SageView Advisory Group, LLC

Position in HFWA — Heritage Financial Corp /Wa/

CIK 1914558 NEWPORT BEACH, CA

Position in HFWA

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$387,696

+$19,822 QoQ

Shares Held

13,089

-7.5% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#106

of 190 holders

Holding Since

Dec 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SageView Advisory Group, LLC holds $7,673,189 across 18 Banks - Regional names. HFWA ranks #8 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CWBC	Community West Bancshares	50,881	$1,366,663
2	CFG	Citizens Financial Group Inc/Ri	9,616	$673,793
3	USB	US Bancorp De	10,582	$639,152
4	ABCB	Ameris Bancorp	6,571	$593,098
5	TFC	Truist Financial Corp	10,888	$542,440
6	RF	Regions Financial Corp	17,506	$528,681
7	FITB	Fifth Third Bancorp	7,981	$449,888
8	HFWA	Heritage Financial Corp /Wa/ This page	13,089	$387,696

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$387,696	13,089	-7.5%	Shares	Sole	2026-08-10
2026-03-31	$367,874	14,149	-0.3%	Shares	Sole	2026-08-10
2025-12-31	$335,475	14,185	-1.1%	Shares	Sole	2026-02-17
2025-09-30	$347,005	14,345	-0.7%	Shares	Sole	2025-11-13
2025-06-30	$344,249	14,440	-0.3%	Shares	Sole	2025-08-13
2025-03-31	$352,322	14,481	+2.6%	Shares	Sole	2025-05-19
2024-12-31	$345,842	14,116	0.0%	Shares	Sole	2025-02-13
2024-09-30	$307,305	14,116	+3.7%	Shares	Sole	2024-11-14
2023-09-30	$221,913	13,606	+2.1%	Shares	Sole	2023-11-03
2023-06-30	$215,562	13,331	+71.5%	Shares	Sole	2023-08-11
2022-12-31	$238,195	7,774	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.