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Heritage Financial Corporation shares owned by Allianz Asset Management

Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by Allianz Asset Management from 13F filings

Historical chart of Allianz Asset Management investment in Heritage Financial Corporation

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All positions including Heritage Financial Corporation held by Allianz Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Financial Corporation by Allianz Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $218k 10k 21.39
2023-09-30 $166k 10k 16.31
2018-12-31 $400k 13k 29.90
2018-09-30 $521k 15k 35.34
2018-06-30 $1.9M 56k 34.69
2018-03-31 $3.3M 106k 30.58
2017-12-31 $2.8M 90k 30.78

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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