HFWAHeritage Financial Corp

CSNasdaq (XNAS)·USD

Identity

Security key: 16498
Ticker: HFWA
Type: CS — Common Stock
Exchange: Nasdaq(XNAS)
Venue group: NASDAQ
Operating MIC: XNAS
Market: stocks
Locale: us
Currency: USD
Listed: 1998-01-09
Round lot: 100
Active: Yes
Last seen in a load: 2026-08-14 20:49
Vendor updated: 2026-08-13 06:09
Ticker root / suffix: HFWA

Detail

Enriched 2026-08-14 20:47

Market cap: $1,218,874,472.82
Shares outstanding (class): 41,218,817
Shares outstanding (weighted): 40,915,558
SIC: 6036 SAVINGS INSTITUTIONS, NOT FEDERALLY CHARTERED
Employees: 755
Location: OLYMPIA, WA
Homepage: https://www.hf-wa.com
Description: Heritage Financial Corp is a bank holding company. The company, through its subsidiary, provides commercial lending and deposit relationships with small businesses and their owners in its market areas and attracts deposits from the general public. It accepts various deposit products, such as non-interest demand accounts, money market accounts, savings accounts, and certificates of deposit. Besides, the Bank also makes real estate construction loans, land development loans, and consumer loans, and originates first mortgage loans on residential properties mainly located in its market area. Geographically, all the business activity functions through the region of the United States.

Market cap and share counts drift.

Funds holding this security

113 funds · 114 positions · $313.51M reported value, as of 2026-03-31

All holders →

Fund	Ticker	Position value	% of fund	Balance	Match
iShares Core S&P Small-Cap ETF iShares Trust	IJR	$64.13M	0.07%	2,466,717 NS	FIGI
Victory Sycamore Small Company Opportunity Fund Victory Portfolios	—	$47.45M	1.07%	1,825,000 NS	FIGI
PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc.	—	$36.15M	1.13%	1,390,439 NS	FIGI
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS	VTI	$34.89M	0.00%	1,341,780 NS	FIGI
iShares Russell 2000 ETF iShares Trust	IWM	$21.98M	0.03%	845,412 NS	FIGI
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS	VXF	$12.04M	0.01%	463,018 NS	FIGI
iShares S&P Small-Cap 600 Value ETF iShares Trust	IJS	$10.44M	0.14%	401,700 NS	FIGI
State Street(R) SPDR(R) Portfolio S&P 600(TM) S… SPDR SERIES TRUST	SPSM	$9.62M	0.07%	370,161 NS	FIGI
State Street(R) SPDR(R) S&P(R) Regional Banking… SPDR SERIES TRUST	KRE	$9.04M	0.24%	347,622 NS	FIGI
iShares Russell 2000 Value ETF iShares Trust	IWN	$7.60M	0.06%	292,216 NS	FIGI
Heartland Value Fund HEARTLAND GROUP INC.	—	$7.15M	0.73%	275,000 NS	FIGI
State Street(R) SPDR(R) S & P 600(TM) Small Cap… SPDR SERIES TRUST	SLYV	$5.57M	0.14%	214,155 NS	FIGI
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS	—	$3.88M	0.04%	149,298 NS	FIGI
Small Cap Core Portfolio Bernstein Fund Inc	—	$3.70M	0.52%	142,373 NS	FIGI
Omni Small-Cap Value Fund Bridgeway Funds, Inc.	—	$3.19M	0.26%	122,500 NS	FIGI

How positions resolve to the securities master. FIGI_COMPOSITE is exact identifier equality — both sides got the FIGI from Bloomberg. TICKER is a narrow fallback used only where the master row carries no FIGI at all (2,389 rows do not, disproportionately Irish-domiciled US listings like LIN and ACN). Roughly 22% of all positions resolve to the master.

Funds holding this security

Identifiers

master.security_identifier

TICKERHFWA
FIGI_COMPOSITEBBG000BY3302
FIGI_SHARE_CLASSBBG001SBJ270
CIK0001046025
ISINUS42722X1063
Resolved through OpenFIGI from a holdings ISIN, not supplied by the securities vendor.

Identifiers

Classification

classification.v_security_classification

Asset class: Equity
Sector: Financials
Industry: Banking
Source: LLMunreviewed
Self-reported confidence: 0.95
Model: deepseek
Rationale: Heritage Financial Corp is a savings institution, classified as a bank in the financial sector.

Classifications are unreviewed model output. All 5,771 assignments carry source = LLM and is_reviewed = false. Confidence is the model’s own estimate and is not calibrated — it clustered at 0.90–0.98 across the whole first pass, including rows that later proved wrong. Use it to order a review queue, not as a probability. Two share classes of one issuer can disagree.

Classification

Fund data

Not linked to a fund series.

Either this is not a fund, or it is one the SEC share-class snapshot cannot reach — commodity trusts and notes have no series ID at all.