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Equibles

Rafferty Asset Management, LLC

Position in HFWA — Heritage Financial Corp /Wa/

CIK 1389426 New York, NY
Back to HFWA Full portfolio

Position in HFWA

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$653,861
-$111,449 QoQ
Shares Held
22,075
-25.0% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#84
of 191 holders
Holding Since
Mar 2021
22 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

Rafferty Asset Management, LLC holds $398,413,908 across 160 Banks - Regional names. HFWA ranks #109 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PNC
Pnc Financial Services Group, Inc.
 116,979 $28,802,569
2 USB
US Bancorp De
 452,207 $27,313,302
3 TFC
Truist Financial Corp
 431,227 $21,483,729
4 FITB
Fifth Third Bancorp
 264,034 $14,883,596
5 HBAN
Huntington Bancshares Inc /Md/
 792,358 $14,048,507
6 MTB
M&T Bank Corp
 57,832 $13,764,594
7 CFG
Citizens Financial Group Inc/Ri
 175,511 $12,298,055
8 RF
Regions Financial Corp
 367,501 $11,098,530

All Filings in HFWA

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $653,861 22,075
2026-03-31 $765,310 29,435
2025-12-31 $617,288 26,101
2025-09-30 $696,188 28,780
2025-06-30 $908,399 38,104
2025-03-31 $693,818 28,517
2024-12-31 $720,202 29,396
2024-09-30 $865,292 39,747
2024-06-30 $992,533 55,049
2024-03-31 $880,209 45,395
2023-12-31 $879,963 41,139
2023-09-30 $519,310 31,840
2023-06-30 $862,847 53,361
2023-03-31 $599,799 28,028
2022-12-31 $317,124 10,350
2022-09-30 $279,284 10,551
2022-06-30 $249,033 9,898
2022-03-31 $590,864 23,578
2021-12-31 $448,107 18,335
2021-09-30 $418,914 16,428
2021-06-30 $432,445 17,284
2021-03-31 $550,708 19,501