Simplex Trading
HFWA icon

Simplex Trading’s Heritage Financial HFWA Stock Holding History

Simplex Trading’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 		– Sell
-9
Closed -$234 – 9908
2025
Q4 		$212 Sell
9
-347
-97% -$8.17K ﹤0.01% 8254
2025
Q3 		$8K Sell
356
-1,459
-80% -$35.4K ﹤0.01% 8023
2025
Q2 		$43K Buy
+1,815
New +$41.8K ﹤0.01% 6067
2024
Q4 		– Hold
0
– – – 9428
2024
Q3 		– Hold
0
– – – 9396
2024
Q2 		– Hold
0
– – – 9653
2023
Q4 		– Sell
-25
Closed – – 9696
2023
Q3 		$0 Buy
+25
New +$436 ﹤0.01% 9586
2022
Q4 		– Hold
0
– – – 10133
2022
Q3 		– Hold
0
– – – 10761
2022
Q2 		– Sell
-1,874
Closed -$46K – 10820
2022
Q1 		$46K Buy
1,874
+349
+23% +$8.91K ﹤0.01% 7246
2021
Q4 		$37K Buy
+1,525
New +$37.6K ﹤0.01% 7626
2021
Q2 		– Sell
-3,269
Closed -$92K – 10540
2021
Q1 		$92K Buy
+3,269
New +$85.6K 0.01% 5865

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