Susquehanna Fundamental Investments’s Heritage Financial HFWA Stock Holding History

Susquehanna Fundamental Investments’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	$1.05M	Buy	+40,293	New	+$1.05M	0.04%	287
2022 Q4	–	Sell	-9,140	Closed	-$242K	–	1319
2022 Q3	$242K	Buy	+9,140	New	+$241K	﹤0.01%	1215
2022 Q1	$335K	Buy	13,349 +4,021	+43%	+$103K	0.01%	1218
2021 Q4	$228K	Buy	+9,328	New	+$230K	0.01%	1197
2020 Q4	–	Sell	-21,800	Closed	-$401K	–	1541
2020 Q3	$401K	Sell	21,800 -6,100	-22%	-$119K	0.01%	961
2020 Q2	$558K	Buy	+27,900	New	+$526K	0.03%	589

Other funds holding HFWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Susquehanna Fundamental Investments's HFWA Position: Q1 2026 in Review

Susquehanna Fundamental Investments opened a new position in Heritage Financial (HFWA) in Q1 2026: 40,293 shares worth $1.05M. The stake represents 0.04% of the portfolio and ranks #287 among its holdings. This is a return to the name: Susquehanna Fundamental Investments previously reported a position in HFWA as recently as Q3 2022.

Susquehanna Fundamental Investments first reported a position in HFWA in Q2 2020 and has held it in 6 quarters since. 184 funds tracked by Wall St. Rank hold HFWA as of Q1 2026.

Susquehanna Fundamental Investments held 40,293 shares of Heritage Financial worth $1.05M as of Q1 2026.
Heritage Financial was a new Susquehanna Fundamental Investments position in Q1 2026.
Heritage Financial made up 0.04% of Susquehanna Fundamental Investments's portfolio in Q1 2026, its #287 holding.
Susquehanna Fundamental Investments first reported a position in Heritage Financial in Q2 2020 and has held it in 6 quarters since.
184 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.