Position in WAL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$275,781
+$27,594 QoQ
Shares Held
3,355
-4.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#324
of 493 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WAL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $11,189,303 across 30 Banks - Regional names. WAL ranks #21 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHG |
Shinhan Financial Group Co Ltd
|
11,162 | $705,996 | |
| 2 | HDB |
Hdfc Bank Ltd
|
25,482 | $658,200 | |
| 3 | USB |
US Bancorp \De\
|
10,033 | $605,993 | |
| 4 | MFG |
Mizuho Financial Group Inc
|
61,989 | $593,854 | |
| 5 | EWBC |
East West Bancorp Inc
|
4,455 | $575,095 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
2,170 | $534,297 | |
| 7 | PNFP |
Pinnacle Financial Partners, Inc.
|
4,933 | $497,641 | |
| 8 | KB |
KB Financial Group Inc.
|
4,184 | $439,152 |
All Filings in WAL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,781 | 3,355 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $248,187 | 3,503 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $294,497 | 3,503 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $334,305 | 3,855 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $300,612 | 3,855 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $296,179 | 3,855 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $343,934 | 4,117 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||