Swiss Life Asset Management’s WaFd WAFD Stock Holding History

Swiss Life Asset Management’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	$206K	Buy	+5,368	New	+$189K	﹤0.01%	1513

Other funds holding WAFD

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Swiss Life Asset Management's WAFD Position: Q2 2026 in Review

Swiss Life Asset Management opened a new position in WaFd (WAFD) in Q2 2026: 5,368 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1513 among its holdings.

167 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

Swiss Life Asset Management held 5,368 shares of WaFd worth $206K as of Q2 2026.
WaFd was a new Swiss Life Asset Management position in Q2 2026.
WaFd made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1513 holding.
167 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.