Position in WAFD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$20,527
+$3,728 QoQ
Shares Held
535
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#221
of 285 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WAFD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds $140,588,619 across 139 Banks - Regional names. WAFD ranks #96 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
1,427,115 | $71,098,869 | |
| 2 | USB |
US Bancorp \De\
|
263,726 | $15,929,050 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
48,117 | $11,847,367 | |
| 4 | FITB |
Fifth Third Bancorp
|
73,572 | $4,147,253 | |
| 5 | RF |
Regions Financial Corp
|
123,093 | $3,717,408 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
153,593 | $2,723,203 | |
| 7 | WSBC |
Wesbanco Inc
|
60,108 | $2,346,015 | |
| 8 | FHN |
First Horizon Corp
|
86,613 | $2,220,757 |
All Filings in WAFD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,527 | 535 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $16,799 | 535 | Shares | Defined | 2026-05-07 | |
| 2025-09-30 | $35,560 | 1,174 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $34,374 | 1,174 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $23,492 | 822 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $26,501 | 822 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $28,646 | 822 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $46,985 | 1,644 | Shares | Defined | 2024-08-16 | |
| 2024-03-31 | $23,862 | 822 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $27,093 | 822 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $21,059 | 822 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $32,407 | 1,222 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $24,758 | 822 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $27,578 | 822 | Shares | Defined | 2023-02-21 | |
| 2022-09-30 | $24,643 | 822 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $24,676 | 822 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $17,558 | 535 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $17,858 | 535 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $18,355 | 535 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $17,002 | 535 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $16,478 | 535 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $13,770 | 535 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $11,160 | 535 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $14,359 | 535 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $17,886 | 689 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||