Position in WAFD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$521,256
-$2,514,810 QoQ
Shares Held
13,585
-85.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#137
of 285 holders
Holding Since
Mar 2020
15 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, 2026HRT FINANCIAL LP holds $603,712,848 across 82 Banks - Regional names. WAFD ranks #67 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
1,571,022 | $94,889,728 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
263,005 | $64,757,091 | |
| 3 | 470,623 | $35,965,009 | |||
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
481,408 | $33,308,619 | |
| 5 | NWG |
NatWest Group plc
|
1,507,643 | $26,579,746 | |
| 6 | LYG |
Lloyds Banking Group plc
|
4,452,905 | $25,960,436 | |
| 7 | WAL |
Western Alliance Bancorporation
|
292,226 | $24,020,977 | |
| 8 | BOKF |
Bok Financial Corp
|
167,559 | $23,270,593 |
All Filings in WAFD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,256 | 13,585 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,036,066 | 96,690 | Shares | Defined | 2026-05-14 | |
| 2025-09-30 | $1,034,736 | 34,161 | Shares | Defined | 2025-11-14 | |
| 2023-12-31 | $826,076 | 25,063 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,414,351 | 94,237 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $207,041 | 7,807 | Shares | Defined | 2023-08-11 | |
| 2022-09-30 | $723,117 | 24,120 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $2,831,825 | 84,836 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,699,201 | 107,817 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,140,488 | 35,887 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,269,036 | 73,670 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $687,077 | 26,693 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $691,926 | 33,170 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,089,972 | 40,610 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,446,496 | 94,241 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||