Superior Planning, LLC’s Heritage Financial HFWA Stock Holding History

Superior Planning, LLC’s Portfolio HFWA Stock Details HFWA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.35K	Buy	+49	New	+$1.43K	﹤0.01%	1683

Other funds holding HFWA

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Superior Planning, LLC's HFWA Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Heritage Financial (HFWA) in Q3 2026: 49 shares worth $1.35K. The stake represents ﹤0.01% of the portfolio and ranks #1683 among its holdings.

122 funds tracked by Wall St. Rank hold HFWA as of Q3 2026.

Superior Planning, LLC held 49 shares of Heritage Financial worth $1.35K as of Q3 2026.
Heritage Financial was a new Superior Planning, LLC position in Q3 2026.
Heritage Financial made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1683 holding.
122 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.