HF
HFWA icon

HRT Financial’s Heritage Financial HFWA Stock Holding History

HRT Financial’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
-10,830
Closed -$261K – 3578
2025
Q3 		$261K Buy
+10,830
New +$262K ﹤0.01% 2261
2025
Q2 		– Sell
-83,175
Closed -$2.02M – 3030
2025
Q1 		$2.02M Buy
83,175
+69,924
+528% +$1.71M 0.01% 807
2024
Q4 		$324K Sell
13,251
-39,470
-75% -$958K ﹤0.01% 1673
2024
Q3 		$1.15M Buy
52,721
+26,842
+104% +$573K 0.01% 1172
2024
Q2 		$466K Buy
+25,879
New +$464K ﹤0.01% 1328
2024
Q1 		– Sell
-15,946
Closed -$341K – 2628
2023
Q4 		$341K Sell
15,946
-25,448
-61% -$462K ﹤0.01% 1563
2023
Q3 		$675K Buy
41,394
+1,911
+5% +$33.3K 0.01% 1229
2023
Q2 		$638K Buy
39,483
+27,343
+225% +$476K 0.01% 1228
2023
Q1 		$259K Sell
12,140
-15,052
-55% -$406K ﹤0.01% 1800
2022
Q4 		$833K Buy
27,192
+8,972
+49% +$281K 0.01% 1071
2022
Q3 		$482K Buy
+18,220
New +$481K 0.01% 1640
2021
Q3 		– Sell
-62,424
Closed -$1.56M – 3493
2021
Q2 		$1.56M Buy
62,424
+17,635
+39% +$491K 0.01% 752
2021
Q1 		$1.26M Buy
44,789
+33,835
+309% +$886K 0.01% 927
2020
Q4 		$256K Sell
10,954
-1,216
-10% -$27.3K 0.01% 1382
2020
Q3 		$223K Buy
+12,170
New +$238K 0.01% 1308

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
AU
Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return