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Empowered Funds, LLC

Position in HFWA — Heritage Financial Corp /Wa/

CIK 1592828 NEWTOWN SQUARE, PA

Position in HFWA

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$5,299,373
+$981,319 QoQ
Shares Held
178,912
+7.7% QoQ
Ownership
0.437%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#34
of 191 holders
Holding Since
Jun 2023
13 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, 2026

Empowered Funds, LLC holds $733,805,380 across 186 Banks - Regional names. HFWA ranks #40 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in HFWA

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,299,373 178,912
2026-03-31 $4,318,054 166,079
2025-12-31 $3,606,979 152,515
2025-09-30 $3,331,809 137,735
2025-06-30 $3,042,675 127,629
2025-03-31 $3,012,005 123,798
2024-12-31 $2,911,849 118,851
2024-09-30 $2,462,796 113,128
2024-06-30 $1,935,808 107,366
2024-03-31 $1,931,748 99,626
2023-12-31 $1,970,040 92,101
2023-09-30 $1,367,511 83,845
2023-06-30 $1,245,914 77,051