Wells Fargo’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
Q1 | $480K | Sell |
18,445
-24,661
| -57% | -$641K | ﹤0.01% | 4195 |
|
|
2025
Q4 | $1.02M | Buy |
43,106
+14,494
| +51% | +$341K | ﹤0.01% | 3956 |
|
|
2025
Q3 | $692K | Buy |
28,612
+4,119
| +17% | +$99.8K | ﹤0.01% | 4075 |
|
|
2025
Q2 | $584K | Buy |
24,493
+1,659
| +7% | +$38.2K | ﹤0.01% | 4027 |
|
|
2025
Q1 | $556K | Buy |
22,834
+447
| +2% | +$10.9K | ﹤0.01% | 4017 |
|
|
2024
Q4 | $548K | Buy |
22,387
+4,410
| +25% | +$107K | ﹤0.01% | 4116 |
|
|
2024
Q3 | $391K | Buy |
17,977
+675
| +4% | +$14.4K | ﹤0.01% | 4152 |
|
|
2024
Q2 | $312K | Buy |
17,302
+3,993
| +30% | +$71.7K | ﹤0.01% | 4217 |
|
|
2024
Q1 | $258K | Buy |
13,309
+1,576
| +13% | +$30.3K | ﹤0.01% | 4311 |
|
|
2023
Q4 | $251K | Buy |
11,733
+2,145
| +22% | +$38.9K | ﹤0.01% | 4324 |
|
|
2023
Q3 | $156K | Sell |
9,588
-6,543
| -41% | -$114K | ﹤0.01% | 4507 |
|
|
2023
Q2 | $261K | Buy |
16,131
+2,423
| +18% | +$42.2K | ﹤0.01% | 4414 |
|
|
2023
Q1 | $293K | Buy |
13,708
+8,834
| +181% | +$238K | ﹤0.01% | 4200 |
|
|
2022
Q4 | $149K | Sell |
4,874
-915
| -16% | -$28.6K | ﹤0.01% | 4331 |
|
|
2022
Q3 | $153K | Buy |
5,789
+230
| +4% | +$6.07K | ﹤0.01% | 4379 |
|
|
2022
Q2 | $140K | Sell |
5,559
-23,223
| -81% | -$579K | ﹤0.01% | 4462 |
|
|
2022
Q1 | $722K | Sell |
28,782
-14,817
| -34% | -$378K | ﹤0.01% | 4140 |
|
|
2021
Q4 | $1.06M | Sell |
43,599
-256,557
| -85% | -$6.33M | ﹤0.01% | 4053 |
|
|
2021
Q3 | $7.65M | Buy |
300,156
+7,287
| +2% | +$177K | ﹤0.01% | 2455 |
|
|
2021
Q2 | $7.33M | Sell |
292,869
-8,954
| -3% | -$249K | ﹤0.01% | 2502 |
|
|
2021
Q1 | $8.52M | Sell |
301,823
-77,874
| -21% | -$2.04M | ﹤0.01% | 2329 |
|
|
2020
Q4 | $8.88M | Sell |
379,697
-7,778
| -2% | -$175K | ﹤0.01% | 2189 |
|
|
2020
Q3 | $7.13M | Sell |
387,475
-11,849
| -3% | -$232K | ﹤0.01% | 2179 |
|
|
2020
Q2 | $7.99M | Buy |
399,324
+8,760
| +2% | +$165K | ﹤0.01% | 2039 |
|
|
2020
Q1 | $7.81M | Buy |
390,564
+30,685
| +9% | +$758K | ﹤0.01% | 1862 |
|
|
2019
Q4 | $10.2M | Sell |
359,879
-7,843
| -2% | -$216K | ﹤0.01% | 1950 |
|
|
2019
Q3 | $9.91M | Buy |
367,722
+34,163
| +10% | +$943K | ﹤0.01% | 1943 |
|
|
2019
Q2 | $9.85M | Buy |
333,559
+119,188
| +56% | +$3.59M | ﹤0.01% | 1976 |
|
|
2019
Q1 | $6.46M | Sell |
214,371
-10,655
| -5% | -$334K | ﹤0.01% | 2311 |
|
|
2018
Q4 | $6.69M | Buy |
225,026
+1,607
| +0.7% | +$52.5K | ﹤0.01% | 2173 |
|
|
2018
Q3 | $7.85M | Sell |
223,419
-30,006
| -12% | -$1.08M | ﹤0.01% | 2267 |
|
|
2018
Q2 | $8.83M | Buy |
253,425
+80,436
| +46% | +$2.58M | ﹤0.01% | 2171 |
|
|
2018
