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Heritage Financial Corporation shares owned by Fortitude Family Office

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

Historical chart of Fortitude Family Office investment in Heritage Financial Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Heritage Financial Corporation by Fortitude Family Office

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9k 80 24.19
2025-06-30 $1.9k 80 23.84

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Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard S&p 500 Etf Etf (VOO)
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Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Avantis U.s. Large Cap Value Etf Etf (AVLV)
Ishares U.s. Technology Etf Etf (IYW)
Ishares Core S&p Mid-cap Etf Etf (IJH)

View all positions for Fortitude Family Office

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
Ameriprise Financial
Bank of New York Mellon
Charles Schwab Investment Management

View all funds holding Heritage Financial Corporation