Position in WAFD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,915,004
+$994,153 QoQ
Shares Held
154,157
-1.6% QoQ
Ownership
0.208%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#47
of 288 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in WAFD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Dana Investment Advisors, Inc. holds $130,660,715 across 28 Banks - Regional names. WAFD ranks #9 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HAPN |
Happen, Inc.
|
635,985 | $13,190,328 | |
| 2 | PFBC |
Preferred Bank
|
105,736 | $11,235,507 | |
| 3 | OCFC |
Oceanfirst Financial Corp
|
425,718 | $8,314,272 | |
| 4 | HOPE |
Hope Bancorp Inc
|
596,116 | $8,154,866 | |
| 5 | NWBI |
Northwest Bancshares, Inc.
|
502,644 | $7,620,083 | |
| 6 | 95,512 | $7,299,027 | |||
| 7 | BANC |
Banc Of California, Inc.
|
342,902 | $7,005,487 | |
| 8 | HFWA |
Heritage Financial Corp /Wa/
|
216,374 | $6,408,997 |
All Filings in WAFD
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,915,004 | 154,157 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,920,851 | 156,715 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,030,984 | 157,071 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,763,617 | 157,267 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,637,805 | 158,395 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,600,122 | 160,956 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,322,920 | 165,103 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,085,437 | 174,618 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,579,701 | 195,231 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $5,743,730 | 197,855 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||