This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HFWA/capital-change-brief"
Use Arkolith's capital_change_brief for HFWA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $144.6M | 5.6M | ▲+13% Added · +649K sh | Q1 2026 | |
| 2 | JENNISON ASSOCIATES LLC | $83.6M | 3.2M | ▲+3.4% Added · +106K sh | Q1 2026 | |
| 3 | VICTORY CAPITAL MANAGEMENT INC | $64.2M | 2.5M | ▲+1.4% Added · +34K sh | Q1 2026 | |
| 4 | DIMENSIONAL FUND ADVISORS LP | $50.9M | 2.0M | ▼−1.1% Reduced · −22K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $48.0M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $46.7M | 1.8M | ▲+14% Added · +223K sh | Q1 2026 | |
| 7 | ALLIANCEBERNSTEIN L.P. | $27.1M | 1.1M | ▼−12% Reduced · −162K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $24.3M | 935K | ▲+11% Added · +92K sh | Q1 2026 | |
| 9 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $18.2M | 699K | ▲+15% Added · +92K sh | Q1 2026 | |
| 10 | Boston Partners | $18.0M | 690K | ▲New +690K sh | Q1 2026 | |
| 11 | VANGUARD PORTFOLIO MANAGEMENT LLC | $17.0M | 654K | ▲New +654K sh | Q1 2026 | |
| 12 | TWO SIGMA INVESTMENTS, LP | $12.8M | 490K | ▲+82% Added · +221K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $12.5M | 480K | ▲+20% Added · +80K sh | Q1 2026 | |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $11.3M | 434K | ▼−14% Reduced · −71K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $10.7M | 413K | ▲+9.7% Added · +36K sh | Q1 2026 | |
| 16 | Bank of New York Mellon Corp | $9.9M | 379K | ▲+3.5% Added · +13K sh | Q1 2026 | |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $9.8M | 377K | ▲+15% Added · +51K sh | Q1 2026 | |
| 18 | Rhino Investment Partners, Inc | $8.6M | 330K | ▲+78% Added · +145K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $8.1M | 312K | ▲+65% Added · +122K sh | Q1 2026 | |
| 20 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $8.0M | 309K | ▼−1.5% Reduced · −5K sh | Q1 2026 | |
| 21 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $7.5M | 289K | ▲+4.9% Added · +14K sh | Q1 2026 | |
| 22 | HEARTLAND ADVISORS INC | $7.2M | 275K | —Held | Q1 2026 | |
| 23 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $7.0M | 270K | ▼−4.5% Reduced · −13K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $6.9M | 267K | ▲New +267K sh | Q1 2026 | |
| 25 | ProShare Advisors LLC | $6.5M | 250K | ▼−0.8% Reduced · −2K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 17, 2026 | Dryer Trevor D. | Director | Grant (A) | 2K | $55K |
| Jun 17, 2026 | Rivera Frederick B | Director | Grant (A) | 2K | $55K |
| Jun 17, 2026 | Giacobbe Gail B. | Director | Grant (A) | 2K | $55K |
| Jun 17, 2026 | Watson Ann | Director | Grant (A) | 2K | $55K |
| Jun 17, 2026 | LYON JEFFREY S | Director | Grant (A) | 2K | $55K |
| Jun 17, 2026 | Ellwanger Kimberly T | Director | Grant (A) | 2K | $55K |
| Jun 17, 2026 | Allan Scott Tanton | Director | Grant (A) | 2K | $55K |
| Jun 17, 2026 | Saunders Karen R | Director | Grant (A) | 2K | $55K |
| Jun 17, 2026 | CHARNESKI BRIAN | Director | Grant (A) | 2K | $55K |
| Jun 17, 2026 | VANCE BRIAN L | Director | Grant (A) | 2K | $55K |
| Jun 15, 2026 | Curran Amy E. | EVP Director Commercial Lend | Option exercise (M) | 576 | $16K |
| Jun 15, 2026 | Curran Amy E. | EVP Director Commercial Lend | Tax withholding (F) | 71 | $2K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 50 funds | $22.8B |
| WELLS FARGO & COWFC | 50 funds | $2.7B |
| ALPHABET INC-CL AGOOGL | 49 funds | $15.5B |
| JPMORGAN CHASE & COJPM | 49 funds | $7.6B |
| CHEVRON CORPCVX | 49 funds | $3.1B |
| UNITEDHEALTH GROUP INCUNH | 49 funds | $2.6B |
| NVIDIA CORPNVDA | 48 funds | $33.5B |
| APPLE INCAAPL | 48 funds | $27.6B |
| AMAZON.COM INCAMZN | 48 funds | $16.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 48 funds | $5.5B |
| VISA INC-CLASS A SHARESV | 48 funds | $4.5B |
| HOME DEPOT INCHD | 48 funds | $2.7B |
Ranked by how many of HFWA's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HFWA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.