Q1 | $5.29M | Buy |
172,989
+9,492
| +6% | +$293K | ﹤0.01% | 2577 |
|
|
2017
Q4 | $5.03M | Buy |
163,497
+34,948
| +27% | +$1.08M | ﹤0.01% | 2585 |
|
|
2017
Q3 | $3.79M | Buy |
128,549
+8,341
| +7% | +$224K | ﹤0.01% | 2778 |
|
|
2017
Q2 | $3.19M | Buy |
120,208
+10,246
| +9% | +$257K | ﹤0.01% | 2826 |
|
|
2017
Q1 | $2.72M | Sell |
109,962
-4,873
| -4% | -$122K | ﹤0.01% | 2936 |
|
|
2016
Q4 | $2.96M | Sell |
114,835
-7,480
| -6% | -$160K | ﹤0.01% | 2843 |
|
|
2016
Q3 | $2.19M | Sell |
122,315
-2,580
| -2% | -$46.1K | ﹤0.01% | 2906 |
|
|
2016
Q2 | $2.2M | Buy |
124,895
+6,297
| +5% | +$111K | ﹤0.01% | 2901 |
|
|
2016
Q1 | $2.08M | Sell |
118,598
-7,540
| -6% | -$133K | ﹤0.01% | 2892 |
|
|
2015
Q4 | $2.38M | Buy |
126,138
+11,031
| +10% | +$208K | ﹤0.01% | 2857 |
|
|
2015
Q3 | $2.17M | Buy |
115,107
+27,715
| +32% | +$501K | ﹤0.01% | 2939 |
|
|
2015
Q2 | $1.56M | Buy |
87,392
+33,940
| +63% | +$587K | ﹤0.01% | 3257 |
|
|
2015
Q1 | $909K | Sell |
53,452
-4,323
| -7% | -$70.7K | ﹤0.01% | 3593 |
|
|
2014
Q4 | $1.01M | Sell |
57,775
-147
| -0.3% | -$2.52K | ﹤0.01% | 3499 |
|
|
2014
Q3 | $917K | Sell |
57,922
-5,145
| -8% | -$83.4K | ﹤0.01% | 3527 |
|
|
2014
Q2 | $1.01M | Buy |
63,067
+35,523
| +129% | +$577K | ﹤0.01% | 3515 |
|
|
2014
Q1 | $466K | Sell |
27,544
-1,550
| -5% | -$27.1K | ﹤0.01% | 3918 |
|
|
2013
Q4 | $497K | Sell |
29,094
-17,219
| -37% | -$282K | ﹤0.01% | 3799 |
|
|
2013
Q3 | $719K | Buy |
46,313
+39,849
| +616% | +$625K | ﹤0.01% | 3550 |
|
|
2013
Q2 | $95K | Buy |
+6,464
| New | +$90.3K | ﹤0.01% | 4417 |
|
Other funds holding HFWA
VCM
BCM
Wells Fargo's HFWA Position: Q1 2026 in Review
Wells Fargo reduced its Heritage Financial (HFWA) stake by 57% in Q1 2026, selling an estimated $641K and leaving 18,445 shares worth $480K. The position accounts for ﹤0.01% of the portfolio, ranked #4195.
Wells Fargo first reported a position in HFWA in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.2M in Q4 2019. 184 funds tracked by Wall St. Rank hold HFWA as of Q1 2026.
- Wells Fargo held 18,445 shares of Heritage Financial worth $480K as of Q1 2026.
- Wells Fargo sold 24,661 Heritage Financial shares in Q1 2026, an estimated $641K.
- Heritage Financial made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #4195 holding.
- Wells Fargo first reported a position in Heritage Financial in Q2 2013 and has held it in 52 quarters since.
- Wells Fargo's Heritage Financial position peaked at $10.2M in Q4 2019.
- 184 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2026.
Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.