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
2024
Q4 		– Sell
-2,100
Closed -$45K – 8961
2024
Q3 		$45K Hold
2,100
– – ﹤0.01% 5975
2024
Q2 		$37K Buy
+2,100
New +$37.7K ﹤0.01% 6362
2022
Q1 		– Sell
-6,400
Closed -$156K – 10792
2021
Q4 		$156K Buy
+6,400
New +$158K ﹤0.01% 5540

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
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 $2.12B AUM 19.53% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Simplex Trading's HFWA Position: Q1 2026 in Review

Simplex Trading sold out of Heritage Financial (HFWA) in Q1 2026, closing a stake of 9 shares — an estimated $234 sold.

Simplex Trading first reported a position in HFWA in Q1 2021 and held it in 7 quarters. The position peaked at $92K in Q1 2021. 184 funds tracked by Wall St. Rank hold HFWA as of Q1 2026.

  • Simplex Trading reported no remaining Heritage Financial position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 9 Heritage Financial shares in Q1 2026, an estimated $234.
  • Simplex Trading first reported a position in Heritage Financial in Q1 2021 and held it in 7 quarters.
  • Simplex Trading's Heritage Financial position peaked at $92K in Q1 2021.
  • 184 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.