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 $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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Simplex Trading's HFWA Position: Q2 2026 in Review

Simplex Trading opened a new position in Heritage Financial (HFWA) in Q2 2026: 438 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #7474 among its holdings. This is a return to the name: Simplex Trading previously reported a position in HFWA as recently as Q4 2025.

Simplex Trading first reported a position in HFWA in Q1 2021 and has held it in 8 quarters since. The position peaked at $92K in Q1 2021. 192 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Simplex Trading held 438 shares of Heritage Financial worth $13K as of Q2 2026.
  • Heritage Financial was a new Simplex Trading position in Q2 2026.
  • Heritage Financial made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #7474 holding.
  • Simplex Trading first reported a position in Heritage Financial in Q1 2021 and has held it in 8 quarters since.
  • Simplex Trading's Heritage Financial position peaked at $92K in Q1 2021.
  • 192 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.