Position in WAL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$25,482
+$4,440 QoQ
Shares Held
310
+4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#404
of 493 holders
Holding Since
Mar 2021
21 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, 2026HARBOUR INVESTMENTS, INC. holds $21,054,969 across 113 Banks - Regional names. WAL ranks #51 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASB |
Associated Banc-Corp
|
93,175 | $2,866,994 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
10,942 | $2,694,139 | |
| 3 | USB |
US Bancorp \De\
|
42,602 | $2,573,160 | |
| 4 | BFC |
Bank First Corp
|
17,049 | $2,529,219 | |
| 5 | FITB |
Fifth Third Bancorp
|
23,547 | $1,327,344 | |
| 6 | ISBA |
Isabella Bank Corp
|
32,988 | $1,303,026 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
66,141 | $1,172,679 | |
| 8 | TFC |
Truist Financial Corp
|
16,159 | $805,041 |
All Filings in WAL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,482 | 310 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $21,042 | 297 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $37,158 | 442 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $37,896 | 437 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $33,999 | 436 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $33,574 | 437 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $36,172 | 433 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $37,277 | 431 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $48,371 | 770 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $56,423 | 879 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $57,697 | 877 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $42,062 | 915 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $33,953 | 931 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $24,735 | 696 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,278 | 139 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $9,729 | 148 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $10,448 | 148 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $22,714 | 211 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $41,786 | 384 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $35,561 | 383 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $36,642 | 388 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||