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Equibles

SEI INVESTMENTS CO

Position in HFWA — Heritage Financial Corp /Wa/

CIK 350894 OAKS, PA
Back to HFWA Full portfolio

Position in HFWA

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,528,332
-$534,352 QoQ
Shares Held
51,598
-35.0% QoQ
Ownership
0.126%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#56
of 191 holders
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 Jun 30, 2026

SEI INVESTMENTS CO holds $2,364,746,661 across 204 Banks - Regional names. HFWA ranks #112 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HDB
Hdfc Bank Ltd
 6,155,919 $159,007,387
2
1,560,544 $119,256,771
3 BAP
Credicorp Ltd
 301,851 $117,595,112
4 WTFC
Wintrust Financial Corp
 721,897 $116,023,285
5 FITB
Fifth Third Bancorp
 2,010,565 $113,335,548
6 USB
US Bancorp De
 1,729,005 $104,431,901
7 EWBC
East West Bancorp Inc
 803,525 $103,727,041
8 NU
Nu Holdings Ltd.
 7,150,182 $95,526,430

All Filings in HFWA

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,528,332 51,598
2026-03-31 $2,062,684 79,334
2025-12-31 $1,076,074 45,500
2025-09-30 $397,852 16,447
2025-06-30 $327,990 13,758
2025-03-31 $349,524 14,366
2024-12-31 $1,174,970 47,958
2024-09-30 $1,401,639 64,384
2024-06-30 $941,868 52,239
2024-03-31 $1,207,357 62,267
2023-12-31 $1,394,521 65,195
2023-09-30 $893,575 54,787
2023-06-30 $823,942 50,955
2023-03-31 $1,215,070 56,779
2022-12-31 $1,393,966 45,495
2022-09-30 $526,355 19,885
2022-06-30 $671,419 26,686
2022-03-31 $496,664 19,819
2021-12-31 $418,143 17,109
2021-09-30 $377,629 14,809
2021-06-30 $236,664 9,459
2021-03-31 $267,122 9,459
2020-09-30 $198,575 10,798
2020-06-30 $341,960 17,098
2020-03-31 $285,380 14,269