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Corebridge Financial’s Heritage Financial HFWA Stock Holding History

Corebridge Financial’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
-17,645
Closed -$429K – 1201
2025
Q1 		$429K Sell
17,645
-352
-2% -$8.59K ﹤0.01% 1680
2024
Q4 		$441K Sell
17,997
-1,685
-9% -$40.9K ﹤0.01% 1754
2024
Q3 		$428K Sell
19,682
-216
-1% -$4.61K ﹤0.01% 1810
2024
Q2 		$359K Buy
+19,898
New +$357K ﹤0.01% 1875

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Corebridge Financial's HFWA Position: Q2 2025 in Review

Corebridge Financial sold out of Heritage Financial (HFWA) in Q2 2025, closing a stake of 17,645 shares — an estimated $429K sold.

Corebridge Financial first reported a position in HFWA in Q2 2024 and held it in 4 quarters. The position peaked at $441K in Q4 2024. 171 funds tracked by Wall St. Rank hold HFWA as of Q2 2025.

  • Corebridge Financial reported no remaining Heritage Financial position as of Q2 2025 after selling out during the quarter.
  • Corebridge Financial sold 17,645 Heritage Financial shares in Q2 2025, an estimated $429K.
  • Corebridge Financial first reported a position in Heritage Financial in Q2 2024 and held it in 4 quarters.
  • Corebridge Financial's Heritage Financial position peaked at $441K in Q4 2024.
  • 171 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2025.

Based on Corebridge Financial's 13F filing for Q2 2025, filed 12 Aug 2025.