Bank of America’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 | $5.47M | Sell |
210,438
-9,857
| -4% | -$256K | ﹤0.01% | 3398 |
|
|
2025
Q4 | $5.21M | Buy |
220,295
+4,563
| +2% | +$107K | ﹤0.01% | 3355 |
|
|
2025
Q3 | $5.22M | Buy |
215,732
+35,151
| +19% | +$852K | ﹤0.01% | 3965 |
|
|
2025
Q2 | $4.31M | Buy |
180,581
+25,673
| +17% | +$591K | ﹤0.01% | 4051 |
|
|
2025
Q1 | $3.77M | Buy |
154,908
+7,021
| +5% | +$171K | ﹤0.01% | 4102 |
|
|
2024
Q4 | $3.62M | Buy |
147,887
+46,260
| +46% | +$1.12M | ﹤0.01% | 3891 |
|
|
2024
Q3 | $2.21M | Sell |
101,627
-13,089
| -11% | -$279K | ﹤0.01% | 4472 |
|
|
2024
Q2 | $2.07M | Buy |
114,716
+18,056
| +19% | +$324K | ﹤0.01% | 4421 |
|
|
2024
Q1 | $1.87M | Sell |
96,660
-20,639
| -18% | -$397K | ﹤0.01% | 4494 |
|
|
2023
Q4 | $2.51M | Buy |
117,299
+21,647
| +23% | +$393K | ﹤0.01% | 4183 |
|
|
2023
Q3 | $1.56M | Buy |
95,652
+11,081
| +13% | +$193K | ﹤0.01% | 4482 |
|
|
2023
Q2 | $1.37M | Sell |
84,571
-12,276
| -13% | -$214K | ﹤0.01% | 4539 |
|
|
2023
Q1 | $2.07M | Buy |
96,847
+18,053
| +23% | +$487K | ﹤0.01% | 4317 |
|
|
2022
Q4 | $2.41M | Buy |
78,794
+37,494
| +91% | +$1.17M | ﹤0.01% | 4087 |
|
|
2022
Q3 | $1.09M | Sell |
41,300
-9,144
| -18% | -$241K | ﹤0.01% | 4824 |
|
|
2022
Q2 | $1.27M | Sell |
50,444
-33,339
| -40% | -$832K | ﹤0.01% | 4691 |
|
|
2022
Q1 | $2.1M | Sell |
83,783
-27,624
| -25% | -$706K | ﹤0.01% | 4542 |
|
|
2021
Q4 | $2.72M | Buy |
111,407
+24,181
| +28% | +$597K | ﹤0.01% | 4259 |
|
|
2021
Q3 | $2.22M | Buy |
87,226
+32,390
| +59% | +$787K | ﹤0.01% | 4345 |
|
|
2021
Q2 | $1.37M | Sell |
54,836
-56,348
| -51% | -$1.57M | ﹤0.01% | 4635 |
|
|
2021
Q1 | $3.14M | Buy |
111,184
+59,333
| +114% | +$1.55M | ﹤0.01% | 3849 |
|
|
2020
Q4 | $1.21M | Buy |
51,851
+7,961
| +18% | +$179K | ﹤0.01% | 4345 |
|
|
2020
Q3 | $807K | Sell |
43,890
-8,253
| -16% | -$161K | ﹤0.01% | 4371 |
|
|
2020
Q2 | $1.04M | Sell |
52,143
-10,409
| -17% | -$196K | ﹤0.01% | 4086 |
|
|
2020
Q1 | $1.25M | Buy |
62,552
+6,527
| +12% | +$161K | ﹤0.01% | 3869 |
|
|
2019
Q4 | $1.59M | Sell |
56,025
-71,820
| -56% | -$1.98M | ﹤0.01% | 4187 |
|
|
2019
Q3 | $3.45M | Buy |
127,845
+42,939
| +51% | +$1.19M | ﹤0.01% | 3564 |
|
|
2019
Q2 | $2.51M | Buy |
84,906
+31,442
| +59% | +$947K | ﹤0.01% | 3859 |
|
|
2019
Q1 | $1.61M | Sell |
53,464
-20,134
| -27% | -$631K | ﹤0.01% | 4158 |
|
|
2018
Q4 | $2.19M | Buy |
73,598
+33,421
| +83% | +$1.09M | ﹤0.01% | 3767 |
|
|
2018
Q3 | $1.41M | Sell |
40,177
-998
| -2% | -$35.8K | ﹤0.01% | 4252 |
|
|
2018
Q2 | $1.44M | Sell |
41,175
