Position in WAFD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,609
+$506 QoQ
Shares Held
68
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#254
of 285 holders
Holding Since
Jun 2025
5 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, 2026Fortitude Family Office, LLC holds $1,118,782 across 153 Banks - Regional names. WAFD ranks #78 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
2,912 | $175,884 | |
| 2 | BHRB |
Burke & Herbert Financial Services Corp.
|
885 | $63,596 | |
| 3 | TFC |
Truist Financial Corp
|
1,272 | $63,371 | |
| 4 | BPOP |
Popular, Inc.
|
282 | $46,298 | |
| 5 | FITB |
Fifth Third Bancorp
|
723 | $40,755 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
164 | $40,380 | |
| 7 | MTB |
M&T Bank Corp
|
113 | $26,895 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
347 | $24,008 |
All Filings in WAFD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,609 | 68 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,103 | 67 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $576 | 18 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $908 | 30 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $702 | 24 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||