Position in WAFD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$18,801
+$1,762 QoQ
Shares Held
490
-7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#227
of 285 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $47,067,979 across 148 Banks - Regional names. WAFD ranks #96 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
21,048 | $5,182,438 | |
| 2 | USB |
US Bancorp \De\
|
77,669 | $4,691,207 | |
| 3 | TFC |
Truist Financial Corp
|
85,849 | $4,276,997 | |
| 4 | STBA |
S&T Bancorp Inc
|
77,612 | $3,809,196 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
43,390 | $3,040,337 | |
| 6 | LYG |
Lloyds Banking Group plc
|
408,648 | $2,382,417 | |
| 7 | NWG |
NatWest Group plc
|
107,767 | $1,899,932 | |
| 8 | RF |
Regions Financial Corp
|
45,919 | $1,386,753 |
All Filings in WAFD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,801 | 490 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $17,039 | 532 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $14,236 | 470 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $15,606 | 533 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $19,634 | 609 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $25,440 | 730 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $21,863 | 765 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,483 | 120 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,526 | 107 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,741 | 107 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,307 | 87 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,620 | 87 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,918 | 87 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,608 | 87 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,611 | 87 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,855 | 87 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $59,116 | 1,723 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $54,756 | 1,723 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $55,409 | 1,799 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $27,052 | 1,051 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $20,609 | 988 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $25,685 | 957 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $16,744 | 645 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||