Position in WAFD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,471,200
+$3,766,369 QoQ
Shares Held
533,521
+0.3% QoQ
Ownership
0.721%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#24
of 285 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in WAFD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC holds $2,414,037,379 across 88 Banks - Regional names. WAFD ranks #10 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
10,566,132 | $638,194,372 | |
| 2 | TFC |
Truist Financial Corp
|
7,413,799 | $369,355,466 | |
| 3 | FCNCA |
First Citizens Bancshares Inc /De/
|
154,960 | $322,439,218 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
1,541,159 | $107,989,011 | |
| 5 | FHB |
First Hawaiian, Inc.
|
2,849,812 | $83,499,491 | |
| 6 | BPOP |
Popular, Inc.
|
359,583 | $59,036,336 | |
| 7 | ASB |
Associated Banc-Corp
|
1,267,508 | $39,001,221 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
447,265 | $30,946,265 |
All Filings in WAFD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,471,200 | 533,521 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $16,704,831 | 532,001 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,494,119 | 452,517 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,488,288 | 445,305 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,942,520 | 578,638 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,769,243 | 551,758 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $17,148,230 | 531,893 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $17,351,571 | 497,893 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $16,812,556 | 588,263 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $18,170,544 | 625,923 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,784,176 | 296,850 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,700,859 | 300,580 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,204,365 | 384,780 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $9,253,466 | 307,220 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,734,197 | 290,140 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,529,310 | 284,500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,387,254 | 312,700 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,819,579 | 299,195 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $9,412,492 | 281,980 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $9,630,130 | 280,680 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $9,110,054 | 286,660 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $8,398,236 | 272,670 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $7,102,695 | 275,940 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,270,611 | 108,850 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,706,662 | 175,360 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,703,692 | 181,190 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||