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Cullen/Frost Bankers’s Heritage Financial HFWA Stock Holding History

Cullen/Frost Bankers’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
-131
Closed -$3.13K – 1384
2025
Q2 		$3.13K Sell
131
-332
-72% -$7.64K ﹤0.01% 1135
2025
Q1 		$11.3K Buy
+463
New +$11.3K ﹤0.01% 930

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cullen/Frost Bankers's HFWA Position: Q3 2025 in Review

Cullen/Frost Bankers sold out of Heritage Financial (HFWA) in Q3 2025, closing a stake of 131 shares — an estimated $3.13K sold.

Cullen/Frost Bankers first reported a position in HFWA in Q1 2025 and held it in 2 quarters. The position peaked at $11.3K in Q1 2025. 171 funds tracked by Wall St. Rank hold HFWA as of Q3 2025.

  • Cullen/Frost Bankers reported no remaining Heritage Financial position as of Q3 2025 after selling out during the quarter.
  • Cullen/Frost Bankers sold 131 Heritage Financial shares in Q3 2025, an estimated $3.13K.
  • Cullen/Frost Bankers first reported a position in Heritage Financial in Q1 2025 and held it in 2 quarters.
  • Cullen/Frost Bankers's Heritage Financial position peaked at $11.3K in Q1 2025.
  • 171 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2025.

Based on Cullen/Frost Bankers's 13F filing for Q3 2025, filed 31 Oct 2025.