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Principal Securities’s Heritage Financial HFWA Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-21
Closed -$508 – 2286
2025
Q3 		$508 Hold
21
– – ﹤0.01% 3531
2025
Q2 		$501 Hold
21
– – ﹤0.01% 3478
2025
Q1 		$515 Hold
21
– – ﹤0.01% 3347
2024
Q4 		$515 Hold
21
– – ﹤0.01% 3341
2024
Q3 		$457 Hold
21
– – ﹤0.01% 3292
2024
Q2 		$379 Buy
21
+13
+163% +$233 ﹤0.01% 3239
2024
Q1 		$155 Hold
8
– – ﹤0.01% 3259
2023
Q4 		$171 Buy
+8
New +$145 ﹤0.01% 3152

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return

Principal Securities's HFWA Position: Q4 2025 in Review

Principal Securities sold out of Heritage Financial (HFWA) in Q4 2025, closing a stake of 21 shares — an estimated $508 sold.

Principal Securities first reported a position in HFWA in Q4 2023 and held it in 8 quarters. The position peaked at $515 in Q1 2025. 174 funds tracked by Wall St. Rank hold HFWA as of Q4 2025.

  • Principal Securities reported no remaining Heritage Financial position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 21 Heritage Financial shares in Q4 2025, an estimated $508.
  • Principal Securities first reported a position in Heritage Financial in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Heritage Financial position peaked at $515 in Q1 2025.
  • 174 funds tracked by Wall St. Rank held Heritage Financial as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.