HFS
HFWA icon

Hantz Financial Services’s Heritage Financial HFWA Stock Holding History

Hantz Financial Services’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 		$25K Sell
980
-62
-6% -$1.61K ﹤0.01% 1789
2025
Q4 		$25K Sell
1,042
-609
-37% -$14.3K ﹤0.01% 1694
2025
Q3 		$40K Buy
1,651
+1,255
+317% +$30.4K ﹤0.01% 1307
2025
Q2 		$9K Buy
396
+289
+270% +$6.65K ﹤0.01% 1547
2025
Q1 		$3K Buy
+107
New +$2.61K ﹤0.01% 1290

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Dimensional Fund Advisors
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VCM
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State Street
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AllianceBernstein
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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