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Brooklyn Investment Group’s Heritage Financial HFWA Stock Holding History

Brooklyn Investment 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
2025
Q3 		– Sell
-396
Closed -$9.44K – 1539
2025
Q2 		$9.44K Buy
396
+289
+270% +$6.65K ﹤0.01% 2197
2025
Q1 		$2.6K Buy
+107
New +$2.61K ﹤0.01% 2066

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

Brooklyn Investment Group's HFWA Position: Q3 2025 in Review

Brooklyn Investment Group sold out of Heritage Financial (HFWA) in Q3 2025, closing a stake of 396 shares — an estimated $9.44K sold.

Brooklyn Investment Group first reported a position in HFWA in Q1 2025 and held it in 2 quarters. The position peaked at $9.44K in Q2 2025. 171 funds tracked by Wall St. Rank hold HFWA as of Q3 2025.

  • Brooklyn Investment Group reported no remaining Heritage Financial position as of Q3 2025 after selling out during the quarter.
  • Brooklyn Investment Group sold 396 Heritage Financial shares in Q3 2025, an estimated $9.44K.
  • Brooklyn Investment Group first reported a position in Heritage Financial in Q1 2025 and held it in 2 quarters.
  • Brooklyn Investment Group's Heritage Financial position peaked at $9.44K in Q2 2025.
  • 171 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2025.

Based on Brooklyn Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.