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Caitong International Asset Management’s Heritage Financial HFWA Stock Holding History

Caitong International Asset 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
2026
Q1 		$260 Buy
10
+9
+900% +$234 ﹤0.01% 1831
2025
Q4 		$24 Buy
+1
New +$24 ﹤0.01% 1789
2025
Q3 		– Sell
-1
Closed -$24 – 2192
2025
Q2 		$24 Hold
1
– – ﹤0.01% 1890
2025
Q1 		$24 Buy
+1
New +$24 ﹤0.01% 2069

Other funds holding HFWA

BlackRock
BlackRock New York $5.72T 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 $2.12B AUM 19.53% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Caitong International Asset Management's HFWA Position: Q1 2026 in Review

Caitong International Asset Management increased its Heritage Financial (HFWA) stake by 900% in Q1 2026, buying an estimated $234 and bringing the position to 10 shares worth $260. The position accounts for ﹤0.01% of the portfolio, ranked #1831.

Caitong International Asset Management first reported a position in HFWA in Q1 2025 and has held it in 4 quarters since. 184 funds tracked by Wall St. Rank hold HFWA as of Q1 2026.

  • Caitong International Asset Management held 10 shares of Heritage Financial worth $260 as of Q1 2026.
  • Caitong International Asset Management bought 9 Heritage Financial shares in Q1 2026, an estimated $234.
  • Heritage Financial made up ﹤0.01% of Caitong International Asset Management's portfolio in Q1 2026, its #1831 holding.
  • Caitong International Asset Management first reported a position in Heritage Financial in Q1 2025 and has held it in 4 quarters since.
  • 184 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2026.

Based on Caitong International Asset Management's 13F filing for Q1 2026, filed 11 May 2026.