Citadel Advisors
HFWA icon

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
Q3 		– Sell
-27,800
Closed -$663K – 13325
2025
Q2 		$663K Buy
27,800
+27,500
+9,167% +$633K ﹤0.01% 7970
2025
Q1 		$7.3K Sell
300
-400
-57% -$9.76K ﹤0.01% 13697
2024
Q4 		$17.1K Sell
700
-1,300
-65% -$31.6K ﹤0.01% 13272
2024
Q3 		$43.5K Buy
2,000
+300
+18% +$6.4K ﹤0.01% 12061
2024
Q2 		$30.7K Buy
1,700
+1,000
+143% +$17.9K ﹤0.01% 12247
2024
Q1 		$13.6K Buy
700
+300
+75% +$5.77K ﹤0.01% 13290
2023
Q4 		$8.56K Sell
400
-2,300
-85% -$41.7K ﹤0.01% 13214
2023
Q3 		$44K Buy
2,700
+300
+13% +$5.23K ﹤0.01% 11893
2023
Q2 		$38.8K Buy
2,400
+1,600
+200% +$27.8K ﹤0.01% 12092
2023
Q1 		$17.1K Buy
+800
New +$21.6K ﹤0.01% 13169
2022
Q1 		– Sell
-9,700
Closed -$237K – 13990
2021
Q4 		$237K Sell
9,700
-4,700
-33% -$116K ﹤0.01% 11486
2021
Q3 		$367K Buy
+14,400
New +$350K ﹤0.01% 10602

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.