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Heritage Financial Corporation shares owned by Smartleaf Asset Management

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

Historical chart of Smartleaf Asset Management investment in Heritage Financial Corporation

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

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Quarterly reported holdings in Heritage Financial Corporation by Smartleaf Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $19k 779 24.64
2025-06-30 $16k 671 23.84
2025-03-31 $20k 823 24.14
2024-12-31 $20k 823 24.32
2024-09-30 $2.5k 118 21.36
2024-06-30 $8.2k 470 17.48

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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