Jane Street
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Jane Street’s Heritage Financial HFWA Stock Holding History

Jane Street’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 		– Sell
-49,868
Closed -$1.18M – 12140
2025
Q4 		$1.18M Buy
49,868
+3,024
+6% +$71.2K ﹤0.01% 5798
2025
Q3 		$1.13M Sell
46,844
-11,297
-19% -$274K ﹤0.01% 6048
2025
Q2 		$1.39M Sell
58,141
-49,341
-46% -$1.14M ﹤0.01% 5032
2025
Q1 		$2.62M Buy
107,482
+87,479
+437% +$2.13M ﹤0.01% 3930
2024
Q4 		$490K Sell
20,003
-45,085
-69% -$1.09M ﹤0.01% 6818
2024
Q3 		$1.42M Buy
65,088
+20,792
+47% +$443K ﹤0.01% 5179
2024
Q2 		$799K Buy
+44,296
New +$795K ﹤0.01% 6206
2024
Q1 		– Sell
-19,795
Closed -$423K – 9558
2023
Q4 		$423K Sell
19,795
-16,671
-46% -$302K ﹤0.01% 7050
2023
Q3 		$595K Buy
36,466
+18,568
+104% +$324K ﹤0.01% 6013
2023
Q2 		$289K Buy
+17,898
New +$312K ﹤0.01% 7185
2023
Q1 		– Sell
-9,890
Closed -$303K – 9383
2022
Q4 		$303K Sell
9,890
-5,324
-35% -$167K ﹤0.01% 7003
2022
Q3 		$403K Buy
15,214
+3,069
+25% +$81K ﹤0.01% 7081
2022
Q2 		$306K Buy
+12,145
New +$303K ﹤0.01% 7582

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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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 $2.12B AUM 19.53% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Jane Street's HFWA Position: Q1 2026 in Review

Jane Street sold out of Heritage Financial (HFWA) in Q1 2026, closing a stake of 49,868 shares — an estimated $1.18M sold.

Jane Street first reported a position in HFWA in Q2 2022 and held it in 13 quarters. The position peaked at $2.62M in Q1 2025. 184 funds tracked by Wall St. Rank hold HFWA as of Q1 2026.

  • Jane Street reported no remaining Heritage Financial position as of Q1 2026 after selling out during the quarter.
  • Jane Street sold 49,868 Heritage Financial shares in Q1 2026, an estimated $1.18M.
  • Jane Street first reported a position in Heritage Financial in Q2 2022 and held it in 13 quarters.
  • Jane Street's Heritage Financial position peaked at $2.62M in Q1 2025.
  • 184 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2026.

Based on Jane Street's 13F filing for Q1 2026, filed 12 May 2026.