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Heritage Financial Corporation shares owned by Ronald Blue Trust

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

Historical chart of Ronald Blue Trust investment in Heritage Financial Corporation

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

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Quarterly reported holdings in Heritage Financial Corporation by Ronald Blue Trust

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.0k 98 20.41
2023-09-30 $2.0k 135 14.81
2023-06-30 $4.0k 180 22.22
2023-03-31 $6.0k 180 33.33
2022-12-31 $5.0k 180 27.78
2022-09-30 $2.0k 90 22.22
2022-06-30 $2.0k 90 22.22

More positions owned by Ronald Blue Trust

Etf Ser Solutions Vident Us Equity (VUSE)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core Msci Pac (IPAC)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Etf Ser Solutions Vident Us Bond (VBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Etf Ser Solutions Vident Internati (VIDI)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Us Gwt (IUSG)

View all positions for Ronald Blue Trust

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