Dana Investment Advisors, Inc.

Position in HFWA — Heritage Financial Corp /Wa/

CIK 1427514 BROOKFIELD, WI

Position in HFWA

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$5,719,012

+$505,110 QoQ

Shares Held

219,962

-0.2% QoQ

Ownership

0.534%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 61% Shared 0% None 39%

Financial Services · as of Mar 31, 2026

Dana Investment Advisors, Inc. holds $103,624,904 across 28 Banks - Regional names. HFWA ranks #6 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WBS	Webster Financial Corp	160,725	$11,157,529
2	HAPN	Happen, Inc.	552,000	$7,904,640
3	PFBC	Preferred Bank	79,421	$7,202,690
4	NWBI	Northwest Bancshares, Inc.	518,677	$6,582,011
5	BANC	Banc Of California, Inc.	348,583	$6,128,089
6	HFWA	Heritage Financial Corp /Wa/ This page	219,962	$5,719,012
7	WAFD	Wafd Inc	156,715	$4,920,851
8	HOPE	Hope Bancorp Inc	421,478	$4,707,909

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,719,012	219,962	-0.2%	Shares	Sole	2026-05-14
2025-12-31	$5,213,902	220,461	-0.1%	Shares	Sole	2026-02-05
2025-09-30	$5,339,676	220,739	-0.7%	Shares	Sole	2025-11-10
2025-06-30	$5,299,298	222,286	-1.5%	Shares	Sole	2025-08-13
2025-03-31	$5,491,086	225,692	+9.3%	Shares	Sole	2025-05-15
2024-12-31	$5,059,666	206,517	-5.4%	Shares	Sole	2025-02-06
2024-09-30	$4,755,003	218,420	-10.5%	Shares	Sole	2024-11-13
2024-06-30	$4,401,808	244,138	-1.3%	Shares	Sole	2024-08-27
2024-03-31	$4,797,454	247,419	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.