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LORD, ABBETT & CO. LLC

Position in HFWA — Heritage Financial Corp /Wa/

CIK 728100 JERSEY CITY, NJ

Position in HFWA

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$7,083,362
+$514,599 QoQ
Shares Held
272,437
-1.9% QoQ
Ownership
0.661%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in HFWA Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Mar 31, 2026

LORD, ABBETT & CO. LLC holds $192,351,821 across 13 Banks - Regional names. HFWA ranks #9 (3.7% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in HFWA

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16 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $7,083,362 272,437
2025-12-31 $6,568,763 277,749
2025-09-30 $7,903,622 326,731
2025-06-30 $7,789,267 326,731
2025-03-31 $7,691,905 316,149
2024-12-31 $7,775,834 317,381
2024-09-30 $6,972,212 320,267
2024-06-30 $5,886,650 326,492
2024-03-31 $6,356,778 327,838
2023-12-31 $7,012,454 327,838
2023-09-30 $4,392,152 269,292
2023-06-30 $4,079,561 252,292
2023-03-31 $6,237,928 291,492
2022-12-31 $10,938,234 356,992
2022-09-30 $8,689,889 328,292
2022-06-30 $7,107,498 282,492