Position in WAFD
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$340,303
+$66,495 QoQ
Shares Held
8,869
+1.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#160
of 285 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WAFD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Baron Wealth Management LLC holds $5,716,145 across 13 Banks - Regional names. WAFD ranks #7 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NWG |
NatWest Group plc
|
55,179 | $972,805 | |
| 2 | USB |
US Bancorp \De\
|
15,752 | $951,420 | |
| 3 | DB |
Deutsche Bank Aktiengesellschaft
|
24,957 | $842,548 | |
| 4 | BPOP |
Popular, Inc.
|
3,720 | $610,749 | |
| 5 | FBP |
First Bancorp /Pr/
|
18,551 | $483,624 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
1,668 | $410,694 | |
| 7 | WAFD |
Wafd Inc
This page
|
8,869 | $340,303 | |
| 8 | BAP |
Credicorp Ltd
|
667 | $259,849 |
All Filings in WAFD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,303 | 8,869 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $273,808 | 8,720 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $268,955 | 8,397 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||