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Vermillion Wealth Management’s Heritage Financial HFWA Stock Holding History

Vermillion Wealth 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
-18
Closed -$435 – 659
2025
Q3 		$435 Buy
+18
New +$436 ﹤0.01% 1483

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Dimensional Fund Advisors
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State Street
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AllianceBernstein
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
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AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return

Vermillion Wealth Management's HFWA Position: Q4 2025 in Review

Vermillion Wealth Management sold out of Heritage Financial (HFWA) in Q4 2025, closing a stake of 18 shares — an estimated $435 sold.

Vermillion Wealth Management first reported a position in HFWA in Q3 2025 and held it in 1 quarter. The position peaked at $435 in Q3 2025. 174 funds tracked by Wall St. Rank hold HFWA as of Q4 2025.

  • Vermillion Wealth Management reported no remaining Heritage Financial position as of Q4 2025 after selling out during the quarter.
  • Vermillion Wealth Management sold 18 Heritage Financial shares in Q4 2025, an estimated $435.
  • Vermillion Wealth Management first reported a position in Heritage Financial in Q3 2025 and held it in 1 quarter.
  • Vermillion Wealth Management's Heritage Financial position peaked at $435 in Q3 2025.
  • 174 funds tracked by Wall St. Rank held Heritage Financial as of Q4 2025.

Based on Vermillion Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.