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Equibles

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

Position in HFWA — Heritage Financial Corp /Wa/

CIK 1164833 Los Angeles, CA
Back to HFWA Full portfolio

Position in HFWA

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$7,841,569
+$820,555 QoQ
Shares Held
264,739
-2.0% QoQ
Ownership
0.647%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#25
of 191 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority Sole 91% Shared 0% None 9%

Common Shares in HFWA Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC holds $2,414,037,379 across 88 Banks - Regional names. HFWA ranks #52 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 USB
US Bancorp De
 10,566,132 $638,194,372
2 TFC
Truist Financial Corp
 7,413,799 $369,355,466
3 FCNCA
First Citizens Bancshares Inc /De/
 154,960 $322,439,218
4 CFG
Citizens Financial Group Inc/Ri
 1,541,159 $107,989,011
5 FHB
First Hawaiian, Inc.
 2,849,812 $83,499,491
6 BPOP
Popular, Inc.
 359,583 $59,036,336
7 ASB
Associated Banc-Corp
 1,267,508 $39,001,221
8 ZION
Zions Bancorporation, National Association /Ut/
 447,265 $30,946,265

All Filings in HFWA

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,841,569 264,739
2026-03-31 $7,021,014 270,039
2025-12-31 $6,688,669 282,819
2025-09-30 $6,785,754 280,519
2025-06-30 $6,769,844 283,970
2025-03-31 $7,101,927 291,900
2024-12-31 $7,920,605 323,290
2024-09-30 $6,772,429 311,090
2024-06-30 $6,027,969 334,330
2024-03-31 $5,393,522 278,160
2023-12-31 $3,245,932 151,750
2023-09-30 $2,682,179 164,450
2022-06-30 $4,805,056 190,980
2022-03-31 $5,197,444 207,400
2021-12-31 $4,522,866 185,060
2021-09-30 $2,359,260 92,520
2020-09-30 $1,122,893 61,060
2020-06-30 $2,364,800 118,240
2020-03-31 $2,309,400 115,470