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Equibles

WELLS FARGO & COMPANY/MN

Position in HFWA — Heritage Financial Corp /Wa/

CIK 72971 SAN FRANCISCO, CA
Back to HFWA Full portfolio

Position in HFWA

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,190,397
+$710,827 QoQ
Shares Held
40,189
+117.9% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#67
of 191 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 93% Shared 0% None 7%

Common Shares in HFWA Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

WELLS FARGO & COMPANY/MN holds $3,720,970,465 across 297 Banks - Regional names. HFWA ranks #126 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PNC
Pnc Financial Services Group, Inc.
 6,059,766 $1,492,035,582
2 USB
US Bancorp De
 5,432,595 $328,128,735
3 TFC
Truist Financial Corp
 4,148,244 $206,665,514
4 MTB
M&T Bank Corp
 698,300 $166,202,381
5 RF
Regions Financial Corp
 3,854,415 $116,403,331
6 CBSH
Commerce Bancshares Inc /Mo/
 1,937,739 $111,904,425
7 FITB
Fifth Third Bancorp
 1,359,954 $76,660,605
8 CFG
Citizens Financial Group Inc/Ri
 948,619 $66,469,732

All Filings in HFWA

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,190,397 40,189
2026-03-31 $479,570 18,445
2025-12-31 $1,019,456 43,106
2025-09-30 $692,123 28,612
2025-06-30 $583,912 24,493
2025-03-31 $555,549 22,834
2024-12-31 $548,481 22,387
2024-09-30 $391,358 17,977
2024-06-30 $311,954 17,302
2024-03-31 $258,060 13,309
2023-12-31 $250,968 11,733
2023-09-30 $156,379 9,588
2023-06-30 $260,838 16,131
2023-03-31 $293,349 13,708
2022-12-31 $149,338 4,874
2022-09-30 $153,232 5,789
2022-06-30 $139,863 5,559
2022-03-31 $721,275 28,782
2021-12-31 $1,065,557 43,599
2021-09-30 $7,653,976 300,156
2021-06-30 $7,327,581 292,869
2021-03-31 $8,523,480 301,823
2020-12-31 $8,881,112 379,697
2020-09-30 $7,125,664 387,475
2020-06-30 $7,986,480 399,324
2020-03-31 $7,811,280 390,564