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Heritage Financial Corporation shares owned by FTB Advisors

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

Historical chart of FTB Advisors investment in Heritage Financial Corporation

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

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Quarterly reported holdings in Heritage Financial Corporation by FTB Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $18k 739 24.50
2024-09-30 $16k 739 21.77
2024-06-30 $7.9k 440 18.03
2024-03-31 $19k 974 19.39
2023-12-31 $21k 974 21.39
2023-09-30 $16k 974 16.31
2023-06-30 $20k 1.2k 16.17
2023-03-31 $23k 1.1k 21.40
2022-12-31 $40k 1.3k 30.64
2022-09-30 $34k 1.4k 23.88
2022-06-30 $46k 1.9k 23.88
2022-03-31 $41k 1.6k 25.58
2021-12-31 $39k 1.6k 24.30
2021-09-30 $41k 1.6k 25.95
2021-06-30 $39k 1.6k 24.86
2021-03-31 $48k 1.7k 28.33
2020-12-31 $10k 433 23.09
2020-09-30 $6.0k 325 18.46
2020-06-30 $7.0k 325 21.54
2020-03-31 $7.0k 325 21.54
2019-12-31 $9.0k 325 27.69
2019-09-30 $9.0k 325 27.69
2019-06-30 $10k 325 30.77
2019-03-31 $7.0k 225 31.11
2018-12-31 $7.0k 225 31.11
2018-09-30 $8.0k 225 35.56
2018-06-30 $8.0k 225 35.56
2018-03-31 $7.0k 225 31.11
2017-12-31 $7.0k 225 31.11
2017-09-30 $7.0k 225 31.11
2017-06-30 $4.0k 136 29.41
2017-03-31 $3.0k 121 24.79
2016-12-31 $2.0k 100 20.00
2016-09-30 $2.0k 100 20.00
2016-06-30 $9.0k 524 17.18
2016-03-31 $9.0k 524 17.18
2015-12-31 $7.0k 362 19.34
2015-09-30 $4.0k 195 20.51

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View all positions for FTB Advisors

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