Mariner’s Heritage Financial HFWA Stock Holding History

Mariner’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 Q3	–	Sell	-10,636	Closed	-$254K	–	3656
2025 Q2	$254K	Buy	+10,636	New	+$245K	﹤0.01%	2859

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mariner's HFWA Position: Q3 2025 in Review

Mariner sold out of Heritage Financial (HFWA) in Q3 2025, closing a stake of 10,636 shares — an estimated $254K sold.

Mariner first reported a position in HFWA in Q2 2025 and held it in 1 quarter. The position peaked at $254K in Q2 2025. 171 funds tracked by Wall St. Rank hold HFWA as of Q3 2025.

Mariner reported no remaining Heritage Financial position as of Q3 2025 after selling out during the quarter.
Mariner sold 10,636 Heritage Financial shares in Q3 2025, an estimated $254K.
Mariner first reported a position in Heritage Financial in Q2 2025 and held it in 1 quarter.
Mariner's Heritage Financial position peaked at $254K in Q2 2025.
171 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2025.

Based on Mariner's 13F filing for Q3 2025, filed 14 Nov 2025.