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Heritage Financial Corporation shares owned by Bensler

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

Historical chart of Bensler investment in Heritage Financial Corporation

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

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Quarterly reported holdings in Heritage Financial Corporation by Bensler

Quarter filed Position value Share count Share price at filing
2024-09-30 $445k 21k 21.77
2024-06-30 $369k 21k 18.03
2024-03-31 $397k 21k 19.39
2023-12-31 $438k 21k 21.39
2023-09-30 $334k 21k 16.31
2023-06-30 $331k 21k 16.17
2023-03-31 $438k 21k 21.40
2022-12-31 $627k 21k 30.64
2022-09-30 $541k 21k 26.47
2022-06-30 $515k 21k 25.16
2022-03-31 $513k 21k 25.06

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Top funds holding Heritage Financial Corporation

BlackRock
BlackRock
Vanguard Group
Dimensional Fund Advisors
Jennison Associates
Alliancebernstein
State Street Corporation
Charles Schwab Investment Management
Geode Capital Management
Bank of New York Mellon
Morgan Stanley
Goldman Sachs Group
Northern Trust
Arrowstreet Capital, Limited Partnership
Manufacturers Life Insurance Company

View all funds holding Heritage Financial Corporation