Ameritas Investment Partners’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $74.1K | Hold |
2,850
| – | – | ﹤0.01% | 1860 |
|
|
2025
Q4 | $67.4K | Hold |
2,850
| – | – | ﹤0.01% | 1929 |
|
|
2025
Q3 | $68.9K | Sell |
2,850
-573
| -17% | -$13.9K | ﹤0.01% | 1916 |
|
|
2025
Q2 | $81.6K | Hold |
3,423
| – | – | ﹤0.01% | 1889 |
|
|
2025
Q1 | $83.3K | Hold |
3,423
| – | – | ﹤0.01% | 1822 |
|
|
2024
Q4 | $83.9K | Hold |
3,423
| – | – | ﹤0.01% | 1889 |
|
|
2024
Q3 | $74.5K | Hold |
3,423
| – | – | ﹤0.01% | 1960 |
|
|
2024
Q2 | $61.7K | Hold |
3,423
| – | – | ﹤0.01% | 2021 |
|
|
2024
Q1 | $66.4K | Hold |
3,423
| – | – | ﹤0.01% | 1988 |
|
|
2023
Q4 | $73.2K | Hold |
3,423
| – | – | ﹤0.01% | 1930 |
|
|
2023
Q3 | $55.8K | Buy |
3,423
+647
| +23% | +$11.3K | ﹤0.01% | 2037 |
|
|
2023
Q2 | $44.9K | Hold |
2,776
| – | – | ﹤0.01% | 2112 |
|
|
2023
Q1 | $59.4K | Hold |
2,776
| – | – | ﹤0.01% | 1863 |
|
|
2022
Q4 | $79.5K | Hold |
2,776
| – | – | ﹤0.01% | 1749 |
|
|
2022
Q3 | $73K | Hold |
2,776
| – | – | ﹤0.01% | 1718 |
|
|
2022
Q2 | $69K | Hold |
2,776
| – | – | ﹤0.01% | 1765 |
|
|
2022
Q1 | $70K | Hold |
2,776
| – | – | ﹤0.01% | 1856 |
|
|
2021
Q4 | $68K | Hold |
2,776
| – | – | ﹤0.01% | 1930 |
|
|
2021
Q3 | $71K | Sell |
2,776
-345
| -11% | -$8.38K | ﹤0.01% | 1913 |
|
|
2021
Q2 | $78K | Hold |
3,121
| – | – | ﹤0.01% | 1887 |
|
|
2021
Q1 | $88K | Hold |
3,121
| – | – | ﹤0.01% | 1750 |
|
|
2020
Q4 | $73K | Hold |
3,121
| – | – | ﹤0.01% | 1749 |
|
|
2020
Q3 | $57K | Hold |
3,121
| – | – | ﹤0.01% | 1754 |
|
|
2020
Q2 | $62K | Hold |
3,121
| – | – | ﹤0.01% | 1700 |
|
|
2020
Q1 | $62K | Hold |
3,121
| – | – | ﹤0.01% | 1539 |
|
|
2019
Q4 | $88K | Hold |
3,121
| – | – | ﹤0.01% | 1592 |
|
|
2019
Q3 | $84K | Hold |
3,121
| – | – | ﹤0.01% | 1580 |
|
|
2019
Q2 | $92K | Buy |
3,121
+318
| +11% | +$9.57K | ﹤0.01% | 1546 |
|
|
2019
Q1 | $84K | Hold |
2,803
| – | – | ﹤0.01% | 1579 |
|
|
2018
Q4 | $83K | Hold |
2,803
| – | – | ﹤0.01% | 1506 |
|
|
2018
Q3 | $99K | Hold |
2,803
| – | – | ﹤0.01% | 1576 |
|
|
2018
Q2 | $98K | Buy |
2,803
+469
| +20% | +$15K | ﹤0.01% | 1562 |
|
|
2018
Q1 | $71K | Hold |
2,334
| – | – | ﹤0.01% | 1706 |
|
|
2017
Q4 | $72K | Hold |
2,334
| – | – | ﹤0.01% | 1702 |
|
|
2017
Q3 | $61K | Hold |
2,334
| – | – | ﹤0.01% | 1757 |
|
|
2017
Q2 | $62K | Hold |
2,334
| – | – | ﹤0.01% | 1760 |
|
|
2017
Q1 | $58K | Buy |
+2,334
| New | +$58.5K | ﹤0.01% | 1750 |
|
Other funds holding HFWA
VCM
BCM
Ameritas Investment Partners's HFWA Position: Q1 2026 in Review
Ameritas Investment Partners held its Heritage Financial (HFWA) position steady in Q1 2026 at 2,850 shares worth $74.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1860.
Ameritas Investment Partners first reported a position in HFWA in Q1 2017 and has held it in 37 quarters since. The position peaked at $99K in Q3 2018. 184 funds tracked by Wall St. Rank hold HFWA as of Q1 2026.
- Ameritas Investment Partners held 2,850 shares of Heritage Financial worth $74.1K as of Q1 2026.
- Ameritas Investment Partners left its Heritage Financial share count unchanged in Q1 2026.
- Heritage Financial made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #1860 holding.
- Ameritas Investment Partners first reported a position in Heritage Financial in Q1 2017 and has held it in 37 quarters since.
- Ameritas Investment Partners's Heritage Financial position peaked at $99K in Q3 2018.
- 184 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2026.
Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.