American Century Companies
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American Century Companies’s Heritage Financial HFWA Stock Holding History

American Century Companies’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 		$3.01M Sell
101,603
-1,510
-1% -$41.5K ﹤0.01% 2074
2026
Q1 		$2.68M Buy
103,113
+1,269
+1% +$33K ﹤0.01% 2023
2025
Q4 		$2.41M Sell
101,844
-8,920
-8% -$210K ﹤0.01% 2018
2025
Q3 		$2.68M Sell
110,764
-29,560
-21% -$716K ﹤0.01% 1958
2025
Q2 		$3.35M Sell
140,324
-73,304
-34% -$1.69M ﹤0.01% 1841
2025
Q1 		$5.2M Sell
213,628
-64,547
-23% -$1.57M ﹤0.01% 1589
2024
Q4 		$6.82M Sell
278,175
-14,714
-5% -$357K ﹤0.01% 1480
2024
Q3 		$6.38M Buy
292,889
+14,872
+5% +$317K ﹤0.01% 1489
2024
Q2 		$5.01M Buy
278,017
+8,112
+3% +$146K ﹤0.01% 1505
2024
Q1 		$5.23M Buy
269,905
+85,028
+46% +$1.64M ﹤0.01% 1437
2023
Q4 		$3.95M Buy
184,877
+120,406
+187% +$2.18M ﹤0.01% 1476
2023
Q3 		$1.05M Buy
64,471
+41,887
+185% +$731K ﹤0.01% 1970
2023
Q2 		$365K Buy
22,584
+8,368
+59% +$146K ﹤0.01% 2332
2023
Q1 		$300K Buy
14,216
+1,788
+14% +$48.2K ﹤0.01% 2306
2022
Q4 		$381K Buy
12,428
+4,552
+58% +$142K ﹤0.01% 2144
2022
Q3 		$208K Buy
+7,876
New +$208K ﹤0.01% 2220
2018
Q1 		– Sell
-164,290
Closed -$5.06M – 1283
2017
Q4 		$5.06M Buy
+164,290
New +$5.06M 0.01% 846
2015
Q1 		– Sell
-272,816
Closed -$4.79M – 1390
2014
Q4 		$4.79M Sell
272,816
-128,815
-32% -$2.21M 0.01% 866
2014
Q3 		$6.36M Sell
401,631
-98,707
-20% -$1.6M 0.01% 804
2014
Q2 		$8.05M Buy
500,338
+22,501
+5% +$366K 0.01% 771
2014
Q1 		$8.09M Sell
477,837
-6,010
-1% -$105K 0.01% 780
2013
Q4 		$8.28M Sell
483,847
-139,833
-22% -$2.29M 0.01% 776
2013
Q3 		$9.68M Buy
623,680
+7,957
+1% +$125K 0.01% 724
2013
Q2 		$9.02M Buy
+615,723
New +$8.6M 0.01% 709

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

American Century Companies's HFWA Position: Q2 2026 in Review

American Century Companies reduced its Heritage Financial (HFWA) stake by 1.5% in Q2 2026, selling an estimated $41.5K and leaving 101,603 shares worth $3.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2074.

American Century Companies first reported a position in HFWA in Q2 2013 and has held it in 24 quarters since. The position peaked at $9.68M in Q3 2013. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • American Century Companies held 101,603 shares of Heritage Financial worth $3.01M as of Q2 2026.
  • American Century Companies sold 1,510 Heritage Financial shares in Q2 2026, an estimated $41.5K.
  • Heritage Financial made up ﹤0.01% of American Century Companies's portfolio in Q2 2026, its #2074 holding.
  • American Century Companies first reported a position in Heritage Financial in Q2 2013 and has held it in 24 quarters since.
  • American Century Companies's Heritage Financial position peaked at $9.68M in Q3 2013.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on American Century Companies's 13F filing for Q2 2026, filed 12 Aug 2026.