Federated Hermes
HFWA icon

Federated Hermes’s Heritage Financial HFWA Stock Holding History

Federated Hermes’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 		$1.08M Buy
41,496
+3,648
+10% +$94.8K ﹤0.01% 1098
2025
Q4 		$895K Buy
37,848
+4,990
+15% +$117K ﹤0.01% 1149
2025
Q3 		$795K Sell
32,858
-24,584
-43% -$596K ﹤0.01% 1213
2025
Q2 		$1.37M Buy
57,442
+7,199
+14% +$166K ﹤0.01% 1039
2025
Q1 		$1.22M Buy
50,243
+2,689
+6% +$65.6K ﹤0.01% 1060
2024
Q4 		$1.17M Sell
47,554
-2,580
-5% -$62.6K ﹤0.01% 1063
2024
Q3 		$1.09M Buy
50,134
+2,813
+6% +$60K ﹤0.01% 1086
2024
Q2 		$853K Sell
47,321
-2,757
-6% -$49.5K ﹤0.01% 1159
2024
Q1 		$971K Sell
50,078
-429
-0.8% -$8.26K ﹤0.01% 1135
2023
Q4 		$1.08M Sell
50,507
-14,637
-22% -$265K ﹤0.01% 1109
2023
Q3 		$1.06M Sell
65,144
-64,894
-50% -$1.13M ﹤0.01% 1091
2023
Q2 		$2.1M Buy
130,038
+4,495
+4% +$78.2K 0.01% 935
2023
Q1 		$2.69M Buy
125,543
+21,444
+21% +$579K 0.01% 859
2022
Q4 		$3.19M Buy
+104,099
New +$3.26M 0.01% 787
2017
Q2 		– Sell
-280
Closed -$7K – 2147
2017
Q1 		$7K Buy
280
+133
+90% +$3.33K ﹤0.01% 1871
2016
Q4 		$4K Sell
147
-3
-2% -$64 ﹤0.01% 1961
2016
Q3 		$3K Buy
+150
New +$2.68K ﹤0.01% 1982

Other funds holding HFWA

BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
BCM
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