HEARTLAND ADVISORS INC HFWA — HERITAGE FINL CORP WASH COM

Ownership history in HEARTLAND ADVISORS INC  ·  62 quarters on record

AI Ownership Summary

HEARTLAND ADVISORS INC reported HERITAGE FINL CORP WASH COM (HFWA) in 62 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.5% in 2023 Q4. The latest visible filing shows HFWA at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HFWA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HEARTLAND ADVISORS INC's position in HERITAGE FINL CORP WASH COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HFWA was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HFWA stock page HEARTLAND ADVISORS INC fund profile HEARTLAND ADVISORS INC full holdings
How HEARTLAND ADVISORS INC held HFWA — position size vs. price
% of Fund (quarterly)    HFWA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 275,000 — 0% 0.36% $7.2M 2026-05-06 $27.46
2025 Q4 UNCHANGED — — — 275,000 — 0% 0.35% $6.5M 2026-02-11 $27.56
2025 Q3 UNCHANGED — — — 275,000 — 0% 0.35% $6.7M 2025-11-07 $21.67
2025 Q2 UNCHANGED — — — 275,000 — 0% 0.37% $6.6M 2025-08-12 $22.81
2025 Q1 UNCHANGED — — — 275,000 — 0% 0.38% $6.7M 2025-05-07 $22.09
2024 Q4 UNCHANGED — — — 275,000 — 0% 0.37% $6.7M 2025-02-12 $23.08
2024 Q3 REDUCED 31.2% +12.8% ❌ 275,000 -125,000 -31.2% 0.31% $6.0M 2024-11-12 $24.88
2024 Q2 UNCHANGED — — — 400,000 — 0% 0.40% $7.2M 2024-08-08 $19.72
2024 Q1 REDUCED 10.3% -6.6% ✅ 400,000 -46,000 -10.3% 0.41% $7.8M 2024-05-07 $17.29
2023 Q4 REDUCED — — — 446,000 -6,100 -1.3% 0.50% $9.5M 2024-02-08 $16.48
52 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HFWA

As of 2026 Q1 — sorted by position size

Rhino Investment Partners, Inc 3Y 2.39% ALGEBRIS (UK) LTD 3Y 7Y 0.97% BASSWOOD CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.86% KILEY JUERGENS WEALTH MANAGEMENT, LLC 3Y 7Y 0.8% Pacific Asset Management, LLC 0.71% MARTIN & CO INC /TN/ 3Y 7Y 0.61% Odyssean, LLC 0.3% Pacific Ridge Capital Partners, LLC 3Y 7Y 0.2% Dana Investment Advisors, Inc. 3Y 7Y 0.17% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.15%

FAQ About HEARTLAND ADVISORS INC and HFWA

These are the practical questions this page is built to answer before you even open the full history table.

How long has HEARTLAND ADVISORS INC reported owning HFWA?

HEARTLAND ADVISORS INC reported HFWA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported HFWA position in HEARTLAND ADVISORS INC's portfolio?

The largest reported portfolio weight for HFWA was 0.50% in 2023 Q4.

What is the latest reported HFWA position on this page?

The most recent filing on this page is 2026 Q1, when HEARTLAND ADVISORS INC reported 275,000 shares, equal to 0.36% of portfolio, with an estimated market value of $7.2M.

What does the chart on this HFWA ownership page compare?

The chart compares HEARTLAND ADVISORS INC's quarterly HFWA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HEARTLAND ADVISORS INC time their HFWA position?

Based on 13F filing dates vs. subsequent HFWA price moves, HEARTLAND ADVISORS INC correctly timed 9 out of 16 reported position changes (56%). The annualised alpha on HFWA relative to SPY over the holding period was -5.2%.

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