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Heritage Financial Corporation shares owned by UMA Financial Services

Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Heritage Financial Corporation

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All positions including Heritage Financial Corporation held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Financial Corporation by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.7k 67 26.00
2025-12-31 $1.6k 67 23.66
2025-09-30 $1.1k 46 24.20
2025-06-30 $1.1k 46 23.85

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Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ishares A I Inno (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

View all positions for UMA Financial Services

Top funds holding Heritage Financial Corporation

BlackRock
Jennison Associates
Victory Capital Management
Vanguard Group
Dimensional Fund Advisors
Vanguard Capital Management
State Street Corporation
Alliancebernstein
Geode Capital Management
Robeco Investment Management
Vanguard Portfolio Management
Basswood Capital Management
Algebris
Arrowstreet Capital, Limited Partnership
Two Sigma Investments

View all funds holding Heritage Financial Corporation