SAM
HFWA icon

Smartleaf Asset Management’s Heritage Financial HFWA Stock Holding History

Smartleaf Asset Management’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 		$1.94K Sell
76
-738
-91% -$19.2K ﹤0.01% 2960
2025
Q4 		$19.5K Buy
814
+35
+4% +$824 ﹤0.01% 2048
2025
Q3 		$19.2K Buy
779
+108
+16% +$2.62K ﹤0.01% 1828
2025
Q2 		$16K Sell
671
-152
-18% -$3.5K ﹤0.01% 1641
2025
Q1 		$19.9K Hold
823
– – ﹤0.01% 1604
2024
Q4 		$20K Buy
823
+705
+597% +$17.1K ﹤0.01% 1636
2024
Q3 		$2.52K Sell
118
-352
-75% -$7.51K ﹤0.01% 2406
2024
Q2 		$8.21K Buy
+470
New +$8.43K ﹤0.01% 1512

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VCM
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State Street
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AllianceBernstein
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return