Position in WAFD
as of Sep 30, 2026
· filed Oct 6, 2026
Position Value
$10,117,148
-$545,568 QoQ
Shares Held
338,027
+21.6% QoQ
Ownership
0.457%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1
of 3 holders
Holding Since
Mar 2020
27 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in WAFD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Sep 30, 2026CONGRESS ASSET MANAGEMENT CO holds $375,345,714 across 15 Banks - Regional names. WAFD ranks #10 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AUB |
Atlantic Union Bankshares Corp
|
2,531,692 | $96,077,711 | |
| 2 | ABCB |
Ameris Bancorp
|
1,202,889 | $95,653,733 | |
| 3 | UMBF |
Umb Financial Corp
|
365,186 | $47,477,831 | |
| 4 | TBBK |
Bancorp, Inc.
|
347,585 | $16,739,693 | |
| 5 | WTFC |
Wintrust Financial Corp
|
117,250 | $16,628,395 | |
| 6 | BOH |
Bank Of Hawaii Corp
|
194,081 | $13,376,062 | |
| 7 | BKU |
BankUnited, Inc.
|
306,147 | $12,919,403 | |
| 8 | FNB |
Fnb Corp/Pa/
|
699,366 | $12,036,088 |
All Filings in WAFD
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $10,117,148 | 338,027 | Shares | Sole | 2026-10-06 | |
| 2026-06-30 | $10,662,716 | 277,892 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $8,637,512 | 275,080 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $7,032,442 | 219,558 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $6,487,693 | 214,186 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $6,611,365 | 225,798 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $6,449,248 | 225,656 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $7,319,737 | 227,039 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $7,356,869 | 211,101 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $6,093,313 | 213,202 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,496,043 | 223,770 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $7,286,862 | 221,082 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $5,852,632 | 228,440 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $6,049,928 | 228,127 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $6,795,011 | 225,598 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $7,012,050 | 209,003 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $6,210,506 | 207,155 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $6,297,175 | 209,766 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $6,993,154 | 213,076 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $6,694,091 | 200,542 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $6,878,503 | 200,481 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $6,202,883 | 195,182 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $5,301,450 | 172,125 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,636,163 | 63,565 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,339,733 | 64,225 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,723,799 | 64,225 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,630,677 | 62,815 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||