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Heritage Financial Corporation shares owned by Sowell Financial Services

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

Historical chart of Sowell Financial Services investment in Heritage Financial Corporation

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

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Quarterly reported holdings in Heritage Financial Corporation by Sowell Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $202k 6.8k 29.62
2021-03-31 $258k 9.0k 28.67

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View all positions for Sowell Financial Services

Top funds holding Heritage Financial Corporation

BlackRock
Jennison Associates
Victory Capital Management
Dimensional Fund Advisors
Vanguard Capital Management
State Street Corporation
Alliancebernstein
Geode Capital Management
Vanguard Portfolio Management
Basswood Capital Management
Robeco Investment Management
Wellington Management Company
Morgan Stanley
Algebris
Northern Trust

View all funds holding Heritage Financial Corporation