in Q2 2026. 110 funds tracked by Wall St. Rank hold WAFD as of Q3 2026.

MassMutual Private Wealth & Trust held 193 shares of WaFd worth $5.78K as of Q3 2026.
MassMutual Private Wealth & Trust left its WaFd share count unchanged in Q3 2026.
WaFd made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1563 holding.
MassMutual Private Wealth & Trust first reported a position in WaFd in Q1 2021 and has held it in 19 quarters since.
MassMutual Private Wealth & Trust's WaFd position peaked at $7.4K in Q2 2026.
110 funds tracked by Wall St. Rank held WaFd as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.