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Equibles

GREAT LAKES ADVISORS, LLC

Position in HFWA — Heritage Financial Corp /Wa/

CIK 1078013 CHICAGO, IL
Back to HFWA Full portfolio

Position in HFWA

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$4,605,524
+$153,362 QoQ
Shares Held
155,487
-9.2% QoQ
Ownership
0.380%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#37
of 191 holders
Holding Since
Mar 2023
14 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 Jun 30, 2026

GREAT LAKES ADVISORS, LLC holds $136,831,475 across 47 Banks - Regional names. HFWA ranks #11 (3.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TFC
Truist Financial Corp
 348,525 $17,363,512
2 HWC
Hancock Whitney Corp
 141,648 $10,583,937
3 HOMB
Home Bancshares Inc
 264,951 $7,564,350
4 WSFS
Wsfs Financial Corp
 74,597 $5,723,827
5 ZION
Zions Bancorporation, National Association /Ut/
 81,498 $5,638,846
6 FIBK
First Interstate Bancsystem Inc
 146,228 $5,638,551
7 OBK
Origin Bancorp, Inc.
 106,913 $5,468,599
8 FRME
First Merchants Corp
 116,095 $5,072,189

All Filings in HFWA

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,605,524 155,487
2026-03-31 $4,452,162 171,237
2025-12-31 $3,966,293 167,708
2025-09-30 $3,972,989 164,241
2025-06-30 $4,408,683 184,928
2025-03-31 $4,599,439 189,044
2024-12-31 $5,396,149 220,251
2024-09-30 $4,949,865 227,371
2024-06-30 $3,978,210 220,644
2024-03-31 $4,058,830 209,326
2023-12-31 $4,526,721 211,628
2023-09-30 $2,961,944 181,603
2023-06-30 $2,278,935 140,936
2023-03-31 $3,644,548 170,306