SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC
Position in HFWA — Heritage Financial Corp /Wa/
CIK 1446179
BALA CYNWYD, PA
Position in HFWA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,083,914
+$36,296 QoQ
Shares Held
36,594
-9.2% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#70
of 191 holders
Holding Since
Jun 2020
7 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, 2026SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC holds $401,474,956 across 119 Banks - Regional names. HFWA ranks #55 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
1,060,545 | $52,836,351 | |
| 2 | KEY |
Keycorp /New/
|
1,810,968 | $41,742,812 | |
| 3 | RF |
Regions Financial Corp
|
1,375,969 | $41,554,263 | |
| 4 | MTB |
M&T Bank Corp
|
110,553 | $26,312,719 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
1,225,329 | $21,725,083 | |
| 6 | FHN |
First Horizon Corp
|
782,972 | $20,075,402 | |
| 7 | CFR |
Cullen/Frost Bankers, Inc.
|
84,623 | $13,075,945 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
303,329 | $9,721,694 |
All Filings in HFWA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,083,914 | 36,594 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,047,618 | 40,293 | Shares | Sole | 2026-05-15 | |
| 2022-09-30 | $241,935 | 9,140 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $334,525 | 13,349 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $227,976 | 9,328 | Shares | Defined | 2022-02-14 | |
| 2020-09-30 | $400,902 | 21,800 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $558,000 | 27,900 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||