Position in WAFD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,186,281
+$940,939 QoQ
Shares Held
135,165
-0.0% QoQ
Ownership
0.183%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#51
of 285 holders
Holding Since
Mar 2020
23 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,497,062,468 across 120 Banks - Regional names. WAFD ranks #59 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,103,553 | $517,936,819 | |
| 2 | USB |
US Bancorp De
|
6,349,309 | $383,498,263 | |
| 3 | TFC |
Truist Financial Corp
|
3,124,345 | $155,654,867 | |
| 4 | FITB |
Fifth Third Bancorp
|
2,186,210 | $123,236,657 | |
| 5 | IBN |
Icici Bank Ltd
|
2,774,649 | $80,548,060 | |
| 6 | MTB |
M&T Bank Corp
|
318,844 | $75,888,060 | |
| 7 | LYG |
Lloyds Banking Group plc
|
12,564,633 | $73,251,810 | |
| 8 | WTFC |
Wintrust Financial Corp
|
430,179 | $69,138,368 |
All Filings in WAFD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,186,281 | 135,165 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,245,342 | 135,202 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,101,217 | 128,043 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,860,975 | 127,467 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,593,212 | 122,719 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $3,404,306 | 119,115 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,013,654 | 124,493 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,464,598 | 128,109 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,579,387 | 125,241 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,365,912 | 115,946 | Shares | Sole | 2024-05-13 | |
| 2023-03-31 | $410,083 | 13,615 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $555,889 | 16,569 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $426,225 | 14,217 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $610,396 | 20,333 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $718,396 | 21,889 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $689,931 | 20,669 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $776,675 | 22,637 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $700,939 | 22,056 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $726,633 | 23,592 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $635,134 | 24,675 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $561,029 | 26,895 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $733,215 | 27,318 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $587,786 | 22,642 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||