VOYA Investment Management’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.67M | Buy |
56,409
+9,236
| +20% | +$254K | ﹤0.01% | 1321 |
|
|
2026
Q1 | $1.23M | Sell |
47,173
-144
| -0.3% | -$3.74K | ﹤0.01% | 1395 |
|
|
2025
Q4 | $1.12M | Buy |
47,317
+645
| +1% | +$15.2K | ﹤0.01% | 1444 |
|
|
2025
Q3 | $1.13M | Sell |
46,672
-6,110
| -12% | -$148K | ﹤0.01% | 1442 |
|
|
2025
Q2 | $1.26M | Buy |
52,782
+14,734
| +39% | +$339K | ﹤0.01% | 1472 |
|
|
2025
Q1 | $926K | Buy |
38,048
+9,703
| +34% | +$237K | ﹤0.01% | 1604 |
|
|
2024
Q4 | $694K | Buy |
28,345
+6,185
| +28% | +$150K | ﹤0.01% | 1789 |
|
|
2024
Q3 | $482K | Buy |
22,160
+2,795
| +14% | +$59.6K | ﹤0.01% | 2005 |
|
|
2024
Q2 | $349K | Buy |
19,365
+486
| +3% | +$8.72K | ﹤0.01% | 2190 |
|
|
2024
Q1 | $366K | Sell |
18,879
-2,972
| -14% | -$57.2K | ﹤0.01% | 2153 |
|
|
2023
Q4 | $467K | Sell |
21,851
-492
| -2% | -$8.92K | ﹤0.01% | 2116 |
|
|
2023
Q3 | $364K | Buy |
22,343
+331
| +2% | +$5.77K | ﹤0.01% | 2208 |
|
|
2023
Q2 | $356K | Buy |
22,012
+2,434
| +12% | +$42.4K | ﹤0.01% | 2268 |
|
|
2023
Q1 | $419K | Buy |
19,578
+34
| +0.2% | +$917 | ﹤0.01% | 2150 |
|
|
2022
Q4 | $599K | Buy |
19,544
+4,890
| +33% | +$153K | ﹤0.01% | 1926 |
|
|
2022
Q3 | $388K | Hold |
14,654
| – | – | ﹤0.01% | 2188 |
|
|
2022
Q2 | $369K | Hold |
14,654
| – | – | ﹤0.01% | 2029 |
|
|
2022
Q1 | $367K | Sell |
14,654
-574
| -4% | -$14.7K | ﹤0.01% | 2089 |
|
|
2021
Q4 | $372K | Sell |
15,228
-209
| -1% | -$5.16K | ﹤0.01% | 2188 |
|
|
2021
Q3 | $394K | Hold |
15,437
| – | – | ﹤0.01% | 2194 |
|
|
2021
Q2 | $386K | Sell |
15,437
-583
| -4% | -$16.2K | ﹤0.01% | 2244 |
|
|
2021
Q1 | $452K | Buy |
16,020
+81
| +0.5% | +$2.12K | ﹤0.01% | 2093 |
|
|
2020
Q4 | $373K | Buy |
15,939
+3,029
| +23% | +$68.1K | ﹤0.01% | 2087 |
|
|
2020
Q3 | $237K | Hold |
12,910
| – | – | ﹤0.01% | 2080 |
|
|
2020
Q2 | $258K | Sell |
12,910
-6,011
| -32% | -$113K | ﹤0.01% | 2039 |
|
|
2020
Q1 | $378K | Buy |
18,921
+359
| +2% | +$8.87K | ﹤0.01% | 1795 |
|
|
2019
Q4 | $525K | Buy |
18,562
+2,268
| +14% | +$62.6K | ﹤0.01% | 1857 |
|
|
2019
Q3 | $439K | Hold |
16,294
| – | – | ﹤0.01% | 1838 |
|
|
2019
Q2 | $481K | Buy |
16,294
+633
| +4% | +$19.1K | ﹤0.01% | 1810 |
|
|
2019
Q1 | $472K | Hold |
15,661
| – | – | ﹤0.01% | 1802 |
|
|
2018
Q4 | $465K | Buy |
15,661
+1,048
| +7% | +$34.3K | ﹤0.01% | 1761 |
|
|
2018
Q3 | $514K | Hold |
14,613
| – | – | ﹤0.01% | 1829 |
|
|
2018
Q2 | $509K | Sell |
14,613
-676
| -4% | -$21.7K | ﹤0.01% | 1816 |
|
|
2018
Q1 | $468K | Sell |
15,289
-1,633
| -10% | -$50.4K | ﹤0.01% | 1843 |
|
|
2017
Q4 | $521K | Hold |
16,922
| – | – | ﹤0.01% | 1811 |
|
|
2017
Q3 | $499K | Hold |
16,922
| – | – | ﹤0.01% | 1882 |
|
|
2017
Q2 | $448K | Buy |
16,922
+1,715
| +11% | +$43K | ﹤0.01% | 1908 |
|
|
2017
Q1 | $376K | Hold |
15,207
| – | – | ﹤0.01% | 1901 |
|
|
2016
Q4 | $392K | Hold |
15,207
| – | – | ﹤0.01% | 1888 |
|
|
2016
Q3 | $273K | Hold |
15,207
| – | – | ﹤0.01% | 2103 |
|
|
2016
Q2 | $267K | Hold |
15,207
| – | – | ﹤0.01% | 2095 |
|
|
2016
Q1 | $267K | Hold |
15,207
| – | – | ﹤0.01% | 2065 |
|
|
2015
Q4 | $286K | Hold |
15,207
| – | – | ﹤0.01% | 2076 |
|
|
2015
Q3 | $286K | Hold |
15,207
| – | – | ﹤0.01% | 2065 |
|
|
2015
Q2 | $272K | Hold |
15,207
| – | – | ﹤0.01% | 2321 |
|
|
2015
Q1 | $259K | Hold |
15,207
| – | – | ﹤0.01% | 2317 |
|
|
2014
Q4 | $267K | Hold |
15,207
| – | – | ﹤0.01% | 2335 |
|
|
2014
Q3 | $241K | Hold |
15,207
| – | – | ﹤0.01% | 2399 |
|
|
2014
Q2 | $245K | Buy |
+15,207
| New | +$247K | ﹤0.01% | 2463 |
|
Other funds holding HFWA
BCM
VOYA Investment Management's HFWA Position: Q2 2026 in Review
VOYA Investment Management increased its Heritage Financial (HFWA) stake by 20% in Q2 2026, buying an estimated $254K and bringing the position to 56,409 shares worth $1.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1321.
VOYA Investment Management first reported a position in HFWA in Q2 2014 and has held it in 49 quarters since. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.
- VOYA Investment Management held 56,409 shares of Heritage Financial worth $1.67M as of Q2 2026.
- VOYA Investment Management bought 9,236 Heritage Financial shares in Q2 2026, an estimated $254K.
- Heritage Financial made up ﹤0.01% of VOYA Investment Management's portfolio in Q2 2026, its #1321 holding.
- VOYA Investment Management first reported a position in Heritage Financial in Q2 2014 and has held it in 49 quarters since.
- 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.
Based on VOYA Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.