Position in WAFD
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$18,609
+$3,537 QoQ
Shares Held
485
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#228
of 285 holders
Holding Since
Jun 2024
9 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, 2026LRI Investments, LLC holds $7,838,398 across 91 Banks - Regional names. WAFD ranks #19 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
15,264 | $3,632,984 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
4,653 | $1,145,660 | |
| 3 | KEY |
Keycorp /New/
|
30,497 | $702,955 | |
| 4 | USB |
US Bancorp \De\
|
5,424 | $327,609 | |
| 5 | NU |
Nu Holdings Ltd.
|
21,900 | $292,583 | |
| 6 | WBS |
Webster Financial Corp
|
3,033 | $231,781 | |
| 7 | FITB |
Fifth Third Bancorp
|
3,911 | $220,462 | |
| 8 | TFC |
Truist Financial Corp
|
3,993 | $198,931 |
All Filings in WAFD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,609 | 485 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $15,072 | 480 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $14,797 | 462 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $13,993 | 462 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $13,527 | 462 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $13,203 | 462 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $14,894 | 462 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,100 | 462 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $13,203 | 462 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||