Position in WAFD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$557,630
+$194,238 QoQ
Shares Held
14,533
+25.6% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#131
of 285 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WAFD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $2,978,573,118 across 110 Banks - Regional names. WAFD ranks #67 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,339,181 | $329,733,144 | |
| 2 | FITB |
Fifth Third Bancorp
|
4,229,029 | $238,390,364 | |
| 3 | CBU |
Community Financial System, Inc.
|
3,456,640 | $232,009,676 | |
| 4 | UMBF |
Umb Financial Corp
|
1,562,240 | $223,025,381 | |
| 5 | PB |
Prosperity Bancshares Inc
|
2,900,025 | $211,788,825 | |
| 6 | GBCI |
Glacier Bancorp, Inc.
|
4,081,530 | $210,525,316 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
2,253,229 | $157,883,755 | |
| 8 | MTB |
M&T Bank Corp
|
656,084 | $156,154,552 |
All Filings in WAFD
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $557,630 | 14,533 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $363,392 | 11,573 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $439,995 | 13,737 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $394,042 | 13,009 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $378,034 | 12,911 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $347,647 | 12,164 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $374,467 | 11,615 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $404,573 | 11,609 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $333,957 | 11,685 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $295,466 | 10,178 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $301,385 | 9,144 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $229,016 | 8,939 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $216,615 | 8,168 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $280,687 | 9,319 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $265,614 | 7,917 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $237,351 | 7,917 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $237,667 | 7,917 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $259,835 | 7,917 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $264,269 | 7,917 | Shares | Defined | 2022-02-11 | |
| 2020-06-30 | $636,349 | 23,709 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $937,415 | 36,110 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||