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Wealthspire Advisors (New York)’s Heritage Financial HFWA Stock Holding History

Wealthspire Advisors (New York)’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
-375
Closed -$9.07K – 1830
2025
Q3 		$9.07K Buy
+375
New +$9.09K ﹤0.01% 2065

Other funds holding HFWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return

Wealthspire Advisors (New York)'s HFWA Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Heritage Financial (HFWA) in Q4 2025, closing a stake of 375 shares — an estimated $9.07K sold.

Wealthspire Advisors (New York) first reported a position in HFWA in Q3 2025 and held it in 1 quarter. The position peaked at $9.07K in Q3 2025. 174 funds tracked by Wall St. Rank hold HFWA as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Heritage Financial position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 375 Heritage Financial shares in Q4 2025, an estimated $9.07K.
  • Wealthspire Advisors (New York) first reported a position in Heritage Financial in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Heritage Financial position peaked at $9.07K in Q3 2025.
  • 174 funds tracked by Wall St. Rank held Heritage Financial as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.