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Heritage Financial Corporation shares owned by Raymond James Financial

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

Historical chart of Raymond James Financial investment in Heritage Financial Corporation

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Quarterly reported holdings in Heritage Financial Corporation by Raymond James Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 51k 24.19
2025-06-30 $1.2M 51k 23.84
2025-03-31 $1.1M 44k 24.33

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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