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Heritage Financial Corporation shares owned by Susquehanna Fundamental Investments

Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by Susquehanna Fundamental Investments from 13F filings

Historical chart of Susquehanna Fundamental Investments investment in Heritage Financial Corporation

Tip: Access up to 7 years of quarterly data

All positions including Heritage Financial Corporation held by Susquehanna Fundamental Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Financial Corporation by Susquehanna Fundamental Investments

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.0M 40k 26.00
2022-09-30 $242k 9.1k 26.48
2022-03-31 $335k 13k 25.10
2021-12-31 $228k 9.3k 24.44
2020-09-30 $401k 22k 18.39
2020-06-30 $558k 28k 20.00

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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
Basswood Capital Management
Robeco Investment Management
Vanguard Portfolio Management
Wellington Management Company
Algebris
Two Sigma Investments
Morgan Stanley

View all funds holding Heritage Financial Corporation