Jeff Yass’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-27,527
| Closed | -$716K | – | 13860 |
|
|
2026
Q1 | $716K | Buy |
+27,527
| New | +$715K | ﹤0.01% | 8758 |
|
|
2025
Q4 | – | Sell |
-18,991
| Closed | -$459K | – | 12845 |
|
|
2025
Q3 | $459K | Sell |
18,991
-38,684
| -67% | -$937K | ﹤0.01% | 9160 |
|
|
2025
Q2 | $1.37M | Buy |
57,675
+2,953
| +5% | +$68K | ﹤0.01% | 6644 |
|
|
2025
Q1 | $1.33M | Buy |
54,722
+36,708
| +204% | +$895K | ﹤0.01% | 6524 |
|
|
2024
Q4 | $441K | Sell |
18,014
-8,185
| -31% | -$199K | ﹤0.01% | 8986 |
|
|
2024
Q3 | $570K | Buy |
26,199
+7,770
| +42% | +$166K | ﹤0.01% | 8145 |
|
|
2024
Q2 | $332K | Buy |
18,429
+5,926
| +47% | +$106K | ﹤0.01% | 9211 |
|
|
2024
Q1 | $242K | Sell |
12,503
-13,245
| -51% | -$255K | ﹤0.01% | 10189 |
|
|
2023
Q4 | $551K | Buy |
25,748
+9,064
| +54% | +$164K | ﹤0.01% | 8420 |
|
|
2023
Q3 | $272K | Sell |
16,684
-4,203
| -20% | -$73.3K | ﹤0.01% | 9566 |
|
|
2023
Q2 | $338K | Sell |
20,887
-2,096
| -9% | -$36.5K | ﹤0.01% | 9197 |
|
|
2023
Q1 | $492K | Buy |
22,983
+7,154
| +45% | +$193K | ﹤0.01% | 8608 |
|
|
2022
Q4 | $485K | Buy |
15,829
+3,321
| +27% | +$104K | ﹤0.01% | 7942 |
|
|
2022
Q3 | $331K | Buy |
+12,508
| New | +$330K | ﹤0.01% | 9535 |
|
|
2021
Q3 | – | Sell |
-12,814
| Closed | -$321K | – | 13064 |
|
|
2021
Q2 | $321K | Buy |
+12,814
| New | +$357K | ﹤0.01% | 10628 |
|
|
2021
Q1 | – | Sell |
-11,502
| Closed | -$269K | – | 12466 |
|
|
2020
Q4 | $269K | Sell |
11,502
-5,052
| -31% | -$114K | ﹤0.01% | 9494 |
|
|
2020
Q3 | $304K | Buy |
+16,554
| New | +$324K | ﹤0.01% | 8679 |
|
|
2020
Q2 | – | Sell |
-10,111
| Closed | -$202K | – | 10429 |
|
|
2020
Q1 | $202K | Buy |
+10,111
| New | +$250K | ﹤0.01% | 8670 |
|
|
2019
Q4 | – | Sell |
-16,722
| Closed | -$451K | – | 10065 |
|
|
2019
Q3 | $451K | Buy |
16,722
+2,102
| +14% | +$58K | ﹤0.01% | 7523 |
|
|
2019
Q2 | $432K | Buy |
+14,620
| New | +$440K | ﹤0.01% | 7573 |
|
|
2019
Q1 | – | Sell |
-10,958
| Closed | -$326K | – | 9244 |
|
|
2018
Q4 | $326K | Buy |
+10,958
| New | +$358K | ﹤0.01% | 6839 |
|
|
2018
Q2 | – | Sell |
-36,711
| Closed | -$1.12M | – | 9913 |
|
|
2018
Q1 | $1.12M | Sell |
36,711
-12,991
| -26% | -$401K | ﹤0.01% | 5008 |
|
|
2017
Q4 | $1.53M | Buy |
+49,702
| New | +$1.53M | ﹤0.01% | 4419 |
|
|
2017
Q3 | – | Sell |
-8,532
| Closed | -$226K | – | 9134 |
|
|
2017
Q2 | $226K | Buy |
+8,532
| New | +$214K | ﹤0.01% | 8078 |
|
|
2017
Q1 | – | Sell |
-60,847
| Closed | -$1.57M | – | 9336 |
|
|
2016
Q4 | $1.57M | Buy |
60,847
+46,936
| +337% | +$1M | ﹤0.01% | 4579 |
|
|
2016
Q3 | $250K | Sell |
13,911
-2,800
| -17% | -$50.1K | ﹤0.01% | 7223 |
|
|
2016
Q2 | $294K | Sell |
16,711
-23,526
| -58% | -$416K | ﹤0.01% | 6985 |
|
|
2016
Q1 | $707K | Buy |
40,237
+13,331
| +50% | +$235K | ﹤0.01% | 5775 |
|
|
2015
Q4 | $507K | Buy |
+26,906
| New | +$508K | ﹤0.01% | 6744 |
|
|
2015
Q1 | – | Sell |
-10,361
| Closed | -$182K | – | 9605 |
|
|
2014
Q4 | $182K | Buy |
+10,361
| New | +$178K | ﹤0.01% | 8887 |
|
Other funds holding HFWA
BCM
Jeff Yass's HFWA Position: Q2 2026 in Review
Jeff Yass sold out of Heritage Financial (HFWA) in Q2 2026, closing a stake of 27,527 shares — an estimated $716K sold.
Jeff Yass first reported a position in HFWA in Q4 2014 and held it in 30 quarters. The position peaked at $1.57M in Q4 2016. 190 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.
- Jeff Yass reported no remaining Heritage Financial position as of Q2 2026 after selling out during the quarter.
- Jeff Yass sold 27,527 Heritage Financial shares in Q2 2026, an estimated $716K.
- Jeff Yass first reported a position in Heritage Financial in Q4 2014 and held it in 30 quarters.
- Jeff Yass's Heritage Financial position peaked at $1.57M in Q4 2016.
- 190 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.
Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.