Apella Capital’s Heritage Financial HFWA Stock Holding History

Apella Capital’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	$285K	Buy	+10,473	New	+$306K	﹤0.01%	642

Other funds holding HFWA

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

MCM

Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Apella Capital's HFWA Position: Q3 2026 in Review

Apella Capital opened a new position in Heritage Financial (HFWA) in Q3 2026: 10,473 shares worth $285K. The stake represents ﹤0.01% of the portfolio and ranks #642 among its holdings.

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

Apella Capital held 10,473 shares of Heritage Financial worth $285K as of Q3 2026.
Heritage Financial was a new Apella Capital position in Q3 2026.
Heritage Financial made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #642 holding.
14 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.