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Mach-1 Financial Group’s Heritage Financial HFWA Stock Holding History

Mach-1 Financial 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
2025
Q2 		– Sell
-12,915
Closed -$314K – 258
2025
Q1 		$314K Buy
+12,915
New +$315K 0.09% 185
2023
Q1 		– Sell
-16,753
Closed -$513K – 297
2022
Q4 		$513K Buy
+16,753
New +$524K 0.17% 142

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mach-1 Financial Group's HFWA Position: Q2 2025 in Review

Mach-1 Financial Group sold out of Heritage Financial (HFWA) in Q2 2025, closing a stake of 12,915 shares — an estimated $314K sold.

Mach-1 Financial Group first reported a position in HFWA in Q4 2022 and held it in 2 quarters. The position peaked at $513K in Q4 2022. 171 funds tracked by Wall St. Rank hold HFWA as of Q2 2025.

  • Mach-1 Financial Group reported no remaining Heritage Financial position as of Q2 2025 after selling out during the quarter.
  • Mach-1 Financial Group sold 12,915 Heritage Financial shares in Q2 2025, an estimated $314K.
  • Mach-1 Financial Group first reported a position in Heritage Financial in Q4 2022 and held it in 2 quarters.
  • Mach-1 Financial Group's Heritage Financial position peaked at $513K in Q4 2022.
  • 171 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2025.

Based on Mach-1 Financial Group's 13F filing for Q2 2025, filed 11 Aug 2025.