Skip to main content
Equibles

WELLINGTON MANAGEMENT GROUP LLP

Position in HFWA — Heritage Financial Corp /Wa/

CIK 902219 Boston, MA
Back to HFWA Full portfolio

Position in HFWA

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$15,642,707
-$693,613 QoQ
Shares Held
528,113
-15.9% QoQ
Ownership
1.29%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#12
of 191 holders
Holding Since
Mar 2022
10 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 Jun 30, 2026

WELLINGTON MANAGEMENT GROUP LLP holds $16,129,309,862 across 126 Banks - Regional names. HFWA ranks #87 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MTB
M&T Bank Corp
 9,801,881 $2,332,945,693
2 HBAN
Huntington Bancshares Inc /Md/
 122,300,772 $2,168,392,684
3 FITB
Fifth Third Bancorp
 23,653,758 $1,333,362,335
4 PNFP
Pinnacle Financial Partners, Inc.
 11,141,397 $1,123,944,126
5 RF
Regions Financial Corp
 20,992,390 $633,970,178
6 TFC
Truist Financial Corp
 8,985,087 $447,637,033
7 COLB
Columbia Banking System, Inc.
 11,686,430 $374,550,079
8 WAL
Western Alliance Bancorporation
 4,389,690 $360,832,517

All Filings in HFWA

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $15,642,707 528,113
2026-03-31 $16,336,320 628,320
2025-12-31 $2,294,875 97,035
2025-09-30 $11,209,669 463,401
2023-12-31 $1,602,111 74,900
2023-03-31 $13,096,243 611,974
2022-12-31 $22,737,851 742,097
2022-09-30 $26,802,647 1,012,567
2022-06-30 $21,158,125 840,943
2022-03-31 $21,624,700 862,917