HFWA
Heritage Financial Corp
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Heritage Financial Corp
29.24
+0.77 · +2.72%
post 29.24 0.00%
Last report0 of 7 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Fund move
Fund move
No thesis.
Largest filed tie
0
filed ties
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | BlackRockBlackRockindex-like | $172.1M | 17.53% | +4.48% | |
| 2 | Jennison AssociatesJennison | $104.8M | 10.67% | +10.10% | |
| 3 | Victory Capital ManagementVictory | $69.9M | 7.12% | −4.39% | |
| 4 | Dimensional Fund AdvisorsDimensional | $60.6M | 6.17% | +4.49% | |
| 5 | State StreetState Streetindex-like | $58.7M | 5.98% | +10.34% | |
| 6 | Vanguard Capital ManagementVanguardindex-like | $54.3M | 5.53% | −0.71% | |
| 7 | AlliancebernsteinAlliancebernstein | $33.7M | 3.43% | −0.74% | |
| 8 | Geode Capital ManagementGeodeindex-like | $32.7M | 3.33% | +18.08% | |
| 9 | Vanguard Portfolio ManagementVanguard Portfolioindex-like | $22.2M | 2.26% | +14.69% | |
| 10 | Basswood Capital ManagementBasswood | $20.4M | 2.08% | −1.42% | |
| 11 | Boston PartnersBoston Partners | $20.1M | 2.04% | −1.91% | |
| 12 | Wellington Management GroupWellington | $15.6M | 1.59% | −15.95% | |
| 13 | Algebris (UK)Algebris (UK) | $13.9M | 1.41% | −9.45% | |
| 14 | Morgan StanleyMorgan Stanley | $13.5M | 1.38% | −4.97% | |
| 15 | Northern TrustNorthern Trustindex-like | $13.1M | 1.33% | +6.66% | |
| 16 | Charles Schwab Investment ManagementCharles Schwabindex-like | $11.8M | 1.20% | +5.94% | |
| 17 | Bank of New York MellonBank of New York Mellonindex-like | $11.8M | 1.20% | +5.16% | |
| 18 | Two Sigma InvestmentsTwo Sigma | $11.5M | 1.17% | −20.64% | |
| 19 | rhino investment partnersrhino investment partners | $11.1M | 1.13% | +13.01% | |
| 20 | Manufacturers Life Insurance Company, theManufacturers Life Insurance Company, the | $9.1M | 0.93% | −0.23% | |
| 21 | Bridgeway Capital ManagementBridgeway | $8.9M | 0.91% | +4.45% | |
| 22 | Arrowstreet Capital, Limited PartnershipArrowstreet Capital, Limited Partnership | $8.8M | 0.90% | −31.23% | |
| 23 | Heartland AdvisorsHeartland | $8.1M | 0.83% | 0.00% | |
| 24 | Vanguard Fiduciary TrustVanguard Fiduciary Trustindex-like | $8.1M | 0.83% | new | |
| 25 | Hotchkis & Wiley Capital ManagementHotchkis & Wiley | $7.8M | 0.80% | −1.96% |
192 managers report $982.1M of Heritage Financial on form 13F for the quarter ended Jun 30 '26. 23 of them hold 80% of it; BlackRock is largest at 17.53%.
No implied move.
No implied move.
Expected move
No implied move.