HSBC Holdings
HFWA icon

HSBC Holdings’s Heritage Financial HFWA Stock Holding History

HSBC Holdings’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
2024
Q4 		– Sell
-20,311
Closed -$443K – 3151
2024
Q3 		$443K Buy
+20,311
New +$433K ﹤0.01% 2086
2024
Q2 		– Sell
-84,618
Closed -$1.64M – 3040
2024
Q1 		$1.64M Sell
84,618
-98,032
-54% -$1.89M ﹤0.01% 1577
2023
Q4 		$3.93M Buy
182,650
+164,377
+900% +$2.98M ﹤0.01% 1240
2023
Q3 		$299K Buy
18,273
+6,096
+50% +$106K ﹤0.01% 2218
2023
Q2 		$198K Sell
12,177
-37,527
-76% -$653K ﹤0.01% 2327
2023
Q1 		$1.06M Sell
49,704
-122,469
-71% -$3.3M ﹤0.01% 1733
2022
Q4 		$5.29M Buy
172,173
+88,921
+107% +$2.78M 0.01% 1221
2022
Q3 		$2.24M Sell
83,252
-6,643
-7% -$175K ﹤0.01% 1514
2022
Q2 		$2.27M Buy
89,895
+4,236
+5% +$106K ﹤0.01% 1525
2022
Q1 		$2.15M Buy
85,659
+23,527
+38% +$601K ﹤0.01% 1573
2021
Q4 		$1.51M Buy
+62,132
New +$1.53M ﹤0.01% 1810
2021
Q3 		– Sell
-12,827
Closed -$322K – 3059
2021
Q2 		$322K Buy
+12,827
New +$357K ﹤0.01% 2468

Other funds holding HFWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HSBC Holdings's HFWA Position: Q4 2024 in Review

HSBC Holdings sold out of Heritage Financial (HFWA) in Q4 2024, closing a stake of 20,311 shares — an estimated $443K sold.

HSBC Holdings first reported a position in HFWA in Q2 2021 and held it in 12 quarters. The position peaked at $5.29M in Q4 2022. 170 funds tracked by Wall St. Rank hold HFWA as of Q4 2024.

  • HSBC Holdings reported no remaining Heritage Financial position as of Q4 2024 after selling out during the quarter.
  • HSBC Holdings sold 20,311 Heritage Financial shares in Q4 2024, an estimated $443K.
  • HSBC Holdings first reported a position in Heritage Financial in Q2 2021 and held it in 12 quarters.
  • HSBC Holdings's Heritage Financial position peaked at $5.29M in Q4 2022.
  • 170 funds tracked by Wall St. Rank held Heritage Financial as of Q4 2024.

Based on HSBC Holdings's 13F filing for Q4 2024, filed 14 Feb 2025.