Badgley Phelps Wealth Managers, LLC
Position in HFWA — Heritage Financial Corp /Wa/
CIK 1895362
SEATTLE, WA
Position in HFWA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$621,161
+$75,915 QoQ
Shares Held
20,971
0.0% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#87
of 190 holders
Holding Since
Sep 2021
20 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, 2026Badgley Phelps Wealth Managers, LLC holds $3,874,735 across 8 Banks - Regional names. HFWA ranks #3 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
17,340 | $1,047,336 | |
| 2 | TFC |
Truist Financial Corp
|
18,229 | $908,168 | |
| 3 | HFWA |
Heritage Financial Corp /Wa/
This page
|
20,971 | $621,161 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
1,321 | $325,256 | |
| 5 | TSBK |
Timberland Bancorp Inc
|
6,866 | $307,665 | |
| 6 | BANR |
Banner Corp
|
4,099 | $272,337 | |
| 7 | GBCI |
Glacier Bancorp, Inc.
|
5,242 | $270,382 | |
| 8 | RVSB |
Riverview Bancorp Inc
|
22,547 | $122,430 |
All Filings in HFWA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $621,161 | 20,971 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $545,246 | 20,971 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $641,269 | 27,115 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $358,665 | 14,827 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $363,011 | 15,227 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $370,472 | 15,227 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $373,061 | 15,227 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $331,491 | 15,227 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $274,542 | 15,227 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $295,251 | 15,227 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $325,705 | 15,227 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $248,352 | 15,227 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $246,220 | 15,227 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $317,297 | 14,827 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $454,299 | 14,827 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $392,470 | 14,827 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $373,047 | 14,827 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $371,564 | 14,827 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $359,439 | 14,707 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $378,088 | 14,827 | Shares | Sole | 2021-11-29 | |
| No filing history on record for this holder in this stock. | ||||||