Cliff Asness's HFWA Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 168,936 shares of Heritage Financial Corporation (HFWA) worth $4.39 M, representing 0.00% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 34 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in HFWA, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 270,354 shares. Largest reduction occurred in Q2 2025, reducing 123,555 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Heritage Financial Corporation (HFWA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Heritage Financial Corporation (HFWA) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -2,224 | Reduce 1.30% | 168,936 | $26.00 |
| Q4 2025 | +42,185 | Add 32.71% | 171,160 | $23.65 |
| Q3 2025 | +14,320 | Add 12.49% | 128,975 | $24.19 |
| Q2 2025 | -123,555 | Reduce 51.87% | 114,655 | $23.84 |
| Q1 2025 | -31,549 | Reduce 11.70% | 238,210 | $24.33 |
| Q4 2024 | -5,988 | Reduce 2.17% | 269,759 | $24.50 |
| Q3 2024 | -89,730 | Reduce 24.55% | 275,747 | $21.77 |
| Q2 2024 | -24,177 | Reduce 6.20% | 365,477 | $18.03 |
| Q1 2024 | +15,694 | Add 4.20% | 389,654 | $19.39 |
| Q4 2023 | +86,558 | Add 30.12% | 373,960 | $21.39 |
| Q3 2023 | +270,354 | Add 1585.84% | 287,402 | $16.31 |
| Q2 2023 | -27,081 | Reduce 61.37% | 17,048 | $16.17 |
| Q1 2023 | -22,436 | Reduce 33.71% | 44,129 | $21.40 |
| Q4 2022 | -34,844 | Reduce 34.36% | 66,565 | $30.64 |
| Q3 2022 | +27,805 | Add 37.78% | 101,409 | $26.47 |
| Q2 2022 | +6,685 | Add 9.99% | 73,604 | $25.16 |
| Q1 2022 | +4,309 | Add 6.88% | 66,919 | $25.06 |
| Q4 2021 | +54,555 | Add 677.28% | 62,610 | $24.44 |
| Q3 2021 | +8,055 | New Buy | 8,055 | $25.45 |
| Q4 2018 | -7,815 | Sold Out | 0 | $0.00 |
| Q3 2018 | -118,172 | Reduce 93.80% | 7,815 | $35.19 |
| Q2 2018 | +1,222 | Add 0.98% | 125,987 | $34.84 |
| Q1 2018 | -12,904 | Reduce 9.37% | 124,765 | $30.60 |
| Q4 2017 | -11,910 | Reduce 7.96% | 137,669 | $30.80 |
| Q3 2017 | -6,628 | Reduce 4.24% | 149,579 | $29.50 |
| Q2 2017 | +29,587 | Add 23.37% | 156,207 | $26.50 |
| Q1 2017 | +38,236 | Add 43.26% | 126,620 | $24.74 |
| Q4 2016 | +27,979 | Add 46.32% | 88,384 | $25.75 |
| Q3 2016 | +8,667 | Add 16.75% | 60,405 | $17.95 |
| Q2 2016 | +4,588 | Add 9.73% | 51,738 | $17.57 |
| Q1 2016 | +30,647 | Add 185.71% | 47,150 | $17.56 |
| Q4 2015 | +16,503 | New Buy | 16,503 | $18.85 |
| Q3 2014 | -119,608 | Sold Out | 0 | $0.00 |
| Q2 2014 | +119,608 | New Buy | 119,608 | $16.09 |
Cliff Asness's Heritage Financial Corporation Investment FAQs
Cliff Asness first purchased Heritage Financial Corporation (HFWA) in Q2 2014, acquiring 119,608 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Heritage Financial Corporation (HFWA) for 34 quarters since Q2 2014.
Cliff Asness's largest addition to Heritage Financial Corporation (HFWA) was in Q3 2023, adding 287,402 shares worth $4.69 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 168,936 shares of Heritage Financial Corporation (HFWA), valued at approximately $4.39 M.
As of the Q1 2026 filing, Heritage Financial Corporation (HFWA) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Heritage Financial Corporation (HFWA) was 389,654 shares, as reported at the end of Q1 2024.