Steven Romick - First Pacific Advisors,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
Holdings Activity Buys Sells    History
Holding/activity history for  Heritage Financial Corp (HFWA)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2015   Q3 0 0.00 Sell 100.00% 0.04 SEC
2015   Q2 275,000 0.04 $17.87 $4,914,000 SEC
2015   Q1 275,000 0.04 $17.00 $4,675,000 SEC
2014   Q4 275,000 0.04 $17.55 $4,826,000 SEC
2014   Q3 275,000 0.04 $15.84 $4,356,000 SEC
2014   Q2 275,000 0.04 $16.09 $4,425,000 SEC
2014   Q1 275,000 0.04 $16.92 $4,653,000 SEC
2013   Q4 275,000 0.05 $17.11 $4,705,000 SEC
2013   Q3 275,000 0.05 $15.52 $4,268,000 SEC
2013   Q2 275,000 0.04 $14.65 $4,029,000 SEC
2013   Q1 275,000 0.04 $14.50 $3,987,000 SEC
2012   Q4 275,000 0.05 $14.69 $4,040,000 SEC
2012   Q3 275,000 0.05 $15.03 $4,133,000 SEC
2012   Q2 275,000 0.05 $14.65 $4,029,000 SEC
2012   Q1 275,000 0.05 $13.60 $3,740,000 SEC
2011   Q4 275,000 0.05 $12.56 $3,454,000 SEC
2011   Q3 275,000 0.06 $11.04 $3,036,000 SEC
2011   Q2 275,000 0.06 Buy 0.06 $12.93 $3,556,000 SEC