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Heritage Financial Corporation shares owned by Rothschild Investment

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

Historical chart of Rothschild Investment investment in Heritage Financial Corporation

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

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Quarterly reported holdings in Heritage Financial Corporation by Rothschild Investment

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.4k 102 23.65
2025-09-30 $1.8k 75 24.19
2025-06-30 $2.3k 95 23.84
2025-03-31 $1.7k 70 24.33
2024-12-31 $490 20 24.50
2024-09-30 $1.2k 55 21.76
2024-06-30 $270 15 18.00
2024-03-31 $97 5 19.40

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View all positions for Rothschild Investment

Top funds holding Heritage Financial Corporation

BlackRock
Jennison Associates
Victory Capital Management
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
Alliancebernstein
Geode Capital Management
Basswood Capital Management
Algebris
Arrowstreet Capital, Limited Partnership
Wellington Management Company
Northern Trust
Bank of New York Mellon
Charles Schwab Investment Management

View all funds holding Heritage Financial Corporation