Position in HFWA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$652,172
+$83,916 QoQ
Shares Held
22,018
+0.7% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#85
of 191 holders
Holding Since
Mar 2020
26 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, 2026BARCLAYS PLC holds $2,575,847,317 across 303 Banks - Regional names. HFWA ranks #174 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
6,816,066 | $411,690,385 | |
| 2 | 4,776,825 | $365,044,964 | |||
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
1,044,455 | $257,165,707 | |
| 4 | FITB |
Fifth Third Bancorp
|
2,993,274 | $168,730,853 | |
| 5 | TFC |
Truist Financial Corp
|
3,004,662 | $149,692,259 | |
| 6 | NU |
Nu Holdings Ltd.
|
9,918,501 | $132,511,172 | |
| 7 | KEY |
Keycorp /New/
|
5,121,717 | $118,055,574 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
1,227,228 | $85,991,864 |
All Filings in HFWA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $652,172 | 22,018 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $568,256 | 21,856 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,526,701 | 64,554 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,212,522 | 50,125 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $1,860,521 | 78,042 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $1,528,847 | 62,838 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $1,737,050 | 70,900 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $1,595,741 | 73,300 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $643,562 | 35,694 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $1,168,460 | 60,261 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $1,664,142 | 77,800 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $966,497 | 59,258 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $1,118,931 | 69,198 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $800,210 | 37,393 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $765,019 | 24,968 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $328,942 | 12,427 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $402,207 | 15,986 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,695,509 | 67,658 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,878,091 | 76,845 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,203,829 | 47,209 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,072,357 | 42,860 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,685,278 | 59,677 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $929,846 | 39,754 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $798,824 | 43,438 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $652,140 | 32,607 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $595,660 | 29,783 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||