KBC Group’s Heritage Financial HFWA Stock Holding History

KBC 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
2024 Q4	–	Sell	-1,884	Closed	-$41K	–	1844
2024 Q3	$41K	Hold	1,884	–	–	﹤0.01%	1775
2024 Q2	$34K	Hold	1,884	–	–	﹤0.01%	1789
2024 Q1	$37K	Hold	1,884	–	–	﹤0.01%	1695
2023 Q4	$40K	Hold	1,884	–	–	﹤0.01%	1671
2023 Q3	$31K	Sell	1,884 -1,063	-36%	-$18.5K	﹤0.01%	1769
2023 Q2	$48K	Hold	2,947	–	–	﹤0.01%	1372
2023 Q1	$63K	Sell	2,947 -951	-24%	-$25.7K	﹤0.01%	1333
2022 Q4	$119K	Hold	3,898	–	–	﹤0.01%	1141
2022 Q3	$103K	Hold	3,898	–	–	﹤0.01%	1172
2022 Q2	$98K	Sell	3,898 -876	-18%	-$21.9K	﹤0.01%	1226
2022 Q1	$120K	Buy	4,774 +930	+24%	+$23.8K	﹤0.01%	1139
2021 Q4	$94K	Hold	3,844	–	–	﹤0.01%	1188
2021 Q3	$98K	Buy	+3,844	New	+$93.4K	﹤0.01%	1170

Other funds holding HFWA

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

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

Jennison Associates New York $145B AUM 34.61% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

KBC Group's HFWA Position: Q4 2024 in Review

KBC Group sold out of Heritage Financial (HFWA) in Q4 2024, closing a stake of 1,884 shares — an estimated $41K sold.

KBC Group first reported a position in HFWA in Q3 2021 and held it in 13 quarters. The position peaked at $120K in Q1 2022. 170 funds tracked by Wall St. Rank hold HFWA as of Q4 2024.

KBC Group reported no remaining Heritage Financial position as of Q4 2024 after selling out during the quarter.
KBC Group sold 1,884 Heritage Financial shares in Q4 2024, an estimated $41K.
KBC Group first reported a position in Heritage Financial in Q3 2021 and held it in 13 quarters.
KBC Group's Heritage Financial position peaked at $120K in Q1 2022.
170 funds tracked by Wall St. Rank held Heritage Financial as of Q4 2024.

Based on KBC Group's 13F filing for Q4 2024, filed 22 Jan 2025.