Paul Tudor Jones’s Heritage Financial HFWA Stock Holding History

Paul Tudor Jones’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	-13,762	Closed	-$325K	–	3904
2025 Q4	$325K	Buy	+13,762	New	+$324K	﹤0.01%	2995
2025 Q3	–	Sell	-33,964	Closed	-$810K	–	3556
2025 Q2	$810K	Buy	33,964 +25,188	+287%	+$580K	﹤0.01%	2280
2025 Q1	$214K	Sell	8,776 -52,580	-86%	-$1.28M	﹤0.01%	2831
2024 Q4	$1.5M	Buy	+61,356	New	+$1.49M	0.01%	1439
2024 Q2	–	Sell	-25,409	Closed	-$493K	–	2512
2024 Q1	$493K	Sell	25,409 -4,208	-14%	-$81K	﹤0.01%	1655
2023 Q4	$634K	Buy	+29,617	New	+$537K	0.01%	1666
2022 Q1	–	Sell	-42,397	Closed	-$1.04M	–	2273
2021 Q4	$1.04M	Buy	42,397 +29,552	+230%	+$729K	0.02%	977
2021 Q3	$328K	Sell	12,845 -30,074	-70%	-$731K	0.01%	1974
2021 Q2	$1.07M	Buy	42,919 +30,723	+252%	+$856K	0.02%	835
2021 Q1	$344K	Buy	+12,196	New	+$319K	0.01%	1259
2019 Q4	–	Sell	-26,985	Closed	-$728K	–	1241
2019 Q3	$728K	Buy	26,985 +12,783	+90%	+$353K	0.03%	594
2019 Q2	$420K	Buy	+14,202	New	+$428K	0.01%	772

Other funds holding HFWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Paul Tudor Jones's HFWA Position: Q1 2026 in Review

Paul Tudor Jones sold out of Heritage Financial (HFWA) in Q1 2026, closing a stake of 13,762 shares — an estimated $325K sold.

Paul Tudor Jones first reported a position in HFWA in Q2 2019 and held it in 12 quarters. The position peaked at $1.5M in Q4 2024. 185 funds tracked by Wall St. Rank hold HFWA as of Q1 2026.

Paul Tudor Jones reported no remaining Heritage Financial position as of Q1 2026 after selling out during the quarter.
Paul Tudor Jones sold 13,762 Heritage Financial shares in Q1 2026, an estimated $325K.
Paul Tudor Jones first reported a position in Heritage Financial in Q2 2019 and held it in 12 quarters.
Paul Tudor Jones's Heritage Financial position peaked at $1.5M in Q4 2024.
185 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2026.

Based on Tudor Investment Corp's 13F filing for Q1 2026, filed 15 May 2026.