Position in WAFD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,651,515
+$1,367,151 QoQ
Shares Held
199,414
-0.4% QoQ
Ownership
0.269%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#39
of 285 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in WAFD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Baird Financial Group, Inc. holds $341,274,557 across 48 Banks - Regional names. WAFD ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
1,700,555 | $102,713,521 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
383,471 | $94,418,229 | |
| 3 | FITB |
Fifth Third Bancorp
|
827,325 | $46,636,309 | |
| 4 | TFC |
Truist Financial Corp
|
343,302 | $17,103,305 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
226,227 | $15,851,724 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
883,320 | $15,661,262 | |
| 7 | WAFD |
Wafd Inc
This page
|
199,414 | $7,651,515 | |
| 8 | SYBT |
Stock Yards Bancorp, Inc.
|
46,215 | $3,534,060 |
All Filings in WAFD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,651,515 | 199,414 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $6,284,364 | 200,139 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $7,081,640 | 221,094 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $6,132,089 | 202,446 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,716,539 | 229,390 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $7,146,829 | 250,064 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $8,217,750 | 254,893 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $9,047,303 | 259,607 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $11,426,484 | 399,807 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $11,917,802 | 410,534 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $13,771,544 | 417,826 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $12,899,977 | 503,512 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $13,555,220 | 511,132 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $16,795,664 | 557,625 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $19,143,463 | 570,630 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $17,143,523 | 571,832 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $16,960,789 | 564,983 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $18,346,183 | 558,994 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $17,957,104 | 537,960 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $18,125,183 | 528,277 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $16,395,778 | 515,915 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $15,712,712 | 510,153 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $13,976,253 | 542,978 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $10,188,190 | 488,408 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $9,234,597 | 344,061 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $8,350,942 | 321,685 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||