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Heritage Financial Corporation shares owned by Bensler

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

Historical chart of Bensler investment in Heritage Financial Corporation

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

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Quarterly reported holdings in Heritage Financial Corporation by Bensler

Quarter filed Position value Share count Share price at filing
2024-03-31 $397k 21k 19.39
2023-12-31 $438k 21k 21.39
2023-09-30 $334k 21k 16.31
2023-06-30 $331k 21k 16.17
2023-03-31 $438k 21k 21.40
2022-12-31 $627k 21k 30.64
2022-09-30 $541k 21k 26.47
2022-06-30 $515k 21k 25.16
2022-03-31 $513k 21k 25.06

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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