RIL
HFWA icon

Rothschild Investment LLC’s Heritage Financial HFWA Stock Holding History

Rothschild Investment LLC’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 		$3.22K Buy
124
+22
+22% +$572 ﹤0.01% 2300
2025
Q4 		$2.41K Buy
102
+27
+36% +$636 ﹤0.01% 2272
2025
Q3 		$1.81K Sell
75
-20
-21% -$485 ﹤0.01% 2287
2025
Q2 		$2.27K Buy
95
+25
+36% +$575 ﹤0.01% 1990
2025
Q1 		$1.7K Buy
70
+50
+250% +$1.22K ﹤0.01% 1999
2024
Q4 		$490 Sell
20
-35
-64% -$850 ﹤0.01% 2538
2024
Q3 		$1.2K Buy
55
+40
+267% +$853 ﹤0.01% 2035
2024
Q2 		$270 Buy
15
+10
+200% +$179 ﹤0.01% 2350
2024
Q1 		$97 Buy
+5
New +$96 ﹤0.01% 2221

Other funds holding HFWA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BCM
Basswood Capital Management New York $1.96B AUM 19.53% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return