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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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All positions including Heritage Financial Corporation held by Dana Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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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
2024-06-30 $4.4M 244k 18.03
2024-03-31 $4.8M 247k 19.39

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Top funds holding Heritage Financial Corporation

BlackRock
Vanguard Group
Dimensional Fund Advisors
Alliancebernstein
State Street Corporation
Charles Schwab Investment Management
Jennison Associates
Bank of New York Mellon
Geode Capital Management
Ameriprise Financial
Morgan Stanley
Goldman Sachs Group
Northern Trust
Heartland Advisors
AQR Capital Management

View all funds holding Heritage Financial Corporation