Thrivent Financial for Lutherans
Position in HFWA — Heritage Financial Corp /Wa/
CIK 314984
Minneapolis, MN
Position in HFWA
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$713,700
-$395,886 QoQ
Shares Held
27,450
-41.5% QoQ
Ownership
0.067%
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 100%
Shared 0%
None 0%
Common Shares in HFWA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Thrivent Financial for Lutherans holds $939,657,731 across 148 Banks - Regional names. HFWA ranks #115 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
574,660 | $118,793,713 | |
| 2 | FITB |
Fifth Third Bancorp
|
2,000,454 | $92,941,091 | |
| 3 | TFIN |
Triumph Financial, Inc.
|
1,339,376 | $79,907,171 | |
| 4 | WTFC |
Wintrust Financial Corp
|
493,076 | $68,507,978 | |
| 5 | ONB |
Old National Bancorp /In/
|
2,660,952 | $58,807,037 | |
| 6 | AUB |
Atlantic Union Bankshares Corp
|
1,418,385 | $50,693,079 | |
| 7 | VLY |
Valley National Bancorp
|
3,574,049 | $43,889,321 | |
| 8 | BWB |
Bridgewater Bancshares Inc
|
2,254,105 | $39,897,658 |
All Filings in HFWA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $713,700 | 27,450 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,109,586 | 46,917 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $869,485 | 35,944 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $597,883 | 25,079 | Shares | Sole | 2025-08-26 | |
| 2025-03-31 | $607,447 | 24,967 | Shares | Sole | 2025-08-26 | |
| 2024-12-31 | $751,023 | 30,654 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,679,298 | 123,073 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $2,455,324 | 136,180 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,895,159 | 149,312 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,064,502 | 143,268 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,675,671 | 164,051 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,384,961 | 147,493 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,054,485 | 49,275 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,103,285 | 36,008 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,163,223 | 43,945 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $867,667 | 34,486 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $865,547 | 34,539 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,383,156 | 56,594 | Shares | Defined | 2022-02-16 | |
| 2021-09-30 | $944,979 | 37,058 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $735,938 | 29,414 | Shares | Sole | 2021-09-24 | |
| 2021-03-31 | $1,044,766 | 36,996 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $695,244 | 29,724 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $547,562 | 29,775 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $765,960 | 38,298 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $778,960 | 38,948 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||