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
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 $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

American Century Companies's HFWA Position: Q1 2026 in Review

American Century Companies increased its Heritage Financial (HFWA) stake by 1.2% in Q1 2026, buying an estimated $33K and bringing the position to 103,113 shares worth $2.68M. The position accounts for ﹤0.01% of the portfolio, ranked #2023.

American Century Companies first reported a position in HFWA in Q2 2013 and has held it in 23 quarters since. The position peaked at $9.68M in Q3 2013. 184 funds tracked by Wall St. Rank hold HFWA as of Q1 2026.

  • American Century Companies held 103,113 shares of Heritage Financial worth $2.68M as of Q1 2026.
  • American Century Companies bought 1,269 Heritage Financial shares in Q1 2026, an estimated $33K.
  • Heritage Financial made up ﹤0.01% of American Century Companies's portfolio in Q1 2026, its #2023 holding.
  • American Century Companies first reported a position in Heritage Financial in Q2 2013 and has held it in 23 quarters since.
  • American Century Companies's Heritage Financial position peaked at $9.68M in Q3 2013.
  • 184 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2026.

Based on American Century Companies's 13F filing for Q1 2026, filed 15 May 2026.