QT
HFWA icon

Quantbot Technologies’s Heritage Financial HFWA Stock Holding History

Quantbot Technologies’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
Q1 		– Sell
-6,756
Closed -$166K – 1641
2024
Q4 		$166K Buy
+6,756
New +$164K 0.01% 1093
2024
Q3 		– Sell
-4,386
Closed -$79.1K – 1609
2024
Q2 		$79.1K Sell
4,386
-4,595
-51% -$82.5K ﹤0.01% 1174
2024
Q1 		$174K Buy
+8,981
New +$173K 0.01% 1044
2023
Q4 		– Sell
-5,000
Closed -$81.5K – 1751
2023
Q3 		$81.5K Sell
5,000
-13,976
-74% -$244K 0.01% 1140
2023
Q2 		$307K Sell
18,976
-578
-3% -$10.1K 0.02% 827
2023
Q1 		$418K Buy
19,554
+16,754
+598% +$452K 0.03% 671
2022
Q4 		$85.8K Buy
+2,800
New +$87.6K 0.01% 1179
2022
Q3 		– Sell
-3,100
Closed -$77K – 1791
2022
Q2 		$77K Sell
3,100
-1,800
-37% -$44.9K 0.01% 1207
2022
Q1 		$122K Buy
4,900
+1,000
+26% +$25.5K 0.01% 986
2021
Q4 		$95K Buy
3,900
+3,100
+388% +$76.5K 0.01% 886
2021
Q3 		$20K Buy
+800
New +$19.4K ﹤0.01% 1266
2021
Q2 		– Sell
-418
Closed -$11K – 1612
2021
Q1 		$11K Sell
418
-200
-32% -$5.24K ﹤0.01% 1236
2020
Q4 		$14K Hold
618
– – ﹤0.01% 1062
2020
Q3 		$11K Buy
618
+578
+1,445% +$11.3K ﹤0.01% 1095
2020
Q2 		$0 Buy
+40
New +$754 ﹤0.01% 1248
2020
Q1 		– Sell
-2,225
Closed -$62K – 1093
2019
Q4 		$62K Buy
2,225
+387
+21% +$10.7K 0.01% 918
2019
Q3 		$49K Buy
1,838
+638
+53% +$17.6K ﹤0.01% 971
2019
Q2 		$35K Buy
+1,200
New +$36.1K ﹤0.01% 960
2018
Q4 		– Sell
-302
Closed -$10K – 1175
2018
Q3 		$10K Buy
+302
New +$10.8K ﹤0.01% 1168
2018
Q2 		– Sell
-5,996
Closed -$183K – 1323
2018
Q1 		$183K Buy
+5,996
New +$185K 0.02% 716

Other funds holding HFWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quantbot Technologies's HFWA Position: Q1 2025 in Review

Quantbot Technologies sold out of Heritage Financial (HFWA) in Q1 2025, closing a stake of 6,756 shares — an estimated $166K sold.

Quantbot Technologies first reported a position in HFWA in Q1 2018 and held it in 20 quarters. The position peaked at $418K in Q1 2023. 180 funds tracked by Wall St. Rank hold HFWA as of Q1 2025.

  • Quantbot Technologies reported no remaining Heritage Financial position as of Q1 2025 after selling out during the quarter.
  • Quantbot Technologies sold 6,756 Heritage Financial shares in Q1 2025, an estimated $166K.
  • Quantbot Technologies first reported a position in Heritage Financial in Q1 2018 and held it in 20 quarters.
  • Quantbot Technologies's Heritage Financial position peaked at $418K in Q1 2023.
  • 180 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2025.

Based on Quantbot Technologies's 13F filing for Q1 2025, filed 13 May 2025.