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Heritage Financial Corporation shares owned by Red Tortoise

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

Historical chart of Red Tortoise investment in Heritage Financial Corporation

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

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Quarterly reported holdings in Heritage Financial Corporation by Red Tortoise

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9k 149 19.39
2023-12-31 $3.2k 149 21.39
2023-09-30 $2.4k 149 16.31
2023-06-30 $2.4k 149 16.17

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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