Janus Henderson Group
HFWA icon

Janus Henderson Group’s Heritage Financial HFWA Stock Holding History

Janus Henderson Group’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 		$399K Hold
15,340
– – ﹤0.01% 2109
2025
Q4 		$363K Hold
15,340
– – ﹤0.01% 2137
2025
Q3 		$371K Hold
15,340
– – ﹤0.01% 2121
2025
Q2 		$366K Hold
15,340
– – ﹤0.01% 2092
2025
Q1 		$370K Hold
15,340
– – ﹤0.01% 2110
2024
Q4 		$376K Hold
15,340
– – ﹤0.01% 2162
2024
Q3 		$334K Hold
15,340
– – ﹤0.01% 2207
2024
Q2 		$277K Sell
15,340
-177
-1% -$3.18K ﹤0.01% 2244
2024
Q1 		$300K Hold
15,517
– – ﹤0.01% 2236
2023
Q4 		$332K Sell
15,517
-28
-0.2% -$508 ﹤0.01% 2188
2023
Q3 		$254K Buy
15,545
+1
+0% +$17 ﹤0.01% 2268
2023
Q2 		$252K Sell
15,544
-19
-0.1% -$331 ﹤0.01% 2344
2023
Q1 		$333K Buy
15,563
+8,276
+114% +$223K ﹤0.01% 2234
2022
Q4 		$223K Buy
+7,287
New +$228K ﹤0.01% 2134

Other funds holding HFWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Janus Henderson Group's HFWA Position: Q1 2026 in Review

Janus Henderson Group held its Heritage Financial (HFWA) position steady in Q1 2026 at 15,340 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #2109.

Janus Henderson Group first reported a position in HFWA in Q4 2022 and has held it in 14 quarters since. 185 funds tracked by Wall St. Rank hold HFWA as of Q1 2026.

  • Janus Henderson Group held 15,340 shares of Heritage Financial worth $399K as of Q1 2026.
  • Janus Henderson Group left its Heritage Financial share count unchanged in Q1 2026.
  • Heritage Financial made up ﹤0.01% of Janus Henderson Group's portfolio in Q1 2026, its #2109 holding.
  • Janus Henderson Group first reported a position in Heritage Financial in Q4 2022 and has held it in 14 quarters since.
  • 185 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2026.

Based on Janus Henderson Group's 13F filing for Q1 2026, filed 15 May 2026.