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GSA Capital Partners’s Heritage Financial HFWA Stock Holding History

GSA Capital Partners’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
Q2 		– Sell
-19,254
Closed -$501K – 1916
2026
Q1 		$501K Buy
+19,254
New +$500K 0.03% 923
2024
Q3 		– Sell
-54,007
Closed -$974K – 1772
2024
Q2 		$974K Buy
+54,007
New +$969K 0.07% 518
2024
Q1 		– Sell
-47,228
Closed -$1.01M – 1760
2023
Q4 		$1.01M Buy
47,228
+20,749
+78% +$376K 0.08% 387
2023
Q3 		$432K Sell
26,479
-32,979
-55% -$575K 0.04% 882
2023
Q2 		$961K Buy
59,458
+49,682
+508% +$865K 0.1% 332
2023
Q1 		$209K Buy
+9,776
New +$264K 0.02% 1239
2018
Q2 		– Sell
-37,326
Closed -$1.14M – 1784
2018
Q1 		$1.14M Buy
+37,326
New +$1.15M 0.06% 573
2017
Q4 		– Sell
-40,439
Closed -$1.19M – 1657
2017
Q3 		$1.19M Buy
40,439
+16,041
+66% +$431K 0.08% 403
2017
Q2 		$647K Sell
24,398
-14,350
-37% -$360K 0.04% 852
2017
Q1 		$959K Buy
38,748
+921
+2% +$23.1K 0.05% 663
2016
Q4 		$974K Buy
37,827
+11,260
+42% +$241K 0.06% 574
2016
Q3 		$477K Buy
+26,567
New +$475K 0.03% 1086
2014
Q2 		– Sell
-18,232
Closed -$308K – 1870
2014
Q1 		$308K Buy
+18,232
New +$318K 0.02% 1111

Other funds holding HFWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

GSA Capital Partners's HFWA Position: Q2 2026 in Review

GSA Capital Partners sold out of Heritage Financial (HFWA) in Q2 2026, closing a stake of 19,254 shares — an estimated $501K sold.

GSA Capital Partners first reported a position in HFWA in Q1 2014 and held it in 13 quarters. The position peaked at $1.19M in Q3 2017. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • GSA Capital Partners reported no remaining Heritage Financial position as of Q2 2026 after selling out during the quarter.
  • GSA Capital Partners sold 19,254 Heritage Financial shares in Q2 2026, an estimated $501K.
  • GSA Capital Partners first reported a position in Heritage Financial in Q1 2014 and held it in 13 quarters.
  • GSA Capital Partners's Heritage Financial position peaked at $1.19M in Q3 2017.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on GSA Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.