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
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

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VCM
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State Street
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AllianceBernstein
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Geode Capital Management
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Optiver Holding's HFWA Position: Q1 2026 in Review

Optiver Holding sold out of Heritage Financial (HFWA) in Q1 2026, closing a stake of 168 shares — an estimated $3.97K sold.

Optiver Holding first reported a position in HFWA in Q3 2025 and held it in 2 quarters. The position peaked at $4.26K in Q3 2025. 184 funds tracked by Wall St. Rank hold HFWA as of Q1 2026.

  • Optiver Holding reported no remaining Heritage Financial position as of Q1 2026 after selling out during the quarter.
  • Optiver Holding sold 168 Heritage Financial shares in Q1 2026, an estimated $3.97K.
  • Optiver Holding first reported a position in Heritage Financial in Q3 2025 and held it in 2 quarters.
  • Optiver Holding's Heritage Financial position peaked at $4.26K in Q3 2025.
  • 184 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2026.

Based on Optiver Holding's 13F filing for Q1 2026, filed 15 May 2026.