증권 기록 · 과거 분기 (아카이브)
HFWA
Heritage Financial Corporation · Financial Services · Banks - Regional
74추적 보유자
+4Δ 보유자
27.76M보유 주식 수
$818.00M보고 가치
+7신규 편입 포지션
−3청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +5.7% ·
주식 흐름 +2.2% ·
순 신규 포지션 +5.4%
— 산식
광범위한 매집 — 더 많은 보유자에 걸쳐 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q2 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| 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 | — | — |
보유 현황 · Q2 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (패시브) | 5.81M | +4.5% | $172.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (패시브) | 5.81M | +4.5% | $172.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (패시브) | 5.81M | +4.5% | $172.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (패시브) | 5.81M | +4.5% | $172.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (패시브) | 5.81M | +4.5% | $172.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (패시브) | 5.81M | +4.5% | $172.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (패시브) | 5.81M | +4.5% | $172.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (패시브) | 5.81M | +4.5% | $172.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (패시브) | 5.81M | +4.5% | $172.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (패시브) | 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 ✦ (패시브) | 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 ✦ (패시브) | 1.10M | +18.1% | $32.70M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 21 | Geode Capital Management ✦ (패시브) | 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 ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| 이번 분기 신규 추적 매수자가 없습니다. |
청산됨
| Raymond James Financial Inc | $1.27M | 이었음 0.0% |
| Lazard Asset Management Llc | $1.05M | 이었음 0.0% |
| Susquehanna International… | $715,702 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 183 보유 기관, 32.78M 주식, $835.38M 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
공개시장 매수 (P)
당사 커버리지 기간 내 공개시장 내부자 매수가 없습니다.
공개시장 매도 (S)
Aug 13
Ray Matthew T.
Officer · 3.69K 주(sh) · $111,129
부여, 행사 및 세금 원천징수는 매수 또는 매도로 집계하지 않습니다. 방법론
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q2 2026 ·
방법론 ·
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