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Equibles

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Position in HFWA — Heritage Financial Corp /Wa/

CIK 861177 NEW YORK, NY
Back to HFWA Full portfolio

Position in HFWA

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,397,233
+$93,879 QoQ
Shares Held
47,172
-5.9% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 191 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 25% Shared 0% None 75%

Common Shares in HFWA Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $5,464,968,565 across 255 Banks - Regional names. HFWA ranks #138 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PNC
Pnc Financial Services Group, Inc.
 3,607,786 $888,309,064
2 USB
US Bancorp De
 12,754,537 $770,374,029
3 FITB
Fifth Third Bancorp
 7,384,087 $416,240,979
4 TFC
Truist Financial Corp
 7,932,304 $395,187,379
5 FHN
First Horizon Corp
 12,731,777 $326,442,756
6 HBAN
Huntington Bancshares Inc /Md/
 15,403,947 $273,111,976
7 MTB
M&T Bank Corp
 1,060,517 $252,413,646
8 FCNCA
First Citizens Bancshares Inc /De/
 120,114 $249,932,003

All Filings in HFWA

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,397,233 47,172
2026-03-31 $1,303,354 50,129
2025-12-31 $1,137,327 48,090
2025-09-30 $1,242,518 51,365
2025-06-30 $2,353,817 98,734
2025-03-31 $1,900,902 78,130
2024-12-31 $1,781,468 72,713
2024-09-30 $1,117,627 51,338
2024-06-30 $1,011,517 56,102
2024-03-31 $824,964 42,546
2023-12-31 $910,056 42,546
2023-09-30 $693,923 42,546
2023-06-30 $720,322 44,547
2023-03-31 $953,304 44,547
2022-12-31 $1,276,797 41,671
2022-09-30 $927,453 35,038
2022-06-30 $885,176 35,182
2022-03-31 $833,267 33,251
2021-12-31 $812,652 33,251
2021-09-30 $847,899 33,251
2021-06-30 $831,936 33,251
2021-03-31 $877,499 31,073
2020-12-31 $991,149 42,375
2020-09-30 $779,274 42,375
2020-06-30 $722,700 36,135
2020-03-31 $666,340 33,317