Position in WAFD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$239,811
-$142,115 QoQ
Shares Held
6,250
-52.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#185
of 285 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in WAFD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $1,952,805,973 across 105 Banks - Regional names. WAFD ranks #100 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
4,513,535 | $272,617,510 | |
| 2 | TFC |
Truist Financial Corp
|
4,442,893 | $221,344,923 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
819,060 | $201,668,950 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
1,818,045 | $183,404,378 | |
| 5 | WAL |
Western Alliance Bancorporation
|
1,814,642 | $149,163,570 | |
| 6 | FITB |
Fifth Third Bancorp
|
1,609,084 | $90,704,062 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
4,685,482 | $83,073,592 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
1,133,549 | $79,427,774 |
All Filings in WAFD
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,811 | 6,250 | Shares | Defined | 2026-08-12 | |
| 2025-06-30 | $381,926 | 13,044 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $400,290 | 14,006 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $319,433 | 9,908 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $303,751 | 8,716 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $201,944 | 7,066 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $284,812 | 9,811 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $209,525 | 6,357 | Shares | Defined | 2024-02-08 | |
| 2023-06-30 | $190,703 | 7,191 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $278,880 | 9,259 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $297,353 | 8,863 | Shares | Defined | 2023-02-01 | |
| 2022-06-30 | $354,144 | 11,797 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $437,456 | 13,329 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $202,114 | 6,055 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $13,886,490 | 404,736 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $13,395,999 | 421,523 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $8,724,745 | 283,271 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $6,417,212 | 249,309 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $172,635 | 8,276 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $305,893 | 11,397 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $52,177 | 2,010 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||