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Verition Fund Management’s
Heritage Financial
HFWA
Stock Holding History
Verition Fund 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
2025
Q4
–
Sell
-8,685
Closed
-$210K
–
3693
2025
Q3
$210K
Buy
+8,685
New
+$210K
﹤0.01%
3460
2025
Q2
–
Sell
-15,309
Closed
-$372K
–
3733
2025
Q1
$372K
Sell
15,309
-8,052
-34%
-$196K
﹤0.01%
2756
2024
Q4
$572K
Buy
23,361
+7,190
+44%
+$175K
﹤0.01%
2397
2024
Q3
$352K
Buy
16,171
+4,242
+36%
+$90.5K
﹤0.01%
2542
2024
Q2
$215K
Buy
+11,929
New
+$214K
﹤0.01%
2549
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AU
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$1.38B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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