LSV Asset Management
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LSV Asset Management’s Heritage Financial HFWA Stock Holding History

LSV Asset Management’s Portfolio HFWA Stock Details HFWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.78M Hold
2025
Q1 		$1.81M Buy
2017
Q3 		– Sell
2017
Q2 		$3.61M Sell
2017
Q1 		$3.78M Buy
2016
Q4 		$3.92M Buy
2016
Q3 		$2.31M Buy
2016
Q2 		$123K Buy