HOTCHKIS & WILEY's HFWA Position Overview
HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 270,039 shares of Heritage Financial Corporation (HFWA) worth $7.02 M, representing 0.02% of the portfolio. First purchased in 2019-Q4, this long-term strategic position has been held for 21 quarters.
Based on 13F filings, HOTCHKIS & WILEY has maintained a strategic position in HFWA, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 164,450 shares. Largest reduction occurred in Q3 2022, reducing 190,980 shares.
Analysis based on 13F filings available since 2013 Q2
HOTCHKIS & WILEY's Heritage Financial Corporation (HFWA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Heritage Financial Corporation (HFWA) Trades by HOTCHKIS & WILEY
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -12,780 | Reduce 4.52% | 270,039 | $26.00 |
| Q4 2025 | +2,300 | Add 0.82% | 282,819 | $23.65 |
| Q3 2025 | -3,451 | Reduce 1.22% | 280,519 | $24.19 |
| Q2 2025 | -7,930 | Reduce 2.72% | 283,970 | $23.84 |
| Q1 2025 | -31,390 | Reduce 9.71% | 291,900 | $24.33 |
| Q4 2024 | +12,200 | Add 3.92% | 323,290 | $24.50 |
| Q3 2024 | -23,240 | Reduce 6.95% | 311,090 | $21.77 |
| Q2 2024 | +56,170 | Add 20.19% | 334,330 | $18.03 |
| Q1 2024 | +126,410 | Add 83.30% | 278,160 | $19.39 |
| Q4 2023 | -12,700 | Reduce 7.72% | 151,750 | $21.39 |
| Q3 2023 | +164,450 | New Buy | 164,450 | $16.31 |
| Q3 2022 | -190,980 | Sold Out | 0 | $0.00 |
| Q2 2022 | -16,420 | Reduce 7.92% | 190,980 | $25.16 |
| Q1 2022 | +22,340 | Add 12.07% | 207,400 | $25.06 |
| Q4 2021 | +92,540 | Add 100.02% | 185,060 | $24.44 |
| Q3 2021 | +92,520 | New Buy | 92,520 | $25.50 |
| Q4 2020 | -61,060 | Sold Out | 0 | $0.00 |
| Q3 2020 | -57,180 | Reduce 48.36% | 61,060 | $18.39 |
| Q2 2020 | +2,770 | Add 2.40% | 118,240 | $20.00 |
| Q1 2020 | -10,600 | Reduce 8.41% | 115,470 | $20.00 |
| Q4 2019 | +126,070 | New Buy | 126,070 | $28.30 |
HOTCHKIS & WILEY's Heritage Financial Corporation Investment FAQs
HOTCHKIS & WILEY first purchased Heritage Financial Corporation (HFWA) in Q4 2019, acquiring 126,070 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY has held Heritage Financial Corporation (HFWA) for 21 quarters since Q4 2019.
HOTCHKIS & WILEY's largest addition to Heritage Financial Corporation (HFWA) was in Q3 2023, adding 164,450 shares worth $2.68 M.
According to the latest 13F filing for Q1 2026, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 270,039 shares of Heritage Financial Corporation (HFWA), valued at approximately $7.02 M.
As of the Q1 2026 filing, Heritage Financial Corporation (HFWA) represents approximately 0.02% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings.
HOTCHKIS & WILEY's peak holding in Heritage Financial Corporation (HFWA) was 334,330 shares, as reported at the end of Q2 2024.