Position in WAFD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$383
+$195 QoQ
Shares Held
10
+66.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#273
of 285 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WAFD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Rialto Wealth Management, LLC holds $503,181 across 90 Banks - Regional names. WAFD ranks #80 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NBTB |
Nbt Bancorp Inc
|
1,831 | $90,396 | |
| 2 | KEY |
Keycorp /New/
|
3,552 | $81,873 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
288 | $70,911 | |
| 4 | USB |
US Bancorp \De\
|
684 | $41,313 | |
| 5 | TFC |
Truist Financial Corp
|
506 | $25,208 | |
| 6 | MTB |
M&T Bank Corp
|
95 | $22,610 | |
| 7 | FITB |
Fifth Third Bancorp
|
197 | $11,104 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
443 | $7,854 |
All Filings in WAFD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383 | 10 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $188 | 6 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $160 | 5 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $212 | 7 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $87 | 3 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||