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Brevan Howard Capital Management’s Heritage Financial HFWA Stock Holding History

Brevan Howard 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
2025
Q3 		– Sell
-8,505
Closed -$203K – 2074
2025
Q2 		$203K Sell
8,505
-7,294
-46% -$168K ﹤0.01% 1710
2025
Q1 		$384K Buy
+15,799
New +$385K ﹤0.01% 791

Other funds holding HFWA

BlackRock
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Jennison Associates
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brevan Howard Capital Management's HFWA Position: Q3 2025 in Review

Brevan Howard Capital Management sold out of Heritage Financial (HFWA) in Q3 2025, closing a stake of 8,505 shares — an estimated $203K sold.

Brevan Howard Capital Management first reported a position in HFWA in Q1 2025 and held it in 2 quarters. The position peaked at $384K in Q1 2025. 171 funds tracked by Wall St. Rank hold HFWA as of Q3 2025.

  • Brevan Howard Capital Management reported no remaining Heritage Financial position as of Q3 2025 after selling out during the quarter.
  • Brevan Howard Capital Management sold 8,505 Heritage Financial shares in Q3 2025, an estimated $203K.
  • Brevan Howard Capital Management first reported a position in Heritage Financial in Q1 2025 and held it in 2 quarters.
  • Brevan Howard Capital Management's Heritage Financial position peaked at $384K in Q1 2025.
  • 171 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2025.

Based on Brevan Howard Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.