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Parkside Financial Bank & Trust’s Heritage Financial HFWA Stock Holding History

Parkside Financial Bank & 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
Q1 		$62.1K Buy
2,389
+2,297
+2,497% +$59.7K ﹤0.01% 873
2025
Q4 		$2.18K Hold
92
– – ﹤0.01% 2071
2025
Q3 		$2.23K Hold
92
– – ﹤0.01% 1983
2025
Q2 		$2.19K Buy
92
+40
+77% +$921 ﹤0.01% 1972
2025
Q1 		$1.27K Buy
52
+19
+58% +$463 ﹤0.01% 2029
2024
Q4 		$809 Sell
33
-1
-3% -$24 ﹤0.01% 1782
2024
Q3 		$741 Hold
34
– – ﹤0.01% 1753
2024
Q2 		$614 Hold
34
– – ﹤0.01% 1732
2024
Q1 		$660 Hold
34
– – ﹤0.01% 1698
2023
Q4 		$728 Sell
34
-68
-67% -$1.23K ﹤0.01% 1676
2023
Q3 		$1.66K Buy
102
+63
+162% +$1.1K ﹤0.01% 1718
2023
Q2 		$631 Sell
39
-22
-36% -$383 ﹤0.01% 1879
2023
Q1 		$1.31K Buy
61
+5
+9% +$135 ﹤0.01% 1800
2022
Q4 		$1.72K Hold
56
– – ﹤0.01% 1727
2022
Q3 		$1K Hold
56
– – ﹤0.01% 1685
2022
Q2 		$1K Hold
56
– – ﹤0.01% 1717
2022
Q1 		$1K Sell
56
-97
-63% -$2.48K ﹤0.01% 1722
2021
Q4 		$4K Hold
153
– – ﹤0.01% 1398
2021
Q3 		$4K Sell
153
-3
-2% -$73 ﹤0.01% 1328
2021
Q2 		$4K Buy
156
+8
+5% +$223 ﹤0.01% 1320
2021
Q1 		$4K Hold
148
– – ﹤0.01% 1271
2020
Q4 		$3K Buy
148
+97
+190% +$2.18K ﹤0.01% 1301
2020
Q3 		$1K Buy
51
+29
+132% +$567 ﹤0.01% 1339
2020
Q2 		$0 Sell
22
-113
-84% -$2.13K ﹤0.01% 1565
2020
Q1 		$3K Buy
+135
New +$3.33K ﹤0.01% 999
2019
Q4 		– Sell
-15
Closed – – 1599
2019
Q3 		$0 Hold
15
– – ﹤0.01% 1596
2019
Q2 		$0 Buy
15
+2
+15% +$60 ﹤0.01% 1614
2019
Q1 		$0 Sell
13
-10
-43% -$313 ﹤0.01% 1581
2018
Q4 		$1K Buy
+23
New +$752 ﹤0.01% 1220

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Parkside Financial Bank & Trust's HFWA Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its Heritage Financial (HFWA) stake by 2,497% in Q1 2026, buying an estimated $59.7K and bringing the position to 2,389 shares worth $62.1K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Parkside Financial Bank & Trust first reported a position in HFWA in Q4 2018 and has held it in 29 quarters since. 185 funds tracked by Wall St. Rank hold HFWA as of Q1 2026.

  • Parkside Financial Bank & Trust held 2,389 shares of Heritage Financial worth $62.1K as of Q1 2026.
  • Parkside Financial Bank & Trust bought 2,297 Heritage Financial shares in Q1 2026, an estimated $59.7K.
  • Heritage Financial made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #873 holding.
  • Parkside Financial Bank & Trust first reported a position in Heritage Financial in Q4 2018 and has held it in 29 quarters since.
  • 185 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.