Goldman Sachs’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.11M | Buy |
312,057
+122,413
| +65% | +$3.18M | ﹤0.01% | 3240 |
|
|
2025
Q4 | $4.49M | Buy |
189,644
+52,913
| +39% | +$1.25M | ﹤0.01% | 3852 |
|
|
2025
Q3 | $3.31M | Sell |
136,731
-6,871
| -5% | -$167K | ﹤0.01% | 4030 |
|
|
2025
Q2 | $3.42M | Sell |
143,602
-17,612
| -11% | -$405K | ﹤0.01% | 3767 |
|
|
2025
Q1 | $3.92M | Sell |
161,214
-210,832
| -57% | -$5.14M | ﹤0.01% | 3591 |
|
|
2024
Q4 | $9.12M | Sell |
372,046
-73,064
| -16% | -$1.77M | ﹤0.01% | 2890 |
|
|
2024
Q3 | $9.69M | Sell |
445,110
-15,725
| -3% | -$335K | ﹤0.01% | 2766 |
|
|
2024
Q2 | $8.31M | Sell |
460,835
-479,208
| -51% | -$8.6M | ﹤0.01% | 2690 |
|
|
2024
Q1 | $18.2M | Buy |
940,043
+7,866
| +0.8% | +$151K | ﹤0.01% | 1925 |
|
|
2023
Q4 | $19.9M | Sell |
932,177
-90,452
| -9% | -$1.64M | ﹤0.01% | 1890 |
|
|
2023
Q3 | $16.7M | Sell |
1,022,629
-149,565
| -13% | -$2.61M | ﹤0.01% | 1961 |
|
|
2023
Q2 | $19M | Buy |
1,172,194
+397,664
| +51% | +$6.92M | ﹤0.01% | 1900 |
|
|
2023
Q1 | $16.6M | Sell |
774,530
-177,697
| -19% | -$4.79M | ﹤0.01% | 1982 |
|
|
2022
Q4 | $29.2M | Buy |
952,227
+7,986
| +0.8% | +$250K | 0.01% | 1616 |
|
|
2022
Q3 | $25M | Sell |
944,241
-42,512
| -4% | -$1.12M | 0.01% | 1671 |
|
|
2022
Q2 | $24.8M | Sell |
986,753
-163,664
| -14% | -$4.08M | 0.01% | 1718 |
|
|
2022
Q1 | $28.8M | Sell |
1,150,417
-181,620
| -14% | -$4.64M | 0.01% | 1751 |
|
|
2021
Q4 | $32.6M | Buy |
1,332,037
+158,006
| +13% | +$3.9M | 0.01% | 1683 |
|
|
2021
Q3 | $29.9M | Sell |
1,174,031
-110,188
| -9% | -$2.68M | 0.01% | 1691 |
|
|
2021
Q2 | $32.1M | Buy |
1,284,219
+4,080
| +0.3% | +$114K | 0.01% | 1643 |
|
|
2021
Q1 | $36.2M | Buy |
1,280,139
+102,537
| +9% | +$2.69M | 0.01% | 1428 |
|
|
2020
Q4 | $27.5M | Sell |
1,177,602
-64,154
| -5% | -$1.44M | 0.01% | 1592 |
|
|
2020
Q3 | $22.8M | Sell |
1,241,756
-6,660
| -0.5% | -$130K | 0.01% | 1636 |
|
|
2020
Q2 | $25M | Sell |
1,248,416
-70,385
| -5% | -$1.33M | 0.01% | 1493 |
|
|
2020
Q1 | $26.4M | Buy |
1,318,801
+42,122
| +3% | +$1.04M | 0.01% | 1315 |
|
|
2019
Q4 | $36.1M | Buy |
1,276,679
+100,233
| +9% | +$2.77M | 0.01% | 1391 |
|
|
2019
Q3 | $31.7M | Sell |
1,176,446
-56,686
| -5% | -$1.56M | 0.01% | 1433 |
|
|
2019
Q2 | $36.4M | Buy |
1,233,132
+116,463
| +10% | +$3.51M | 0.01% | 1383 |
|
|
2019
Q1 | $33.7M | Buy |
1,116,669
+3,270
| +0.3% | +$102K | 0.01% | 1440 |
|
|
2018
Q4 | $33.1M | Buy |
1,113,399
+1,392
| +0.1% | +$45.5K | 0.01% | 1403 |
|
|
2018
Q3 | $39.1M | Buy |
1,112,007
+30,636
| +3% | +$1.1M | 0.01% | 1396 |
|
|
2018
Q2 | $37.7M | Buy |
1,081,371
+100,715
| +10% | +$3.23M | 0.01% | 1431 |
|
|
2018
