MML Investors Services
WAFD icon

MML Investors Services’s WaFd WAFD Stock Holding History

MML Investors Services’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
Q1 		$361K Sell
11,493
-3,734
-25% -$120K ﹤0.01% 2445
2025
Q4 		$488K Buy
15,227
+391
+3% +$12.1K ﹤0.01% 2276
2025
Q3 		$449K Sell
14,836
-1,806
-11% -$55.3K ﹤0.01% 2249
2025
Q2 		$487K Buy
16,642
+322
+2% +$9.12K ﹤0.01% 2117
2025
Q1 		$466K Buy
16,320
+72
+0.4% +$2.13K ﹤0.01% 2029
2024
Q4 		$524K Buy
16,248
+413
+3% +$14.5K ﹤0.01% 1890
2024
Q3 		$552K Buy
15,835
+1,077
+7% +$36.6K ﹤0.01% 1799
2024
Q2 		$422K Buy
14,758
+359
+2% +$9.94K ﹤0.01% 1891
2024
Q1 		$418K Buy
+14,399
New +$415K ﹤0.01% 1902

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

MML Investors Services's WAFD Position: Q1 2026 in Review

MML Investors Services reduced its WaFd (WAFD) stake by 25% in Q1 2026, selling an estimated $120K and leaving 11,493 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #2445.

MML Investors Services first reported a position in WAFD in Q1 2024 and has held it in 9 quarters since. The position peaked at $552K in Q3 2024. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • MML Investors Services held 11,493 shares of WaFd worth $361K as of Q1 2026.
  • MML Investors Services sold 3,734 WaFd shares in Q1 2026, an estimated $120K.
  • WaFd made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #2445 holding.
  • MML Investors Services first reported a position in WaFd in Q1 2024 and has held it in 9 quarters since.
  • MML Investors Services's WaFd position peaked at $552K in Q3 2024.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.