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Stephens Consulting’s Heritage Financial HFWA Stock Holding History

Stephens Consulting’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
2025
Q3 		– Sell
-30
Closed -$716 – 721
2025
Q2 		$716 Buy
30
+15
+100% +$345 ﹤0.01% 793
2025
Q1 		$365 Buy
+15
New +$366 ﹤0.01% 1236

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Geode Capital Management
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Arrowstreet Capital
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stephens Consulting's HFWA Position: Q3 2025 in Review

Stephens Consulting sold out of Heritage Financial (HFWA) in Q3 2025, closing a stake of 30 shares — an estimated $716 sold.

Stephens Consulting first reported a position in HFWA in Q1 2025 and held it in 2 quarters. The position peaked at $716 in Q2 2025. 171 funds tracked by Wall St. Rank hold HFWA as of Q3 2025.

  • Stephens Consulting reported no remaining Heritage Financial position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 30 Heritage Financial shares in Q3 2025, an estimated $716.
  • Stephens Consulting first reported a position in Heritage Financial in Q1 2025 and held it in 2 quarters.
  • Stephens Consulting's Heritage Financial position peaked at $716 in Q2 2025.
  • 171 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.