Universal-Beteiligungs- und Servicegesellschaft
HFWA icon

Universal-Beteiligungs- und Servicegesellschaft’s Heritage Financial HFWA Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$1.69M Buy
64,945
+5,080
+8% +$132K ﹤0.01% 1302
2025
Q4 		$1.42M Buy
59,865
+1,822
+3% +$42.9K ﹤0.01% 1381
2025
Q3 		$1.4M Buy
58,043
+30,725
+112% +$745K ﹤0.01% 1431
2025
Q2 		$651K Buy
27,318
+9,126
+50% +$210K ﹤0.01% 1613
2025
Q1 		$443K Buy
+18,192
New +$444K ﹤0.01% 1680

Other funds holding HFWA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Basswood Capital Management New York $1.96B AUM 19.53% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return