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Heritage Financial Corporation shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory Services investment in Heritage Financial Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Heritage Financial Corporation by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2026-09-30 $515k 19k 27.57

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Top funds holding Heritage Financial Corporation

BlackRock
Jennison Associates
Victory Capital Management
Dimensional Fund Advisors
Vanguard Capital Management
Alliancebernstein
Geode Capital Management
Vanguard Portfolio Management
Basswood Capital Management
Robeco Investment Management
Wellington Management Company
Algebris
Northern Trust
Charles Schwab Investment Management
Sixth Street Partners Management Company

View all funds holding Heritage Financial Corporation