FTB Advisors »

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

Tip: Access up to 7 years of quarterly data

All positions including Heritage Financial Corporation held by FTB Advisors 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 FTB Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $9.4k 395 23.84
2025-03-31 $9.6k 395 24.33
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

More positions owned by FTB Advisors

Spdr S&p500 Etf Trust Trust Unit Depositary Receipt Common Stock (SPY)
Ishares Core S&p 500 Etf Common Stock (IVV)
Microsoft Corp Common Stock (MSFT)
Jpmorgan Chase &co Common Stock (JPM)
Broadcom Common Stock (AVGO)
Apple Common Stock (AAPL)
Ishares Core S&p Mid-cap Etf Common Stock (IJH)
Cisco Systems Common Stock (CSCO)
International Bus Mach Corp Com Usd0.20 Common Stock (IBM)
Ishares Msci Eafe Etf Common Stock (EFA)
Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Common Stock (VUG)
Home Depot Common Stock (HD)
Ishares Tr Rus 1000 Grw Etf Common Stock (IWF)
Ishares Core Us Aggregate Bond Etf Common Stock (AGG)
Vanguard Intl Equity Index Fds Allwrld Ex Us Common Stock (VEU)

View all positions for FTB Advisors

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
Morgan Stanley
Ameriprise Financial
Bank of New York Mellon

View all funds holding Heritage Financial Corporation