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Equibles

AMERIPRISE FINANCIAL INC

Position in HFWA — Heritage Financial Corp /Wa/

CIK 820027 MINNEAPOLIS, MN
Back to HFWA Full portfolio

Position in HFWA

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$3,082,138
+$317,116 QoQ
Shares Held
104,056
-2.2% QoQ
Ownership
0.254%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#43
of 191 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 93% None 7%

Common Shares in HFWA Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

AMERIPRISE FINANCIAL INC holds $4,145,813,277 across 204 Banks - Regional names. HFWA ranks #122 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PNC
Pnc Financial Services Group, Inc.
 4,572,235 $1,125,775,699
2 USB
US Bancorp De
 7,533,756 $455,038,859
3 BPOP
Popular, Inc.
 1,150,553 $188,897,790
4 NU
Nu Holdings Ltd.
 9,316,805 $124,472,511
5 RF
Regions Financial Corp
 4,053,256 $122,408,328
6 TFC
Truist Financial Corp
 2,273,744 $113,277,923
7 WAL
Western Alliance Bancorporation
 1,241,477 $102,049,408
8 FBNC
First Bancorp /Nc/
 1,220,535 $78,028,802

All Filings in HFWA

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,082,138 104,056
2026-03-31 $2,765,022 106,347
2025-12-31 $2,636,478 111,479
2025-09-30 $8,441,535 348,968
2025-06-30 $9,383,876 393,619
2025-03-31 $9,414,639 386,956
2024-12-31 $9,340,551 381,247
2024-09-30 $12,102,617 555,931
2024-06-30 $10,046,766 557,225
2024-03-31 $10,934,447 563,922
2023-12-31 $11,260,315 526,429
2023-09-30 $8,556,845 524,638
2023-06-30 $8,363,802 517,242
2023-03-31 $3,805,412 177,823
2022-12-31 $5,115,408 166,952
2022-09-30 $15,660,869 591,646
2022-06-30 $15,857,064 630,249
2022-03-31 $16,085,011 641,860
2021-12-31 $15,146,127 619,727
2021-09-30 $14,932,238 585,578
2021-06-30 $14,516,478 580,195
2021-03-31 $16,735,080 592,602
2020-12-31 $25,108,743 1,073,482
2020-09-30 $20,134,161 1,094,843
2020-06-30 $22,054,320 1,102,716
2020-03-31 $20,029,500 1,001,475