A detailed history of Wellington Management Group LLP transactions in Heritage Financial Corp stock. As of the latest transaction made, Wellington Management Group LLP holds 463,401 shares of HFWA stock, worth $10.3 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
463,401
Holding current value
$10.3 Million
% of portfolio
0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$22.13 - $25.73 $10.3 Million - $11.9 Million
463,401 New
463,401 $11.2 Million
Q4 2023

Feb 12, 2024

BUY
$15.97 - $22.04 $1.2 Million - $1.65 Million
74,900 New
74,900 $1.6 Million
Q1 2023

May 12, 2023

SELL
$21.11 - $30.6 $2.75 Million - $3.98 Million
-130,123 Reduced 17.53%
611,974 $13.1 Million
Q4 2022

Feb 13, 2023

SELL
$26.71 - $34.24 $7.22 Million - $9.26 Million
-270,470 Reduced 26.71%
742,097 $22.7 Million
Q3 2022

Nov 14, 2022

BUY
$25.0 - $28.21 $4.29 Million - $4.84 Million
171,624 Added 20.41%
1,012,567 $26.8 Million
Q2 2022

Aug 15, 2022

SELL
$23.94 - $26.35 $526,057 - $579,014
-21,974 Reduced 2.55%
840,943 $21.2 Million
Q1 2022

May 16, 2022

BUY
$24.18 - $27.24 $20.9 Million - $23.5 Million
862,917 New
862,917 $21.6 Million

Others Institutions Holding HFWA

About HERITAGE FINANCIAL CORP


  • Ticker HFWA
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 35,104,200
  • Market Cap $780M
  • Description
  • Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to small and medium sized businesses and individuals in the United States. The company accepts various deposit products, such as noninterest demand deposits, interest bearing demand deposits, money market accounts, savin...
More about HFWA
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