ALLIANCEBERNSTEIN L.P.

Position in HFWA — Heritage Financial Corp /Wa/

CIK 1109448 NASHVILLE, TN

Back to HFWA Full portfolio

Position in HFWA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$29,767,920

-$1,141,684 QoQ

Shares Held

1,144,920

-12.4% QoQ

Ownership

2.78%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Common Shares in HFWA Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Mar 31, 2026

ALLIANCEBERNSTEIN L.P. holds $4,107,592,045 across 265 Banks - Regional names. HFWA ranks #27 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp \De\	7,042,730	$366,292,387
2	FITB	Fifth Third Bancorp	6,477,355	$300,937,913
3	PNC	Pnc Financial Services Group, Inc.	904,067	$188,127,302
4	FCNCA	First Citizens Bancshares Inc /De/	73,438	$138,405,661
5	UMBF	Umb Financial Corp	1,219,978	$137,601,318
6	TCBI	Texas Capital Bancshares Inc/Tx	1,217,853	$115,549,892
7	WAFD	Wafd Inc	3,574,574	$112,241,623
8	INDB	Independent Bank Corp	1,455,842	$109,493,876

All Filings in HFWA

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$29,767,920	1,144,920	-12.4%	Shares	Defined	2026-05-15
2025-12-31	$30,909,604	1,306,960	-2.8%	Shares	Defined	2026-02-17
2025-09-30	$32,515,230	1,344,160	-1.2%	Shares	Defined	2025-11-14
2025-06-30	$32,438,635	1,360,681	-1.6%	Shares	Defined	2025-08-14
2025-03-31	$33,635,568	1,382,473	-7.6%	Shares	Defined	2025-05-15
2024-12-31	$36,668,268	1,496,664	-13.4%	Shares	Defined	2025-02-12
2024-09-30	$37,612,464	1,727,720	+1.5%	Shares	Defined	2024-11-14
2024-06-30	$30,681,001	1,701,664	-11.9%	Shares	Defined	2024-08-14
2024-03-31	$37,460,471	1,931,948	-3.0%	Shares	Defined	2024-05-14
2023-12-31	$42,593,436	1,991,278	-10.1%	Shares	Defined	2024-02-14
2023-09-30	$36,131,852	2,215,319	+15.5%	Shares	Defined	2023-11-14
2023-06-30	$31,020,544	1,918,401	+12.4%	Shares	Defined	2023-08-15
2023-03-31	$36,526,675	1,706,854	+1.3%	Shares	Defined	2023-05-15
2022-12-31	$51,629,319	1,685,030	+1.2%	Shares	Defined	2023-02-15
2022-09-30	$44,061,406	1,664,579	+6.4%	Shares	Defined	2022-11-15
2022-06-30	$39,366,619	1,564,651	-7.5%	Shares	Defined	2022-08-15
2022-03-31	$42,397,259	1,691,830	+17.7%	Shares	Defined	2022-05-13
2021-12-31	$35,126,218	1,437,243	-0.5%	Shares	Defined	2022-02-14
2021-09-30	$36,818,634	1,443,868	-4.6%	Shares	Defined	2021-11-10
2021-06-30	$37,861,865	1,513,264	-5.7%	Shares	Defined	2021-07-30
2021-03-31	$45,307,352	1,604,368	+28.1%	Shares	Defined	2021-05-06
2020-12-31	$29,288,162	1,252,166	+14.9%	Shares	Defined	2021-02-08
2020-09-30	$20,033,532	1,089,371	+1.9%	Shares	Defined	2020-11-12
2020-06-30	$21,389,980	1,069,499	-11.5%	Shares	Defined	2020-08-13
2020-03-31	$24,180,540	1,209,027	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.