Position in WAFD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$72,442
New position
Shares Held
1,888
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#203
of 285 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Quantum Portfolio Management LLC holds $4,009,239 across 20 Banks - Regional names. WAFD ranks #16 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EBC |
Eastern Bankshares, Inc.
|
51,424 | $1,143,669 | |
| 2 | IBN |
Icici Bank Ltd
|
13,395 | $388,856 | |
| 3 | NU |
Nu Holdings Ltd.
|
28,132 | $375,842 | |
| 4 | LYG |
Lloyds Banking Group plc
|
59,407 | $346,342 | |
| 5 | BANF |
Bancfirst Corp /Ok/
|
2,423 | $269,267 | |
| 6 | ONB |
Old National Bancorp /In/
|
9,674 | $250,556 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
10,000 | $177,300 | |
| 8 | FNB |
Fnb Corp/Pa/
|
8,918 | $170,155 |
All Filings in WAFD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,442 | 1,888 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||