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Heritage Financial Corporation shares owned by LPL Financial

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

Historical chart of LPL Financial investment in Heritage Financial Corporation

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

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Quarterly reported holdings in Heritage Financial Corporation by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $218k 9.0k 24.19
2021-12-31 $591k 24k 24.43
2021-09-30 $584k 23k 25.50
2021-06-30 $573k 23k 25.02
2021-03-31 $645k 23k 28.25
2020-12-31 $534k 23k 23.39
2020-09-30 $417k 23k 18.41

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View all positions for LPL Financial

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