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Jackson Creek Investment Advisors’s Heritage Financial HFWA Stock Holding History

Jackson Creek Investment Advisors’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
Q2 		– Sell
-61,861
Closed -$1.5M – 344
2025
Q1 		$1.5M Buy
+61,861
New +$1.51M 0.48% 59
2021
Q4 		– Sell
-38,391
Closed -$979K – 322
2021
Q3 		$979K Buy
38,391
+337
+0.9% +$8.19K 0.36% 154
2021
Q2 		$952K Buy
+38,054
New +$1.06M 0.35% 156

Other funds holding HFWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jackson Creek Investment Advisors's HFWA Position: Q2 2025 in Review

Jackson Creek Investment Advisors sold out of Heritage Financial (HFWA) in Q2 2025, closing a stake of 61,861 shares — an estimated $1.5M sold.

Jackson Creek Investment Advisors first reported a position in HFWA in Q2 2021 and held it in 3 quarters. The position peaked at $1.5M in Q1 2025. 171 funds tracked by Wall St. Rank hold HFWA as of Q2 2025.

  • Jackson Creek Investment Advisors reported no remaining Heritage Financial position as of Q2 2025 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 61,861 Heritage Financial shares in Q2 2025, an estimated $1.5M.
  • Jackson Creek Investment Advisors first reported a position in Heritage Financial in Q2 2021 and held it in 3 quarters.
  • Jackson Creek Investment Advisors's Heritage Financial position peaked at $1.5M in Q1 2025.
  • 171 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2025.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.