SVB Wealth’s Heritage Financial HFWA Stock Holding History

SVB Wealth’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 Q2	–	Sell	-18	Closed	-$438	–	997
2025 Q1	$438	Buy	+18	New	+$439	﹤0.01%	1414

Other funds holding HFWA

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SVB Wealth's HFWA Position: Q2 2025 in Review

SVB Wealth sold out of Heritage Financial (HFWA) in Q2 2025, closing a stake of 18 shares — an estimated $438 sold.

SVB Wealth first reported a position in HFWA in Q1 2025 and held it in 1 quarter. The position peaked at $438 in Q1 2025. 171 funds tracked by Wall St. Rank hold HFWA as of Q2 2025.

SVB Wealth reported no remaining Heritage Financial position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 18 Heritage Financial shares in Q2 2025, an estimated $438.
SVB Wealth first reported a position in Heritage Financial in Q1 2025 and held it in 1 quarter.
SVB Wealth's Heritage Financial position peaked at $438 in Q1 2025.
171 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.