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Equibles

Universal- Beteiligungs- und Servicegesellschaft mbH

Position in HFWA — Heritage Financial Corp /Wa/

CIK 2057170 FRANKFURT AM MAIN, 2M
Back to HFWA Full portfolio

Position in HFWA

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$1,408,371
-$280,199 QoQ
Shares Held
47,548
-26.8% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#60
of 191 holders
Holding Since
Mar 2025
6 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, 2026

Universal- Beteiligungs- und Servicegesellschaft mbH holds $701,262,794 across 124 Banks - Regional names. HFWA ranks #68 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 USB
US Bancorp De
 1,609,985 $97,243,094
2 PNC
Pnc Financial Services Group, Inc.
 302,777 $74,549,752
3 FITB
Fifth Third Bancorp
 809,792 $45,647,975
4 TFC
Truist Financial Corp
 780,711 $38,895,022
5 HBAN
Huntington Bancshares Inc /Md/
 1,549,734 $27,476,783
6 CFG
Citizens Financial Group Inc/Ri
 342,100 $23,970,947
7 MTB
M&T Bank Corp
 93,792 $22,323,433
8 RF
Regions Financial Corp
 726,338 $21,935,407

All Filings in HFWA

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,408,371 47,548
2026-03-31 $1,688,570 64,945
2025-12-31 $1,415,807 59,865
2025-09-30 $1,404,060 58,043
2025-06-30 $651,261 27,318
2025-03-31 $442,611 18,192