Position in WAFD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$90,620
-$175,623 QoQ
Shares Held
2,886
-68.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
2 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, 2026Freestone Grove Partners LP holds $558,347,965 across 48 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
2,764,240 | $166,960,096 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
1,364,946 | $95,641,766 | |
| 3 | VLY |
Valley National Bancorp
|
6,066,353 | $88,872,071 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
741,232 | $51,285,842 | |
| 5 | FLG |
Flagstar Bank, National Association
|
2,935,838 | $43,861,419 | |
| 6 | FHN |
First Horizon Corp
|
1,385,619 | $35,527,271 | |
| 7 | BPOP |
Popular, Inc.
|
89,941 | $14,766,513 | |
| 8 | RF |
Regions Financial Corp
|
404,271 | $12,208,984 |
All Filings in WAFD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $90,620 | 2,886 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $266,243 | 9,093 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||