AB
HFWA icon

Amalgamated Bank’s Heritage Financial HFWA Stock Holding History

Amalgamated Bank’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
2026
Q2 		$328K Sell
11,082
-536
-5% -$14.7K ﹤0.01% 1471
2026
Q1 		$302K Buy
11,618
+1,748
+18% +$45.4K ﹤0.01% 1467
2025
Q4 		$233K Sell
9,870
-201
-2% -$4.73K ﹤0.01% 1529
2025
Q3 		$244K Buy
10,071
+340
+3% +$8.24K ﹤0.01% 1521
2025
Q2 		$232K Hold
9,731
– – ﹤0.01% 1517
2025
Q1 		$237K Sell
9,731
-397
-4% -$9.68K ﹤0.01% 1489
2024
Q4 		$248K Sell
10,128
-92
-0.9% -$2.23K ﹤0.01% 1525
2024
Q3 		$222K Sell
10,220
-51
-0.5% -$1.09K ﹤0.01% 1547
2024
Q2 		$185K Sell
10,271
-1,065
-9% -$19.1K ﹤0.01% 1598
2024
Q1 		$220K Sell
11,336
-1,880
-14% -$36.2K ﹤0.01% 1578
2023
Q4 		$283K Sell
13,216
-842
-6% -$15.3K ﹤0.01% 1677
2023
Q3 		$229K Hold
14,058
– – ﹤0.01% 1738
2023
Q2 		$227K Sell
14,058
-560
-4% -$9.75K ﹤0.01% 1779
2023
Q1 		$313K Sell
14,618
-1,196
-8% -$32.3K ﹤0.01% 1624
2022
Q4 		$485K Hold
15,814
– – ﹤0.01% 1479
2022
Q3 		$419K Buy
15,814
+108
+0.7% +$2.85K ﹤0.01% 1518
2022
Q2 		$395K Buy
15,706
+107
+0.7% +$2.67K ﹤0.01% 1573
2022
Q1 		$391K Sell
15,599
-989
-6% -$25.3K ﹤0.01% 1661
2021
Q4 		$405K Sell
16,588
-823
-5% -$20.3K ﹤0.01% 1679
2021
Q3 		$444K Sell
17,411
-274
-2% -$6.66K ﹤0.01% 1645
2021
Q2 		$442K Buy
+17,685
New +$493K ﹤0.01% 1701

Other funds holding HFWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
KJWM
Kiley Juergens Wealth Management Olympia, Washington $639M AUM 31.14% 1-Year Est. Return

Amalgamated Bank's HFWA Position: Q2 2026 in Review

Amalgamated Bank reduced its Heritage Financial (HFWA) stake by 4.6% in Q2 2026, selling an estimated $14.7K and leaving 11,082 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Amalgamated Bank first reported a position in HFWA in Q2 2021 and has held it in 21 quarters since. The position peaked at $485K in Q4 2022. 79 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Amalgamated Bank held 11,082 shares of Heritage Financial worth $328K as of Q2 2026.
  • Amalgamated Bank sold 536 Heritage Financial shares in Q2 2026, an estimated $14.7K.
  • Heritage Financial made up ﹤0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1471 holding.
  • Amalgamated Bank first reported a position in Heritage Financial in Q2 2021 and has held it in 21 quarters since.
  • Amalgamated Bank's Heritage Financial position peaked at $485K in Q4 2022.
  • 79 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.