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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
2025-03-31 $482k 20k 24.33
2024-12-31 $356k 15k 24.50
2024-09-30 $366k 17k 21.77
2024-06-30 $303k 17k 18.03

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Ensign Group Inc/the Equity (ENSG)
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Columbia Banking System Equity (COLB)
Southstate Corp Equity
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Crane Nxt Equity (CXT)
Air Lease Corp Equity (AL)
Technipfmc Equity (FTI)
Caretrust Reit Equity (CTRE)
Mdu Resources Group Equity (MDU)
Wintrust Financial Corp Equity (WTFC)
Southwest Gas Holdings Equity (SWX)

View all positions for Keeley-Teton Advisors

Top funds holding Heritage Financial Corporation

BlackRock
Jennison Associates
Victory Capital Management
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
Alliancebernstein
Geode Capital Management
Arrowstreet Capital, Limited Partnership
Wellington Management Company
Algebris
Northern Trust
Morgan Stanley
Ameriprise Financial
Bank of New York Mellon

View all funds holding Heritage Financial Corporation