ZIM
HFWA icon

Zacks Investment Management’s Heritage Financial HFWA Stock Holding History

Zacks 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
2025
Q2 		– Sell
-122,706
Closed -$2.99M – 733
2025
Q1 		$2.99M Buy
+122,706
New +$2.99M 0.03% 280

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
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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zacks Investment Management's HFWA Position: Q2 2025 in Review

Zacks Investment Management sold out of Heritage Financial (HFWA) in Q2 2025, closing a stake of 122,706 shares — an estimated $2.99M sold.

Zacks Investment Management first reported a position in HFWA in Q1 2025 and held it in 1 quarter. The position peaked at $2.99M in Q1 2025. 171 funds tracked by Wall St. Rank hold HFWA as of Q2 2025.

  • Zacks Investment Management reported no remaining Heritage Financial position as of Q2 2025 after selling out during the quarter.
  • Zacks Investment Management sold 122,706 Heritage Financial shares in Q2 2025, an estimated $2.99M.
  • Zacks Investment Management first reported a position in Heritage Financial in Q1 2025 and held it in 1 quarter.
  • Zacks Investment Management's Heritage Financial position peaked at $2.99M in Q1 2025.
  • 171 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2025.

Based on Zacks Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.