MetLife Investment Management’s Heritage Financial HFWA Stock Holding History

MetLife Investment Management’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 Q1	$483K	Sell	18,566 -1,856	-9%	-$48.2K	﹤0.01%	1766
2025 Q4	$483K	Hold	20,422	–	–	﹤0.01%	1804
2025 Q3	$494K	Hold	20,422	–	–	﹤0.01%	1814
2025 Q2	$487K	Hold	20,422	–	–	﹤0.01%	1689
2025 Q1	$497K	Sell	20,422 -288	-1%	-$7.03K	﹤0.01%	1734
2024 Q4	$507K	Buy	20,710 +1,917	+10%	+$46.5K	﹤0.01%	1789
2024 Q3	$409K	Sell	18,793 -2,217	-11%	-$47.3K	﹤0.01%	1889
2024 Q2	$379K	Buy	21,010 +2,045	+11%	+$36.7K	﹤0.01%	1876
2024 Q1	$368K	Hold	18,965	–	–	﹤0.01%	1838
2023 Q4	$406K	Hold	18,965	–	–	﹤0.01%	1811
2023 Q3	$309K	Hold	18,965	–	–	﹤0.01%	1931
2023 Q2	$307K	Hold	18,965	–	–	﹤0.01%	2002
2023 Q1	$406K	Hold	18,965	–	–	﹤0.01%	1772
2022 Q4	$581K	Hold	18,965	–	–	﹤0.01%	1541
2022 Q3	$502K	Hold	18,965	–	–	﹤0.01%	1631
2022 Q2	$477K	Hold	18,965	–	–	﹤0.01%	1701
2022 Q1	$475K	Buy	18,965 +6,670	+54%	+$170K	﹤0.01%	1799
2021 Q4	$300K	Hold	12,295	–	–	﹤0.01%	1810
2021 Q3	$314K	Sell	12,295 -3,482	-22%	-$84.6K	﹤0.01%	1799
2021 Q2	$395K	Hold	15,777	–	–	﹤0.01%	1717
2021 Q1	$446K	Hold	15,777	–	–	﹤0.01%	1595
2020 Q4	$369K	Hold	15,777	–	–	﹤0.01%	1633
2020 Q3	$290K	Hold	15,777	–	–	﹤0.01%	1644
2020 Q2	$316K	Hold	15,777	–	–	﹤0.01%	1626
2020 Q1	$316K	Hold	15,777	–	–	﹤0.01%	1458
2019 Q4	$446K	Hold	15,777	–	–	﹤0.01%	1529
2019 Q3	$425K	Hold	15,777	–	–	﹤0.01%	1512
2019 Q2	$466K	Hold	15,777	–	–	0.01%	1523
2019 Q1	$476K	Hold	15,777	–	–	0.01%	1478
2018 Q4	$469K	Hold	15,777	–	–	0.01%	1406
2018 Q3	$555K	Hold	15,777	–	–	0.01%	1472
2018 Q2	$550K	Buy	15,777 +3,133	+25%	+$100K	0.01%	1358
2018 Q1	$387K	Hold	12,644	–	–	﹤0.01%	1531
2017 Q4	$389K	Buy	+12,644	New	+$389K	﹤0.01%	1547

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

MetLife Investment Management's HFWA Position: Q1 2026 in Review

MetLife Investment Management reduced its Heritage Financial (HFWA) stake by 9.1% in Q1 2026, selling an estimated $48.2K and leaving 18,566 shares worth $483K. The position accounts for ﹤0.01% of the portfolio, ranked #1766.

MetLife Investment Management first reported a position in HFWA in Q4 2017 and has held it in 34 quarters since. The position peaked at $581K in Q4 2022. 184 funds tracked by Wall St. Rank hold HFWA as of Q1 2026.

MetLife Investment Management held 18,566 shares of Heritage Financial worth $483K as of Q1 2026.
MetLife Investment Management sold 1,856 Heritage Financial shares in Q1 2026, an estimated $48.2K.
Heritage Financial made up ﹤0.01% of MetLife Investment Management's portfolio in Q1 2026, its #1766 holding.
MetLife Investment Management first reported a position in Heritage Financial in Q4 2017 and has held it in 34 quarters since.
MetLife Investment Management's Heritage Financial position peaked at $581K in Q4 2022.
184 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2026.

Based on MetLife Investment Management's 13F filing for Q1 2026, filed 14 May 2026.