Position in WAL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$157,741
+$30,707 QoQ
Shares Held
1,919
+7.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#367
of 493 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WAL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SIGNATUREFD, LLC holds $49,093,106 across 180 Banks - Regional names. WAL ranks #43 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPOP |
Popular, Inc.
|
42,371 | $6,956,470 | |
| 2 | KB |
KB Financial Group Inc.
|
30,396 | $3,190,364 | |
| 3 | MFG |
Mizuho Financial Group Inc
|
298,688 | $2,861,431 | |
| 4 | WF |
Woori Financial Group Inc.
|
49,721 | $2,853,985 | |
| 5 | TFC |
Truist Financial Corp
|
46,814 | $2,332,273 | |
| 6 | SHG |
Shinhan Financial Group Co Ltd
|
35,020 | $2,215,015 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
8,757 | $2,156,148 | |
| 8 | LYG |
Lloyds Banking Group plc
|
301,587 | $1,758,252 |
All Filings in WAL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157,741 | 1,919 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $127,034 | 1,793 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $159,648 | 1,899 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $149,678 | 1,726 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $128,978 | 1,654 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $110,712 | 1,441 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $137,506 | 1,646 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $138,211 | 1,598 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $84,555 | 1,346 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $82,612 | 1,287 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $85,592 | 1,301 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $59,806 | 1,301 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $47,046 | 1,290 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $63,652 | 1,791 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $136,988 | 2,300 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $132,663 | 2,018 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $162,662 | 2,304 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $171,934 | 2,076 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $200,013 | 1,858 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $208,499 | 1,916 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $177,714 | 1,914 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $177,169 | 1,876 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $102,934 | 1,717 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $50,149 | 1,586 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $56,009 | 1,479 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $39,793 | 1,300 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||