Position in WAFD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,671
+$1,575 QoQ
Shares Held
226
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#237
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, 2026ROTHSCHILD INVESTMENT LLC holds $30,659,926 across 261 Banks - Regional names. WAFD ranks #78 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
13,788 | $3,394,881 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
35,459 | $2,484,612 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
17,149 | $1,729,991 | |
| 4 | WAL |
Western Alliance Bancorporation
|
18,104 | $1,488,148 | |
| 5 | FITB |
Fifth Third Bancorp
|
25,460 | $1,435,180 | |
| 6 | TFC |
Truist Financial Corp
|
27,008 | $1,345,538 | |
| 7 | EWBC |
East West Bancorp Inc
|
9,842 | $1,270,503 | |
| 8 | FNB |
Fnb Corp/Pa/
|
63,360 | $1,208,908 |
All Filings in WAFD
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,671 | 226 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $7,096 | 226 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,598 | 206 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,089 | 135 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,709 | 195 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,715 | 165 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,773 | 55 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,613 | 75 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $857 | 30 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $145 | 5 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||