SEI INVESTMENTS CO

Position in HFWA — Heritage Financial Corp /Wa/

CIK 350894 OAKS, PA

Position in HFWA

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$2,062,684

+$986,610 QoQ

Shares Held

79,334

+74.4% QoQ

Ownership

0.192%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

SEI INVESTMENTS CO holds $2,399,812,929 across 206 Banks - Regional names. HFWA ranks #107 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HDB	Hdfc Bank Ltd	6,078,639	$151,236,537
2	NU	Nu Holdings Ltd.	9,336,677	$134,168,048
3	WBS	Webster Financial Corp	1,592,919	$110,580,436
4	BAP	Credicorp Ltd	311,487	$105,650,160
5	USB	US Bancorp \De\	2,005,491	$104,305,586
6	WTFC	Wintrust Financial Corp	745,273	$103,548,229
7	PNC	Pnc Financial Services Group, Inc.	436,967	$90,928,461
8	IBN	Icici Bank Ltd	3,372,826	$87,356,192

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,062,684	79,334	+74.4%	Shares	Sole	2026-05-13
2025-12-31	$1,076,074	45,500	+176.6%	Shares	Sole	2026-02-13
2025-09-30	$397,852	16,447	+19.5%	Shares	Sole	2025-11-13
2025-06-30	$327,990	13,758	-4.2%	Shares	Sole	2025-08-14
2025-03-31	$349,524	14,366	-70.0%	Shares	Sole	2025-05-14
2024-12-31	$1,174,970	47,958	-25.5%	Shares	Sole	2025-02-11
2024-09-30	$1,401,639	64,384	+23.2%	Shares	Sole	2024-11-12
2024-06-30	$941,868	52,239	-16.1%	Shares	Sole	2024-08-13
2024-03-31	$1,207,357	62,267	-4.5%	Shares	Sole	2024-05-07
2023-12-31	$1,394,521	65,195	+19.0%	Shares	Sole	2024-02-14
2023-09-30	$893,575	54,787	+7.5%	Shares	Sole	2023-11-14
2023-06-30	$823,942	50,955	-10.3%	Shares	Sole	2023-08-11
2023-03-31	$1,215,070	56,779	+24.8%	Shares	Sole	2023-05-12
2022-12-31	$1,393,966	45,495	+128.8%	Shares	Sole	2023-02-10
2022-09-30	$526,355	19,885	-25.5%	Shares	Sole	2022-11-14
2022-06-30	$671,419	26,686	+34.6%	Shares	Sole	2022-08-15
2022-03-31	$496,664	19,819	+15.8%	Shares	Sole	2022-05-13
2021-12-31	$418,143	17,109	+15.5%	Shares	Sole	2022-02-14
2021-09-30	$377,629	14,809	+56.6%	Shares	Sole	2021-11-12
2021-06-30	$236,664	9,459	0.0%	Shares	Sole	2021-08-06
2021-03-31	$267,122	9,459	-12.4%	Shares	Sole	2021-05-12
2020-09-30	$198,575	10,798	-36.8%	Shares	Sole	2020-12-04
2020-06-30	$341,960	17,098	+19.8%	Shares	Sole	2020-08-17
2020-03-31	$285,380	14,269	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.