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Winton Group’s Heritage Financial HFWA Stock Holding History

Winton Group’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
Q1 		– Sell
-34,361
Closed -$842K – 723
2024
Q4 		$842K Buy
34,361
+23,332
+212% +$567K 0.06% 381
2024
Q3 		$240K Buy
+11,029
New +$235K 0.02% 545
2023
Q3 		– Sell
-18,108
Closed -$293K – 841
2023
Q2 		$293K Sell
18,108
-10,801
-37% -$188K 0.02% 534
2023
Q1 		$619K Buy
28,909
+18,151
+169% +$490K 0.04% 610
2022
Q4 		$330K Sell
10,758
-381
-3% -$11.9K 0.02% 766
2022
Q3 		$295K Sell
11,139
-5,073
-31% -$134K 0.02% 798
2022
Q2 		$408K Sell
16,212
-1,215
-7% -$30.3K 0.02% 741
2022
Q1 		$437K Buy
+17,427
New +$445K 0.02% 721
2019
Q4 		– Sell
-13,864
Closed -$374K – 1643
2019
Q3 		$374K Buy
13,864
+3,184
+30% +$87.9K ﹤0.01% 1188
2019
Q2 		$315K Sell
10,680
-10,414
-49% -$314K 0.01% 871
2019
Q1 		$636K Buy
21,094
+3,611
+21% +$113K 0.01% 483
2018
Q4 		$520K Sell
17,483
-475
-3% -$15.5K 0.01% 478
2018
Q3 		$631K Buy
17,958
+4,414
+33% +$159K 0.01% 540
2018
Q2 		$472K Sell
13,544
-13,091
-49% -$420K 0.01% 653
2018
Q1 		$815K Buy
+26,635
New +$822K 0.02% 585

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Winton Group's HFWA Position: Q1 2025 in Review

Winton Group sold out of Heritage Financial (HFWA) in Q1 2025, closing a stake of 34,361 shares — an estimated $842K sold.

Winton Group first reported a position in HFWA in Q1 2018 and held it in 15 quarters. The position peaked at $842K in Q4 2024. 180 funds tracked by Wall St. Rank hold HFWA as of Q1 2025.

  • Winton Group reported no remaining Heritage Financial position as of Q1 2025 after selling out during the quarter.
  • Winton Group sold 34,361 Heritage Financial shares in Q1 2025, an estimated $842K.
  • Winton Group first reported a position in Heritage Financial in Q1 2018 and held it in 15 quarters.
  • Winton Group's Heritage Financial position peaked at $842K in Q4 2024.
  • 180 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2025.

Based on Winton Group's 13F filing for Q1 2025, filed 15 May 2025.