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Equibles

Baird Financial Group, Inc.

Position in HFWA — Heritage Financial Corp /Wa/

CIK 1648711 MILWAUKEE, WI
Back to HFWA Full portfolio

Position in HFWA

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$1,132,816
+$138,446 QoQ
Shares Held
38,245
0.0% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#69
of 191 holders
Holding Since
Mar 2020
26 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

Baird Financial Group, Inc. holds $341,274,557 across 48 Banks - Regional names. HFWA ranks #19 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 USB
US Bancorp De
 1,700,555 $102,713,521
2 PNC
Pnc Financial Services Group, Inc.
 383,471 $94,418,229
3 FITB
Fifth Third Bancorp
 827,325 $46,636,309
4 TFC
Truist Financial Corp
 343,302 $17,103,305
5 CFG
Citizens Financial Group Inc/Ri
 226,227 $15,851,724
6 HBAN
Huntington Bancshares Inc /Md/
 883,320 $15,661,262
7 WAFD
Wafd Inc
 199,414 $7,651,515
8 SYBT
Stock Yards Bancorp, Inc.
 46,215 $3,534,060

All Filings in HFWA

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,132,816 38,245
2026-03-31 $994,370 38,245
2025-12-31 $904,494 38,245
2025-09-30 $925,146 38,245
2025-06-30 $1,187,613 49,816
2025-03-31 $1,212,023 49,816
2024-12-31 $1,079,274 44,052
2024-09-30 $959,012 44,052
2024-06-30 $812,287 45,052
2024-03-31 $873,558 45,052
2023-12-31 $1,006,442 47,052
2023-09-30 $788,474 48,343
2023-06-30 $787,333 48,691
2023-03-31 $1,033,961 48,316
2022-12-31 $1,535,371 50,148
2022-09-30 $1,326,411 50,110
2022-06-30 $1,261,849 50,153
2022-03-31 $1,256,834 50,153
2021-12-31 $1,224,175 50,089
2021-09-30 $984,096 38,592
2021-06-30 $1,254,277 50,131
2021-03-31 $1,395,931 49,431
2020-12-31 $1,140,613 48,765
2020-09-30 $906,829 49,311
2020-06-30 $988,480 49,424
2020-03-31 $394,480 19,724