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Heritage Financial Corporation shares owned by LSV Asset Management

Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by LSV Asset Management from 13F filings

Historical chart of LSV Asset Management investment in Heritage Financial Corporation

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All positions including Heritage Financial Corporation held by LSV Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Financial Corporation by LSV Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 75k 24.19
2025-06-30 $1.8M 75k 23.84
2025-03-31 $1.8M 75k 24.34
2017-06-30 $3.6M 136k 26.50
2017-03-31 $3.8M 153k 24.74
2016-12-31 $3.9M 152k 25.75
2016-09-30 $2.3M 129k 17.94
2016-06-30 $123k 7.0k 17.57