Optiver Holding
HFWA icon

Optiver Holding’s Heritage Financial HFWA Stock Holding History

Optiver Holding’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 		$10.7K Buy
+362
New +$9.96K ﹤0.01% 1723
2026
Q1 		– Sell
-168
Closed -$3.97K – 2499
2025
Q4 		$3.97K Sell
168
-8
-5% -$188 ﹤0.01% 1537
2025
Q3 		$4.26K Buy
+176
New +$4.26K ﹤0.01% 1886

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

Optiver Holding's HFWA Position: Q2 2026 in Review

Optiver Holding opened a new position in Heritage Financial (HFWA) in Q2 2026: 362 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #1723 among its holdings. This is a return to the name: Optiver Holding previously reported a position in HFWA as recently as Q4 2025.

Optiver Holding first reported a position in HFWA in Q3 2025 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Optiver Holding held 362 shares of Heritage Financial worth $10.7K as of Q2 2026.
  • Heritage Financial was a new Optiver Holding position in Q2 2026.
  • Heritage Financial made up ﹤0.01% of Optiver Holding's portfolio in Q2 2026, its #1723 holding.
  • Optiver Holding first reported a position in Heritage Financial in Q3 2025 and has held it in 3 quarters since.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Optiver Holding's 13F filing for Q2 2026, filed 12 Aug 2026.