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传承金融 HFWA

美股市值排名 #3123
$28.39 −$0.17 (-0.60%)
休市 · Nov 6, 8:10 pm ET · 最新盘后价 $28.39 0.00%
开盘$28.52
昨收$28.56
当日区间$28.32 – $28.71
成交量233.4K
市值$1.15B
市盈率（TTM）14.1
股息率3.42%

股权结构与仓位

谁在持有、谁在做空，以及大资金的流向

机构持股比例82.8%+1.18 个百分点，较上季度
持仓机构数238+2 ，较上季度
内部人近期交易30次买入 / 20次卖出净买入
空头持仓比例8.02% 占流通股回补天数 10.8 · 截至 15 Oct 2026
卖空成交量占比29.3%近5日成交量平均占比

卖空成交量占当日成交量比例

21%28%35%42%Sep '26Oct '26Nov '26

大单净流入，近20个交易日

大单买入减卖出的净额（美元）。该窗口期内：−$136.9K（15个净流入日，5个净流出日）。

按单量净流入，近20个交易日

−$420.0K超大单+$283.2K大单−$586.7K中单−$115.9K小单

超大单/大单近似机构级别交易；中单/小单近似散户级别交易。各档买入减卖出净额，按窗口期累计。

已披露的前五大股东合计持有39.6%的流通股。

最大股东

  • BlackRock14.32%
  • Jennison Associates LLC8.72%
  • Victory Capital Management Inc.5.82%
  • Dimensional Fund Advisors5.59%
  • Vanguard Capital Management, LLC5.20%
  • State Street Global Advisors4.89%
  • AllianceBernstein2.80%
  • Geode Capital Management, LLC2.72%

按投资者类型

  • Mutual Fund74.66%
  • Hedge Fund3.47%
  • Public Company1.81%
  • Individual/Insider1.55%
  • Insurance Company1.39%
  • Government Pension Fund0.89%
  • Private Company0.43%
  • Family Office/Trust0.16%

过去6次双周报告中（31 Jul 2026至15 Oct 2026），空头持仓占流通股比例已从6.64%升至8.02%。

近期机构持仓变动

股东类型期间持股变动新持股比例
Dimensional Fund Advisors Mutual Fund 2026/Q3 +224,949 5.6%
Jennison Associates LLC Mutual Fund 2026/Q3 +324,686 8.7%
BlackRock Mutual Fund 2026/Q3 +249,332 14.3%
J.P. Morgan Asset Management, Inc. Mutual Fund 2026/Q3 +213,846 0.5%
State Street Global Advisors Mutual Fund 2026/Q3 +185,732 4.9%
Geode Capital Management, LLC Mutual Fund 2026/Q3 +168,967 2.7%
Vanguard Portfolio Management, LLC Mutual Fund 2026/Q3 +96,023 1.8%
Dimensional Fund Advisors Mutual Fund 2026/Q3 +87,922 5.0%
Quantinno Capital Management LP Mutual Fund 2026/Q3 +48,537 0.3%
Rhino Investment Partners, Inc. Insurance Company 2026/Q3 +43,000 0.9%
New Jersey Division of Investment Government Pension Fund 2026/Q3 +41,685 0.1%
Fortis Capital Management LLC Mutual Fund 2026/Q3 +35,807 0.1%
XTX Markets Limited Private Company 2026/Q3 +34,519 0.1%
Northern Trust Global Investments Mutual Fund 2026/Q3 +27,507 1.1%
Freestone Capital Management, LLC Mutual Fund 2026/Q3 +26,212 0.1%

按报告期列出的机构买卖动态，变动幅度从大到小排列。

内部人交易

日期内部人职位交易类型股数价格交易后持股
14 Sep 2026 Frederick Rivera Independent Director Open Market Disposition -1,300 $28.57 5,890
2 Sep 2026 Brian Charneski Lead Independent Director Open Market Disposition -13,675 $29.18 44,709
12 Aug 2026 Matthew Ray Former Executive VP & Chief Lending Officer of Heritage Bank Open Market Disposition -3,692 $30.10 22,735
5 Aug 2026 Matthew Ray Former Executive VP & Chief Lending Officer of Heritage Bank Intent to Sell (Form 144) -3,692 $29.73 –
4 Aug 2026 Jeffrey Lyon Independent Director Open Market Disposition -10,000 $30.00 40,719
4 Aug 2026 Anthony Chalfant Chief Credit Officer Open Market Disposition -3,234 $29.92 20,362
3 Aug 2026 Jeffrey Lyon Independent Director Intent to Sell (Form 144) -10,000 $30.01 –
29 Jul 2026 Kelli Wilson Open Market Disposition -3,778 $29.69 3,099
16 Jul 2026 William Glasby Former Chief Technology Officer Derivative Exercise and Sale -3,379 $30.52 22,344
16 Jul 2026 William Glasby Former Chief Technology Officer Derivative Exercise and Retained +9,436 $30.52 22,344
16 Jun 2026 Brian Vance Independent Chairperson Other Derivative Acquisition +1,999 – 1,999
16 Jun 2026 Brian Charneski Lead Independent Director Other Derivative Acquisition +1,999 – 1,999
16 Jun 2026 Jeffrey Lyon Independent Director Other Derivative Acquisition +1,999 – 1,999
16 Jun 2026 Kimberly Ellwanger Independent Director Other Derivative Acquisition +1,999 – 1,999
16 Jun 2026 Ann Watson Independent Director Other Derivative Acquisition +1,999 – 1,999
16 Jun 2026 Trevor Dryer Independent Director Other Derivative Acquisition +1,999 – 1,999
16 Jun 2026 Frederick Rivera Independent Director Other Derivative Acquisition +1,999 – 1,999
16 Jun 2026 Gail Giacobbe Independent Director Other Derivative Acquisition +1,999 – 1,999
16 Jun 2026 Karen Saunders Independent Director Other Derivative Acquisition +1,999 – 1,999
16 Jun 2026 Scott Allan Director Other Derivative Acquisition +1,999 – 1,999

数据来自Form 4/Form 144申报文件。负数为减持（出售、赠予或代扣税款股份），正数为增持。

空头持仓（按报告期）

报告日期空头股数占流通股比例回补天数
15 Oct 2026 3,280,316 8.0% 10.8
30 Sep 2026 3,171,400 7.8% 7.4
15 Sep 2026 3,027,972 7.4% 6.7
31 Aug 2026 3,037,024 7.4% 11.7
14 Aug 2026 2,652,305 6.5% 7.7
31 Jul 2026 2,716,550 6.6% 5.2

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