Dana Investment Advisors, Inc.

Position in HFWA — Heritage Financial Corp /Wa/

CIK 1427514 BROOKFIELD, WI

Position in HFWA

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$6,408,997

+$689,985 QoQ

Shares Held

216,374

-1.6% QoQ

Ownership

0.529%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#31

of 190 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 61% Shared 0% None 39%

Financial Services · as of Jun 30, 2026

Dana Investment Advisors, Inc. holds $130,660,715 across 28 Banks - Regional names. HFWA ranks #8 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HAPN	Happen, Inc.	635,985	$13,190,328
2	PFBC	Preferred Bank	105,736	$11,235,507
3	OCFC	Oceanfirst Financial Corp	425,718	$8,314,272
4	HOPE	Hope Bancorp Inc	596,116	$8,154,866
5	NWBI	Northwest Bancshares, Inc.	502,644	$7,620,083
6			95,512	$7,299,027
7	BANC	Banc Of California, Inc.	342,902	$7,005,487
8	HFWA	Heritage Financial Corp /Wa/ This page	216,374	$6,408,997

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,408,997	216,374	-1.6%	Shares	Sole	2026-08-13
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.