Mirae Asset Global Investments
HFWA icon

Mirae Asset Global Investments’s Heritage Financial HFWA Stock Holding History

Mirae Asset Global Investments’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
-24,968
Closed -$607K – 1629
2024
Q4 		$607K Buy
24,968
+3,814
+18% +$92.6K ﹤0.01% 920
2024
Q3 		$452K Buy
21,154
+2,154
+11% +$45.9K ﹤0.01% 978
2024
Q2 		$332K Sell
19,000
-8,308
-30% -$149K ﹤0.01% 978
2024
Q1 		$569K Buy
27,308
+7,664
+39% +$147K ﹤0.01% 1841
2023
Q4 		$420K Buy
19,644
+947
+5% +$17.2K ﹤0.01% 2048
2023
Q3 		$305K Buy
18,697
+1,092
+6% +$19.1K ﹤0.01% 2121
2023
Q2 		$285K Buy
17,605
+2,696
+18% +$46.9K ﹤0.01% 2201
2023
Q1 		$319K Hold
14,909
– – ﹤0.01% 2143
2022
Q4 		$457K Hold
14,909
– – ﹤0.01% 1943
2022
Q3 		$395K Buy
14,909
+4,420
+42% +$117K ﹤0.01% 2015
2022
Q2 		$264K Buy
+10,489
New +$262K ﹤0.01% 2047

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

Mirae Asset Global Investments's HFWA Position: Q1 2025 in Review

Mirae Asset Global Investments sold out of Heritage Financial (HFWA) in Q1 2025, closing a stake of 24,968 shares — an estimated $607K sold.

Mirae Asset Global Investments first reported a position in HFWA in Q2 2022 and held it in 11 quarters. The position peaked at $607K in Q4 2024. 180 funds tracked by Wall St. Rank hold HFWA as of Q1 2025.

  • Mirae Asset Global Investments reported no remaining Heritage Financial position as of Q1 2025 after selling out during the quarter.
  • Mirae Asset Global Investments sold 24,968 Heritage Financial shares in Q1 2025, an estimated $607K.
  • Mirae Asset Global Investments first reported a position in Heritage Financial in Q2 2022 and held it in 11 quarters.
  • Mirae Asset Global Investments's Heritage Financial position peaked at $607K in Q4 2024.
  • 180 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2025.

Based on Mirae Asset Global Investments's 13F filing for Q1 2025, filed 24 Apr 2025.