Position in WAFD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$39,175,309
+$5,930,057 QoQ
Shares Held
1,020,988
-3.6% QoQ
Ownership
1.38%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#12
of 285 holders
Holding Since
Mar 2020
25 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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $13,093,894,202 across 262 Banks - Regional names. WAFD ranks #69 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
29,371,774 | $1,655,686,900 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
4,288,913 | $1,056,016,157 | |
| 3 | TFC |
Truist Financial Corp
|
17,608,073 | $877,234,196 | |
| 4 | RF |
Regions Financial Corp
|
27,773,516 | $838,760,183 | |
| 5 | USB |
US Bancorp \De\
|
10,450,430 | $631,205,971 | |
| 6 | EWBC |
East West Bancorp Inc
|
4,453,454 | $574,896,376 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
6,553,067 | $459,173,403 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
11,025,378 | $353,363,364 |
All Filings in WAFD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,175,309 | 1,020,988 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $33,245,252 | 1,058,766 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $34,575,808 | 1,079,482 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $33,496,832 | 1,105,871 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $32,921,963 | 1,124,384 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $39,282,699 | 1,218,446 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $42,699,892 | 1,225,248 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $32,612,437 | 1,141,093 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $32,094,668 | 1,105,569 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $33,949,953 | 1,030,035 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $24,510,397 | 956,690 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $24,246,122 | 914,258 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $29,216,038 | 969,988 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $31,213,443 | 930,356 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $27,727,392 | 924,863 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $27,257,019 | 907,962 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $29,136,447 | 887,765 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $25,105,365 | 752,108 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $26,358,383 | 768,242 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $24,750,645 | 778,812 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $23,496,488 | 762,873 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $19,146,029 | 743,824 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $14,896,626 | 714,124 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $19,147,763 | 713,404 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $19,789,074 | 762,291 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||