MORGAN STANLEY

Position in WAFD — Wafd Inc

CIK 895421 NEW YORK, NY

Back to WAFD Full portfolio

Position in WAFD

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$28,256,047

+$3,808,954 QoQ

Shares Held

736,410

-5.4% QoQ

Ownership

0.995%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#18

of 285 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Common Shares in WAFD Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $21,987,435,249 across 309 Banks - Regional names. WAFD ranks #81 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp \De\	30,552,978	$1,845,399,864
2	FITB	Fifth Third Bancorp	29,374,537	$1,655,842,642
3	IBN	Icici Bank Ltd	54,395,929	$1,579,113,812
4	NU	Nu Holdings Ltd.	117,966,561	$1,576,033,245
5	HDB	Hdfc Bank Ltd	53,273,199	$1,376,046,720
6	PNC	Pnc Financial Services Group, Inc.	5,130,246	$1,263,169,160
7	TFC	Truist Financial Corp	22,539,416	$1,122,913,697
8	CFG	Citizens Financial Group Inc/Ri	12,264,969	$859,406,370

All Filings in WAFD

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,256,047	736,410	-5.4%	Shares	Defined	2026-08-13
2026-03-31	$24,447,093	778,570	+3.4%	Shares	Defined	2026-05-15
2025-12-31	$24,111,730	752,786	+15.7%	Shares	Defined	2026-05-27
2025-09-30	$19,703,583	650,498	+8.8%	Shares	Defined	2026-05-27
2025-06-30	$17,512,599	598,108	-17.2%	Shares	Defined	2025-08-15
2025-03-31	$20,643,074	722,291	-5.7%	Shares	Defined	2025-05-15
2024-12-31	$24,696,096	766,008	-13.5%	Shares	Defined	2025-05-15
2024-09-30	$30,860,054	885,511	+50.3%	Shares	Defined	2025-05-14
2024-06-30	$16,835,216	589,056	-13.4%	Shares	Defined	2025-05-14
2024-03-31	$19,754,359	680,481	+14.7%	Shares	Defined	2024-10-17
2023-12-31	$19,561,064	593,479	+19.2%	Shares	Defined	2024-08-16
2023-09-30	$12,755,322	497,866	-6.0%	Shares	Defined	2023-11-15
2023-06-30	$14,039,047	529,376	-16.7%	Shares	Defined	2023-08-14
2023-03-31	$19,152,912	635,887	+43.5%	Shares	Defined	2023-05-15
2022-12-31	$14,867,712	443,151	-4.8%	Shares	Defined	2023-02-14
2022-09-30	$13,954,638	465,465	+3.6%	Shares	Defined	2022-11-14
2022-06-30	$13,490,592	449,387	+48.6%	Shares	Defined	2022-10-27
2022-03-31	$9,924,011	302,377	-11.4%	Shares	Defined	2022-10-27
2021-12-31	$11,395,428	341,385	-54.3%	Shares	Defined	2022-02-14
2021-09-30	$25,613,406	746,529	+143.3%	Shares	Defined	2021-11-15
2021-06-30	$9,752,198	306,866	-20.4%	Shares	Defined	2021-08-23
2021-03-31	$11,880,451	385,729	+62.5%	Shares	Defined	2021-05-17
2020-12-31	$6,109,542	237,356	+78.4%	Shares	Defined	2021-02-16
2020-09-30	$2,775,256	133,042	-18.6%	Shares	Defined	2020-11-13
2020-06-30	$4,386,003	163,413	+8.3%	Shares	Defined	2020-08-14
2020-03-31	$3,915,468	150,827	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.