Franklin Resources
HFWA icon

Franklin Resources’s Heritage Financial HFWA Stock Holding History

Franklin Resources’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
Q4 		– Sell
-21,165
Closed -$512K – 3184
2025
Q3 		$512K Hold
21,165
– – ﹤0.01% 2415
2025
Q2 		$505K Sell
21,165
-5
-0% -$115 ﹤0.01% 2309
2025
Q1 		$515K Sell
21,170
-36
-0.2% -$878 ﹤0.01% 2251
2024
Q4 		$520K Buy
+21,206
New +$515K ﹤0.01% 2275
2023
Q4 		– Sell
-35,735
Closed -$583K – 2669
2023
Q3 		$583K Sell
35,735
-4,586
-11% -$80K ﹤0.01% 1838
2023
Q2 		$652K Buy
+40,321
New +$702K ﹤0.01% 1845
2023
Q1 		– Sell
-9,080
Closed -$278K – 2349
2022
Q4 		$278K Buy
9,080
+66
+0.7% +$2.06K ﹤0.01% 1890
2022
Q3 		$238K Buy
9,014
+84
+0.9% +$2.22K ﹤0.01% 1939
2022
Q2 		$225K Sell
8,930
-5,039
-36% -$126K ﹤0.01% 1985
2022
Q1 		$350K Buy
+13,969
New +$357K ﹤0.01% 1954

Other funds holding HFWA

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Vanguard Group
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Dimensional Fund Advisors
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State Street
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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
AU
Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return