CIBC Private Wealth Group
HFWA icon

CIBC Private Wealth Group’s Heritage Financial HFWA Stock Holding History

CIBC Private Wealth 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
Q4 		$189 Buy
+8
New +$188 ﹤0.01% 3226

Other funds holding HFWA

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Jennison Associates
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Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return

CIBC Private Wealth Group's HFWA Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in Heritage Financial (HFWA) in Q4 2025: 8 shares worth $189. The stake represents ﹤0.01% of the portfolio and ranks #3226 among its holdings.

174 funds tracked by Wall St. Rank hold HFWA as of Q4 2025.

  • CIBC Private Wealth Group held 8 shares of Heritage Financial worth $189 as of Q4 2025.
  • Heritage Financial was a new CIBC Private Wealth Group position in Q4 2025.
  • Heritage Financial made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3226 holding.
  • 174 funds tracked by Wall St. Rank held Heritage Financial as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.