Position in HFWA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,113,482
+$3,628,403 QoQ
Shares Held
312,057
+64.5% QoQ
Ownership
0.757%
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 100%
Shared 0%
None 0%
Common Shares in HFWA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026GOLDMAN SACHS GROUP INC holds $10,402,101,393 across 292 Banks - Regional names. HFWA ranks #136 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
13,342,380 | $693,937,182 | |
| 2 | DB |
Deutsche Bank Aktiengesellschaft
|
21,783,243 | $648,704,974 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,875,709 | $598,406,282 | |
| 4 | FITB |
Fifth Third Bancorp
|
11,800,557 | $548,253,876 | |
| 5 | NU |
Nu Holdings Ltd.
|
33,735,425 | $484,778,055 | |
| 6 | TFC |
Truist Financial Corp
|
10,228,497 | $470,204,004 | |
| 7 | KEY |
Keycorp /New/
|
14,494,858 | $290,621,901 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
4,568,369 | $273,965,085 |
All Filings in HFWA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,113,482 | 312,057 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,485,079 | 189,644 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $3,307,522 | 136,731 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,423,471 | 143,602 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,922,336 | 161,214 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $9,115,126 | 372,046 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $9,690,044 | 445,110 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $8,308,853 | 460,835 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $18,227,432 | 940,043 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $19,939,265 | 932,177 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $16,679,078 | 1,022,629 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $18,954,376 | 1,172,194 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $16,574,941 | 774,530 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $29,176,235 | 952,227 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $24,994,058 | 944,241 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $24,826,704 | 986,753 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $28,829,449 | 1,150,417 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $32,554,983 | 1,332,037 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $29,937,790 | 1,174,031 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $32,131,158 | 1,284,219 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $36,151,124 | 1,280,139 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $27,544,109 | 1,177,602 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $22,835,892 | 1,241,756 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $24,968,320 | 1,248,416 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $26,376,020 | 1,318,801 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||