Position in WAFD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$311,871
+$12,410 QoQ
Shares Held
8,128
-14.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#165
of 285 holders
Holding Since
Sep 2021
8 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, 2026HighTower Advisors, LLC holds $445,779,263 across 124 Banks - Regional names. WAFD ranks #104 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
1,808,394 | $90,094,189 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
229,612 | $56,535,066 | |
| 3 | USB |
US Bancorp \De\
|
783,652 | $47,332,580 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
1,426,924 | $25,299,362 | |
| 5 | FITB |
Fifth Third Bancorp
|
285,187 | $16,075,991 | |
| 6 | HDB |
Hdfc Bank Ltd
|
583,795 | $15,079,424 | |
| 7 | MTB |
M&T Bank Corp
|
54,108 | $12,878,245 | |
| 8 | NU |
Nu Holdings Ltd.
|
890,159 | $11,892,524 |
All Filings in WAFD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,871 | 8,128 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $299,461 | 9,537 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $272,543 | 8,509 | Shares | Sole | 2026-02-06 | |
| 2024-09-30 | $236,178 | 6,777 | Shares | Sole | 2024-11-14 | |
| 2023-06-30 | $198,422 | 7,482 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $234,695 | 7,792 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $1,093,820 | 36,485 | Shares | Sole | 2022-11-09 | |
| 2021-09-30 | $309,544 | 9,022 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||