Amundi
HFWA icon

Amundi’s Heritage Financial HFWA Stock Holding History

Amundi’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
2025
Q2 		– Sell
-13,669
Closed -$308K – 1884
2025
Q1 		$308K Sell
13,669
-3,254
-19% -$79.4K ﹤0.01% 1594
2024
Q4 		$402K Buy
16,923
+11,281
+200% +$274K ﹤0.01% 1611
2024
Q3 		$118K Buy
5,642
+804
+17% +$17.1K ﹤0.01% 1757
2024
Q2 		$84.9K Sell
4,838
-1,356
-22% -$24.3K ﹤0.01% 1725
2024
Q1 		$109K Buy
6,194
+1,733
+39% +$33.4K ﹤0.01% 1748
2023
Q4 		$90.2K Hold
4,461
– – ﹤0.01% 1794
2023
Q3 		$71.7K Hold
4,461
– – ﹤0.01% 1811
2023
Q2 		$73.2K Sell
4,461
-378
-8% -$6.58K ﹤0.01% 1839
2023
Q1 		$98.7K Buy
+4,839
New +$131K ﹤0.01% 1737

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amundi's HFWA Position: Q2 2025 in Review

Amundi sold out of Heritage Financial (HFWA) in Q2 2025, closing a stake of 13,669 shares — an estimated $308K sold.

Amundi first reported a position in HFWA in Q1 2023 and held it in 9 quarters. The position peaked at $402K in Q4 2024. 171 funds tracked by Wall St. Rank hold HFWA as of Q2 2025.

  • Amundi reported no remaining Heritage Financial position as of Q2 2025 after selling out during the quarter.
  • Amundi sold 13,669 Heritage Financial shares in Q2 2025, an estimated $308K.
  • Amundi first reported a position in Heritage Financial in Q1 2023 and held it in 9 quarters.
  • Amundi's Heritage Financial position peaked at $402K in Q4 2024.
  • 171 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2025.

Based on Amundi's 13F filing for Q2 2025, filed 13 Aug 2025.