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Aster Capital Management’s Heritage Financial HFWA Stock Holding History

Aster Capital Management’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 		$151K Buy
+6,204
New +$161K 0.05% 275
2025
Q4 		– Sell
-74
Closed -$1.79K – 1228
2025
Q3 		$1.79K Sell
74
-289
-80% -$7K ﹤0.01% 879
2025
Q2 		$8.65K Buy
+363
New +$8.36K ﹤0.01% 814

Other funds holding HFWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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

Aster Capital Management's HFWA Position: Q1 2026 in Review

Aster Capital Management opened a new position in Heritage Financial (HFWA) in Q1 2026: 6,204 shares worth $151K. The stake represents 0.05% of the portfolio and ranks #275 among its holdings. This is a return to the name: Aster Capital Management previously reported a position in HFWA as recently as Q3 2025.

Aster Capital Management first reported a position in HFWA in Q2 2025 and has held it in 3 quarters since. 184 funds tracked by Wall St. Rank hold HFWA as of Q1 2026.

  • Aster Capital Management held 6,204 shares of Heritage Financial worth $151K as of Q1 2026.
  • Heritage Financial was a new Aster Capital Management position in Q1 2026.
  • Heritage Financial made up 0.05% of Aster Capital Management's portfolio in Q1 2026, its #275 holding.
  • Aster Capital Management first reported a position in Heritage Financial in Q2 2025 and has held it in 3 quarters since.
  • 184 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2026.

Based on Aster Capital Management's 13F filing for Q1 2026, filed 13 May 2026.