DTL
HFWA icon

Dynamic Technology Lab’s Heritage Financial HFWA Stock Holding History

Dynamic Technology Lab’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
-31,460
Closed -$750K – 992
2025
Q2 		$750K Buy
+31,460
New +$724K 0.1% 363
2024
Q4 		– Sell
-15,546
Closed -$338K – 1106
2024
Q3 		$338K Buy
+15,546
New +$332K 0.04% 693
2021
Q1 		– Sell
-11,163
Closed -$261K – 1288
2020
Q4 		$261K Buy
+11,163
New +$251K 0.04% 727
2020
Q2 		– Sell
-12,146
Closed -$243K – 1120
2020
Q1 		$243K Buy
12,146
+400
+3% +$9.88K 0.05% 679
2019
Q4 		$332K Buy
+11,746
New +$324K 0.05% 626
2018
Q2 		– Sell
-7,174
Closed -$220K – 1132
2018
Q1 		$220K Buy
7,174
+573
+9% +$17.7K 0.03% 854
2017
Q4 		$204K Buy
+6,601
New +$203K 0.04% 873
2017
Q1 		– Sell
-9,336
Closed -$240K – 1079
2016
Q4 		$240K Buy
+9,336
New +$200K 0.06% 635
2016
Q2 		– Sell
-10,569
Closed -$186K – 982
2016
Q1 		$186K Buy
+10,569
New +$186K 0.05% 747

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

Dynamic Technology Lab's HFWA Position: Q3 2025 in Review

Dynamic Technology Lab sold out of Heritage Financial (HFWA) in Q3 2025, closing a stake of 31,460 shares — an estimated $750K sold.

Dynamic Technology Lab first reported a position in HFWA in Q1 2016 and held it in 9 quarters. The position peaked at $750K in Q2 2025. 171 funds tracked by Wall St. Rank hold HFWA as of Q3 2025.

  • Dynamic Technology Lab reported no remaining Heritage Financial position as of Q3 2025 after selling out during the quarter.
  • Dynamic Technology Lab sold 31,460 Heritage Financial shares in Q3 2025, an estimated $750K.
  • Dynamic Technology Lab first reported a position in Heritage Financial in Q1 2016 and held it in 9 quarters.
  • Dynamic Technology Lab's Heritage Financial position peaked at $750K in Q2 2025.
  • 171 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2025.

Based on Dynamic Technology Lab's 13F filing for Q3 2025, filed 13 Nov 2025.