Position in WAFD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,431,928
+$316,291 QoQ
Shares Held
63,381
-5.9% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#69
of 285 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WAFD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CANADA LIFE ASSURANCE Co holds $592,958,140 across 158 Banks - Regional names. WAFD ranks #56 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
1,201,961 | $72,598,444 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
294,263 | $72,453,435 | |
| 3 | TFC |
Truist Financial Corp
|
878,325 | $43,758,151 | |
| 4 | FITB |
Fifth Third Bancorp
|
710,980 | $40,077,942 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
1,557,581 | $27,615,911 | |
| 6 | MTB |
M&T Bank Corp
|
104,081 | $24,772,318 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
336,227 | $23,559,425 | |
| 8 | RF |
Regions Financial Corp
|
580,773 | $17,539,344 |
All Filings in WAFD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,431,928 | 63,381 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,115,637 | 67,377 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,357,247 | 73,595 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,605,182 | 86,008 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,575,380 | 87,957 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,555,194 | 89,405 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,163,517 | 98,124 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,404,531 | 97,691 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,439,388 | 85,353 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,084,150 | 71,793 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,069,525 | 62,789 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,600,583 | 62,474 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,730,774 | 65,263 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,081,472 | 69,106 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,583,459 | 47,197 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,299,333 | 43,340 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,248,171 | 41,578 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,234,097 | 37,602 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,159,721 | 34,743 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,168,770 | 34,065 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $955,592 | 30,069 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $949,872 | 30,840 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $835,237 | 32,449 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $749,541 | 35,932 | Shares | Defined | 2020-11-18 | |
| 2020-06-30 | $1,056,851 | 39,376 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $1,067,267 | 41,112 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||