Position in WAFD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,110
+$383 QoQ
Shares Held
55
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#257
of 285 holders
Holding Since
Mar 2025
6 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $6,828,808 across 41 Banks - Regional names. WAFD ranks #28 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
39,006 | $1,943,278 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
99,253 | $1,759,755 | |
| 3 | USB |
US Bancorp \De\
|
15,736 | $950,454 | |
| 4 | WSBC |
Wesbanco Inc
|
13,771 | $537,482 | |
| 5 | CBSH |
Commerce Bancshares Inc /Mo/
|
9,121 | $526,737 | |
| 6 | FITB |
Fifth Third Bancorp
|
6,776 | $381,963 | |
| 7 | WTFC |
Wintrust Financial Corp
|
977 | $157,023 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
352 | $86,669 |
All Filings in WAFD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,110 | 55 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,727 | 55 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,761 | 55 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,665 | 55 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,610 | 55 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,571 | 55 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||