Position in WAFD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$831,323
+$82,340 QoQ
Shares Held
21,666
-9.2% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#112
of 285 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in WAFD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026OSAIC HOLDINGS, INC. holds $326,405,533 across 251 Banks - Regional names. WAFD ranks #56 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
279,306 | $68,770,721 | |
| 2 | USB |
US Bancorp \De\
|
500,032 | $30,201,931 | |
| 3 | TFC |
Truist Financial Corp
|
430,382 | $21,441,628 | |
| 4 | WSBC |
Wesbanco Inc
|
315,103 | $12,298,469 | |
| 5 | MTB |
M&T Bank Corp
|
49,796 | $11,851,944 | |
| 6 | UMBF |
Umb Financial Corp
|
79,883 | $11,404,096 | |
| 7 | AUB |
Atlantic Union Bankshares Corp
|
263,246 | $11,137,936 | |
| 8 | ABCB |
Ameris Bancorp
|
117,414 | $10,597,786 |
All Filings in WAFD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $831,323 | 21,666 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $748,983 | 23,853 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $771,569 | 24,089 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $791,234 | 26,122 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $753,636 | 25,739 | Shares | Sole | 2025-09-04 | |
| 2025-03-31 | $752,081 | 26,315 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $995,762 | 30,886 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $954,050 | 27,376 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $721,384 | 25,241 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $588,030 | 20,256 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $10,117 | 307 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $57,258 | 2,235 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $119,814 | 4,518 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $231,319 | 7,680 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $232,097 | 6,918 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $219,212 | 7,312 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $240,727 | 8,019 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $255,206 | 7,776 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $257,825 | 7,724 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $286,109 | 8,339 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $319,577 | 10,056 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $379,362 | 12,317 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $318,194 | 12,362 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $320,178 | 15,349 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $406,139 | 15,132 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $297,544 | 97,107 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||