PRINCIPAL SECURITIES, INC.

Broker-Dealer

Position in WAFD — Wafd Inc

CIK 12600 DES MOINES, IA

Position in WAFD

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$390,644

+$50,206 QoQ

Shares Held

10,181

-6.1% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#149

of 285 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PRINCIPAL SECURITIES, INC. holds $23,881,723 across 26 Banks - Regional names. WAFD ranks #15 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp \De\	85,223	$5,147,469
2	TFC	Truist Financial Corp	53,867	$2,683,653
3	LYG	Lloyds Banking Group plc	346,943	$2,022,677
4	WTFC	Wintrust Financial Corp	10,874	$1,747,669
5	PNC	Pnc Financial Services Group, Inc.	7,093	$1,746,438
6	BPOP	Popular, Inc.	9,554	$1,568,575
7	FITB	Fifth Third Bancorp	25,785	$1,453,500
8	KB	KB Financial Group Inc.	10,601	$1,112,680

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$390,644	10,181	-6.1%	Shares	Sole	2026-08-04
2026-03-31	$340,438	10,842	+3.7%	Shares	Sole	2026-05-13
2025-12-31	$334,777	10,452	+9.5%	Shares	Sole	2026-02-12
2025-09-30	$289,087	9,544	-3.9%	Shares	Sole	2025-11-12
2025-06-30	$290,808	9,932	+30.1%	Shares	Sole	2025-08-11
2025-03-31	$218,151	7,633	0.0%	Shares	Sole	2025-04-30
2024-12-31	$246,087	7,633	+10.3%	Shares	Sole	2025-01-30
2024-09-30	$241,196	6,921	+0.7%	Shares	Sole	2024-10-28
2024-06-30	$196,430	6,873	+63.8%	Shares	Sole	2024-07-31
2024-03-31	$121,780	4,195	+16680.0%	Shares	Sole	2024-05-10
2023-12-31	$824	25	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.