Royal Bank of Canada’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.98M | Sell |
76,128
-321
| -0.4% | -$8.34K | ﹤0.01% | 3101 |
|
|
2025
Q4 | $1.81M | Sell |
76,449
-3,748
| -5% | -$88.2K | ﹤0.01% | 3205 |
|
|
2025
Q3 | $1.94M | Sell |
80,197
-12,672
| -14% | -$307K | ﹤0.01% | 3429 |
|
|
2025
Q2 | $2.21M | Buy |
92,869
+4,726
| +5% | +$109K | ﹤0.01% | 3217 |
|
|
2025
Q1 | $2.14M | Sell |
88,143
-4,746
| -5% | -$116K | ﹤0.01% | 2892 |
|
|
2024
Q4 | $2.28M | Sell |
92,889
-13,075
| -12% | -$317K | ﹤0.01% | 2927 |
|
|
2024
Q3 | $2.31M | Sell |
105,964
-443
| -0.4% | -$9.45K | ﹤0.01% | 2891 |
|
|
2024
Q2 | $1.92M | Buy |
106,407
+2,045
| +2% | +$36.7K | ﹤0.01% | 2935 |
|
|
2024
Q1 | $2.02M | Sell |
104,362
-11,842
| -10% | -$228K | ﹤0.01% | 2918 |
|
|
2023
Q4 | $2.48M | Buy |
116,204
+6,702
| +6% | +$122K | ﹤0.01% | 2875 |
|
|
2023
Q3 | $1.79M | Sell |
109,502
-216
| -0.2% | -$3.77K | ﹤0.01% | 2945 |
|
|
2023
Q2 | $1.77M | Buy |
109,718
+23,295
| +27% | +$405K | ﹤0.01% | 2928 |
|
|
2023
Q1 | $1.85M | Sell |
86,423
-3,493
| -4% | -$94.2K | ﹤0.01% | 2863 |
|
|
2022
Q4 | $2.75M | Buy |
89,916
+168
| +0.2% | +$5.26K | ﹤0.01% | 2635 |
|
|
2022
Q3 | $2.38M | Sell |
89,748
-2,035
| -2% | -$53.7K | ﹤0.01% | 2703 |
|
|
2022
Q2 | $2.31M | Sell |
91,783
-4,949
| -5% | -$123K | ﹤0.01% | 2760 |
|
|
2022
Q1 | $2.42M | Sell |
96,732
-44,438
| -31% | -$1.14M | ﹤0.01% | 2882 |
|
|
2021
Q4 | $3.45M | Sell |
141,170
-122,289
| -46% | -$3.02M | ﹤0.01% | 2672 |
|
|
2021
Q3 | $6.72M | Buy |
263,459
+46,393
| +21% | +$1.13M | ﹤0.01% | 2095 |
|
|
2021
Q2 | $5.43M | Buy |
217,066
+80,493
| +59% | +$2.24M | ﹤0.01% | 2257 |
|
|
2021
Q1 | $3.86M | Buy |
136,573
+16,119
| +13% | +$422K | ﹤0.01% | 2433 |
|
|
2020
Q4 | $2.82M | Sell |
120,454
-9,779
| -8% | -$220K | ﹤0.01% | 2616 |
|
|
2020
Q3 | $2.4M | Sell |
130,233
-106,338
| -45% | -$2.08M | ﹤0.01% | 2543 |
|
|
2020
Q2 | $4.73M | Sell |
236,571
-21,280
| -8% | -$401K | ﹤0.01% | 1974 |
|
|
2020
Q1 | $5.16M | Buy |
257,851
+16,232
| +7% | +$401K | ﹤0.01% | 1779 |
|
|
2019
Q4 | $6.84M | Sell |
241,619
-4,209
| -2% | -$116K | ﹤0.01% | 1916 |
|
|
2019
Q3 | $6.63M | Sell |
245,828
-14,260
| -5% | -$394K | ﹤0.01% | 1871 |
|
|
2019
Q2 | $7.68M | Sell |
260,088
-22,592
| -8% | -$680K | ﹤0.01% | 1762 |
|
|
2019
Q1 | $8.52M | Sell |
282,680
-22,357
| -7% | -$700K | ﹤0.01% | 1628 |
|
|
2018
Q4 | $9.06M | Sell |
305,037
-101,001
| -25% | -$3.3M | ﹤0.01% | 1556 |
|
|
2018
Q3 | $14.3M | Buy |
406,038
+289
| +0.1% | +$10.4K | 0.01% | 1366 |
|
|
2018
Q2 | $14.1M | Buy |
405,749
+50,956
