Position in WAL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,192
+$579 QoQ
Shares Held
51
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#442
of 493 holders
Holding Since
Mar 2021
8 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, 2026NFSG Corp holds $2,024,966 across 15 Banks - Regional names. WAL ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPOP |
Popular, Inc.
|
4,849 | $796,108 | |
| 2 | VLY |
Valley National Bancorp
|
49,899 | $731,020 | |
| 3 | USB |
US Bancorp \De\
|
1,990 | $120,196 | |
| 4 | FCNCA |
First Citizens Bancshares Inc /De/
|
36 | $74,908 | |
| 5 | HOMB |
Home Bancshares Inc
|
2,232 | $63,723 | |
| 6 | NU |
Nu Holdings Ltd.
|
4,000 | $53,440 | |
| 7 | TFC |
Truist Financial Corp
|
815 | $40,603 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
571 | $40,009 |
All Filings in WAL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,192 | 51 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,613 | 51 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,287 | 51 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,422 | 51 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,976 | 51 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $3,918 | 51 | Shares | Sole | 2025-05-15 | |
| 2021-06-30 | $30,454 | 328 | Shares | Sole | 2021-09-07 | |
| 2021-03-31 | $30,976 | 328 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||