Fortis Capital Management LLC

Position in HFWA — Heritage Financial Corp /Wa/

CIK 1802167 BELLEVUE, WA

Position in HFWA

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,060,603

New position

Shares Held

35,807

first reported quarter

Ownership

0.088%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#72

of 191 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Fortis Capital Management LLC holds $1,879,568 across 4 Banks - Regional names. HFWA ranks #1 (56.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HFWA	Heritage Financial Corp /Wa/ This page	35,807	$1,060,603
2	SFNC	Simmons First National Corp	17,862	$404,574
3	NU	Nu Holdings Ltd.	15,811	$211,234
4	FITB	Fifth Third Bancorp	3,604	$203,157

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,060,603	35,807	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.