MPWT
HFWA icon

MassMutual Private Wealth & Trust’s Heritage Financial HFWA Stock Holding History

MassMutual Private Wealth & Trust’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
2026
Q2 		$9.83K Sell
332
-51
-13% -$1.4K ﹤0.01% 1416
2026
Q1 		$9.96K Sell
383
-387
-50% -$10.1K ﹤0.01% 1369
2025
Q4 		$18.2K Sell
770
-40
-5% -$942 ﹤0.01% 1161
2025
Q3 		$19.6K Hold
810
– – ﹤0.01% 1125
2025
Q2 		$19.3K Hold
810
– – ﹤0.01% 1121
2025
Q1 		$19.7K Sell
810
-13
-2% -$317 ﹤0.01% 1032
2024
Q4 		$20.2K Buy
823
+46
+6% +$1.12K ﹤0.01% 1003
2024
Q3 		$16.9K Buy
777
+19
+3% +$405 ﹤0.01% 953
2024
Q2 		$13.7K Sell
758
-79
-9% -$1.42K ﹤0.01% 972
2024
Q1 		$16.2K Sell
837
-133
-14% -$2.56K ﹤0.01% 889
2023
Q4 		$20.7K Buy
970
+322
+50% +$5.84K ﹤0.01% 808
2023
Q3 		$10.6K Sell
648
-80
-11% -$1.4K ﹤0.01% 981
2023
Q2 		$11.8K Buy
728
+593
+439% +$10.3K ﹤0.01% 913
2023
Q1 		$2.89K Buy
135
+77
+133% +$2.08K ﹤0.01% 1310
2022
Q4 		$2K Buy
+58
New +$1.81K ﹤0.01% 1263
2019
Q2 		– Sell
-120
Closed -$3.61K – 784
2019
Q1 		$3.62K Sell
120
-65
-35% -$2.04K ﹤0.01% 725
2018
Q4 		$5.5K Hold
185
– – ﹤0.01% 651
2018
Q3 		$6.5K Hold
185
– – ﹤0.01% 671
2018
Q2 		$6.45K Hold
185
– – ﹤0.01% 676
2018
Q1 		$5.66K Buy
185
+120
+185% +$3.7K ﹤0.01% 687
2017
Q4 		$2K Buy
+65
New +$2K ﹤0.01% 768

Other funds holding HFWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

MassMutual Private Wealth & Trust's HFWA Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Heritage Financial (HFWA) stake by 13% in Q2 2026, selling an estimated $1.4K and leaving 332 shares worth $9.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

MassMutual Private Wealth & Trust first reported a position in HFWA in Q4 2017 and has held it in 21 quarters since. The position peaked at $20.7K in Q4 2023. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • MassMutual Private Wealth & Trust held 332 shares of Heritage Financial worth $9.83K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 51 Heritage Financial shares in Q2 2026, an estimated $1.4K.
  • Heritage Financial made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1416 holding.
  • MassMutual Private Wealth & Trust first reported a position in Heritage Financial in Q4 2017 and has held it in 21 quarters since.
  • MassMutual Private Wealth & Trust's Heritage Financial position peaked at $20.7K in Q4 2023.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.