Position in WAL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$256,217
+$229,649 QoQ
Shares Held
3,117
+731.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#331
of 493 holders
Holding Since
Mar 2020
26 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, 2026IFP Advisors, Inc holds $22,346,713 across 256 Banks - Regional names. WAL ranks #20 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
14,200 | $3,496,324 | |
| 2 | MTB |
M&T Bank Corp
|
8,298 | $1,975,006 | |
| 3 | USB |
US Bancorp \De\
|
30,443 | $1,838,757 | |
| 4 | PGC |
Peapack Gladstone Financial Corp
|
26,547 | $1,256,469 | |
| 5 | NBTB |
Nbt Bancorp Inc
|
25,034 | $1,235,928 | |
| 6 | WSBC |
Wesbanco Inc
|
25,294 | $987,224 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
9,945 | $696,846 | |
| 8 | NU |
Nu Holdings Ltd.
|
42,950 | $573,812 |
All Filings in WAL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,217 | 3,117 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $26,568 | 375 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $13,703 | 163 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,018 | 104 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $51,467 | 0 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $21,205 | 276 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $23,057 | 276 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $22,314 | 258 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $24,562 | 391 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $175,046 | 2,727 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $3,421 | 52 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $2,298 | 50 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $15,499 | 425 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $15,353 | 432 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $83 | 1,214 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $42,468 | 646 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $22,097 | 313 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $2,733 | 33 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $3,552 | 33 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $3,699 | 34 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $12,163 | 131 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $14,071 | 149 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,297 | 55 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $61,817 | 1,955 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $74,035 | 1,955 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $59,842 | 1,955 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||