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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
2025-09-30 $347k 14k 24.19
2025-06-30 $339k 14k 23.49
2025-03-31 $352k 15k 24.33
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 Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Global Reit Etf (REET)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Spdr Series Trust Portfli High Yld (SPHY)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SageView Advisory Group

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