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Heritage Financial Corporation shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Heritage Financial Corporation

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All positions including Heritage Financial Corporation held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Financial Corporation by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $346k 14k 24.50
2024-09-30 $307k 14k 21.77
2023-09-30 $222k 14k 16.31
2023-06-30 $216k 13k 16.17
2022-12-31 $238k 7.8k 30.64

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Intl Aggr (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Global Reit Etf (REET)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfli High Yld (SPHY)

View all positions for SageView Advisory Group

Top funds holding Heritage Financial Corporation

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

View all funds holding Heritage Financial Corporation