Position in WAFD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,107,541
-$8,931,133 QoQ
Shares Held
211,299
-61.1% QoQ
Ownership
0.286%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#38
of 285 holders
Holding Since
Mar 2020
26 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, 2026UBS Group AG holds $6,482,651,189 across 311 Banks - Regional names. WAFD ranks #87 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DB |
Deutsche Bank Aktiengesellschaft
|
28,999,073 | $979,008,699 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,515,431 | $619,349,419 | |
| 3 | TFC |
Truist Financial Corp
|
6,545,833 | $326,113,398 | |
| 4 | USB |
US Bancorp De
|
5,381,171 | $325,022,727 | |
| 5 | FITB |
Fifth Third Bancorp
|
5,705,460 | $321,616,778 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
4,166,727 | $291,962,558 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
11,958,250 | $212,019,770 | |
| 8 | MTB |
M&T Bank Corp
|
868,700 | $206,759,285 |
All Filings in WAFD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,107,541 | 211,299 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $17,038,674 | 542,633 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $6,519,609 | 203,547 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $9,979,826 | 329,476 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $12,101,072 | 413,288 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,132,467 | 284,551 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $6,856,931 | 212,684 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,154,626 | 147,909 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,596,892 | 230,822 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,028,637 | 138,775 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,873,958 | 147,875 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,606,013 | 101,718 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $3,242,653 | 122,272 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $4,445,289 | 147,586 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,649,222 | 138,576 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $3,015,267 | 100,576 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $2,636,205 | 87,815 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,587,233 | 78,831 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,774,075 | 113,064 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,431,719 | 100,021 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,510,037 | 110,448 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,938,118 | 127,861 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $2,881,489 | 111,946 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $2,534,135 | 121,483 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,242,884 | 83,565 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $2,287,802 | 88,128 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||