Freestone Capital Holdings, LLC
Position in HFWA — Heritage Financial Corp /Wa/
CIK 1470876
Seattle, WA
Position in HFWA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$776,399
+$646,000 QoQ
Shares Held
26,212
+370.2% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#77
of 186 holders
Holding Since
Sep 2020
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in HFWA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Freestone Capital Holdings, LLC holds $5,735,223 across 8 Banks - Regional names. HFWA ranks #3 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QCRH |
Qcr Holdings Inc
|
10,674 | $1,039,113 | |
| 2 | USB |
US Bancorp De
|
14,609 | $882,383 | |
| 3 | HFWA |
Heritage Financial Corp /Wa/
This page
|
26,212 | $776,399 | |
| 4 | AVBC |
Avidia Bancorp, Inc.
|
34,756 | $729,528 | |
| 5 | TCBK |
Trico Bancshares /
|
12,116 | $652,446 | |
| 6 | BMRC |
Bank of Marin Bancorp
|
23,258 | $644,246 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
2,091 | $514,846 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
15,484 | $496,262 |
All Filings in HFWA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $776,399 | 26,212 | Shares | Defined | 2026-07-31 | |
| 2020-12-31 | $130,399 | 5,575 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $127,111 | 6,912 | Shares | Defined | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||