Position in WAFD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$536,489
+$194,386 QoQ
Shares Held
13,982
+28.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#135
of 285 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WAFD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026New Age Alpha Advisors, LLC holds $73,055,650 across 44 Banks - Regional names. WAFD ranks #30 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FHN |
First Horizon Corp
|
243,733 | $6,249,314 | |
| 2 | FNB |
Fnb Corp/Pa/
|
314,355 | $5,997,893 | |
| 3 | FULT |
Fulton Financial Corp
|
239,509 | $5,793,722 | |
| 4 | PFS |
Provident Financial Services Inc
|
201,175 | $4,755,777 | |
| 5 | ABCB |
Ameris Bancorp
|
45,075 | $4,068,469 | |
| 6 | UCB |
United Community Banks Inc
|
108,934 | $3,822,494 | |
| 7 | FFBC |
First Financial Bancorp /Oh/
|
108,362 | $3,665,886 | |
| 8 | VLY |
Valley National Bancorp
|
246,412 | $3,609,935 |
All Filings in WAFD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $536,489 | 13,982 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $342,103 | 10,895 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $357,454 | 11,160 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $341,974 | 11,290 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $337,364 | 11,522 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $334,957 | 11,720 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||