Sage View Advisory Group, LLC Heritage Financial Corp Transaction History
Sage View Advisory Group, LLC
- $2.64 Trillion
- Q2 2025
A detailed history of Sage View Advisory Group, LLC transactions in Heritage Financial Corp stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 14,440 shares of HFWA stock, worth $325,044. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,440
Previous 14,481
0.28%
Holding current value
$325,044
Previous $352 Million
3.73%
% of portfolio
0.01%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding HFWA
# of Institutions
180Shares Held
29MCall Options Held
0Put Options Held
53.5K-
Black Rock Inc. New York, NY4.98MShares$112 Million0.0% of portfolio
-
Jennison Associates LLC2.98MShares$67 Million0.04% of portfolio
-
Vanguard Group Inc Valley Forge, PA2.42MShares$54.5 Million0.0% of portfolio
-
Victory Capital Management Inc2.41MShares$54.2 Million0.04% of portfolio
-
Dimensional Fund Advisors LP Austin, TX2.04MShares$45.9 Million0.01% of portfolio
About HERITAGE FINANCIAL CORP
- Ticker HFWA
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 35,104,200
- Market Cap $790M
- 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...