| +14% | +$1.63M | 0.01% | 1300 |
|
|
2018
Q1 | $10.9M | Buy |
354,793
+37,086
| +12% | +$1.14M | ﹤0.01% | 1483 |
|
|
2017
Q4 | $9.79M | Sell |
317,707
-15,449
| -5% | -$476K | ﹤0.01% | 1625 |
|
|
2017
Q3 | $9.83M | Buy |
333,156
+4,712
| +1% | +$127K | ﹤0.01% | 1551 |
|
|
2017
Q2 | $8.7M | Buy |
328,444
+12,582
| +4% | +$315K | ﹤0.01% | 1592 |
|
|
2017
Q1 | $7.82M | Buy |
315,862
+70,393
| +29% | +$1.76M | ﹤0.01% | 1628 |
|
|
2016
Q4 | $6.32M | Buy |
245,469
+35,201
| +17% | +$753K | ﹤0.01% | 1791 |
|
|
2016
Q3 | $3.77M | Buy |
210,268
+6,731
| +3% | +$120K | ﹤0.01% | 2100 |
|
|
2016
Q2 | $3.58M | Buy |
203,537
+30,876
| +18% | +$546K | ﹤0.01% | 2112 |
|
|
2016
Q1 | $3.03M | Buy |
172,661
+41
| +0% | +$723 | ﹤0.01% | 2150 |
|
|
2015
Q4 | $3.25M | Buy |
172,620
+38,657
| +29% | +$731K | ﹤0.01% | 2166 |
|
|
2015
Q3 | $2.52M | Buy |
133,963
+31,290
| +30% | +$566K | ﹤0.01% | 2064 |
|
|
2015
Q2 | $1.83M | Buy |
102,673
+10,193
| +11% | +$176K | ﹤0.01% | 2389 |
|
|
2015
Q1 | $1.57M | Sell |
92,480
-6,097
| -6% | -$99.6K | ﹤0.01% | 2474 |
|
|
2014
Q4 | $1.73M | Buy |
98,577
+22,497
| +30% | +$386K | ﹤0.01% | 2449 |
|
|
2014
Q3 | $1.21M | Buy |
76,080
+100
| +0.1% | +$1.62K | ﹤0.01% | 2700 |
|
|
2014
Q2 | $1.22M | Buy |
+75,980
| New | +$1.23M | ﹤0.01% | 2659 |
|
|
2013
Q4 | – | Sell |
-215
| Closed | -$3K | – | 6005 |
|
|
2013
Q3 | $3K | Sell |
215
-485
| -69% | -$7.61K | ﹤0.01% | 5757 |
|
|
2013
Q2 | $10K | Buy |
+700
| New | +$9.78K | ﹤0.01% | 5279 |
|
Other funds holding HFWA
VCM
BCM
Royal Bank of Canada's HFWA Position: Q1 2026 in Review
Royal Bank of Canada reduced its Heritage Financial (HFWA) stake by 0.42% in Q1 2026, selling an estimated $8.34K and leaving 76,128 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #3101.
Royal Bank of Canada first reported a position in HFWA in Q2 2013 and has held it in 50 quarters since. The position peaked at $14.3M in Q3 2018. 184 funds tracked by Wall St. Rank hold HFWA as of Q1 2026.
- Royal Bank of Canada held 76,128 shares of Heritage Financial worth $1.98M as of Q1 2026.
- Royal Bank of Canada sold 321 Heritage Financial shares in Q1 2026, an estimated $8.34K.
- Heritage Financial made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #3101 holding.
- Royal Bank of Canada first reported a position in Heritage Financial in Q2 2013 and has held it in 50 quarters since.
- Royal Bank of Canada's Heritage Financial position peaked at $14.3M in Q3 2018.
- 184 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2026.
Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.