Heritage Financial Corporation shares owned by Baird Financial
Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by Baird Financial
from 13F filings
Historical chart of Baird Financial investment in Heritage Financial Corporation
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Quarterly reported holdings in Heritage Financial Corporation by Baird Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $925k | 38k | 24.19 |
| 2025-06-30 | $1.2M | 50k | 23.84 |
| 2025-03-31 | $1.2M | 50k | 24.33 |
| 2024-12-31 | $1.1M | 44k | 24.50 |
| 2024-09-30 | $959k | 44k | 21.77 |
| 2024-06-30 | $812k | 45k | 18.03 |
| 2024-03-31 | $874k | 45k | 19.39 |
| 2023-12-31 | $1.0M | 47k | 21.39 |
| 2023-09-30 | $789k | 48k | 16.31 |
| 2023-06-30 | $787k | 49k | 16.17 |
| 2023-03-31 | $1.0M | 48k | 21.40 |
| 2022-12-31 | $1.5M | 50k | 30.63 |
| 2022-09-30 | $1.3M | 50k | 26.46 |
| 2022-06-30 | $1.3M | 50k | 25.16 |
| 2022-03-31 | $1.3M | 50k | 25.06 |
| 2021-12-31 | $1.2M | 50k | 24.44 |
| 2021-09-30 | $984k | 39k | 25.50 |
| 2021-06-30 | $1.3M | 50k | 25.01 |
| 2021-03-31 | $1.4M | 49k | 28.24 |
| 2020-12-31 | $1.1M | 49k | 23.40 |
| 2020-09-30 | $907k | 49k | 18.39 |
| 2020-06-30 | $1.5M | 53k | 28.30 |
| 2020-03-31 | $394k | 20k | 19.98 |
| 2019-12-31 | $657k | 23k | 28.29 |
| 2019-09-30 | $619k | 23k | 26.94 |
| 2019-06-30 | $776k | 26k | 29.53 |
| 2019-03-31 | $782k | 26k | 30.14 |
| 2018-12-31 | $817k | 28k | 29.72 |
| 2018-09-30 | $697k | 20k | 34.68 |
| 2018-06-30 | $1.2M | 34k | 34.84 |
| 2018-03-31 | $1.0M | 34k | 30.61 |
| 2017-12-31 | $1.1M | 34k | 30.81 |
| 2017-09-30 | $1.0M | 34k | 29.50 |
| 2017-06-30 | $938k | 35k | 26.51 |
| 2017-03-31 | $884k | 36k | 24.76 |
| 2016-12-31 | $909k | 35k | 25.75 |
| 2016-09-30 | $613k | 34k | 17.96 |
| 2016-06-30 | $571k | 31k | 18.29 |
| 2016-03-31 | $582k | 33k | 17.57 |
| 2015-12-31 | $624k | 33k | 18.84 |
| 2015-09-30 | $590k | 31k | 18.82 |
| 2015-06-30 | $563k | 32k | 17.88 |
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