Position in WAFD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,961,511
+$747,529 QoQ
Shares Held
77,183
+9.5% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 285 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in WAFD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $1,303,104,266 across 175 Banks - Regional names. WAFD ranks #47 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
968,289 | $238,412,117 | |
| 2 | TFC |
Truist Financial Corp
|
4,483,086 | $223,347,344 | |
| 3 | USB |
US Bancorp De
|
3,203,593 | $193,497,017 | |
| 4 | RF |
Regions Financial Corp
|
2,404,667 | $72,620,943 | |
| 5 | FITB |
Fifth Third Bancorp
|
824,462 | $46,474,922 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
504,589 | $35,356,551 | |
| 7 | MTB |
M&T Bank Corp
|
134,231 | $31,948,320 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
1,505,545 | $26,693,312 |
All Filings in WAFD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,961,511 | 77,183 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,213,982 | 70,509 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,329,894 | 72,741 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,048,845 | 67,641 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,926,711 | 65,803 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,023,849 | 35,824 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,520,889 | 47,174 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,411,146 | 40,492 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,065,005 | 37,264 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,087,608 | 37,465 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,133,791 | 34,399 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,899,902 | 74,157 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,043,100 | 77,040 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,361,528 | 78,404 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,685,241 | 80,037 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,386,767 | 79,612 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,217,637 | 73,872 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,467,604 | 75,186 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,059,447 | 31,739 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,119,363 | 32,625 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,016,769 | 31,994 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $967,335 | 31,407 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $619,793 | 24,079 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $467,368 | 22,405 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $607,550 | 22,636 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $502,819 | 19,369 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||