BANK OF AMERICA CORP /DE/
BankPosition in HFWA — Heritage Financial Corp /Wa/
CIK 70858
CHARLOTTE, NC
Position in HFWA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,556,533
+$85,145 QoQ
Shares Held
187,594
-10.9% QoQ
Ownership
0.458%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 191 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in HFWA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $14,002,017,949 across 271 Banks - Regional names. HFWA ranks #121 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
8,539,645 | $2,102,631,387 | |
| 2 | TFC |
Truist Financial Corp
|
36,838,125 | $1,835,275,385 | |
| 3 | FITB |
Fifth Third Bancorp
|
17,663,946 | $995,716,632 | |
| 4 | USB |
US Bancorp De
|
15,224,940 | $919,586,374 | |
| 5 | DB |
Deutsche Bank Aktiengesellschaft
|
22,857,761 | $771,678,009 | |
| 6 | NU |
Nu Holdings Ltd.
|
40,300,489 | $538,414,530 | |
| 7 | HDB |
Hdfc Bank Ltd
|
17,251,650 | $445,610,115 | |
| 8 | MTB |
M&T Bank Corp
|
1,324,600 | $315,268,043 |
All Filings in HFWA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,556,533 | 187,594 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,471,388 | 210,438 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $5,209,973 | 220,295 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5,218,555 | 215,732 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $4,305,048 | 180,581 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,768,910 | 154,908 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,623,231 | 147,887 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,212,418 | 101,627 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,068,327 | 114,716 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,874,235 | 96,660 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,509,024 | 117,299 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,560,081 | 95,652 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,367,510 | 84,571 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,072,524 | 96,847 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,414,246 | 78,794 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,093,209 | 41,300 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,269,170 | 50,444 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,099,600 | 83,783 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,722,786 | 111,407 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $2,224,262 | 87,226 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,371,995 | 54,836 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $3,139,833 | 111,184 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,212,793 | 51,851 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $807,135 | 43,890 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,042,860 | 52,143 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,251,040 | 62,552 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||