Position in WAFD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$190,485,638
+$35,196,185 QoQ
Shares Held
4,964,442
+0.4% QoQ
Ownership
6.71%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2
of 285 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 4%
None 2%
Common Shares in WAFD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $28,246,623,670 across 288 Banks - Regional names. WAFD ranks #57 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
10,454,788 | $631,469,193 | |
| 2 | FITB |
Fifth Third Bancorp
|
10,639,875 | $599,769,751 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
7,644,441 | $528,918,870 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,105,788 | $518,487,119 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
5,101,558 | $514,645,169 | |
| 6 | BPOP |
Popular, Inc.
|
3,126,242 | $513,266,409 | |
| 7 | SSB |
SouthState Bank Corp
|
5,104,685 | $509,958,028 | |
| 8 | ONB |
Old National Bancorp /In/
|
18,221,545 | $471,938,014 |
All Filings in WAFD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $190,485,638 | 4,964,442 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $155,289,453 | 4,945,524 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $159,512,249 | 4,980,089 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $150,059,353 | 4,954,089 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $145,735,897 | 4,977,319 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $149,493,261 | 5,230,695 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $173,550,691 | 5,383,086 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $193,794,679 | 5,560,823 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $161,094,254 | 5,636,608 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $164,088,531 | 5,652,378 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $173,428,167 | 5,261,777 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $131,640,732 | 5,138,202 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $134,501,349 | 5,071,695 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $157,963,224 | 5,244,463 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $179,530,308 | 5,351,127 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $157,236,912 | 5,244,727 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $156,891,994 | 5,226,249 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $172,304,835 | 5,249,995 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $177,665,050 | 5,322,500 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $188,909,281 | 5,505,954 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $175,116,348 | 5,510,269 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $175,675,962 | 5,703,765 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $150,307,443 | 5,839,450 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $124,701,372 | 5,978,014 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $165,441,303 | 6,163,983 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $162,315,549 | 6,252,525 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||