Position in HFWA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$445,094
+$35,547 QoQ
Shares Held
17,119
-1.1% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Waverly Advisors, LLC holds $85,766,982 across 46 Banks - Regional names. HFWA ranks #27 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
50,424 | $10,492,730 | |
| 2 | SFBS |
ServisFirst Bancshares, Inc.
|
136,429 | $9,936,124 | |
| 3 | TFC |
Truist Financial Corp
|
196,487 | $9,032,507 | |
| 4 | CATY |
Cathay General Bancorp
|
127,850 | $6,374,601 | |
| 5 | FCNCA |
First Citizens Bancshares Inc /De/
|
2,949 | $5,557,861 | |
| 6 | NRIM |
Northrim Bancorp Inc
|
210,448 | $4,815,050 | |
| 7 | FHN |
First Horizon Corp
|
193,603 | $4,406,404 | |
| 8 | USB |
US Bancorp \De\
|
82,115 | $4,270,801 |
All Filings in HFWA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||