Empowered Funds’s Heritage Financial HFWA Stock Holding History

Empowered Funds’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	$4.32M	Buy	166,079 +13,564	+9%	+$353K	0.03%	703
2025 Q4	$3.61M	Buy	152,515 +14,780	+11%	+$348K	0.06%	335
2025 Q3	$3.33M	Buy	137,735 +10,106	+8%	+$245K	0.03%	650
2025 Q2	$3.04M	Buy	127,629 +3,831	+3%	+$88.2K	0.03%	632
2025 Q1	$3.01M	Buy	123,798 +4,947	+4%	+$121K	0.04%	548
2024 Q4	$2.91M	Buy	118,851 +5,723	+5%	+$139K	0.04%	568
2024 Q3	$2.46M	Buy	113,128 +5,762	+5%	+$123K	0.04%	595
2024 Q2	$1.94M	Buy	107,366 +7,740	+8%	+$139K	0.03%	622
2024 Q1	$1.93M	Buy	99,626 +7,525	+8%	+$145K	0.03%	634
2023 Q4	$1.97M	Buy	92,101 +8,256	+10%	+$150K	0.05%	522
2023 Q3	$1.37M	Buy	83,845 +6,794	+9%	+$119K	0.04%	561
2023 Q2	$1.25M	Buy	+77,051	New	+$1.34M	0.04%	547

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