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Heritage Financial Corporation shares owned by Baird Financial

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

Historical chart of Baird Financial investment in Heritage Financial Corporation

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

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Quarterly reported holdings in Heritage Financial Corporation by Baird Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 47k 21.39
2023-09-30 $789k 48k 16.31
2023-06-30 $787k 49k 16.17
2023-03-31 $1.0M 48k 21.40
2022-12-31 $1.5M 50k 30.63
2022-09-30 $1.3M 50k 26.46
2022-06-30 $1.3M 50k 25.16
2022-03-31 $1.3M 50k 25.06
2021-12-31 $1.2M 50k 24.44
2021-09-30 $984k 39k 25.50
2021-06-30 $1.3M 50k 25.01
2021-03-31 $1.4M 49k 28.24
2020-12-31 $1.1M 49k 23.40
2020-09-30 $907k 49k 18.39
2020-06-30 $1.5M 53k 28.30
2020-03-31 $394k 20k 19.98
2019-12-31 $657k 23k 28.29
2019-09-30 $619k 23k 26.94
2019-06-30 $776k 26k 29.53
2019-03-31 $782k 26k 30.14
2018-12-31 $817k 28k 29.72
2018-09-30 $697k 20k 34.68
2018-06-30 $1.2M 34k 34.84
2018-03-31 $1.0M 34k 30.61
2017-12-31 $1.1M 34k 30.81
2017-09-30 $1.0M 34k 29.50
2017-06-30 $938k 35k 26.51
2017-03-31 $884k 36k 24.76
2016-12-31 $909k 35k 25.75
2016-09-30 $613k 34k 17.96
2016-06-30 $571k 31k 18.29
2016-03-31 $582k 33k 17.57
2015-12-31 $624k 33k 18.84
2015-09-30 $590k 31k 18.82
2015-06-30 $563k 32k 17.88

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View all positions for Baird Financial

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