Public Sector Pension Investment Board (PSP Investments)
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Public Sector Pension Investment Board (PSP Investments)’s Heritage Financial HFWA Stock Holding History

Public Sector Pension Investment Board (PSP Investments)’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 		$3.82M Buy
147,086
+29,369
+25% +$763K 0.01% 1010
2025
Q4 		$2.78M Sell
117,717
-14,740
-11% -$347K 0.01% 1100
2025
Q3 		$3.2M Buy
132,457
+16,175
+14% +$392K 0.01% 959
2025
Q2 		$2.77M Buy
116,282
+8,456
+8% +$195K 0.01% 922
2025
Q1 		$2.62M Buy
107,826
+22,718
+27% +$554K 0.01% 988
2024
Q4 		$2.09M Buy
85,108
+11,898
+16% +$289K 0.01% 1025
2024
Q3 		$1.59M Sell
73,210
-3,100
-4% -$66.1K 0.01% 951
2024
Q2 		$1.38M Buy
76,310
+3,877
+5% +$69.6K 0.01% 961
2024
Q1 		$1.4M Hold
72,433
– – 0.01% 902
2023
Q4 		$1.55M Buy
72,433
+29,115
+67% +$528K 0.01% 865
2023
Q3 		$707K Sell
43,318
-18,918
-30% -$330K 0.01% 1226
2023
Q2 		$1.01M Buy
62,236
+491
+0.8% +$8.55K 0.01% 1215
2023
Q1 		$1.32M Sell
61,745
-2,119
-3% -$57.2K 0.01% 1100
2022
Q4 		$1.96M Sell
63,864
-482
-0.7% -$15.1K 0.02% 931
2022
Q3 		$1.7M Sell
64,346
-633
-1% -$16.7K 0.01% 920
2022
Q2 		$1.64M Sell
64,979
-545
-0.8% -$13.6K 0.01% 927
2022
Q1 		$1.64M Sell
65,524
-6,100
-9% -$156K 0.01% 1102
2021
Q4 		$1.75M Sell
71,624
-1,900
-3% -$46.9K 0.01% 1147
2021
Q3 		$1.88M Hold
73,524
– – 0.01% 1126
2021
Q2 		$1.84M Sell
73,524
-520
-0.7% -$14.5K 0.01% 1143
2021
Q1 		$2.09M Sell
74,044
-5,390
-7% -$141K 0.01% 965
2020
Q4 		$1.86M Sell
79,434
-810
-1% -$18.2K 0.01% 924
2020
Q3 		$1.48M Hold
80,244
– – 0.01% 1020
2020
Q2 		$1.6M Sell
80,244
-1,800
-2% -$33.9K 0.01% 904
2020
Q1 		$1.64M Hold
82,044
– – 0.02% 737
2019
Q4 		$2.32M Sell
82,044
-11,600
-12% -$320K 0.01% 1046
2019
Q3 		$2.52M Buy
93,644
+20,416
+28% +$564K 0.02% 929
2019
Q2 		$2.16M Buy
73,228
+42,700
+140% +$1.29M 0.02% 880
2019
Q1 		$920K Buy
30,528
+1,400
+5% +$43.8K 0.01% 1128
2018
Q4 		$866K Buy
29,128
+6,100
+26% +$199K 0.01% 1033
2018
Q3 		$809K Buy
23,028
+4,628
+25% +$166K 0.01% 1077
2018
Q2 		$641K Buy
+18,400
New +$590K ﹤0.01% 1058

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $2.12B AUM 19.53% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments)'s HFWA Position: Q1 2026 in Review

Public Sector Pension Investment Board (PSP Investments) increased its Heritage Financial (HFWA) stake by 25% in Q1 2026, buying an estimated $763K and bringing the position to 147,086 shares worth $3.82M. The position accounts for 0.01% of the portfolio, ranked #1010.

Public Sector Pension Investment Board (PSP Investments) first reported a position in HFWA in Q2 2018 and has held it in 32 quarters since. 185 funds tracked by Wall St. Rank hold HFWA as of Q1 2026.

  • Public Sector Pension Investment Board (PSP Investments) held 147,086 shares of Heritage Financial worth $3.82M as of Q1 2026.
  • Public Sector Pension Investment Board (PSP Investments) bought 29,369 Heritage Financial shares in Q1 2026, an estimated $763K.
  • Heritage Financial made up 0.01% of Public Sector Pension Investment Board (PSP Investments)'s portfolio in Q1 2026, its #1010 holding.
  • Public Sector Pension Investment Board (PSP Investments) first reported a position in Heritage Financial in Q2 2018 and has held it in 32 quarters since.
  • 185 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2026.

Based on Public Sector Pension Investment Board (PSP Investments)'s 13F filing for Q1 2026, filed 13 May 2026.