Police & Firemen's Retirement System of New Jersey’s Heritage Financial HFWA Stock Holding History

Police & Firemen's Retirement System of New Jersey’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	$363K	Buy	12,265 +2,820	+30%	+$77.6K	﹤0.01%	1991
2026 Q1	$246K	Hold	9,445	–	–	﹤0.01%	2029
2025 Q4	$223K	Hold	9,445	–	–	﹤0.01%	2088
2025 Q3	$228K	Buy	9,445 +1,596	+20%	+$38.7K	﹤0.01%	2093
2025 Q2	$187K	Hold	7,849	–	–	﹤0.01%	2065
2025 Q1	$191K	Hold	7,849	–	–	﹤0.01%	1972
2024 Q4	$192K	Buy	+7,849	New	+$191K	﹤0.01%	2027

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

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

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

Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey's HFWA Position: Q2 2026 in Review

Police & Firemen's Retirement System of New Jersey increased its Heritage Financial (HFWA) stake by 30% in Q2 2026, buying an estimated $77.6K and bringing the position to 12,265 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #1991.

Police & Firemen's Retirement System of New Jersey first reported a position in HFWA in Q4 2024 and has held it in 7 quarters since. 85 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

Police & Firemen's Retirement System of New Jersey held 12,265 shares of Heritage Financial worth $363K as of Q2 2026.
Police & Firemen's Retirement System of New Jersey bought 2,820 Heritage Financial shares in Q2 2026, an estimated $77.6K.
Heritage Financial made up ﹤0.01% of Police & Firemen's Retirement System of New Jersey's portfolio in Q2 2026, its #1991 holding.
Police & Firemen's Retirement System of New Jersey first reported a position in Heritage Financial in Q4 2024 and has held it in 7 quarters since.
85 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Police & Firemen's Retirement System of New Jersey's 13F filing for Q2 2026, filed 23 Jul 2026.