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Heritage Financial Corporation shares owned by Umb Bank N A

Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by Umb Bank N A from 13F filings

Historical chart of Umb Bank N A investment in Heritage Financial Corporation

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All positions including Heritage Financial Corporation held by Umb Bank N A consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Financial Corporation by Umb Bank N A

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6k 106 24.19
2025-06-30 $2.2k 92 23.84
2025-03-31 $3.6k 150 24.33
2024-12-31 $2.3k 92 24.50
2024-09-30 $2.0k 92 21.77
2024-06-30 $631 35 18.03

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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