Position in WAFD
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$659
New position
Shares Held
21
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026NBT BANK N A /NY holds $16,764,236 across 26 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NBTB |
Nbt Bancorp Inc
|
261,448 | $12,907,687 | |
| 2 | USB |
US Bancorp \De\
|
35,219 | $2,127,226 | |
| 3 | TFC |
Truist Financial Corp
|
15,031 | $748,844 | |
| 4 | DB |
Deutsche Bank Aktiengesellschaft
|
10,000 | $337,600 | |
| 5 | WBS |
Webster Financial Corp
|
2,280 | $174,237 | |
| 6 | MTB |
M&T Bank Corp
|
600 | $142,806 | |
| 7 | CBU |
Community Financial System, Inc.
|
1,202 | $80,678 | |
| 8 | NWFL |
Norwood Financial Corp
|
2,011 | $64,653 |
All Filings in WAFD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $659 | 21 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||