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

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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 $1.96B AUM 19.53% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return