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Heritage Bankshares, Inc.
Heritage Bankshares, Inc.. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 3 Institutional holders with a total value of $1,769,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANC FUNDS CO LLC 91,319 1,484,000 83.89%
2 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 17,588 277,000 15.66%
3 GLENMEDE TRUST CO NA 500 8,000 0.45%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.