Position in WAFD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,429
+$2,439 QoQ
Shares Held
350
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#233
of 285 holders
Holding Since
Jun 2021
20 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, 2026HARBOUR INVESTMENTS, INC. holds $21,054,969 across 113 Banks - Regional names. WAFD ranks #59 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASB |
Associated Banc-Corp
|
93,175 | $2,866,994 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
10,942 | $2,694,139 | |
| 3 | USB |
US Bancorp \De\
|
42,602 | $2,573,160 | |
| 4 | BFC |
Bank First Corp
|
17,049 | $2,529,219 | |
| 5 | FITB |
Fifth Third Bancorp
|
23,547 | $1,327,344 | |
| 6 | ISBA |
Isabella Bank Corp
|
32,988 | $1,303,026 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
66,141 | $1,172,679 | |
| 8 | TFC |
Truist Financial Corp
|
16,159 | $805,041 |
All Filings in WAFD
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,429 | 350 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,990 | 350 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,210 | 350 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $10,601 | 350 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,712 | 400 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $11,432 | 400 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $56,484 | 1,752 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $47,117 | 1,352 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $38,640 | 1,352 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $39,248 | 1,352 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $44,561 | 1,352 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $34,638 | 1,352 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $35,855 | 1,352 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $40,722 | 1,352 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $45,359 | 1,352 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $40,532 | 1,352 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $40,587 | 1,352 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $45,129 | 1,352 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $46,387 | 1,352 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $42,966 | 1,352 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||