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Heritage Financial Corporation shares owned by Sound Income Strategies

Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by Sound Income Strategies from 13F filings

Historical chart of Sound Income Strategies investment in Heritage Financial Corporation

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All positions including Heritage Financial Corporation held by Sound Income Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Financial Corporation by Sound Income Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.6k 184 25.09

More positions owned by Sound Income Strategies

Sixth Street Specialty Lending Cef (TSLX)
Ares Capital Corp Cef (ARCC)
Hercules Capital Cef (HTGC)
Golub Cap Bdc Cef (GBDC)
Blue Owl Capital Corporation Cef (OBDC)
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)
Pennantpark Floating Rate Cap Cef (PFLT)
Vaneck Emerging Markets High Yield Bond Etf Etf (HYEM)
Blackstone Secd Lending Cef (BXSL)
Ishares J.p. Morgan Em High Yield Bond Etf Etf (EMHY)
Sound Enhanced Fixed Income Etf Etf (FXED)
Citigroup Stock (C)
Omnicom Group Stock (OMC)
Enbridge Stock (ENB)
Greif Inc Cl B Stock (GEF.B)

View all positions for Sound Income Strategies

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