Position in WAFD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$250,402
+$69,920 QoQ
Shares Held
6,526
+3.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#180
of 285 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in WAFD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $43,367,068 across 51 Banks - Regional names. WAFD ranks #45 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
93,828 | $5,667,210 | |
| 2 | RF |
Regions Financial Corp
|
116,229 | $3,510,115 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
11,317 | $2,786,470 | |
| 4 | OZK |
Bank OZK
|
42,346 | $2,205,803 | |
| 5 | CBSH |
Commerce Bancshares Inc /Mo/
|
37,693 | $2,176,770 | |
| 6 | FITB |
Fifth Third Bancorp
|
29,012 | $1,635,406 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
19,453 | $1,363,071 | |
| 8 | MTB |
M&T Bank Corp
|
5,123 | $1,219,324 |
All Filings in WAFD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,402 | 6,526 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $180,482 | 6,315 | Shares | Sole | 2025-05-13 | |
| 2023-09-30 | $628,561 | 24,534 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,841,734 | 69,447 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,090,840 | 69,417 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,314,010 | 68,972 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $2,040,639 | 67,976 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,162,148 | 65,879 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $4,331,455 | 129,762 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $712,481 | 20,766 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,256,772 | 133,945 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,543,911 | 50,127 | Shares | Sole | 2021-06-16 | |
| 2020-12-31 | $526,794 | 20,466 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $433,178 | 20,766 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $792,155 | 29,514 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $737,082 | 28,393 | Shares | Sole | 2020-05-27 | |
| No filing history on record for this holder in this stock. | ||||||