Position in WAFD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$613
+$111 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#268
of 285 holders
Holding Since
Sep 2025
4 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, 2026FINANCIAL CONSULATE, INC holds $4,622,022 across 54 Banks - Regional names. WAFD ranks #43 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
12,368 | $3,045,248 | |
| 2 | WSBC |
Wesbanco Inc
|
9,127 | $356,226 | |
| 3 | TFC |
Truist Financial Corp
|
5,269 | $262,501 | |
| 4 | MTB |
M&T Bank Corp
|
895 | $213,018 | |
| 5 | FNB |
Fnb Corp/Pa/
|
7,675 | $146,439 | |
| 6 | ACNB |
Acnb Corp
|
1,150 | $68,287 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
3,104 | $55,033 | |
| 8 | FCBC |
First Community Bankshares Inc /Va/
|
1,000 | $44,420 |
All Filings in WAFD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $613 | 16 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $502 | 16 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $512 | 16 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $484 | 16 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||