Marshall Wace
HFWA icon

Marshall Wace’s Heritage Financial HFWA Stock Holding History

Marshall Wace’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
-57,646
Closed -$1.41M – 2812
2024
Q4 		$1.41M Buy
+57,646
New +$1.4M ﹤0.01% 1572
2020
Q3 		– Sell
-12,205
Closed -$244K – 1724
2020
Q2 		$244K Buy
+12,205
New +$230K ﹤0.01% 1372
2020
Q1 		– Sell
-48,191
Closed -$1.36M – 1819
2019
Q4 		$1.36M Sell
48,191
-104,775
-68% -$2.89M 0.01% 906
2019
Q3 		$4.12M Buy
152,966
+49,813
+48% +$1.38M 0.03% 556
2019
Q2 		$3.05M Buy
+103,153
New +$3.11M 0.03% 644
2018
Q2 		– Sell
-17,700
Closed -$542K – 752
2018
Q1 		$542K Buy
+17,700
New +$546K 0.02% 348

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace's HFWA Position: Q1 2025 in Review

Marshall Wace sold out of Heritage Financial (HFWA) in Q1 2025, closing a stake of 57,646 shares — an estimated $1.41M sold.

Marshall Wace first reported a position in HFWA in Q1 2018 and held it in 6 quarters. The position peaked at $4.12M in Q3 2019. 180 funds tracked by Wall St. Rank hold HFWA as of Q1 2025.

  • Marshall Wace reported no remaining Heritage Financial position as of Q1 2025 after selling out during the quarter.
  • Marshall Wace sold 57,646 Heritage Financial shares in Q1 2025, an estimated $1.41M.
  • Marshall Wace first reported a position in Heritage Financial in Q1 2018 and held it in 6 quarters.
  • Marshall Wace's Heritage Financial position peaked at $4.12M in Q3 2019.
  • 180 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2025.

Based on Marshall Wace's 13F filing for Q1 2025, filed 15 May 2025.