PRINCIPAL FINANCIAL GROUP INC
Position in HFWA — Heritage Financial Corp /Wa/
CIK 1126328
DES MOINES, IA
Position in HFWA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,900,748
+$711,460 QoQ
Shares Held
199,215
-0.2% QoQ
Ownership
0.487%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#32
of 191 holders
Holding Since
Mar 2020
26 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $3,342,148,688 across 127 Banks - Regional names. HFWA ranks #92 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,415,104 | $348,426,905 | |
| 2 | WTFC |
Wintrust Financial Corp
|
1,246,124 | $200,277,048 | |
| 3 | BAP |
Credicorp Ltd
|
478,109 | $186,261,704 | |
| 4 | EWBC |
East West Bancorp Inc
|
1,330,518 | $171,756,567 | |
| 5 | USB |
US Bancorp De
|
1,723,537 | $104,101,634 | |
| 6 | ONB |
Old National Bancorp /In/
|
3,951,709 | $102,349,263 | |
| 7 | CFR |
Cullen/Frost Bankers, Inc.
|
654,435 | $101,123,295 | |
| 8 | UMBF |
Umb Financial Corp
|
694,836 | $99,194,786 |
All Filings in HFWA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,900,748 | 199,215 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $5,189,288 | 199,588 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $4,710,558 | 199,178 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $4,565,257 | 188,725 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $4,934,593 | 206,988 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $4,715,640 | 193,820 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $4,648,115 | 189,719 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $4,004,982 | 183,968 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $3,479,248 | 192,970 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $3,884,281 | 200,324 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $3,890,626 | 181,890 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $3,091,821 | 189,566 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $3,230,781 | 199,801 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $4,816,390 | 225,065 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $7,025,567 | 229,294 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $5,734,512 | 216,642 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $5,457,278 | 216,903 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $5,814,446 | 232,021 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $5,730,642 | 234,478 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $6,258,796 | 245,443 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $6,230,080 | 249,004 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $6,970,959 | 246,847 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $5,778,055 | 247,031 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $4,723,508 | 256,852 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $5,360,920 | 268,046 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $5,556,320 | 277,816 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||