Position in HFWA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$492,336
-$252,898 QoQ
Shares Held
18,936
-39.9% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HFWA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026JPMORGAN CHASE & CO holds $13,712,782,648 across 295 Banks - Regional names. HFWA ranks #183 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
61,683,367 | $3,208,151,908 | |
| 2 | FITB |
Fifth Third Bancorp
|
30,208,077 | $1,403,467,247 | |
| 3 | NU |
Nu Holdings Ltd.
|
91,396,721 | $1,313,370,872 | |
| 4 | MTB |
M&T Bank Corp
|
4,004,229 | $827,754,212 | |
| 5 | BAP |
Credicorp Ltd
|
2,091,624 | $709,437,020 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
264,614 | $498,707,416 | |
| 7 | RF |
Regions Financial Corp
|
18,014,358 | $470,535,025 | |
| 8 | HDB |
Hdfc Bank Ltd
|
18,266,121 | $454,461,082 |
All Filings in HFWA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $492,336 | 18,936 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $745,234 | 31,511 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $894,932 | 36,996 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $840,645 | 35,262 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $3,430,042 | 140,980 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $5,535,725 | 225,948 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $2,683,870 | 123,283 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $2,213,777 | 122,783 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $2,459,349 | 126,836 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $2,467,143 | 115,341 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $1,827,632 | 112,056 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,048,575 | 126,690 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,149,373 | 147,167 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $7,264,068 | 237,078 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,512,673 | 132,704 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $819,510 | 32,572 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $4,248,095 | 169,517 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $3,411,676 | 139,594 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,540,480 | 60,411 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,848,300 | 153,809 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $7,195,325 | 254,792 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $4,017,465 | 171,760 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $946,274 | 51,456 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,038,920 | 101,946 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $3,849,480 | 192,474 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||