ZB
HFWA icon

Zions Bancorporation’s Heritage Financial HFWA Stock Holding History

Zions Bancorporation’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
2024
Q4 		$168K Buy
+6,847
New +$166K 0.01% 331

Other funds holding HFWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zions Bancorporation's HFWA Position: Q4 2024 in Review

Zions Bancorporation opened a new position in Heritage Financial (HFWA) in Q4 2024: 6,847 shares worth $168K. The stake represents 0.01% of the portfolio and ranks #331 among its holdings.

170 funds tracked by Wall St. Rank hold HFWA as of Q4 2024.

  • Zions Bancorporation held 6,847 shares of Heritage Financial worth $168K as of Q4 2024.
  • Heritage Financial was a new Zions Bancorporation position in Q4 2024.
  • Heritage Financial made up 0.01% of Zions Bancorporation's portfolio in Q4 2024, its #331 holding.
  • 170 funds tracked by Wall St. Rank held Heritage Financial as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.