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Heritage Financial Corporation shares owned by Covestor

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

Historical chart of Covestor investment in Heritage Financial Corporation

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

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Quarterly reported holdings in Heritage Financial Corporation by Covestor

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0k 59 16.95
2023-09-30 $999 71 14.08
2023-06-30 $0 18 0.00
2023-03-31 $0 15 0.00
2022-12-31 $0 13 0.00
2022-09-30 $0 13 0.00
2022-06-30 $3.0k 115 26.09
2022-03-31 $6.0k 231 25.97
2021-12-31 $4.0k 156 25.64

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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