Position in WAFD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,143
+$752 QoQ
Shares Held
108
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#248
of 285 holders
Holding Since
Mar 2024
10 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, 2026CALDWELL SUTTER CAPITAL, INC. holds $32,615,004 across 50 Banks - Regional names. WAFD ranks #45 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLBC |
Plumas Bancorp
|
106,283 | $6,211,178 | |
| 2 | PKBK |
Parke Bancorp, Inc.
|
91,336 | $3,028,701 | |
| 3 | BCML |
BayCom Corp
|
80,010 | $2,632,329 | |
| 4 | FSUN |
Firstsun Capital Bancorp
|
60,912 | $2,362,167 | |
| 5 | CWBC |
Community West Bancshares
|
78,625 | $2,111,867 | |
| 6 | INBK |
First Internet Bancorp
|
74,899 | $2,082,192 | |
| 7 | BANR |
Banner Corp
|
26,074 | $1,732,356 | |
| 8 | MCHB |
Mechanics Bancorp
|
103,285 | $1,642,231 |
All Filings in WAFD
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,143 | 108 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,391 | 108 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,658 | 83 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,514 | 83 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,430 | 83 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,372 | 83 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,675 | 83 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,892 | 83 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,372 | 83 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,409 | 83 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||