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Equibles

Penn Capital Management Company, LLC

Position in HFWA — Heritage Financial Corp /Wa/

CIK 1158202 PHILADELPHIA, PA
Back to HFWA Full portfolio

Position in HFWA

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$601,582
+$10,472 QoQ
Shares Held
20,310
-10.7% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#90
of 191 holders
Holding Since
Mar 2020
19 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

Penn Capital Management Company, LLC holds $159,186,439 across 17 Banks - Regional names. HFWA ranks #16 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BANC
Banc Of California, Inc.
 1,199,061 $24,496,816
2 ABCB
Ameris Bancorp
 260,137 $23,479,965
3 DCOM
Dime Commercial Bancshares, Inc. /NY/
 562,511 $22,866,072
4 FBK
FB Financial Corp
 387,253 $21,434,453
5 HWC
Hancock Whitney Corp
 272,472 $20,359,107
6 TCBI
Texas Capital Bancshares Inc/Tx
 164,171 $16,952,297
7 BPOP
Popular, Inc.
 92,039 $15,110,963
8 NBHC
National Bank Holdings Corp
 162,446 $7,217,475

All Filings in HFWA

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $601,582 20,310
2026-03-31 $591,110 22,735
2025-12-31 $537,682 22,735
2025-09-30 $634,866 26,245
2025-06-30 $571,540 23,974
2025-03-31 $631,314 25,948
2024-06-30 $1,458,086 80,870
2024-03-31 $2,346,984 121,041
2023-12-31 $670,298 31,337
2023-03-31 $2,129,920 99,529
2022-03-31 $2,282,139 91,067
2021-12-31 $2,018,792 82,602
2021-09-30 $2,106,351 82,602
2021-06-30 $2,068,503 82,674
2021-03-31 $1,334,707 47,263
2020-12-31 $2,011,727 86,008
2020-09-30 $5,778,671 314,229
2020-06-30 $6,206,200 310,310
2020-03-31 $6,208,660 310,433