Heritage Financial Corporation shares owned by Wintrust Financial Corporation
Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by Wintrust Financial Corporation
from 13F filings
Historical chart of Wintrust Financial Corporation investment in Heritage Financial Corporation
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Quarterly reported holdings in Heritage Financial Corporation by Wintrust Financial Corporation
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 164k | 24.19 |
| 2025-06-30 | $4.4M | 185k | 23.84 |
| 2025-03-31 | $4.6M | 189k | 24.33 |
| 2024-12-31 | $5.4M | 220k | 24.50 |
| 2024-09-30 | $4.9M | 227k | 21.77 |
| 2024-06-30 | $4.0M | 221k | 18.03 |
| 2024-03-31 | $4.1M | 209k | 19.39 |
| 2023-12-31 | $4.5M | 212k | 21.39 |
| 2023-09-30 | $3.0M | 182k | 16.31 |
| 2023-06-30 | $2.3M | 141k | 16.17 |
| 2023-03-31 | $3.6M | 170k | 21.40 |
More positions owned by Wintrust Financial Corporation
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