Lakeside Advisors, INC.

Position in WAFD — Wafd Inc

CIK 1913467 SEATTLE, WA

Position in WAFD

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$261,606

+$25,824 QoQ

Shares Held

6,818

-9.2% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#175

of 285 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lakeside Advisors, INC. holds $5,637,689 across 2 Banks - Regional names. WAFD ranks #2 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	USB	US Bancorp \De\	89,008	$5,376,083
2	WAFD	Wafd Inc This page	6,818	$261,606

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$261,606	6,818	-9.2%	Shares	Sole	2026-07-31
2026-03-31	$235,782	7,509	-3.1%	Shares	Sole	2026-05-01
2025-12-31	$248,232	7,750	-9.3%	Shares	Sole	2026-01-27
2025-09-30	$258,676	8,540	-2.7%	Shares	Sole	2025-10-27
2025-06-30	$257,107	8,781	+0.1%	Shares	Sole	2025-07-23
2025-03-31	$250,646	8,770	+0.1%	Shares	Sole	2025-04-30
2024-12-31	$282,422	8,760	+0.1%	Shares	Sole	2025-02-03
2024-09-30	$305,007	8,752	+0.1%	Shares	Sole	2024-10-29
2024-06-30	$249,932	8,745	+0.1%	Shares	Sole	2024-07-30
2024-03-31	$253,577	8,735	+0.1%	Shares	Sole	2024-04-29
2023-12-31	$287,608	8,726	+0.1%	Shares	Sole	2024-01-30
2023-09-30	$223,355	8,718	+6.7%	Shares	Sole	2023-10-20
2023-06-30	$216,721	8,172	+0.1%	Shares	Sole	2023-08-03
2023-03-31	$245,869	8,163	+0.1%	Shares	Sole	2023-05-04
2022-12-31	$273,633	8,156	-2.9%	Shares	Sole	2023-02-09
2022-09-30	$251,802	8,399	+0.1%	Shares	Sole	2022-11-10
2022-06-30	$251,927	8,392	+1.3%	Shares	Sole	2022-08-09
2022-03-31	$271,913	8,285	+0.1%	Shares	Sole	2022-05-04
2021-12-31	$276,386	8,280	—	Shares	Sole	2022-03-08
No filing history on record for this holder in this stock.