Chuck Royce's HFWA Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 82,196 shares of Heritage Financial Corporation (HFWA) worth $2.14 M, representing 0.02% of the portfolio. First purchased in 2020-Q3, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in HFWA, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 171,658 shares. Largest reduction occurred in Q1 2021, reducing 180,918 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Heritage Financial Corporation (HFWA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Heritage Financial Corporation (HFWA) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -44,443 | Reduce 35.09% | 82,196 | $26.00 |
| Q4 2025 | -42,375 | Reduce 25.07% | 126,639 | $23.65 |
| Q3 2025 | +2,894 | Add 1.74% | 169,014 | $24.19 |
| Q1 2025 | -59,001 | Reduce 26.21% | 166,120 | $24.33 |
| Q4 2024 | -45,048 | Reduce 16.67% | 225,121 | $24.50 |
| Q3 2024 | -19,374 | Reduce 6.69% | 270,169 | $21.77 |
| Q2 2024 | -2,880 | Reduce 0.98% | 289,543 | $18.03 |
| Q1 2024 | +125,728 | Add 75.42% | 292,423 | $19.39 |
| Q4 2023 | -4,963 | Reduce 2.89% | 166,695 | $21.39 |
| Q3 2023 | +171,658 | New Buy | 171,658 | $16.31 |
| Q1 2023 | -13,449 | Sold Out | 0 | $0.00 |
| Q4 2022 | -15,301 | Reduce 53.22% | 13,449 | $30.64 |
| Q3 2022 | -23,790 | Reduce 45.28% | 28,750 | $26.47 |
| Q2 2022 | +7,511 | Add 16.68% | 52,540 | $25.16 |
| Q1 2022 | +20,891 | Add 86.55% | 45,029 | $25.05 |
| Q4 2021 | +24,138 | New Buy | 24,138 | $24.44 |
| Q1 2021 | -180,918 | Sold Out | 0 | $0.00 |
| Q4 2020 | -8,644 | Reduce 4.56% | 180,918 | $23.39 |
| Q3 2020 | +189,562 | New Buy | 189,562 | $18.39 |
Chuck Royce's Heritage Financial Corporation Investment FAQs
Chuck Royce first purchased Heritage Financial Corporation (HFWA) in Q3 2020, acquiring 189,562 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Heritage Financial Corporation (HFWA) for 20 quarters since Q3 2020.
Chuck Royce's largest addition to Heritage Financial Corporation (HFWA) was in Q3 2020, adding 189,562 shares worth $3.49 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 82,196 shares of Heritage Financial Corporation (HFWA), valued at approximately $2.14 M.
As of the Q1 2026 filing, Heritage Financial Corporation (HFWA) represents approximately 0.02% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Heritage Financial Corporation (HFWA) was 292,423 shares, as reported at the end of Q1 2024.