Ficha del valor · trimestre archivado
HFWA
Heritage Financial Corporation · Financial Services · Banks - Regional
74Tenedores rastreados
+4Δ titulares
27.76MAcciones mantenidas
$818.00MValor declarado
+7Nuevas posiciones
−3Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +5.7% ·
flujo de acciones +2.2% ·
nuevas posiciones netas +5.4%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | −1 |
| Q3 2025 | 16 | +2 | 11.73M | $283.71M | +2 | — |
| Q2 2025 | 11 | -1 | 10.91M | $260.06M | — | −1 |
| Q1 2025 | 9 | -2 | 3.62M | $88.00M | — | −2 |
| Q4 2024 | 11 | 0 | 3.68M | $90.10M | +1 | −1 |
| Q3 2024 | 10 | 0 | 2.05M | $44.57M | — | — |
| Q2 2024 | 10 | — | 2.20M | $39.72M | — | — |
Quién lo tiene en cartera · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 5.81M | +4.5% | $172.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 5.81M | +4.5% | $172.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 5.81M | +4.5% | $172.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 5.81M | +4.5% | $172.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 5.81M | +4.5% | $172.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 5.81M | +4.5% | $172.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 5.81M | +4.5% | $172.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 5.81M | +4.5% | $172.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 5.81M | +4.5% | $172.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 5.81M | +4.5% | $172.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | Jennison Associates Llc | 3.54M | +10.1% | $104.80M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Jennison Associates Llc | 3.54M | +10.1% | $104.80M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 13 | Victory Capital Management Inc | 2.36M | -4.4% | $69.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Dimensional Fund Advisors Lp | 2.04M | +4.5% | $60.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Dimensional Fund Advisors Lp | 2.04M | +4.5% | $60.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Dimensional Fund Advisors Lp | 2.04M | +4.5% | $60.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Dimensional Fund Advisors Lp | 2.04M | +4.5% | $60.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | State Street Global Advisors ✦ (pasivo) | 1.98M | +10.3% | $58.71M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 19 | Vanguard Capital Management Llc | 1.83M | -0.7% | $54.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Geode Capital Management ✦ (pasivo) | 1.10M | +18.1% | $32.70M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 21 | Geode Capital Management ✦ (pasivo) | 1.10M | +18.1% | $32.70M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 22 | Alliancebernstein L.P. | 1.14M | -0.7% | $29.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Boston Partners | 677.11K | -1.9% | $20.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Boston Partners | 677.11K | -1.9% | $20.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Wellington Management ✦ | 528.11K | -15.9% | $15.64M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 455.99K | -5.0% | $13.51M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 455.99K | -5.0% | $13.51M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 455.99K | -5.0% | $13.51M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 455.99K | -5.0% | $13.51M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 455.99K | -5.0% | $13.51M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 455.99K | -5.0% | $13.51M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 455.99K | -5.0% | $13.51M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 455.99K | -5.0% | $13.51M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 455.99K | -5.0% | $13.51M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 455.99K | -5.0% | $13.51M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 455.99K | -5.0% | $13.51M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | Northern Trust Corp | 440.62K | +6.7% | $13.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Northern Trust Corp | 440.62K | +6.7% | $13.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Northern Trust Corp | 440.62K | +6.7% | $13.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Northern Trust Corp | 440.62K | +6.7% | $13.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Northern Trust Corp | 440.62K | +6.7% | $13.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Northern Trust Corp | 440.62K | +6.7% | $13.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Charles Schwab Investment… | 399.44K | +5.9% | $11.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 398.96K | +5.2% | $11.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Bank of New York Mellon Corp | 398.96K | +5.2% | $11.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 398.96K | +5.2% | $11.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 398.96K | +5.2% | $11.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 398.96K | +5.2% | $11.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Bank of New York Mellon Corp | 398.96K | +5.2% | $11.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 398.96K | +5.2% | $11.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Two Sigma Investments ✦ | 389.21K | -20.6% | $11.53M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 52 | Manufacturers Life Insurance… | 308.64K | -0.2% | $9.