Position in WAFD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$207,120
+$190,823 QoQ
Shares Held
5,398
+1036.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#191
of 288 holders
Holding Since
Mar 2021
4 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, 2026Arkadios Wealth Advisors holds $37,709,058 across 36 Banks - Regional names. WAFD ranks #34 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
20,763 | $5,112,264 | |
| 2 | SFBS |
ServisFirst Bancshares, Inc.
|
102,216 | $4,433,619 | |
| 3 | USB |
US Bancorp \De\
|
67,342 | $4,067,456 | |
| 4 | GBCI |
Glacier Bancorp, Inc.
|
69,235 | $3,571,141 | |
| 5 | TFC |
Truist Financial Corp
|
70,231 | $3,498,907 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
71,404 | $3,272,445 | |
| 7 | BPOP |
Popular, Inc.
|
7,044 | $1,156,483 | |
| 8 | TBBK |
Bancorp, Inc.
|
18,042 | $1,130,150 |
All Filings in WAFD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,120 | 5,398 | Shares | Sole | 2026-08-10 | |
| 2021-09-30 | $16,297 | 475 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $14,968 | 471 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $14,414 | 468 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||