Heritage Financial CORP /WA/ Schedule 13G passive stakes

Victory Capital Management, Inc. has increased its beneficial ownership of Heritage Financial Corp. /WA/ common stock to 6.02%, filing an amended Schedule 13G.

Jennison Associates LLC has reported beneficial ownership of 3,213,473 shares, representing 7.8% of the common stock of Heritage Financial Corp.

Vanguard Capital Management has reported beneficial ownership of 5.24% of Heritage Financial Corp's common stock as of March 31, 2026.

Dimensional Fund Advisors LP has disclosed a beneficial ownership of 4.8% in Heritage Financial Corp/WA, holding 1,956,477 shares as of March 31, 2026.

The Vanguard Group has filed an amended Schedule 13G, reporting zero beneficial ownership in Heritage Financial Corp/WA following an internal realignment.

Jennison Associates LLC has reported a 9.2% beneficial ownership stake in Heritage Financial Corp, holding over 3.1 million shares.

Victory Capital Management, Inc. has disclosed a 7.05% beneficial ownership stake in Heritage Financial Corp, holding 2,406,061 common shares.

Prudential Financial, Inc. has filed an amended Schedule 13G, reporting a beneficial ownership of 8.3% of Heritage Financial Corp's common stock as of March 31, 2025.

Jennison Associates LLC has filed an amended Schedule 13G, reporting a beneficial ownership of 8.1% of Heritage Financial Corp's common stock as of March 31, 2025.

Prudential Financial Inc. has filed an amended Schedule 13G, revealing a 6.7% beneficial ownership stake in Heritage Financial Corp /WA/ as of December 31, 2024.

Jennison Associates LLC has filed an amended Schedule 13G, reporting a 6.5% passive beneficial ownership stake in Heritage Financial Corp as of December 31, 2024.

AllianceBernstein L.P. has filed an amended Schedule 13G, disclosing a 4.4% beneficial ownership stake in Heritage Financial Corp/WA as of December 31, 2024, held for investment purposes.