Torren Management’s Heritage Financial HFWA Stock Holding History

Torren 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	–	Sell	-1	Closed	-$22	–	1187
2025 Q4	$22	Buy	+1	New	+$24	﹤0.01%	1444

Other funds holding HFWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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 $3.37T AUM 44.26% 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 $113B AUM 38.87% 1-Year Est. Return

Torren Management's HFWA Position: Q1 2026 in Review

Torren Management sold out of Heritage Financial (HFWA) in Q1 2026, closing a stake of 1 share — an estimated $22 sold.

Torren Management first reported a position in HFWA in Q4 2025 and held it in 1 quarter. The position peaked at $22 in Q4 2025. 184 funds tracked by Wall St. Rank hold HFWA as of Q1 2026.

Torren Management reported no remaining Heritage Financial position as of Q1 2026 after selling out during the quarter.
Torren Management sold 1 Heritage Financial share in Q1 2026, an estimated $22.
Torren Management first reported a position in Heritage Financial in Q4 2025 and held it in 1 quarter.
Torren Management's Heritage Financial position peaked at $22 in Q4 2025.
184 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2026.

Based on Torren Management's 13F filing for Q1 2026, filed 30 Apr 2026.