Position in WAFD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$759,956
+$125,570 QoQ
Shares Held
19,806
0.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#118
of 285 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in WAFD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026IFG Advisory, LLC holds $31,136,317 across 46 Banks - Regional names. WAFD ranks #10 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBSH |
Commerce Bancshares Inc /Mo/
|
114,043 | $6,585,983 | |
| 2 | FITB |
Fifth Third Bancorp
|
57,629 | $3,248,546 | |
| 3 | WABC |
Westamerica Bancorporation
|
37,972 | $2,227,817 | |
| 4 | TFC |
Truist Financial Corp
|
43,819 | $2,183,062 | |
| 5 | MTB |
M&T Bank Corp
|
8,574 | $2,040,697 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
7,573 | $1,864,624 | |
| 7 | RF |
Regions Financial Corp
|
56,474 | $1,705,514 | |
| 8 | SRCE |
1St Source Corp
|
15,592 | $1,271,995 |
All Filings in WAFD
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $759,956 | 19,806 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $634,386 | 19,806 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $628,244 | 20,741 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $607,296 | 20,741 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $592,777 | 20,741 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $668,689 | 20,741 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $722,823 | 20,741 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $600,865 | 21,024 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $613,287 | 21,126 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $703,036 | 21,330 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $557,030 | 21,742 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $584,553 | 22,042 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $680,952 | 22,608 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $764,101 | 22,775 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $689,060 | 22,984 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $689,979 | 22,984 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $720,628 | 21,957 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $790,605 | 23,685 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $795,545 | 23,187 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $740,187 | 23,291 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $590,651 | 19,177 | Shares | Sole | 2021-04-19 | |
| No filing history on record for this holder in this stock. | ||||||