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Heritage Financial Corporation shares owned by Algebris

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

Historical chart of Algebris investment in Heritage Financial Corporation

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

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Quarterly reported holdings in Heritage Financial Corporation by Algebris

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 446k 24.17

More positions owned by Algebris

Citizens Financial (CFG)
Corebridge Finl (CRBG)
Lincoln National Corporation (LNC)
Voya Financial (VOYA)
MetLife (MET)
Prudential Financial (PRU)
Equitable Holdings (EQH)
Prosperity Bancshares (PB)
Webster Financial Corporation (WBS)
Unum (UNM)
Bank of America Corporation (BAC)
Stifel Financial (SF)
Alibaba Group Hldg Note 0.500% 6/0
Old National Ban (ONB)
Citigroup Com New (C)

View all positions for Algebris

Top funds holding Heritage Financial Corporation

BlackRock
Jennison Associates
Victory Capital Management
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
Alliancebernstein
Geode Capital Management
Arrowstreet Capital, Limited Partnership
Wellington Management Company
Algebris
Northern Trust
Morgan Stanley
Ameriprise Financial
Bank of New York Mellon

View all funds holding Heritage Financial Corporation