Mengis Capital Management, Inc.
Position in HFWA — Heritage Financial Corp /Wa/
CIK 1609674
PORTLAND, OR
Position in HFWA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$528,060
+$47,729 QoQ
Shares Held
20,310
0.0% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Mengis Capital Management, Inc. holds $5,537,513 across 4 Banks - Regional names. HFWA ranks #4 (9.5% of the industry book) .
All Filings in HFWA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $528,060 | 20,310 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $480,331 | 20,310 | Shares | Sole | 2026-03-05 | |
| 2025-09-30 | $491,323 | 20,311 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $484,190 | 20,310 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $494,166 | 20,311 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $497,619 | 20,311 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $222,990 | 10,243 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $184,663 | 10,242 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $198,592 | 10,242 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $219,076 | 10,242 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $167,047 | 10,242 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $165,613 | 10,242 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $219,178 | 10,242 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $313,814 | 10,242 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $271,105 | 10,242 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $257,688 | 10,242 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $256,664 | 10,242 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $250,314 | 10,242 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $267,367 | 10,485 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $262,334 | 10,485 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $296,096 | 10,485 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $245,244 | 10,485 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $192,819 | 10,485 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $209,700 | 10,485 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $209,700 | 10,485 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||