Position in HFWA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$507,212
+$62,118 QoQ
Shares Held
17,124
+0.0% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#97
of 191 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HFWA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Waverly Advisors, LLC holds $101,446,980 across 55 Banks - Regional names. HFWA ranks #31 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
53,415 | $13,151,841 | |
| 2 | SFBS |
ServisFirst Bancshares, Inc.
|
272,914 | $11,837,644 | |
| 3 | TFC |
Truist Financial Corp
|
205,565 | $10,241,248 | |
| 4 | CATY |
Cathay General Bancorp
|
127,894 | $7,928,149 | |
| 5 | NRIM |
Northrim Bancorp Inc
|
210,662 | $5,843,763 | |
| 6 | FHN |
First Horizon Corp
|
198,859 | $5,098,744 | |
| 7 | USB |
US Bancorp De
|
84,243 | $5,088,277 | |
| 8 | UCB |
United Community Banks Inc
|
112,521 | $3,948,361 |
All Filings in HFWA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $507,212 | 17,124 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $445,094 | 17,119 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $409,547 | 17,317 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||