Heritage Financial Corporation
A bank holding company in the Pacific Northwest, it runs Heritage Bank, a community-focused bank serving everyday customers and local businesses across Washington and Oregon. The roots go back to 1927, when John Fix and a group of businessmen started what became Heritage Bank, and the firm grew by folding in longtime Washington names like Whidbey Island Bank and Kitsap Bank. Fun fact: the "Heritage" name honors the unique character of the communities it serves, and some of its acquired branches still carry the Whidbey Island Bank name.
| Holder | Schedule | % of class | Shares | Filed |
|---|---|---|---|---|
| Victory Capital Management, Inc. | 13G/APassive | 6.02% | 2.48M | May 11, 2026 |
| Jennison Associates LLC | 13G/APassive | 7.8% | 3.21M | May 6, 2026 |
| Vanguard Capital Management | 13GPassive | 5.24% | 2.16M | Apr 30, 2026 |
| BlackRock, Inc. | 13G/APassive | 13.3% | 5.46M | Apr 24, 2026 |
| Dimensional Fund Advisors LP | 13G/APassive | 4.8% | 1.96M | Apr 9, 2026 |
| The Vanguard Group | 13G/APassive | 0% | 0 | Mar 27, 2026 |
| PRUDENTIAL FINANCIAL INC | 13G/APassive | 8.3% | 2.82M | May 15, 2025 |
| AllianceBernstein L.P. | 13G/APassive | 4.4% | 1.50M | Feb 5, 2025 |