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Heritage Financial Corporation shares owned by Larson Financial Group

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

Historical chart of Larson Financial Group investment in Heritage Financial Corporation

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

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Quarterly reported holdings in Heritage Financial Corporation by Larson Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $22k 897 24.18
2025-06-30 $9.9k 417 23.84
2025-03-31 $97 4 24.25
2024-12-31 $98 4 24.50
2024-09-30 $87 4 21.75
2024-06-30 $72 4 18.00

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View all positions for Larson Financial Group

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