Bessemer Group
HFWA icon

Bessemer Group’s Heritage Financial HFWA Stock Holding History

Bessemer Group’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
Q2 		$6K Hold
201
– – ﹤0.01% 2245
2026
Q1 		$5K Hold
201
– – ﹤0.01% 2232
2025
Q4 		$5K Buy
201
+12
+6% +$283 ﹤0.01% 2255
2025
Q3 		$5K Buy
189
+7
+4% +$170 ﹤0.01% 2143
2025
Q2 		$4K Sell
182
-157
-46% -$3.61K ﹤0.01% 2069
2025
Q1 		$8K Buy
339
+219
+183% +$5.34K ﹤0.01% 1858
2024
Q4 		$3K Hold
120
– – ﹤0.01% 2124
2024
Q3 		$3K Buy
+120
New +$2.56K ﹤0.01% 2094
2023
Q3 		– Sell
-146
Closed -$2K – 2222
2023
Q2 		$2K Hold
146
– – ﹤0.01% 2039
2023
Q1 		$3K Buy
146
+3
+2% +$81 ﹤0.01% 1761
2022
Q4 		$4K Hold
143
– – ﹤0.01% 1634
2022
Q3 		$4K Buy
+143
New +$3.77K ﹤0.01% 1761
2017
Q4 		– Sell
-51,448
Closed -$1.52M – 1740
2017
Q3 		$1.52M Sell
51,448
-100
-0.2% -$2.69K 0.01% 526
2017
Q2 		$1.37M Buy
51,548
+648
+1% +$16.2K 0.01% 577
2017
Q1 		$1.26M Buy
50,900
+3,300
+7% +$82.6K 0.01% 640
2016
Q4 		$1.23M Buy
47,600
+26,400
+125% +$565K 0.01% 653
2016
Q3 		$381K Buy
+21,200
New +$379K ﹤0.01% 845

Other funds holding HFWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Bessemer Group's HFWA Position: Q2 2026 in Review

Bessemer Group held its Heritage Financial (HFWA) position steady in Q2 2026 at 201 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #2245.

Bessemer Group first reported a position in HFWA in Q3 2016 and has held it in 17 quarters since. The position peaked at $1.52M in Q3 2017. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Bessemer Group held 201 shares of Heritage Financial worth $6K as of Q2 2026.
  • Bessemer Group left its Heritage Financial share count unchanged in Q2 2026.
  • Heritage Financial made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #2245 holding.
  • Bessemer Group first reported a position in Heritage Financial in Q3 2016 and has held it in 17 quarters since.
  • Bessemer Group's Heritage Financial position peaked at $1.52M in Q3 2017.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.