WELLINGTON MANAGEMENT GROUP LLP
Position in HFWA — Heritage Financial Corp /Wa/
CIK 902219
Boston, MA
Position in HFWA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$16,336,320
+$14,041,445 QoQ
Shares Held
628,320
+547.5% QoQ
Ownership
1.52%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
9 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in HFWA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026WELLINGTON MANAGEMENT GROUP LLP holds $15,507,613,232 across 138 Banks - Regional names. HFWA ranks #94 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
9,952,312 | $2,057,341,932 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
129,387,133 | $2,024,908,627 | |
| 3 | RF |
Regions Financial Corp
|
36,136,723 | $943,891,204 | |
| 4 | FITB |
Fifth Third Bancorp
|
19,680,963 | $914,377,537 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
9,124,570 | $785,990,457 | |
| 6 | TFC |
Truist Financial Corp
|
10,627,732 | $488,556,838 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
14,944,275 | $409,921,461 | |
| 8 | KEY |
Keycorp /New/
|
17,164,007 | $344,138,337 |
All Filings in HFWA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,336,320 | 628,320 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,294,875 | 97,035 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $11,209,669 | 463,401 | Shares | Defined | 2025-11-14 | |
| 2023-12-31 | $1,602,111 | 74,900 | Shares | Defined | 2024-02-12 | |
| 2023-03-31 | $13,096,243 | 611,974 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $22,737,851 | 742,097 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $26,802,647 | 1,012,567 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $21,158,125 | 840,943 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $21,624,700 | 862,917 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||