Jain Global’s Heritage Financial HFWA Stock Holding History

Jain Global’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	-8,611	Closed	-$210K	–	1367
2025 Q1	$210K	Buy	+8,611	New	+$210K	﹤0.01%	840

Other funds holding HFWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jain Global's HFWA Position: Q2 2025 in Review

Jain Global sold out of Heritage Financial (HFWA) in Q2 2025, closing a stake of 8,611 shares — an estimated $210K sold.

Jain Global first reported a position in HFWA in Q1 2025 and held it in 1 quarter. The position peaked at $210K in Q1 2025. 171 funds tracked by Wall St. Rank hold HFWA as of Q2 2025.

Jain Global reported no remaining Heritage Financial position as of Q2 2025 after selling out during the quarter.
Jain Global sold 8,611 Heritage Financial shares in Q2 2025, an estimated $210K.
Jain Global first reported a position in Heritage Financial in Q1 2025 and held it in 1 quarter.
Jain Global's Heritage Financial position peaked at $210K in Q1 2025.
171 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2025.

Based on Jain Global's 13F filing for Q2 2025, filed 14 Aug 2025.