Heritage Financial Corporation shares owned by Dana Investment Advisors
Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by Dana Investment Advisors
from 13F filings
Historical chart of Dana Investment Advisors investment in Heritage Financial Corporation
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Quarterly reported holdings in Heritage Financial Corporation by Dana Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 221k | 24.19 |
| 2025-06-30 | $5.3M | 222k | 23.84 |
| 2025-03-31 | $5.5M | 226k | 24.33 |
| 2024-12-31 | $5.1M | 207k | 24.50 |
| 2024-09-30 | $4.8M | 218k | 21.77 |
| 2024-06-30 | $4.4M | 244k | 18.03 |
| 2024-03-31 | $4.8M | 247k | 19.39 |
Top funds holding Heritage Financial Corporation
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