Mackenzie Financial’s Heritage Financial HFWA Stock Holding History

Mackenzie Financial’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 Q1	–	Sell	-22,326	Closed	-$547K	–	1735
2024 Q4	$547K	Buy	+22,326	New	+$542K	﹤0.01%	1131

Other funds holding HFWA

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Mackenzie Financial's HFWA Position: Q1 2025 in Review

Mackenzie Financial sold out of Heritage Financial (HFWA) in Q1 2025, closing a stake of 22,326 shares — an estimated $547K sold.

Mackenzie Financial first reported a position in HFWA in Q4 2024 and held it in 1 quarter. The position peaked at $547K in Q4 2024. 180 funds tracked by Wall St. Rank hold HFWA as of Q1 2025.

Mackenzie Financial reported no remaining Heritage Financial position as of Q1 2025 after selling out during the quarter.
Mackenzie Financial sold 22,326 Heritage Financial shares in Q1 2025, an estimated $547K.
Mackenzie Financial first reported a position in Heritage Financial in Q4 2024 and held it in 1 quarter.
Mackenzie Financial's Heritage Financial position peaked at $547K in Q4 2024.
180 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2025.

Based on Mackenzie Financial's 13F filing for Q1 2025, filed 7 May 2025.