WELLS FARGO & COMPANY/MN
Position in HFWA — Heritage Financial Corp /Wa/
CIK 72971
SAN FRANCISCO, CA
Position in HFWA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$479,570
-$539,886 QoQ
Shares Held
18,445
-57.2% QoQ
Ownership
0.045%
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 85%
Shared 0%
None 15%
Common Shares in HFWA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $3,013,282,834 across 302 Banks - Regional names. HFWA ranks #139 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
5,342,178 | $1,111,653,816 | |
| 2 | USB |
US Bancorp \De\
|
6,015,518 | $312,867,088 | |
| 3 | TFC |
Truist Financial Corp
|
4,348,169 | $199,885,327 | |
| 4 | MTB |
M&T Bank Corp
|
537,507 | $111,113,445 | |
| 5 | CBSH |
Commerce Bancshares Inc /Mo/
|
2,066,961 | $101,694,479 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
1,241,050 | $74,425,766 | |
| 7 | RF |
Regions Financial Corp
|
2,705,972 | $70,679,986 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
4,334,358 | $67,832,700 |
All Filings in HFWA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $479,570 | 18,445 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,019,456 | 43,106 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $692,123 | 28,612 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $583,912 | 24,493 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $555,549 | 22,834 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $548,481 | 22,387 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $391,358 | 17,977 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $311,954 | 17,302 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $258,060 | 13,309 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $250,968 | 11,733 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $156,379 | 9,588 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $260,838 | 16,131 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $293,349 | 13,708 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $149,338 | 4,874 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $153,232 | 5,789 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $139,863 | 5,559 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $721,275 | 28,782 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,065,557 | 43,599 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,653,976 | 300,156 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,327,581 | 292,869 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $8,523,480 | 301,823 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $8,881,112 | 379,697 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $7,125,664 | 387,475 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $7,986,480 | 399,324 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $7,811,280 | 390,564 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||