Position in WAFD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,726
+$313 QoQ
Shares Held
45
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#258
of 285 holders
Holding Since
Sep 2022
16 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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $20,004,607 across 94 Banks - Regional names. WAFD ranks #57 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
275,473 | $16,638,569 | |
| 2 | UMBF |
Umb Financial Corp
|
4,062 | $579,891 | |
| 3 | TFC |
Truist Financial Corp
|
11,095 | $552,752 | |
| 4 | FITB |
Fifth Third Bancorp
|
9,685 | $545,943 | |
| 5 | MTB |
M&T Bank Corp
|
1,942 | $462,215 | |
| 6 | RF |
Regions Financial Corp
|
13,617 | $411,233 | |
| 7 | SFNC |
Simmons First National Corp
|
10,488 | $237,553 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
507 | $124,833 |
All Filings in WAFD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,726 | 45 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,413 | 45 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,441 | 45 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,363 | 45 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,317 | 45 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,286 | 45 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,450 | 45 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,568 | 45 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,286 | 45 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,306 | 45 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,483 | 45 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,281 | 50 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,166 | 44 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $903 | 30 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,006 | 30 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $899 | 30 | Shares | Sole | 2022-10-31 | |
| No filing history on record for this holder in this stock. | ||||||