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Heritage Financial Corporation shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in Heritage Financial Corporation

Tip: Access up to 7 years of quarterly data

All positions including Heritage Financial Corporation held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Financial Corporation by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $7.2k 400 18.03
2024-03-31 $7.8k 400 19.39
2023-12-31 $8.6k 400 21.39
2023-09-30 $6.5k 400 16.31

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Top funds holding Heritage Financial Corporation

BlackRock
BlackRock
Vanguard Group
Dimensional Fund Advisors
Jennison Associates
Alliancebernstein
State Street Corporation
Charles Schwab Investment Management
Geode Capital Management
Bank of New York Mellon
Morgan Stanley
Goldman Sachs Group
Northern Trust
Arrowstreet Capital, Limited Partnership
Manufacturers Life Insurance Company

View all funds holding Heritage Financial Corporation