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Arrowstreet Capital ✦ | 298.12K | -31.2% | $8.83M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 54 | Hotchkis & Wiley Capital Management… | 264.74K | -2.0% | $7.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Invesco Ltd. | 260.87K | +2.2% | $7.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Invesco Ltd. | 260.87K | +2.2% | $7.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Invesco Ltd. | 260.87K | +2.2% | $7.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Invesco Ltd. | 260.87K | +2.2% | $7.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Invesco Ltd. | 260.87K | +2.2% | $7.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Nuveen, LLC | 244.36K | +4.0% | $7.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Nuveen, LLC | 244.36K | +4.0% | $7.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 245.75K | +1197.8% | $7.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 245.75K | +1197.8% | $7.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 245.75K | +1197.8% | $7.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 65 | Goldman Sachs Group ✦ | 243.03K | -22.1% | $7.20M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 66 | Goldman Sachs Group ✦ | 243.03K | -22.1% | $7.20M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 67 | Goldman Sachs Group ✦ | 243.03K | -22.1% | $7.20M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 68 | ProShare Advisors LLC | 237.23K | -5.1% | $7.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Principal Financial Group Inc | 199.22K | -0.2% | $5.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Principal Financial Group Inc | 199.22K | -0.2% | $5.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Bank Of America Corp /De/ | 187.59K | -10.9% | $5.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Bank Of America Corp /De/ | 187.59K | -10.9% | $5.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | UBS Group AG | 171.50K | -24.3% | $5.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | UBS Group AG | 171.50K | -24.3% | $5.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | UBS Group AG | 171.50K | -24.3% | $5.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Russell Investments Group, Ltd. | 147.07K | -25.9% | $4.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Russell Investments Group, Ltd. | 147.07K | -25.9% | $4.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Russell Investments Group, Ltd. | 147.07K | -25.9% | $4.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Russell Investments Group, Ltd. | 147.07K | -25.9% | $4.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Russell Investments Group, Ltd. | 147.07K | -25.9% | $4.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | AQR Capital Management ✦ | 132.96K | -21.3% | $3.94M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 82 | AQR Capital Management ✦ | 132.96K | -21.3% | $3.94M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 83 | AQR Capital Management ✦ | 132.96K | -21.3% | $3.94M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 84 | AQR Capital Management ✦ | 132.96K | -21.3% | $3.94M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 85 | AQR Capital Management ✦ | 132.96K | -21.3% | $3.94M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 86 | AQR Capital Management ✦ | 132.96K | -21.3% | $3.94M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 87 | AQR Capital Management ✦ | 132.96K | -21.3% | $3.94M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 88 | AQR Capital Management ✦ | 132.96K | -21.3% | $3.94M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 89 | Renaissance Technologies ✦ | 132.44K | -29.7% | $3.92M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 90 | Ameriprise Financial Inc | 104.06K | -2.1% | $3.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Ameriprise Financial Inc | 104.06K | -2.1% | $3.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Quantinno Capital Management LP | 103.68K | +88.0% | $3.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | American Century Companies Inc | 101.60K | -1.5% | $3.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Rhumbline Advisers | 101.13K | -4.9% | $3.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Legal & General Group Plc | 89.97K | +9.8% | $2.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Legal & General Group Plc | 89.97K | +9.8% | $2.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Legal & General Group Plc | 89.97K | +9.8% | $2.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Connor, Clark & Lunn Investment… | 85.78K | +32.3% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Swiss National Bank | 82.57K | +22.9% | $2.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Royal Bank Of Canada | 81.86K | +7.5% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Raymond James Financial Inc | $1.27M | era 0.0% |
| Lazard Asset Management Llc | $1.05M | era 0.0% |
| Susquehanna International… | $715,702 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 183 tenedores, 32.78M acciones, $835.38M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Aug 13
Ray Matthew T.
Officer · 3.69K acc. · $111,129
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q2 2026 ·
Metodología ·
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