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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
Q2 		$7.41K 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 		$2.25K 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

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
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
TF
Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

MassMutual Private Wealth & Trust's WAFD Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its WaFd (WAFD) position steady in Q2 2026 at 193 shares worth $7.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

MassMutual Private Wealth & Trust first reported a position in WAFD in Q1 2021 and has held it in 18 quarters since. 65 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • MassMutual Private Wealth & Trust held 193 shares of WaFd worth $7.41K as of Q2 2026.
  • MassMutual Private Wealth & Trust left its WaFd share count unchanged in Q2 2026.
  • WaFd made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1528 holding.
  • MassMutual Private Wealth & Trust first reported a position in WaFd in Q1 2021 and has held it in 18 quarters since.
  • 65 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.