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Heritage Financial Corporation shares owned by Martin & Co

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

Historical chart of Martin & Co investment in Heritage Financial Corporation

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

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Quarterly reported holdings in Heritage Financial Corporation by Martin & Co

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.3M 143k 16.31
2023-06-30 $2.3M 143k 16.17
2023-03-31 $1.9M 91k 21.40
2022-12-31 $2.8M 91k 30.64
2022-09-30 $2.4M 89k 26.46
2022-06-30 $2.2M 87k 25.16
2022-03-31 $2.1M 83k 25.06
2021-12-31 $2.0M 82k 24.44
2021-09-30 $2.1M 84k 25.50
2021-06-30 $2.1M 83k 25.02
2021-03-31 $2.4M 86k 28.23
2020-12-31 $2.1M 89k 23.39
2020-09-30 $1.6M 89k 18.39
2020-06-30 $1.7M 87k 20.00
2020-03-31 $1.7M 87k 20.00
2019-12-31 $2.3M 82k 28.30
2019-09-30 $2.2M 82k 26.96
2019-06-30 $2.5M 85k 29.54
2019-03-31 $1.9M 64k 30.14
2018-12-31 $1.9M 64k 29.72
2018-09-30 $2.3M 64k 35.16
2018-06-30 $2.3M 65k 34.85
2018-03-31 $2.0M 65k 30.60
2017-12-31 $2.0M 65k 30.80
2017-09-30 $1.8M 62k 29.50
2017-06-30 $1.1M 42k 26.51
2017-03-31 $972k 39k 24.75
2016-12-31 $969k 38k 25.75
2016-09-30 $675k 38k 17.94
2016-06-30 $657k 37k 17.58
2016-03-31 $655k 37k 17.57
2015-12-31 $394k 21k 18.85
2015-09-30 $386k 21k 18.83
2015-06-30 $343k 19k 17.86
2015-03-31 $327k 19k 17.02
2014-12-31 $335k 19k 17.53
2014-09-30 $296k 19k 15.84
2014-06-30 $298k 19k 16.11

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Top funds holding Heritage Financial Corporation

Vanguard Group
Alliancebernstein
Dimensional Fund Advisors
Charles Schwab Investment Management
Bank of New York Mellon
Goldman Sachs Group
Heartland Advisors
AQR Capital Management
Lord, Abbett & Co
Arrowstreet Capital, Limited Partnership
Kiley Juergens Wealth Management
Wintrust Financial Corporation
Forest Hill Capital
Assenagon Asset Management
Principal Financial Group

View all funds holding Heritage Financial Corporation