Position in WAFD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,674
+$1,394 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#238
of 285 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WAFD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Osbon Capital Management LLC holds $140,134 across 9 Banks - Regional names. WAFD ranks #6 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
5,734 | $76,606 | |
| 2 | USB |
US Bancorp De
|
216 | $13,046 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
49 | $12,064 | |
| 4 | MTB |
M&T Bank Corp
|
50 | $11,900 | |
| 5 | TFC |
Truist Financial Corp
|
164 | $8,170 | |
| 6 | WAFD |
Wafd Inc
This page
|
200 | $7,674 | |
| 7 | FITB |
Fifth Third Bancorp
|
83 | $4,678 | |
| 8 | CBU |
Community Financial System, Inc.
|
50 | $3,356 |
All Filings in WAFD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,674 | 200 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,280 | 200 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,406 | 200 | Shares | Sole | 2026-03-16 | |
| No filing history on record for this holder in this stock. | ||||||