Q1 | $30M | Buy |
980,656
+2,332
| +0.2% | +$72K | 0.01% | 1526 |
|
|
2017
Q4 | $30.1M | Buy |
978,324
+8,011
| +0.8% | +$247K | 0.01% | 1639 |
|
|
2017
Q3 | $28.6M | Sell |
970,313
-1,630
| -0.2% | -$43.8K | 0.01% | 1702 |
|
|
2017
Q2 | $25.8M | Sell |
971,943
-1,092
| -0.1% | -$27.4K | 0.01% | 1737 |
|
|
2017
Q1 | $24.1M | Sell |
973,035
-4,856
| -0.5% | -$122K | 0.01% | 1759 |
|
|
2016
Q4 | $25.2M | Sell |
977,891
-19,818
| -2% | -$424K | 0.01% | 1803 |
|
|
2016
Q3 | $17.9M | Sell |
997,709
-5,902
| -0.6% | -$106K | 0.01% | 1974 |
|
|
2016
Q2 | $17.6M | Buy |
1,003,611
+124,681
| +14% | +$2.21M | 0.01% | 1878 |
|
|
2016
Q1 | $15.4M | Buy |
878,930
+131,600
| +18% | +$2.32M | 0.01% | 1909 |
|
|
2015
Q4 | $14.1M | Sell |
747,330
-13,962
| -2% | -$264K | ﹤0.01% | 1994 |
|
|
2015
Q3 | $14.3M | Buy |
761,292
+65,587
| +9% | +$1.19M | ﹤0.01% | 1962 |
|
|
2015
Q2 | $12.4M | Buy |
695,705
+51,472
| +8% | +$891K | ﹤0.01% | 2166 |
|
|
2015
Q1 | $11M | Sell |
644,233
-15,719
| -2% | -$257K | ﹤0.01% | 2228 |
|
|
2014
Q4 | $11.6M | Buy |
659,952
+65,220
| +11% | +$1.12M | ﹤0.01% | 2236 |
|
|
2014
Q3 | $9.42M | Sell |
594,732
-119,427
| -17% | -$1.94M | ﹤0.01% | 2411 |
|
|
2014
Q2 | $11.5M | Buy |
714,159
+6,602
| +0.9% | +$107K | ﹤0.01% | 2250 |
|
|
2014
Q1 | $12M | Buy |
707,557
+101,745
| +17% | +$1.78M | ﹤0.01% | 2212 |
|
|
2013
Q4 | $10.4M | Buy |
605,812
+10,920
| +2% | +$179K | ﹤0.01% | 2335 |
|
|
2013
Q3 | $9.23M | Buy |
594,892
+39,673
| +7% | +$622K | ﹤0.01% | 2334 |
|
|
2013
Q2 | $8.13M | Buy |
+555,219
| New | +$7.76M | ﹤0.01% | 2270 |
|
Other funds holding HFWA
VCM
BCM
Goldman Sachs's HFWA Position: Q1 2026 in Review
Goldman Sachs increased its Heritage Financial (HFWA) stake by 65% in Q1 2026, buying an estimated $3.18M and bringing the position to 312,057 shares worth $8.11M. The position accounts for ﹤0.01% of the portfolio, ranked #3240.
Goldman Sachs first reported a position in HFWA in Q2 2013 and has held it in 52 quarters since. The position peaked at $39.1M in Q3 2018. 184 funds tracked by Wall St. Rank hold HFWA as of Q1 2026.
- Goldman Sachs held 312,057 shares of Heritage Financial worth $8.11M as of Q1 2026.
- Goldman Sachs bought 122,413 Heritage Financial shares in Q1 2026, an estimated $3.18M.
- Heritage Financial made up ﹤0.01% of Goldman Sachs's portfolio in Q1 2026, its #3240 holding.
- Goldman Sachs first reported a position in Heritage Financial in Q2 2013 and has held it in 52 quarters since.
- Goldman Sachs's Heritage Financial position peaked at $39.1M in Q3 2018.
- 184 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2026.
Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.