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Heritage Financial Corporation shares owned by Pacific Asset Management

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

Historical chart of Pacific Asset Management investment in Heritage Financial Corporation

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

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Quarterly reported holdings in Heritage Financial Corporation by Pacific Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 49k 26.00

More positions owned by Pacific Asset Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Avantis Core Fi (AVIG)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Avantis All Eqt (AVGE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Avantis Shfxdinc (AVSF)

View all positions for Pacific Asset Management

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