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Heritage Financial Corporation shares owned by Hrt Financial

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

Historical chart of Hrt Financial investment in Heritage Financial Corporation

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

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Quarterly reported holdings in Heritage Financial Corporation by Hrt Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $341k 16k 21.38
2023-09-30 $675k 41k 16.31
2023-06-30 $638k 40k 16.16
2023-03-31 $259k 12k 21.33
2022-12-31 $833k 27k 30.63
2022-09-30 $482k 18k 26.45
2021-06-30 $1.6M 62k 25.01
2021-03-31 $1.3M 45k 28.22
2020-12-31 $256k 11k 23.37
2020-09-30 $223k 12k 18.32

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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