Yousif Capital Management »

Heritage Financial Corporation shares owned by Yousif Capital Management

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

Historical chart of Yousif Capital Management investment in Heritage Financial Corporation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Heritage Financial Corporation by Yousif Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $306k 16k 19.39
2023-12-31 $369k 17k 21.39
2023-09-30 $305k 19k 16.31
2023-06-30 $321k 20k 16.17
2023-03-31 $451k 21k 21.40
2022-12-31 $721k 24k 30.64
2022-09-30 $747k 28k 26.47
2022-06-30 $727k 29k 25.17
2022-03-31 $816k 33k 25.05
2021-12-31 $809k 33k 24.43

More positions owned by Yousif Capital Management

Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Facebook Inc cl a (META)
Alphabet Inc Class A cs (GOOGL)
Berkshire Hathaway (BRK.B)
Alphabet Inc Class C cs (GOOG)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Exxon Mobil Corporation (XOM)
Eli Lilly & Co. (LLY)
Tesla Motors (TSLA)
Visa (V)
Johnson & Johnson (JNJ)

View all positions for Yousif Capital Management

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