Rockefeller Capital Management »

Heritage Financial Corporation shares owned by Rockefeller Capital Management

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

Historical chart of Rockefeller Capital Management investment in Heritage Financial Corporation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Heritage Financial Corporation by Rockefeller Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $16k 661 24.20
2022-12-31 $2.0k 77 25.97
2022-09-30 $2.0k 77 25.97
2022-06-30 $999 54 18.52
2022-03-31 $999 54 18.52
2021-12-31 $999 54 18.52
2021-09-30 $999 54 18.52
2019-12-31 $130k 4.6k 28.21
2019-09-30 $123k 4.6k 26.97