B
HFWA icon

Bensler’s Heritage Financial HFWA Stock Holding History

Bensler’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 		$532K Hold
20,450
– – 0.05% 121
2025
Q4 		$484K Hold
20,450
– – 0.05% 123
2025
Q3 		$495K Hold
20,450
– – 0.05% 115
2025
Q2 		$488K Hold
20,450
– – 0.05% 110
2025
Q1 		$498K Hold
20,450
– – 0.06% 107
2024
Q4 		$501K Hold
20,450
– – 0.06% 109
2024
Q3 		$445K Hold
20,450
– – 0.06% 109
2024
Q2 		$369K Sell
20,450
-30
-0.1% -$538 0.05% 118
2024
Q1 		$397K Hold
20,480
– – 0.06% 115
2023
Q4 		$438K Buy
20,480
+30
+0.1% +$544 0.07% 112
2023
Q3 		$334K Hold
20,450
– – 0.06% 115
2023
Q2 		$331K Hold
20,450
– – 0.06% 118
2023
Q1 		$438K Hold
20,450
– – 0.09% 109
2022
Q4 		$627K Hold
20,450
– – 0.14% 97
2022
Q3 		$541K Hold
20,450
– – 0.13% 100
2022
Q2 		$515K Hold
20,450
– – 0.12% 99
2022
Q1 		$512K Buy
+20,450
New +$522K 0.11% 101

Other funds holding HFWA

BlackRock
BlackRock New York $5.7T 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 $1.96B AUM 19.53% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return