Position in WAL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,941,999
-$1,688,012 QoQ
Shares Held
69,753
-11.6% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 83.82055656711924.ToString("F0")%
Shared 0.ToString("F0")%
None 16.17944343288076.ToString("F0")%
Common Shares in WAL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026GREAT LAKES ADVISORS, LLC holds $146,383,873 across 45 Banks - Regional names. WAL ranks #10 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
407,603 | $18,737,508 | |
| 2 | HWC |
Hancock Whitney Corp
|
166,765 | $10,604,586 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
118,355 | $6,819,614 | |
| 4 | FITB |
Fifth Third Bancorp
|
140,482 | $6,526,793 | |
| 5 | HOMB |
Home Bancshares Inc
|
227,498 | $6,126,521 | |
| 6 | WSFS |
Wsfs Financial Corp
|
92,004 | $6,022,581 | |
| 7 | VLY |
Valley National Bancorp
|
438,979 | $5,390,662 | |
| 8 | FIBK |
First Interstate Bancsystem Inc
|
160,177 | $5,349,911 |
All Filings in WAL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,941,999 | 69,753 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,630,011 | 78,863 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,715,588 | 112,034 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $11,964,938 | 153,436 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $13,066,554 | 170,071 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $6,016,550 | 72,020 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,450,597 | 74,582 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,816,786 | 76,676 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $5,230,008 | 81,477 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $350,858 | 5,333 | Shares | Sole | 2024-02-08 | |
| 2022-09-30 | $9,926,345 | 150,994 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,801,202 | 82,170 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $18,683,303 | 173,556 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||