Menkul kıymet kaydı · arşivlenmiş çeyrek
HFWA
Heritage Financial Corporation · Financial Services · Banks - Regional
73Takip edilen yatırımcılar
-1Δ sahipler
25.16MTutulan hisseler
$594.98MRaporlanan değer
+0Yeni pozisyonlar
−1Çıkışlar
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği -1.4% ·
pay akışı +0.4% ·
net yeni pozisyonlar -1.4%
· formül
Yoğunlaşmış birikim: daha az hissedar arasında artan hisseler
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q4 2025
Zaman içinde sahiplik
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 18.67K | $514,756 | +1 | n/a |
| Q2 2026 | 74 | +4 | 27.76M | $818.00M | +7 | −3 |
| Q1 2026 | 73 | 0 | 27.20M | $704.65M | +5 | −5 |
| Q4 2025 | 73 | -1 | 25.16M | $594.98M | n/a | −1 |
| Q3 2025 | 16 | +2 | 11.73M | $283.71M | +2 | n/a |
| Q2 2025 | 11 | -1 | 10.91M | $260.06M | n/a | −1 |
| Q1 2025 | 9 | -2 | 3.62M | $88.00M | n/a | −2 |
| Q4 2024 | 11 | 0 | 3.68M | $90.10M | +1 | −1 |
| Q3 2024 | 10 | 0 | 2.05M | $44.57M | n/a | n/a |
| Q2 2024 | 10 | n/a | 2.20M | $39.72M | n/a | n/a |
Kimler elinde bulunduruyor · Q4 2025
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasif) | 4.91M | +3.9% | $116.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 2 | Jennison Associates Llc | 3.11M | n/a | $73.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Victory Capital Management Inc | 2.44M | n/a | $57.60M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (pasif) | 2.41M | +1.9% | $57.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 5 | Dimensional Fund Advisors Lp | 1.98M | n/a | $46.79M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 6 | State Street Global Advisors ✦ (pasif) | 1.57M | +3.2% | $37.21M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | Alliancebernstein L.P. | 1.31M | n/a | $30.91M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Geode Capital Management ✦ (pasif) | 842.60K | +0.5% | $19.93M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 9 | Arrowstreet Capital ✦ | 504.22K | +0.3% | $11.92M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 399.62K | +14.7% | $9.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×11 |
| 11 | Northern Trust Corp | 376.62K | n/a | $8.91M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 12 | Bank of New York Mellon Corp | 366.53K | n/a | $8.67M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 13 | Charles Schwab Investment… | 326.54K | n/a | $7.72M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Manufacturers Life Insurance… | 314.19K | n/a | $7.43M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Hotchkis & Wiley Capital Management… | 282.82K | n/a | $6.69M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Renaissance Technologies ✦ | 277.95K | -2.8% | $6.57M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 269.49K | +5.0% | $6.37M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 18 | Invesco Ltd. | 264.52K | n/a | $6.26M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 19 | ProShare Advisors LLC | 251.93K | n/a | $5.96M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Nuveen, LLC | 234.55K | n/a | $5.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Bank Of America Corp /De/ | 220.29K | n/a | $5.21M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 22 | Principal Financial Group Inc | 199.18K | n/a | $4.71M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Goldman Sachs Group ✦ | 189.64K | +38.7% | $4.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Russell Investments Group, Ltd. | 184.11K | n/a | $4.35M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 25 | AQR Capital Management ✦ | 171.16K | +32.7% | $4.05M | 0.0% | ▲ Add | 7 | SEC ↗ ×6 |
| 26 | Ameriprise Financial Inc | 111.48K | n/a | $2.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | UBS Group AG | 106.52K | n/a | $2.52M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | American Century Companies Inc | 101.84K | n/a | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 98.56K | +685.9% | $2.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Wellington Management ✦ | 97.03K | -79.1% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 31 | Rhumbline Advisers | 94.36K | n/a | $2.23M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Legal & General Group Plc | 89.14K | n/a | $2.11M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | Royal Bank Of Canada | 76.45K | n/a | $1.81M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 34 | Swiss National Bank | 66.17K | n/a | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Barclays Plc | 64.55K | n/a | $1.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Universal- Beteiligungs- und… | 59.87K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Jane Street Group, Llc | 49.87K | n/a | $1.