Position in WAL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$574,660
+$501,968 QoQ
Shares Held
6,991
+581.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#249
of 493 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WAL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Allworth Financial LP holds $72,648,702 across 269 Banks - Regional names. WAL ranks #17 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
229,948 | $11,456,009 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
29,556 | $7,277,278 | |
| 3 | TCBK |
Trico Bancshares /
|
129,979 | $6,999,369 | |
| 4 | COLB |
Columbia Banking System, Inc.
|
204,688 | $6,560,250 | |
| 5 | USB |
US Bancorp \De\
|
107,349 | $6,483,879 | |
| 6 | MTB |
M&T Bank Corp
|
24,699 | $5,878,608 | |
| 7 | CBC |
Central Bancompany, Inc.
|
162,310 | $4,930,977 | |
| 8 | FITB |
Fifth Third Bancorp
|
32,846 | $1,851,529 |
All Filings in WAL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $574,660 | 6,991 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $72,692 | 1,026 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $46,826 | 557 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $34,688 | 400 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $28,072 | 360 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $27,197 | 354 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $33,499 | 401 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $16,087 | 186 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $11,433 | 182 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $10,142 | 158 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $10,394 | 158 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $9,056 | 197 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $10,685 | 293 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $8,778 | 247 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $427,759 | 7,182 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $514,021 | 7,819 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $532,041 | 7,536 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $686,412 | 8,288 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $937,200 | 8,706 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $737,037 | 6,773 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $923,857 | 9,950 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $939,772 | 9,951 | Shares | Sole | 2021-04-29 | |
| 2020-03-31 | $244 | 8 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||