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Rise Advisors’s Heritage Financial HFWA Stock Holding History

Rise Advisors’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
-917
Closed -$22.2K – 672
2025
Q3 		$22.2K Buy
917
+45
+5% +$1.09K 0.01% 523
2025
Q2 		$20.8K Hold
872
– – 0.01% 517
2025
Q1 		$21.2K Buy
+872
New +$21.3K 0.01% 467

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

Rise Advisors's HFWA Position: Q4 2025 in Review

Rise Advisors sold out of Heritage Financial (HFWA) in Q4 2025, closing a stake of 917 shares — an estimated $22.2K sold.

Rise Advisors first reported a position in HFWA in Q1 2025 and held it in 3 quarters. The position peaked at $22.2K in Q3 2025. 174 funds tracked by Wall St. Rank hold HFWA as of Q4 2025.

  • Rise Advisors reported no remaining Heritage Financial position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 917 Heritage Financial shares in Q4 2025, an estimated $22.2K.
  • Rise Advisors first reported a position in Heritage Financial in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's Heritage Financial position peaked at $22.2K in Q3 2025.
  • 174 funds tracked by Wall St. Rank held Heritage Financial as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.