Citadel Advisors
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Citadel Advisors’s Heritage Financial HFWA Stock Holding History

Citadel Advisors’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
Q2 		– Sell
-1,100
Closed -$26.8K – 13556
2025
Q1 		$26.8K Buy
1,100
+900
+450% +$22K ﹤0.01% 12917
2024
Q4 		$4.9K Sell
200
-4,300
-96% -$104K ﹤0.01% 13894
2024
Q3 		$98K Buy
4,500
+3,800
+543% +$81.1K ﹤0.01% 11140
2024
Q2 		$12.6K Buy
700
+300
+75% +$5.38K ﹤0.01% 12978
2024
Q1 		$7.76K Sell
400
-800
-67% -$15.4K ﹤0.01% 13598
2023
Q4 		$25.7K Sell
1,200
-300
-20% -$5.44K ﹤0.01% 12399
2023
Q3 		$24.5K Buy
1,500
+300
+25% +$5.23K ﹤0.01% 12457
2023
Q2 		$19.4K Buy
1,200
+1,000
+500% +$17.4K ﹤0.01% 12750
2023
Q1 		$4.28K Sell
200
-1,800
-90% -$48.6K ﹤0.01% 13969
2022
Q4 		$61.3K Buy
+2,000
New +$62.6K ﹤0.01% 11889
2022
Q1 		– Sell
-8,700
Closed -$213K – 13989
2021
Q4 		$213K Buy
+8,700
New +$215K ﹤0.01% 11724

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

Citadel Advisors's HFWA Position: Q1 2026 in Review

Citadel Advisors sold out of Heritage Financial (HFWA) in Q1 2026, closing a stake of 98,557 shares — an estimated $2.33M sold.

Citadel Advisors first reported a position in HFWA in Q1 2014 and held it in 38 quarters. The position peaked at $3.94M in Q2 2021. 184 funds tracked by Wall St. Rank hold HFWA as of Q1 2026.

  • Citadel Advisors reported no remaining Heritage Financial position as of Q1 2026 after selling out during the quarter.
  • Citadel Advisors sold 98,557 Heritage Financial shares in Q1 2026, an estimated $2.33M.
  • Citadel Advisors first reported a position in Heritage Financial in Q1 2014 and held it in 38 quarters.
  • Citadel Advisors's Heritage Financial position peaked at $3.94M in Q2 2021.
  • 184 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.