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Heritage Financial Corporation shares owned by Keeley-Teton Advisors

Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by Keeley-Teton Advisors from 13F filings

Historical chart of Keeley-Teton Advisors investment in Heritage Financial Corporation

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

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Quarterly reported holdings in Heritage Financial Corporation by Keeley-Teton Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $356k 15k 24.50
2024-09-30 $366k 17k 21.77
2024-06-30 $303k 17k 18.03

More positions owned by Keeley-Teton Advisors

Ishares Core S&p 500 Etf Exchange Traded (IVV)
Vanguard Total Stock Mkt Etf Exchange Traded (VTI)
Technipfmc Equity (FTI)
Ensign Group Inc/the Equity (ENSG)
Columbia Banking System Equity (COLB)
Perrigo Equity (PRGO)
Southstate Corp Equity (SSB)
Crane Nxt Equity (CXT)
Spectrum Brands Holdings Equity (SPB)
Spdr S&p 500 Etf Trust Exchange Traded (SPY)
Wintrust Financial Corp Equity (WTFC)
Synovus Financial Corp Equity (SNV)
Wk Kellogg Equity (KLG)
Kontoor Brands Equity (KTB)
Victory Capital Holding - A Equity (VCTR)

View all positions for Keeley-Teton Advisors

Top funds holding Heritage Financial Corporation

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

View all funds holding Heritage Financial Corporation