Position in WAFD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$46,773
-$4,942 QoQ
Shares Held
1,219
-26.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#209
of 285 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WAFD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $31,114,851 across 57 Banks - Regional names. WAFD ranks #29 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
132,350 | $7,993,940 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
21,716 | $5,346,913 | |
| 3 | COLB |
Columbia Banking System, Inc.
|
149,708 | $4,798,141 | |
| 4 | RF |
Regions Financial Corp
|
110,972 | $3,351,354 | |
| 5 | TFC |
Truist Financial Corp
|
52,597 | $2,620,382 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
776 | $1,614,693 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
48,830 | $865,755 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
10,931 | $765,935 |
All Filings in WAFD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,773 | 1,219 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $51,715 | 1,647 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $58,422 | 1,824 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $55,673 | 1,838 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $54,577 | 1,864 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $57,217 | 2,002 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $47,747 | 1,481 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $63,601 | 1,825 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $52,158 | 1,825 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $52,979 | 1,825 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $12,327 | 374 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $9,581 | 374 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $9,918 | 374 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $53,613 | 1,780 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $72,098 | 2,149 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $64,427 | 2,149 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $64,512 | 2,149 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $74,304 | 2,264 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $12,484 | 374 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $13,243 | 386 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $12,267 | 386 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $11,888 | 386 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $9,935 | 386 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $8,051 | 386 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $10,360 | 386 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $10,020 | 386 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||