Victory Capital Management Inc

13F Holdings History for HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA)

Symbol: HFWA on Nasdaq
Investment type: Equity / Common Stock
Latest Disclosed Ownership: 2.41M shares
Security Ownership: 7.05%

Shares, Excluding Options vs Price

Value, Excluding Options

Victory Capital Management, Inc. ownership in HERITAGE FINANCIAL CORP /WA/ Common Stock (HFWA)

2025-08-08 - Victory Capital Management, Inc. has filed an SCHEDULE 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 2.41M shares of HERITAGE FINANCIAL CORP /WA/ Common Stock (HFWA). This represents 7.05% percent ownership of the company.

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filed at
Victory Capital Management, Inc.	7.05%		$58.1M	2.41M			$24.14	13G	6/30/2025	8 Aug 2025 09:42:52

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
6/30/2025	0.04%	+0.01%	$57.4M	2.41M	+925,064	+62.5%	$23.84	Q2 2025
3/31/2025	0.04%	+0.04%	$36M	1.48M	+1,471,640	+15700%	$24.33	Q1 2025
12/31/2024	0%	+0%	$229K	9.36K	+9,357	NEW	$24.50	Q4 2024
9/30/2023		0%	$0	0	-19,476	-100%		Q3 2023
6/30/2023	0%	0%	$315K	19.5K	-267,857	-93.2%	$16.17	Q2 2023
3/31/2023	0.01%	0%	$6.15M	287K	-103,151	-26.4%	$21.40	Q1 2023
12/31/2022	0.01%	-0.02%	$12M	390K	-559,669	-58.9%	$30.64	Q4 2022
9/30/2022	0.03%	-0.01%	$25.2M	950K	-308,864	-24.5%	$26.47	Q3 2022
6/30/2022	0.04%	+0%	$31.7M	1.26M	+27,444	+2.23%	$25.16	Q2 2022
3/31/2022	0.03%	+0%	$30.5M	1.23M	+198,094	+19.2%	$24.76	Q1 2022
12/31/2021	0.02%	+0%	$25.3M	1.03M	+82,664	+8.69%	$24.44	Q4 2021
9/30/2021	0.02%	+0.01%	$24.2M	951K	+274,789	+40.6%	$25.50	Q3 2021
6/30/2021	0.02%	+0%	$16.9M	676K	+36,120	+5.64%	$25.02	Q2 2021
3/31/2021	0.02%	+0%	$18.1M	640K	+126,409	+24.6%	$28.24	Q1 2021
12/31/2020	0.01%	0%	$12M	513K	-29,474	-5.43%	$23.39	Q4 2020
9/30/2020	0.01%	0%	$9.99M	543K	-40,649	-6.96%	$18.39	Q3 2020
6/30/2020	0.02%	0%	$11.7M	584K	-79,278	-12%	$20.00	Q2 2020
3/31/2020	0.02%	+0%	$13.3M	663K	+43,251	+6.98%	$20.00	Q1 2020
12/31/2019	0.02%	+0.01%	$17.5M	620K	+148,921	+31.6%	$28.30	Q4 2019
9/30/2019	0.02%	+0.01%	$12.7M	471K	+394,030	+514%	$26.96	Q3 2019
6/30/2019	0%	0%	$2.27M	76.7K	-7,047	-8.42%	$29.55	Q2 2019
3/31/2019	0.01%	+0%	$2.52M	83.7K	+10,030	+13.6%	$30.14	Q1 2019
12/31/2018	0.01%	0%	$2.19M	73.7K	-972	-1.3%	$29.72	Q4 2018
9/30/2018	0.01%	+0%	$2.63M	74.7K	+1,980	+2.72%	$35.15	Q3 2018
6/30/2018	0.01%	0%	$2.53M	72.7K	-12,845	-15%	$34.85	Q2 2018
3/31/2018	0.01%	+0%	$2.62M	85.6K	+9,742	+12.9%	$30.60	Q1 2018
12/31/2017	0%	+0%	$2.34M	75.8K	+4,788	+6.74%	$30.80	Q4 2017
9/30/2017	0%	0%	$2.1M	71K	-7,300	-9.32%	$29.50	Q3 2017
6/30/2017	0%	+0%	$2.08M	78.3K	+4,060	+5.47%	$26.49	Q2 2017
3/31/2017	0%	0%	$1.84M	74.3K	-1,550	-2.04%	$24.75	Q1 2017
12/31/2016	0%	+0%	$1.95M	75.8K	+17,036	+29%	$25.75	Q4 2016
9/30/2016	0%	+0%	$1.06M	58.8K	+200	+0.34%	$17.95	Q3 2016
6/30/2016	0%	+0%	$1.03M	58.6K	+190	+0.33%	$17.58	Q2 2016
3/31/2016	0%	0%	$1.03M	58.4K	-4,150	-6.64%	$17.56	Q1 2016
12/31/2015	0%	+0%	$1.18M	62.5K	+8,510	+15.8%	$18.84	Q4 2015
9/30/2015	0%	0%	$1.02M	54K	-990	-1.8%	$18.83	Q3 2015
6/30/2015	0%		$983K	55K			$17.87	Q2 2015
3/31/2015	0%	0%	$935K	55K	-1,980	-3.47%	$17.00	Q1 2015
12/31/2014	0%	+0%	$1M	57K	+56,994	NEW	$17.55	Q4 2014

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.