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Heritage Financial Corporation shares owned by Harbor Advisory Corp

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

Historical chart of Harbor Advisory Corp investment in Heritage Financial Corporation

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

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Quarterly reported holdings in Heritage Financial Corporation by Harbor Advisory Corp

Quarter filed Position value Share count Share price at filing
2026-06-30 $609k 21k 29.62

More positions owned by Harbor Advisory Corp

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Amazon (AMZN)
J P Morgan Exchange Traded F Income Etf (JPIE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Ishares Semicdtr (SOXX)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Cisco Systems (CSCO)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Harbor Advisory Corp

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