Position in WAL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,425
+$3,867 QoQ
Shares Held
66
+200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#438
of 493 holders
Holding Since
Dec 2025
3 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, 2026Rossby Financial, LCC holds $1,143,092 across 62 Banks - Regional names. WAL ranks #29 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
5,401 | $378,448 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
5,734 | $101,663 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
361 | $88,885 | |
| 4 | TFC |
Truist Financial Corp
|
1,177 | $58,638 | |
| 5 | USB |
US Bancorp \De\
|
806 | $48,682 | |
| 6 | COLB |
Columbia Banking System, Inc.
|
1,456 | $46,664 | |
| 7 | FITB |
Fifth Third Bancorp
|
527 | $29,706 | |
| 8 | RF |
Regions Financial Corp
|
961 | $29,022 |
All Filings in WAL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,425 | 66 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,558 | 22 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $11,769 | 140 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||