Monitor for any future conversion of this 13G to a 13D, which would signal a shift to activist intent. The 14.3% stake gives BlackRock significant influence, but the passive filing suggests no near-term engagement.
Price Chart
Executive Summary
BlackRock Inc. filed an amended Schedule 13G disclosing a 14.3% passive stake in Heritage Financial Corp as of September 30, 2026, up from a prior undisclosed level. The increase reflects routine portfolio rebalancing by a large asset manager and does not signal activist intent.
Key Financial Metrics
Key Facts
- BlackRock Inc. reported beneficial ownership of 5,859,241 shares of Heritage Financial Corp common stock, representing 14.3% of shares outstanding as of September 30, 2026.
- The filing is an amendment to a Schedule 13G, indicating passive investment intent.
- BlackRock's subsidiary BlackRock Fund Advisors beneficially owns 5% or greater of the outstanding shares.
- The filing was made on October 27, 2026, with a date of change of September 30, 2026.
Financial Impact
BlackRock increased its stake to 14.3% of Heritage Financial Corp, up from an undisclosed prior level. No dollar value of the stake is stated in the filing.
Risk Factors
- BlackRock could later convert to a 13D and seek changes, though no indication of that in this filing.
- A large passive holder reducing its stake could pressure the stock, but no reduction is indicated here.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0002012383-26-003789 |
| Document: Item_7.txt | 0002012383-26-003789 |
| Document: 0002012383-26-003789-index-headers.html | 0002012383-26-003789 |
| Document: 0002012383-26-003789-index.html | 0002012383-26-003789 |
| Document: 0002012383-26-003789.txt | 0002012383-26-003789 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 29, 2026 today | Institutional Cluster | $29.16 | awaiting T+60 | awaiting T+60 | $28.91 (−0.86%) |
Oct 28, 2026 1d ago | SC 13G/A | $28.68 | awaiting T+60 | awaiting T+60 | $28.91 (+0.80%) |
Oct 27, 2026 2d ago | SC 13G/A | $28.68 | awaiting T+60 | awaiting T+60 | $28.91 (+0.80%) |
Oct 22, 2026 7d ago | 8-K | $28.52 | awaiting T+60 | awaiting T+60 | $28.91 (+1.37%) |
Oct 8, 2026 21d ago | SC 13G | $27.57 | awaiting T+60 | awaiting T+60 | $28.91 (+4.86%) |
Sep 30, 2026 29d ago | Press Release | $27.63 | awaiting T+60 | awaiting T+60 | $28.91 (+4.63%) |
Aug 5, 2026 12w ago | Insider Cluster | $29.65 | awaiting T+60 | awaiting T+60 | $28.91 (−2.50%) |
Jul 23, 2026 14w ago | 8-K | $30.16 $27.46 | ▼ −8.95% | ▼ −12.68% | $28.91 (−4.14%) |
Mar 23, 2026 31w ago | 8-K | $25.06 $27.52 | ▼ −9.82% | ▲ +3.24% | $28.91 (−15.37%) |
Mar 20, 2026 31w ago | DEFA14A | $24.47 $29.04 | ▲ +18.65% | ▲ +4.23% | $28.91 (+18.12%) |
US Market Status
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