Position in WAFD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$132,069
+$23,959 QoQ
Shares Held
3,442
-0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#197
of 285 holders
Holding Since
Mar 2020
25 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $72,166,275 across 33 Banks - Regional names. WAFD ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
359,409 | $21,708,303 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
|
116,594 | $18,016,104 | |
| 3 | FCF |
First Commonwealth Financial Corp /Pa/
|
778,462 | $15,826,132 | |
| 4 | BY |
Byline Bancorp, Inc.
|
134,158 | $5,052,390 | |
| 5 | WSBC |
Wesbanco Inc
|
81,829 | $3,193,785 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
10,204 | $2,512,428 | |
| 7 | FITB |
Fifth Third Bancorp
|
44,075 | $2,484,507 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
400 | $832,316 |
All Filings in WAFD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,069 | 3,442 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $108,110 | 3,443 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $110,279 | 3,443 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $104,288 | 3,443 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $100,811 | 3,443 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $98,400 | 3,443 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $111,002 | 3,443 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $119,988 | 3,443 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $98,400 | 3,443 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $99,950 | 3,443 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $122,545 | 3,718 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $95,255 | 3,718 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $105,894 | 3,993 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $120,269 | 3,993 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $133,965 | 3,993 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $119,710 | 3,993 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $119,869 | 3,993 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $62,358 | 1,900 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $136,999 | 3,993 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $126,897 | 3,993 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $172,264 | 5,593 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $143,963 | 5,593 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $116,669 | 5,593 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $150,116 | 5,593 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $145,194 | 5,593 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||