Menkul kıymet kaydı · arşivlenmiş çeyrek
HFWA
Heritage Financial Corporation · Financial Services · Banks - Regional
74Takip edilen yatırımcılar
+4Δ sahipler
27.76MTutulan hisseler
$818.00MRaporlanan değer
+7Yeni pozisyonlar
−3Çıkışlar
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği +5.7% ·
pay akışı +2.2% ·
net yeni pozisyonlar +5.4%
— formül
Geniş birikim — daha fazla hissedar arasında artan paylar
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q2 2026
Zaman içinde sahiplik
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Kimler elinde bulunduruyor · Q2 2026
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasif) | 5.81M | +4.5% | $172.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (pasif) | 5.81M | +4.5% | $172.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (pasif) | 5.81M | +4.5% | $172.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (pasif) | 5.81M | +4.5% | $172.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (pasif) | 5.81M | +4.5% | $172.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (pasif) | 5.81M | +4.5% | $172.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (pasif) | 5.81M | +4.5% | $172.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (pasif) | 5.81M | +4.5% | $172.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (pasif) | 5.81M | +4.5% | $172.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (pasif) | 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 ✦ (pasif) | 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 ✦ (pasif) | 1.10M | +18.1% | $32.70M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 21 | Geode Capital Management ✦ (pasif) | 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 ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| Bu çeyrekte takip edilen yeni alıcı yok. |
Çıkıldı
| Raymond James Financial Inc | $1.27M | idi 0.0% |
| Lazard Asset Management Llc | $1.05M | idi 0.0% |
| Susquehanna International… | $715,702 | 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 yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.
Açık piyasa alımları (P)
Kapsama penceremizde açık piyasa içeriden alım işlemi yok.
Açık piyasa satışları (S)
Aug 13
Ray Matthew T.
Officer · 3.69K hisse · $111,129
Ödüller, kullanımlar ve vergi stopajı hiçbir zaman alım veya satım olarak sayılmaz. Metodoloji
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: Q2 2026 ·
Metodoloji ·
Bunu API aracılığıyla edinin