Position in WAFD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$983,921
-$6,089 QoQ
Shares Held
25,643
-18.7% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#105
of 285 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in WAFD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $589,894,661 across 67 Banks - Regional names. WAFD ranks #45 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
10,819,790 | $144,552,394 | |
| 2 | BPOP |
Popular, Inc.
|
806,838 | $132,466,662 | |
| 3 | CFR |
Cullen/Frost Bankers, Inc.
|
269,564 | $41,653,029 | |
| 4 | BKU |
BankUnited, Inc.
|
635,888 | $30,808,773 | |
| 5 | FBP |
First Bancorp /Pr/
|
1,170,379 | $30,511,780 | |
| 6 | TCBI |
Texas Capital Bancshares Inc/Tx
|
263,636 | $27,223,053 | |
| 7 | WAL |
Western Alliance Bancorporation
|
283,685 | $23,318,907 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
284,068 | $19,654,664 |
All Filings in WAFD
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $983,921 | 25,643 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $990,010 | 31,529 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $879,543 | 27,460 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $867,445 | 28,638 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,502,649 | 51,320 | Shares | Sole | 2025-08-14 | |
| 2023-09-30 | $975,250 | 38,066 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $1,012,268 | 38,170 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,261,891 | 75,096 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,887,437 | 235,095 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,344,410 | 244,977 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $7,445,950 | 248,033 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,017,991 | 244,302 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,834,388 | 204,745 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,446,953 | 129,611 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,119,037 | 129,611 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,005,232 | 130,040 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,359,713 | 130,525 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,425,107 | 164,195 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,841,533 | 180,385 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $5,016,146 | 193,226 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||