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Heritage Financial Corporation shares owned by Global Retirement Partners

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

Historical chart of Global Retirement Partners investment in Heritage Financial Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Heritage Financial Corporation by Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $95k 3.2k 29.62

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Top funds holding Heritage Financial Corporation

BlackRock
Jennison Associates
Victory Capital Management
Dimensional Fund Advisors
Vanguard Capital Management
State Street Corporation
Alliancebernstein
Geode Capital Management
Vanguard Portfolio Management
Basswood Capital Management
Robeco Investment Management
Wellington Management Company
Morgan Stanley
Algebris
Northern Trust

View all funds holding Heritage Financial Corporation