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Heritage Financial Corporation shares owned by Triumph Capital Management

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

Historical chart of Triumph Capital Management investment in Heritage Financial Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Heritage Financial Corporation by Triumph Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.8k 200 24.19

More positions owned by Triumph Capital Management

First Trust Enhanced Short Maturity Etf Etf (FTSM)
First Trust Smith Opportunistic Fixed Income Etf Etf (FIXD)
First Trust Rising Dividend Achievers Etf Etf (RDVY)
First Trust Capital Strength Etf Etf (FTCS)
Vanguard Total Bond Market Etf Etf (BND)
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)
Spdr S&p 500 Etf Trust Etf (SPY)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core S&p 500 Etf Etf (IVV)
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)
First Trust Low Duration Opportunities Etf Etf (LMBS)
First Trust Large Cap Core Alphadex Fund Etf (FEX)
Nvidia Corporation Stock (NVDA)
Ishares Russell Midcap Etf Etf (IWR)

View all positions for Triumph Capital Management

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