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Heritage Financial Corporation shares owned by SRS Capital Advisors

Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by SRS Capital Advisors from 13F filings

Historical chart of SRS Capital Advisors investment in Heritage Financial Corporation

Tip: Access up to 7 years of quarterly data

All positions including Heritage Financial Corporation held by SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Financial Corporation by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $20k 842 24.19
2025-06-30 $2.6k 111 23.85
2025-03-31 $1.2k 51 24.33
2024-12-31 $1.2k 51 24.51
2024-09-30 $2.9k 133 21.77
2024-06-30 $1.5k 82 18.04

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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