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Heritage Financial Corporation shares owned by Red Tortoise

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

Historical chart of Red Tortoise investment in Heritage Financial Corporation

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

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Quarterly reported holdings in Heritage Financial Corporation by Red Tortoise

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2k 149 21.77
2024-06-30 $2.7k 149 18.03
2024-03-31 $2.9k 149 19.39
2023-12-31 $3.2k 149 21.39
2023-09-30 $2.4k 149 16.31
2023-06-30 $2.4k 149 16.17

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Top funds holding Heritage Financial Corporation

BlackRock
BlackRock
Vanguard Group
Dimensional Fund Advisors
Jennison Associates
Alliancebernstein
State Street Corporation
Charles Schwab Investment Management
Geode Capital Management
Bank of New York Mellon
Morgan Stanley
Goldman Sachs Group
Northern Trust
Arrowstreet Capital, Limited Partnership
Manufacturers Life Insurance Company

View all funds holding Heritage Financial Corporation