Menkul kıymet kaydı · arşivlenmiş çeyrek
HFWA
Heritage Financial Corporation · Financial Services · Banks - Regional
73Takip edilen yatırımcılar
0Δ sahipler
27.20MTutulan hisseler
$704.65MRaporlanan değer
+5Yeni pozisyonlar
−5Çıkışlar
Momentum girdileri (karşılaştırılabilir yöneticiler): hissedar genişliği 0.0% · pay akışı +10.6% · net yeni pozisyonlar 0.0% · formül
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q1 2026
Zaman içinde sahiplik
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 18.67K | $514,756 | +1 | −1 |
| 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 · Q1 2026
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasif) | 5.56M | +13.2% | $144.61M | 0.0% | ▲ Add | 4 | SEC ↗ ×11 |
| 2 | Jennison Associates Llc | 3.21M | +3.4% | $83.55M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Victory Capital Management Inc | 2.47M | +1.4% | $64.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Dimensional Fund Advisors Lp | 1.96M | -1.1% | $50.87M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 5 | Vanguard Capital Management Llc | 1.85M | n/a | $48.05M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (pasif) | 1.80M | +14.2% | $46.71M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 7 | Alliancebernstein L.P. | 1.14M | -12.4% | $27.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Geode Capital Management ✦ (pasif) | 934.80K | +10.9% | $24.31M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 9 | Boston Partners | 690.32K | Yeni | $17.96M | 0.0% | New | 1 | SEC ↗ ×2 |
| 10 | Wellington Management ✦ | 628.32K | +547.5% | $16.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Two Sigma Investments ✦ | 490.41K | +82.0% | $12.75M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 479.83K | +20.1% | $12.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×12 |
| 13 | Arrowstreet Capital ✦ | 433.51K | -14.0% | $11.27M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 14 | Northern Trust Corp | 413.12K | +9.7% | $10.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 15 | Bank of New York Mellon Corp | 379.39K | +3.5% | $9.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 16 | Charles Schwab Investment… | 377.04K | +15.5% | $9.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 312.06K | +64.5% | $8.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Manufacturers Life Insurance… | 309.35K | -1.5% | $8.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Hotchkis & Wiley Capital Management… | 270.04K | -4.5% | $7.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Invesco Ltd. | 255.26K | -3.5% | $6.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 21 | ProShare Advisors LLC | 249.95K | -0.8% | $6.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Nuveen, LLC | 234.97K | +0.2% | $6.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | UBS Group AG | 226.47K | +112.6% | $5.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Bank Of America Corp /De/ | 210.44K | -4.5% | $5.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 25 | Principal Financial Group Inc | 199.59K | +0.2% | $5.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Russell Investments Group, Ltd. | 198.48K | +7.8% | $5.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 27 | Renaissance Technologies ✦ | 188.34K | -32.2% | $4.90M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 168.94K | -1.3% | $4.39M | 0.0% | ▼ Trim | 8 | SEC ↗ ×8 |
| 29 | Rhumbline Advisers | 106.39K | +12.8% | $2.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 106.35K | -4.6% | $2.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 31 | American Century Companies Inc | 103.11K | +1.2% | $2.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Legal & General Group Plc | 81.92K | -8.1% | $2.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 33 | Sei Investments Co | 79.33K | +74.4% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Royal Bank Of Canada | 76.13K | -0.4% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 35 | Swiss National Bank | 67.17K | +1.5% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Universal- Beteiligungs- und… | 64.94K | +8.5% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Connor, Clark & Lunn Investment… | 64.83K | +191.4% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Quantinno Capital Management LP | 55.15K | +29.9% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 50.13K | +4.2% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 40 | T. Rowe Price ✦ | 50.06K | +15.8% | $1.30M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 41 | Raymond James Financial Inc | 48.83K | -1.2% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 42 | Voya Investment Management Llc | 47.17K | -0.3% | $1.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Federated Hermes, Inc. | 41.50K | +9.6% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Prudential Financial Inc | 40.42K | +26.9% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Lazard Asset Management Llc | 40.33K | +21.7% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Baird Financial Group, Inc. | 38.24K | 0.0% | $994,370 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Deutsche Bank Ag\ | 33.33K | +16.7% | $866,450 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | First Trust Advisors Lp | 33.26K | +17.1% | $864,864 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | California State Teachers… | 31.56K | -0.8% | $820,508 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 30.25K | +405.4% | $786,383 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 51 | Citigroup Inc | 29.83K | +14.2% | $775,528 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 52 | Susquehanna International Group, Llp | 27.53K | Yeni | $715,702 | 0.0% | New | 1 | SEC ↗ |
| 53 | Creative Planning | 22.84K | Yeni | $593,788 | 0.0% | New | 1 | SEC ↗ |
| 54 | Barclays Plc | 21.86K | -66.1% | $568,256 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 55 | Zurcher Kantonalbank (Zurich… | 18.93K | +72.2% | $492,102 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 18.94K | -39.9% | $483,625 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 57 | Wells Fargo & Company/Mn | 18.45K | -57.2% | $479,560 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 58 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 15.97K | +0.7% | $415,350 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Janus Henderson Group Plc | 15.34K | 0.0% | $398,993 | 0.0% | Held | 2 | SEC ↗ |
| 60 | Fifth Third Bancorp | 13.47K | +3337.5% | $350,350 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | LPL Financial LLC | 10.54K | Yeni | $274,118 | 0.0% | New | 1 | SEC ↗ |
| 62 | State Board Of Administration Of… | 9.91K | 0.0% | $257,634 | 0.0% | Held | 2 | SEC ↗ |
| 63 | Mercer Global Advisors Inc /Adv | 9.72K | Yeni | $252,798 | 0.0% | New | 1 | SEC ↗ |
| 64 | New York State Common Retirement… | 9.59K | 0.0% | $249,418 | 0.0% | Held | 2 | SEC ↗ |
| 65 | Cwm, Llc | 9.43K | +14.3% | $245,053 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Bnp Paribas Financial Markets | 9.03K | +6.3% | $234,676 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Us Bancorp \De\ | 8.18K | +1.1% | $212,550 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Pnc Financial Services Group, Inc. | 1.23K | +2.4% | $31,876 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 69 | Jones Financial Companies Lllp | 895 | +760.6% | $22,523 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Rockefeller Capital Management L.P. | 620 | +2.1% | $16,120 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 71 | BNP Paribas Asset Management… | 611 | +43.1% | $15,886 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Osaic Holdings, Inc. | 589 | +4.6% | $15,314 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Assetmark, Inc | 14 | 0.0% | $364 | 0.0% | Held | 2 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, yöneticinin raporlanan 13F hisse senedi değeri içindeki payı: kanaat ölçüsü. ✦ = seçilmiş yönetici.
Yeni alıcılar
| Boston Partners | $17.96M | 0.0% |
| Susquehanna International… | $715,702 | 0.0% |
| Creative Planning | $593,788 | 0.0% |
| LPL Financial LLC | $274,118 | 0.0% |
| Mercer Global Advisors Inc… | $252,798 | 0.0% |
Çıkıldı
| Citadel Advisors | $2.33M | idi 0.0% |
| Jane Street Group, Llc | $1.18M | idi 0.0% |
| Tudor Investment Corp Et Al | $325,471 | idi 0.0% |
| Optiver Holding B.V. | $3,973 | idi 0.0% |
| Simplex Trading, Llc | $212 | 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: Q1 2026 ·
Metodoloji ·
Bunu API aracılığıyla edinin