Position in WAFD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$343,373
+$32,482 QoQ
Shares Held
8,949
-9.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#158
of 285 holders
Holding Since
Mar 2024
10 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, 2026Cooper Financial Group holds $1,910,814 across 6 Banks - Regional names. WAFD ranks #3 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GBCI |
Glacier Bancorp, Inc.
|
8,287 | $427,443 | |
| 2 | EWBC |
East West Bancorp Inc
|
3,155 | $407,278 | |
| 3 | WAFD |
Wafd Inc
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|
8,949 | $343,373 | |
| 4 | FCNCA |
First Citizens Bancshares Inc /De/
|
131 | $272,583 | |
| 5 | USB |
US Bancorp De
|
3,942 | $238,096 | |
| 6 | LYG |
Lloyds Banking Group plc
|
38,086 | $222,041 |
All Filings in WAFD
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,373 | 8,949 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $310,891 | 9,901 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $313,573 | 9,790 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $295,236 | 9,747 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $301,876 | 10,310 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $325,840 | 11,401 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $358,960 | 11,134 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $375,996 | 10,789 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $302,462 | 10,583 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $278,281 | 9,586 | Shares | Sole | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||