VOYA Investment Management
HFWA icon

VOYA Investment Management’s Heritage Financial HFWA Stock Holding History

VOYA Investment 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 		$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 		$273 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

BlackRock
BlackRock New York $5.72T 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 $2.12B AUM 19.53% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

VOYA Investment Management's HFWA Position: Q1 2026 in Review

VOYA Investment Management reduced its Heritage Financial (HFWA) stake by 0.3% in Q1 2026, selling an estimated $3.74K and leaving 47,173 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1395.

VOYA Investment Management first reported a position in HFWA in Q2 2014 and has held it in 48 quarters since. The position peaked at $1.26M in Q2 2025. 184 funds tracked by Wall St. Rank hold HFWA as of Q1 2026.

  • VOYA Investment Management held 47,173 shares of Heritage Financial worth $1.23M as of Q1 2026.
  • VOYA Investment Management sold 144 Heritage Financial shares in Q1 2026, an estimated $3.74K.
  • Heritage Financial made up ﹤0.01% of VOYA Investment Management's portfolio in Q1 2026, its #1395 holding.
  • VOYA Investment Management first reported a position in Heritage Financial in Q2 2014 and has held it in 48 quarters since.
  • VOYA Investment Management's Heritage Financial position peaked at $1.26M in Q2 2025.
  • 184 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2026.

Based on VOYA Investment Management's 13F filing for Q1 2026, filed 12 May 2026.