Pacific Asset Management, LLC
Position in HFWA — Heritage Financial Corp /Wa/
CIK 2054012
Gig Harbor, WA
Position in HFWA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,452,861
+$177,561 QoQ
Shares Held
49,050
0.0% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
7.89%
of 13F equity value
Holder Rank
#59
of 191 holders
Holding Since
Mar 2026
2 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 Jun 30, 2026Pacific Asset Management, LLC holds $1,452,861 across 1 Banks - Regional name. HFWA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HFWA |
Heritage Financial Corp /Wa/
This page
|
49,050 | $1,452,861 |
All Filings in HFWA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,452,861 | 49,050 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,275,300 | 49,050 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||