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ExodusPoint Capital Management’s Heritage Financial HFWA Stock Holding History

ExodusPoint Capital Management’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
Q2 		– Sell
-72,322
Closed -$1.76M – 1669
2025
Q1 		$1.76M Buy
72,322
+38,709
+115% +$944K 0.02% 737
2024
Q4 		$824K Buy
33,613
+3,869
+13% +$93.9K 0.01% 1005
2024
Q3 		$648K Sell
29,744
-15,633
-34% -$333K ﹤0.01% 1107
2024
Q2 		$818K Buy
+45,377
New +$814K 0.01% 1089
2023
Q2 		– Sell
-14,924
Closed -$319K – 2014
2023
Q1 		$319K Buy
+14,924
New +$403K ﹤0.01% 1455
2022
Q3 		– Sell
-29,042
Closed -$731K – 2058
2022
Q2 		$731K Buy
29,042
+457
+2% +$11.4K 0.01% 1214
2022
Q1 		$716K Buy
28,585
+1,046
+4% +$26.7K 0.01% 1341
2021
Q4 		$673K Buy
+27,539
New +$679K 0.01% 1259
2021
Q3 		– Sell
-10,437
Closed -$261K – 2331
2021
Q2 		$261K Buy
+10,437
New +$291K ﹤0.01% 1820
2021
Q1 		– Sell
-12,938
Closed -$303K – 2306
2020
Q4 		$303K Buy
+12,938
New +$291K ﹤0.01% 1539

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ExodusPoint Capital Management's HFWA Position: Q2 2025 in Review

ExodusPoint Capital Management sold out of Heritage Financial (HFWA) in Q2 2025, closing a stake of 72,322 shares — an estimated $1.76M sold.

ExodusPoint Capital Management first reported a position in HFWA in Q4 2020 and held it in 10 quarters. The position peaked at $1.76M in Q1 2025. 171 funds tracked by Wall St. Rank hold HFWA as of Q2 2025.

  • ExodusPoint Capital Management reported no remaining Heritage Financial position as of Q2 2025 after selling out during the quarter.
  • ExodusPoint Capital Management sold 72,322 Heritage Financial shares in Q2 2025, an estimated $1.76M.
  • ExodusPoint Capital Management first reported a position in Heritage Financial in Q4 2020 and held it in 10 quarters.
  • ExodusPoint Capital Management's Heritage Financial position peaked at $1.76M in Q1 2025.
  • 171 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2025.

Based on ExodusPoint Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.