Position in HFWA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,585,374
+$382,148 QoQ
Shares Held
137,899
+1.8% QoQ
Ownership
0.335%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HFWA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026MARTIN & CO INC /TN/ holds $23,915,129 across 7 Banks - Regional names. HFWA ranks #4 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABCB |
Ameris Bancorp
|
66,363 | $5,175,650 | |
| 2 | FBNC |
First Bancorp /Nc/
|
67,716 | $3,815,796 | |
| 3 | SSB |
SouthState Bank Corp
|
39,717 | $3,674,616 | |
| 4 | HFWA |
Heritage Financial Corp /Wa/
This page
|
137,899 | $3,585,374 | |
| 5 | AUB |
Atlantic Union Bankshares Corp
|
87,931 | $3,142,653 | |
| 6 | BOKF |
Bok Financial Corp
|
19,115 | $2,447,866 | |
| 7 | PB |
Prosperity Bancshares Inc
|
30,860 | $2,073,174 |
All Filings in HFWA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,585,374 | 137,899 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,203,226 | 135,443 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,207,279 | 132,587 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,128,952 | 131,248 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,228,907 | 132,713 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,205,727 | 130,846 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,971,474 | 136,494 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,458,805 | 136,373 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,741,901 | 141,408 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,962,023 | 138,477 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,335,901 | 143,219 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,318,729 | 143,397 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,939,888 | 90,649 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,789,281 | 91,034 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,359,456 | 89,137 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,184,818 | 86,837 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,087,974 | 83,319 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,996,625 | 81,695 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $2,145,136 | 84,123 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,069,729 | 82,723 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $2,426,465 | 85,923 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,082,201 | 89,021 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,633,877 | 88,846 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,775,720 | 88,786 | Shares | Sole | 2020-08-19 | |
| 2020-03-31 | $1,739,820 | 86,991 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||