Covestor’s Heritage Financial HFWA Stock Holding History

Covestor’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
2026 Q1	$0	Buy	17 +8	+89%	+$208	﹤0.01%	2482
2025 Q4	$0	Sell	9 -5	-36%	-$118	﹤0.01%	2463
2025 Q3	$0	Buy	14 +1	+8%	+$24	﹤0.01%	2486
2025 Q2	$0	Sell	13 -3	-19%	-$69	﹤0.01%	2433
2025 Q1	$0	Sell	16 -9	-36%	-$220	﹤0.01%	2435
2024 Q4	$1K	Buy	25 +4	+19%	+$97	﹤0.01%	2052
2024 Q3	$0	Sell	21 -19	-48%	-$405	﹤0.01%	2430
2024 Q2	$1K	Buy	40 +3	+8%	+$54	﹤0.01%	2016
2024 Q1	$1K	Sell	37 -22	-37%	-$423	﹤0.01%	1993
2023 Q4	$1K	Sell	59 -12	-17%	-$218	﹤0.01%	1976
2023 Q3	$1K	Buy	71 +53	+294%	+$925	﹤0.01%	1940
2023 Q2	$0	Buy	18 +3	+20%	+$52	﹤0.01%	2356
2023 Q1	$0	Buy	15 +2	+15%	+$54	﹤0.01%	2262
2022 Q4	$0	Hold	13	–	–	﹤0.01%	2285
2022 Q3	$0	Sell	13 -102	-89%	-$2.69K	﹤0.01%	2250
2022 Q2	$3K	Sell	115 -116	-50%	-$2.89K	﹤0.01%	1524
2022 Q1	$6K	Buy	231 +75	+48%	+$1.92K	﹤0.01%	1448
2021 Q4	$4K	Buy	+156	New	+$3.85K	0.01%	1390

Other funds holding HFWA

BlackRock New York $5.7T 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Basswood Capital Management New York $1.96B AUM 19.53% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return