UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in WAFD — Wafd Inc
CIK 861177
NEW YORK, NY
Position in WAFD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,411,702
+$18,285 QoQ
Shares Held
141,040
-17.9% QoQ
Ownership
0.191%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#50
of 285 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in WAFD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $5,464,968,565 across 255 Banks - Regional names. WAFD ranks #72 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
3,607,786 | $888,309,064 | |
| 2 | USB |
US Bancorp \De\
|
12,754,537 | $770,374,029 | |
| 3 | FITB |
Fifth Third Bancorp
|
7,384,087 | $416,240,979 | |
| 4 | TFC |
Truist Financial Corp
|
7,932,304 | $395,187,379 | |
| 5 | FHN |
First Horizon Corp
|
12,731,777 | $326,442,756 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
15,403,947 | $273,111,976 | |
| 7 | MTB |
M&T Bank Corp
|
1,060,517 | $252,413,646 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
120,114 | $249,932,003 |
All Filings in WAFD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,411,702 | 141,040 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,393,417 | 171,765 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $5,562,486 | 173,665 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,090,806 | 168,069 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $9,142,033 | 312,228 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,044,022 | 246,467 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $7,273,406 | 225,602 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,504,974 | 157,962 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,263,933 | 149,193 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,005,187 | 69,073 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,370,052 | 71,907 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,617,260 | 63,125 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,721,782 | 64,924 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,955,510 | 64,924 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,032,088 | 60,569 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,789,714 | 59,697 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,389,679 | 79,603 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,836,531 | 86,427 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,836,530 | 84,977 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,981,708 | 86,905 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,443,434 | 76,886 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,540,197 | 82,474 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,198,323 | 85,405 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $1,910,628 | 91,593 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,010,904 | 74,922 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,141,101 | 82,477 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||