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Heritage Financial Corporation shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Heritage Financial Corporation

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

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Quarterly reported holdings in Heritage Financial Corporation by Creative Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $594k 23k 26.00
2017-06-30 $0 10 0.00
2017-03-31 $0 10 0.00
2016-12-31 $0 10 0.00
2016-06-30 $2.0k 111 18.02

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View all positions for Creative Planning

Top funds holding Heritage Financial Corporation

BlackRock
Jennison Associates
Victory Capital Management
Vanguard Group
Dimensional Fund Advisors
Vanguard Capital Management
State Street Corporation
Alliancebernstein
Geode Capital Management
Robeco Investment Management
Vanguard Portfolio Management
Basswood Capital Management
Algebris
Arrowstreet Capital, Limited Partnership
Two Sigma Investments

View all funds holding Heritage Financial Corporation