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Heritage Financial Corporation shares owned by Algert Coldiron Investors

Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by Algert Coldiron Investors from 13F filings

Historical chart of Algert Coldiron Investors investment in Heritage Financial Corporation

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All positions including Heritage Financial Corporation held by Algert Coldiron Investors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Financial Corporation by Algert Coldiron Investors

Quarter filed Position value Share count Share price at filing
2023-12-31 $685k 32k 21.37
2023-09-30 $192k 12k 16.34
2023-06-30 $190k 12k 16.17

More positions owned by Algert Coldiron Investors

Harley-Davidson (HOG)
Armstrong World Industries (AWI)
On Assignment (ASGN)
Bellring Brands Common Stock (BRBR)
Ryman Hospitality Pptys (RHP)
Group 1 Automotive (GPI)
M/I Homes (MHO)
Avnet (AVT)
Beacon Roofing Supply (BECN)
Performance Food (PFGC)
Louisiana-Pacific Corporation (LPX)
Clearway Energy CL C (CWEN)
Syndax Pharmaceuticals (SNDX)
Euronet Worldwide (EEFT)
Brady Corp Cl A (BRC)

View all positions for Algert Coldiron Investors

Top funds holding Heritage Financial Corporation

Vanguard Group
Alliancebernstein
Dimensional Fund Advisors
Charles Schwab Investment Management
Bank of New York Mellon
Goldman Sachs Group
Jennison Associates
Heartland Advisors
AQR Capital Management
Lord, Abbett & Co
Arrowstreet Capital, Limited Partnership
Kiley Juergens Wealth Management
Wintrust Financial Corporation
Forest Hill Capital
Assenagon Asset Management

View all funds holding Heritage Financial Corporation