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Bank of New York Mellon Corp

Bank

Position in HFWA — Heritage Financial Corp /Wa/

CIK 1390777 NEW YORK, NY

Position in HFWA

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$11,817,281
+$1,953,011 QoQ
Shares Held
398,963
+5.2% QoQ
Ownership
0.975%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 191 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 93% Shared 0% None 7%

Common Shares in HFWA Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Bank of New York Mellon Corp holds $9,399,465,576 across 273 Banks - Regional names. HFWA ranks #102 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in HFWA

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $11,817,281 398,963
2026-03-31 $9,864,270 379,395
2025-12-31 $8,668,336 366,526
2025-09-30 $8,260,036 341,465
2025-06-30 $8,338,704 349,778
2025-03-31 $8,615,808 354,123
2024-12-31 $8,987,481 366,836
2024-09-30 $14,761,710 678,076
2024-06-30 $16,160,447 896,309
2024-03-31 $19,448,745 1,003,030
2023-12-31 $22,825,414 1,067,107
2023-09-30 $15,135,741 928,004
2023-06-30 $13,944,064 862,342
2023-03-31 $17,782,756 830,970
2022-12-31 $24,724,821 806,946
2022-09-30 $23,492,755 887,524
2022-06-30 $22,562,528 896,762
2022-03-31 $24,243,993 967,438
2021-12-31 $19,942,496 815,978
2021-09-30 $21,744,562 852,728
2021-06-30 $19,292,694 771,091
2021-03-31 $22,320,299 790,379
2020-12-31 $19,198,742 820,810
2020-09-30 $15,557,347 845,968
2020-06-30 $17,884,240 894,212
2020-03-31 $18,077,280 903,864