Canada Life’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $945K | Buy |
36,322
+4,096
| +13% | +$106K | ﹤0.01% | 1372 |
|
|
2025
Q4 | $762K | Buy |
32,226
+44
| +0.1% | +$1.04K | ﹤0.01% | 1435 |
|
|
2025
Q3 | $792K | Sell |
32,182
-9
| -0% | -$218 | ﹤0.01% | 1501 |
|
|
2025
Q2 | $767K | Sell |
32,191
-2,087
| -6% | -$48K | ﹤0.01% | 1504 |
|
|
2025
Q1 | $835K | Buy |
34,278
+28
| +0.1% | +$683 | ﹤0.01% | 1485 |
|
|
2024
Q4 | $838K | Sell |
34,250
-3,291
| -9% | -$79.9K | ﹤0.01% | 1517 |
|
|
2024
Q3 | $817K | Buy |
37,541
+255
| +0.7% | +$5.44K | ﹤0.01% | 1559 |
|
|
2024
Q2 | $672K | Buy |
37,286
+4,841
| +15% | +$86.9K | ﹤0.01% | 1609 |
|
|
2024
Q1 | $627K | Sell |
32,445
-3,840
| -11% | -$73.9K | ﹤0.01% | 1634 |
|
|
2023
Q4 | $775K | Sell |
36,285
-525
| -1% | -$9.52K | ﹤0.01% | 1582 |
|
|
2023
Q3 | $600K | Buy |
36,810
+7,140
| +24% | +$125K | ﹤0.01% | 1643 |
|
|
2023
Q2 | $480K | Sell |
29,670
-2,109
| -7% | -$36.7K | ﹤0.01% | 1694 |
|
|
2023
Q1 | $680K | Sell |
31,779
-4,688
| -13% | -$126K | ﹤0.01% | 1611 |
|
|
2022
Q4 | $1.12M | Sell |
36,467
-2,509
| -6% | -$78.5K | ﹤0.01% | 1482 |
|
|
2022
Q3 | $1.03M | Buy |
38,976
+3,035
| +8% | +$80.1K | ﹤0.01% | 1474 |
|
|
2022
Q2 | $905K | Buy |
35,941
+4,031
| +13% | +$101K | ﹤0.01% | 1500 |
|
|
2022
Q1 | $819K | Buy |
31,910
+943
| +3% | +$24.1K | ﹤0.01% | 1590 |
|
|
2021
Q4 | $756K | Sell |
30,967
-1,530
| -5% | -$37.7K | ﹤0.01% | 1613 |
|
|
2021
Q3 | $836K | Buy |
32,497
+1,672
| +5% | +$40.6K | ﹤0.01% | 1586 |
|
|
2021
Q2 | $771K | Buy |
30,825
+36
| +0.1% | +$1K | ﹤0.01% | 1613 |
|
|
2021
Q1 | $869K | Sell |
30,789
-5,076
| -14% | -$133K | ﹤0.01% | 1566 |
|
|
2020
Q4 | $839K | Sell |
35,865
-3,872
| -10% | -$87K | ﹤0.01% | 1587 |
|
|
2020
Q3 | $730K | Sell |
39,737
-4,824
| -11% | -$94.4K | ﹤0.01% | 1542 |
|
|
2020
Q2 | $891K | Sell |
44,561
-2,437
| -5% | -$45.9K | ﹤0.01% | 1491 |
|
|
2020
Q1 | $934K | Buy |
46,998
+1,845
| +4% | +$45.6K | ﹤0.01% | 1328 |
|
|
2019
Q4 | $1.27M | Buy |
+45,153
| New | +$1.25M | ﹤0.01% | 1378 |
|
|
2019
Q3 | – | Sell |
-44,520
| Closed | -$1.31M | – | 1623 |
|
|
2019
Q2 | $1.31M | Buy |
44,520
+20
| +0% | +$602 | ﹤0.01% | 1400 |
|
|
2019
Q1 | $1.34M | Hold |
44,500
| – | – | ﹤0.01% | 1265 |
|
|
2018
Q4 | $1.22M | Buy |
44,500
+2,632
| +6% | +$86.1K | ﹤0.01% | 1310 |
|
|
2018
Q3 | $1.47M | Buy |
41,868
+36,752
| +718% | +$1.32M | ﹤0.01% | 1358 |
|
|
2018
Q2 | $177K | Hold |
5,116
| – | – | ﹤0.01% | 2009 |
|
|
2018
Q1 | $157K | Buy |
5,116
+154
| +3% | +$4.75K | ﹤0.01% | 2025 |
|
|
2017
Q4 | $153K | Hold |
4,962
| – | – | ﹤0.01% | 2034 |
|
|
2017
Q3 | $147K | Hold |
4,962
| – | – | ﹤0.01% | 2038 |
|
|
2017
Q2 | $131K | Hold |
4,962
| – | – | ﹤0.01% | 2027 |
|
|
2017
Q1 | $123K | Hold |
4,962
| – | – | ﹤0.01% | 2046 |
|
|
2016
Q4 | $128K | Hold |
4,962
| – | – | ﹤0.01% | 2044 |
|
|
2016
Q3 | $89K | Hold |
4,962
| – | – | ﹤0.01% | 2180 |
|
|
2016
Q2 | $87K | Hold |
4,962
| – | – | ﹤0.01% | 2152 |
|
|
2016
Q1 | $87K | Hold |
4,962
| – | – | ﹤0.01% | 1878 |
|
|
2015
Q4 | $93K | Hold |
4,962
| – | – | ﹤0.01% | 1810 |
|
|
2015
Q3 | $94K | Buy |
+4,962
| New | +$89.7K | ﹤0.01% | 1737 |
|
Other funds holding HFWA
VCM
BCM
Canada Life's HFWA Position: Q1 2026 in Review
Canada Life increased its Heritage Financial (HFWA) stake by 13% in Q1 2026, buying an estimated $106K and bringing the position to 36,322 shares worth $945K. The position accounts for ﹤0.01% of the portfolio, ranked #1372.
Canada Life first reported a position in HFWA in Q3 2015 and has held it in 42 quarters since. The position peaked at $1.47M in Q3 2018. 184 funds tracked by Wall St. Rank hold HFWA as of Q1 2026.
- Canada Life held 36,322 shares of Heritage Financial worth $945K as of Q1 2026.
- Canada Life bought 4,096 Heritage Financial shares in Q1 2026, an estimated $106K.
- Heritage Financial made up ﹤0.01% of Canada Life's portfolio in Q1 2026, its #1372 holding.
- Canada Life first reported a position in Heritage Financial in Q3 2015 and has held it in 42 quarters since.
- Canada Life's Heritage Financial position peaked at $1.47M in Q3 2018.
- 184 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2026.
Based on Canada Life's 13F filing for Q1 2026, filed 14 May 2026.