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Raymond James Financial Inc | 49.42K | n/a | $1.17M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 39 | UBS AM, a distinct business unit of… | 48.09K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 40 | Voya Investment Management Llc | 47.32K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Sei Investments Co | 45.50K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | T. Rowe Price ✦ | 43.25K | +9.2% | $1.02M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 43 | Wells Fargo & Company/Mn | 43.11K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 44 | Quantinno Capital Management LP | 42.46K | n/a | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Baird Financial Group, Inc. | 38.24K | n/a | $904,494 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Federated Hermes, Inc. | 37.85K | n/a | $895,105 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Lazard Asset Management Llc | 33.13K | n/a | $783,501 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Prudential Financial Inc | 31.86K | n/a | $753,536 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | California State Teachers… | 31.81K | n/a | $752,377 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 31.51K | -57.4% | $745,235 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 51 | Deutsche Bank Ag\ | 28.55K | n/a | $675,113 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | First Trust Advisors Lp | 28.41K | n/a | $671,801 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Citigroup Inc | 26.11K | n/a | $617,620 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 54 | Connor, Clark & Lunn Investment… | 22.25K | n/a | $526,165 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 15.87K | n/a | $375,302 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Janus Henderson Group Plc | 15.34K | n/a | $362,868 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Tudor Investment Corp Et Al | 13.76K | n/a | $325,471 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Zurcher Kantonalbank (Zurich… | 10.99K | n/a | $259,937 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | State Board Of Administration Of… | 9.91K | n/a | $234,348 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | New York State Common Retirement… | 9.59K | n/a | $226,874 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Bnp Paribas Financial Markets | 8.49K | n/a | $200,883 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Cwm, Llc | 8.25K | n/a | $195,000 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Us Bancorp \De\ | 8.08K | n/a | $191,187 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Fidelity (FMR) ✦ | 5.98K | -8.4% | $141,514 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 65 | Pnc Financial Services Group, Inc. | 1.20K | n/a | $28,309 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 66 | Rockefeller Capital Management L.P. | 607 | n/a | $14,356 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Osaic Holdings, Inc. | 563 | n/a | $13,315 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | BNP Paribas Asset Management… | 427 | n/a | $10,000 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Fifth Third Bancorp | 392 | n/a | $9,271 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Optiver Holding B.V. | 168 | n/a | $3,973 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Jones Financial Companies Lllp | 104 | n/a | $2,460 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Assetmark, Inc | 14 | n/a | $331 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Simplex Trading, Llc | 9 | n/a | $212 | 0.0% | n/c | 1 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, yöneticinin raporlanan 13F hisse senedi değeri içindeki payı: kanaat ölçüsü. ✦ = seçilmiş yönetici.
Yeni alıcılar
| Bu çeyrekte takip edilen yeni alıcı yok. |
Çıkıldı
| Millennium Management | $379,783 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 183 sahipler, 32.78M hisseler, $835.38M raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Sık birlikte tutulan
Bu menkul kıymetin takip edilen sahiplerinin en sık birlikte tuttuğu diğer varlıklar: ortak sahiplik sayıları, temel ilişkiler değil.
Açık piyasa alımları (P)
Kapsama penceremizde açık piyasa içeriden alım işlemi yok.
Açık piyasa satışları (S)
Sep 15
Rivera Frederick B
Director · 1.30K hisse · $37,134
Sep 03
CHARNESKI BRIAN
Director · 13.68K hisse · $399,091
Aug 13
Ray Matthew T.
Officer · 3.69K hisse · $111,129
Ödüller, kullanımlar ve vergi stopajı hiçbir zaman alım veya satım olarak sayılmaz. Metodoloji
Oct 08
SC 13G: DIMENSIONAL FUND ADVISORS LP
Kaynak: Ayrıştırılmış 13F adi hisse senedi pozisyonlarından elde edilen sahiplik bilgileri (takip edilen evren, değişiklikler için karşılaştırılabilir setler); içeriden işlem satırları Form 3/4/5'ten; paylar Schedule 13D/13G'den; her dosyalama SEC EDGAR'daki orijinaline bağlantı içerir.
Raporlama dönemi: Q4 2025 ·
Metodoloji ·
Bunu API aracılığıyla edinin