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Heritage Financial Corporation shares owned by Fourthstone

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

Historical chart of Fourthstone investment in Heritage Financial Corporation

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

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Quarterly reported holdings in Heritage Financial Corporation by Fourthstone

Quarter filed Position value Share count Share price at filing
2025-12-31 $594k 25k 23.65
2023-09-30 $4.4M 270k 16.31
2023-06-30 $506k 31k 16.17

More positions owned by Fourthstone

Orrstown Financial Services (ORRF)
Colony Bank (CBAN)
Community West Bancshares (CWBC)
Avidbank Holdings (AVBH)
Carter Bankshares Com New (CARE)
First National Corporation (FXNC)
Coastalsouth Bancshares Com New (COSO)
Meridian Bank (MRBK)
Investar Holding (ISTR)
Eagle Financial Services (EFSI)
Shore Bancshares (SHBI)
First Community Corporation (FCCO)
CF Bankshares (CFBK)
Mainstreet Bancshares (MNSB)
Parke Ban (PKBK)

View all positions for Fourthstone

Top funds holding Heritage Financial Corporation

BlackRock
Jennison Associates
Victory Capital Management
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
Alliancebernstein
Geode Capital Management
Basswood Capital Management
Algebris
Arrowstreet Capital, Limited Partnership
Wellington Management Company
Northern Trust
Bank of New York Mellon
Charles Schwab Investment Management

View all funds holding Heritage Financial Corporation