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David Shaw’s Heritage Financial HFWA Stock Holding History

David Shaw’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
Q2 		$692K Buy
+23,374
New +$643K ﹤0.01% 4000
2024
Q4 		– Sell
-30,331
Closed -$660K – 4567
2024
Q3 		$660K Sell
30,331
-105,999
-78% -$2.26M ﹤0.01% 3543
2024
Q2 		$2.46M Buy
136,330
+36,428
+36% +$654K ﹤0.01% 2472
2024
Q1 		$1.94M Sell
99,902
-262
-0.3% -$5.04K ﹤0.01% 2653
2023
Q4 		$2.14M Buy
100,164
+6,600
+7% +$120K ﹤0.01% 2616
2023
Q3 		$1.53M Buy
93,564
+58,173
+164% +$1.01M ﹤0.01% 2787
2023
Q2 		$572K Buy
+35,391
New +$616K ﹤0.01% 3367
2023
Q1 		– Sell
-10,156
Closed -$311K – 4615
2022
Q4 		$311K Sell
10,156
-1,841
-15% -$57.6K ﹤0.01% 4071
2022
Q3 		$318K Sell
11,997
-17,210
-59% -$454K ﹤0.01% 4269
2022
Q2 		$735K Sell
29,207
-21,357
-42% -$533K ﹤0.01% 3829
2022
Q1 		$1.27M Sell
50,564
-39,800
-44% -$1.02M ﹤0.01% 3718
2021
Q4 		$2.21M Buy
90,364
+68,638
+316% +$1.69M ﹤0.01% 3271
2021
Q3 		$554K Buy
21,726
+9,480
+77% +$230K ﹤0.01% 4021
2021
Q2 		$306K Buy
+12,246
New +$341K ﹤0.01% 4266
2018
Q3 		– Sell
-9,917
Closed -$346K – 3811
2018
Q2 		$346K Sell
9,917
-55,818
-85% -$1.79M ﹤0.01% 3306
2018
Q1 		$2.01M Buy
65,735
+37,976
+137% +$1.17M ﹤0.01% 2058
2017
Q4 		$855K Sell
27,759
-10,430
-27% -$321K ﹤0.01% 2677
2017
Q3 		$1.13M Buy
38,189
+12,094
+46% +$325K ﹤0.01% 2424
2017
Q2 		$691K Sell
26,095
-23,302
-47% -$584K ﹤0.01% 2641
2017
Q1 		$1.22M Sell
49,397
-33,090
-40% -$829K ﹤0.01% 2170
2016
Q4 		$2.12M Buy
82,487
+32,560
+65% +$696K ﹤0.01% 1948
2016
Q3 		$896K Buy
49,927
+28,672
+135% +$513K ﹤0.01% 2457
2016
Q2 		$374K Buy
+21,255
New +$376K ﹤0.01% 2922

Other funds holding HFWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

David Shaw's HFWA Position: Q2 2026 in Review

David Shaw opened a new position in Heritage Financial (HFWA) in Q2 2026: 23,374 shares worth $692K. The stake represents ﹤0.01% of the portfolio and ranks #4000 among its holdings. This is a return to the name: David Shaw previously reported a position in HFWA as recently as Q3 2024.

David Shaw first reported a position in HFWA in Q2 2016 and has held it in 23 quarters since. The position peaked at $2.46M in Q2 2024. 190 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • David Shaw held 23,374 shares of Heritage Financial worth $692K as of Q2 2026.
  • Heritage Financial was a new David Shaw position in Q2 2026.
  • Heritage Financial made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #4000 holding.
  • David Shaw first reported a position in Heritage Financial in Q2 2016 and has held it in 23 quarters since.
  • David Shaw's Heritage Financial position peaked at $2.46M in Q2 2024.
  • 190 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.