-7,321
| -15% | -$235K | ﹤0.01% | 4234 |
|
|
2018
Q1 | $1.48M | Buy |
48,496
+6,286
| +15% | +$194K | ﹤0.01% | 4097 |
|
|
2017
Q4 | $1.3M | Sell |
42,210
-13,049
| -24% | -$402K | ﹤0.01% | 4311 |
|
|
2017
Q3 | $1.63M | Sell |
55,259
-22,590
| -29% | -$607K | ﹤0.01% | 4151 |
|
|
2017
Q2 | $2.06M | Sell |
77,849
-75,595
| -49% | -$1.9M | ﹤0.01% | 3852 |
|
|
2017
Q1 | $3.8M | Sell |
153,444
-17,761
| -10% | -$445K | ﹤0.01% | 3291 |
|
|
2016
Q4 | $4.41M | Sell |
171,205
-5,894
| -3% | -$126K | ﹤0.01% | 3052 |
|
|
2016
Q3 | $3.18M | Buy |
177,099
+23,255
| +15% | +$416K | ﹤0.01% | 3247 |
|
|
2016
Q2 | $2.7M | Buy |
153,844
+53,938
| +54% | +$955K | ﹤0.01% | 3376 |
|
|
2016
Q1 | $1.75M | Buy |
99,906
+1,591
| +2% | +$28K | ﹤0.01% | 3676 |
|
|
2015
Q4 | $1.85M | Buy |
98,315
+59,675
| +154% | +$1.13M | ﹤0.01% | 3866 |
|
|
2015
Q3 | $728K | Buy |
38,640
+29,583
| +327% | +$535K | ﹤0.01% | 4545 |
|
|
2015
Q2 | $162K | Buy |
9,057
+1,044
| +13% | +$18.1K | ﹤0.01% | 5346 |
|
|
2015
Q1 | $136K | Sell |
8,013
-1,574
| -16% | -$25.7K | ﹤0.01% | 5146 |
|
|
2014
Q4 | $168K | Sell |
9,587
-1,058
| -10% | -$18.2K | ﹤0.01% | 5493 |
|
|
2014
Q3 | $168K | Sell |
10,645
-832
| -7% | -$13.5K | ﹤0.01% | 5543 |
|
|
2014
Q2 | $185K | Buy |
11,477
+3,295
| +40% | +$53.5K | ﹤0.01% | 5635 |
|
|
2014
Q1 | $139K | Sell |
8,182
-182
| -2% | -$3.18K | ﹤0.01% | 5714 |
|
|
2013
Q4 | $143K | Buy |
8,364
+262
| +3% | +$4.29K | ﹤0.01% | 5872 |
|
|
2013
Q3 | $126K | Sell |
8,102
-8,917
| -52% | -$140K | ﹤0.01% | 5799 |
|
|
2013
Q2 | $249K | Buy |
+17,019
| New | +$238K | ﹤0.01% | 5411 |
|
Other funds holding HFWA
VCM
BCM
Bank of America's HFWA Position: Q1 2026 in Review
Bank of America reduced its Heritage Financial (HFWA) stake by 4.5% in Q1 2026, selling an estimated $256K and leaving 210,438 shares worth $5.47M. The position accounts for ﹤0.01% of the portfolio, ranked #3398.
Bank of America first reported a position in HFWA in Q2 2013 and has held it in 52 quarters since. 184 funds tracked by Wall St. Rank hold HFWA as of Q1 2026.
- Bank of America held 210,438 shares of Heritage Financial worth $5.47M as of Q1 2026.
- Bank of America sold 9,857 Heritage Financial shares in Q1 2026, an estimated $256K.
- Heritage Financial made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3398 holding.
- Bank of America first reported a position in Heritage Financial in Q2 2013 and has held it in 52 quarters since.
- 184 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2026.
Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.