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Heritage Financial Corporation shares owned by ISAM Funds

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

Historical chart of ISAM Funds investment in Heritage Financial Corporation

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

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Quarterly reported holdings in Heritage Financial Corporation by ISAM Funds

Quarter filed Position value Share count Share price at filing
2026-03-31 $244k 9.4k 26.00

More positions owned by ISAM Funds

Bank of New York Mellon Corporation (BK)
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Bank of America Corporation (BAC)
Alliant Energy Corporation (LNT)
Johnson & Johnson (JNJ)
Stryker Corporation (SYK)
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Halliburton Company (HAL)
ConocoPhillips (COP)
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Ametek (AME)

View all positions for ISAM Funds

Top funds holding Heritage Financial Corporation

BlackRock
Jennison Associates
Victory Capital Management
Vanguard Group
Dimensional Fund Advisors
Vanguard Capital Management
State Street Corporation
Alliancebernstein
Geode Capital Management
Robeco Investment Management
Vanguard Portfolio Management
Basswood Capital Management
Algebris
Arrowstreet Capital, Limited Partnership
Two Sigma Investments

View all funds holding Heritage Financial Corporation