CGC Financial Services »

Heritage Financial Corporation shares owned by CGC Financial Services

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

Historical chart of CGC Financial Services investment in Heritage Financial Corporation

Tip: Access up to 7 years of quarterly data

All positions including Heritage Financial Corporation held by CGC Financial Services 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 CGC Financial Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $151k 6.2k 24.50
2024-09-30 $134k 6.2k 21.77
2024-06-30 $111k 6.2k 18.03
2024-03-31 $119k 6.2k 19.39
2023-12-31 $132k 6.2k 21.39
2023-09-30 $101k 6.2k 16.31
2023-06-30 $100k 6.2k 16.17

More positions owned by CGC Financial Services

J P Morgan Exchange Traded F Hedged Equity La (HELO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Msci Eafe (IEFA)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Msci Intl Moment (IMTM)
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Nike CL B (NKE)
Vanguard Bd Index Fds Intermed Term (BIV)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Core Div Grwth (DGRO)

View all positions for CGC Financial Services

Top funds holding Heritage Financial Corporation

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

View all funds holding Heritage Financial Corporation