Heritage Financial Corporation shares owned by UBS Group
Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by UBS Group
from 13F filings
Historical chart of UBS Group investment in Heritage Financial Corporation
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Quarterly reported holdings in Heritage Financial Corporation by UBS Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 98k | 24.19 |
| 2025-06-30 | $2.6M | 110k | 23.84 |
| 2025-03-31 | $2.4M | 98k | 24.33 |
| 2024-12-31 | $1.5M | 61k | 24.50 |
| 2024-09-30 | $818k | 38k | 21.77 |
| 2024-06-30 | $642k | 36k | 18.03 |
| 2024-03-31 | $730k | 38k | 19.39 |
| 2023-12-31 | $1.1M | 53k | 21.38 |
| 2023-09-30 | $364k | 22k | 16.31 |
| 2023-06-30 | $290k | 18k | 16.17 |
| 2023-03-31 | $507k | 24k | 21.40 |
| 2022-12-31 | $889k | 29k | 30.64 |
| 2022-09-30 | $581k | 21k | 28.04 |
| 2022-06-30 | $207k | 8.2k | 25.20 |
| 2022-03-31 | $654k | 26k | 25.05 |
| 2021-12-31 | $795k | 33k | 24.42 |
| 2021-09-30 | $565k | 22k | 25.56 |
| 2021-06-30 | $1.1M | 43k | 25.04 |
| 2021-03-31 | $1.8M | 64k | 28.23 |
| 2020-12-31 | $1.1M | 49k | 23.38 |
| 2020-09-30 | $658k | 36k | 18.35 |
| 2020-06-30 | $741k | 37k | 20.03 |
| 2020-03-31 | $649k | 33k | 20.00 |
| 2019-12-31 | $1.5M | 53k | 28.31 |
| 2019-09-30 | $1.2M | 45k | 26.97 |
| 2019-06-30 | $725k | 25k | 29.55 |
| 2019-03-31 | $486k | 14k | 34.09 |
| 2018-12-31 | $962k | 32k | 29.69 |
| 2018-09-30 | $1.1M | 30k | 35.16 |
| 2018-06-30 | $697k | 20k | 34.91 |
| 2018-03-31 | $716k | 24k | 30.54 |
| 2017-12-31 | $160k | 5.2k | 30.82 |
| 2017-09-30 | $149k | 5.1k | 29.45 |
| 2017-06-30 | $91k | 3.4k | 26.50 |
| 2017-03-31 | $117k | 4.7k | 24.93 |
| 2016-12-31 | $197k | 7.6k | 25.79 |
| 2016-06-30 | $12k | 700 | 17.14 |
| 2016-03-31 | $10k | 776 | 13.16 |
| 2015-12-31 | $22k | 1.2k | 18.57 |
| 2015-09-30 | $35k | 1.9k | 19.11 |
| 2015-03-31 | $12k | 700 | 17.14 |
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