AAP
HFWA icon

Arax Advisory Partners’s Heritage Financial HFWA Stock Holding History

Arax Advisory Partners’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
Q2 		$36.6K Buy
1,235
+1,044
+547% +$28.7K ﹤0.01% 3520
2026
Q1 		$4.97K Buy
191
+11
+6% +$286 ﹤0.01% 2784
2025
Q4 		$4.26K Sell
180
-662
-79% -$15.6K ﹤0.01% 2942
2025
Q3 		$20.4K Buy
842
+731
+659% +$17.7K ﹤0.01% 2258
2025
Q2 		$2.65K Buy
111
+60
+118% +$1.38K ﹤0.01% 2464
2025
Q1 		$1.24K Hold
51
– – ﹤0.01% 2236
2024
Q4 		$1.25K Sell
51
-82
-62% -$1.99K ﹤0.01% 2120
2024
Q3 		$2.9K Buy
133
+51
+62% +$1.09K ﹤0.01% 1921
2024
Q2 		$1.48K Buy
+82
New +$1.47K ﹤0.01% 2057

Other funds holding HFWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Arax Advisory Partners's HFWA Position: Q2 2026 in Review

Arax Advisory Partners increased its Heritage Financial (HFWA) stake by 547% in Q2 2026, buying an estimated $28.7K and bringing the position to 1,235 shares worth $36.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3520.

Arax Advisory Partners first reported a position in HFWA in Q2 2024 and has held it in 9 quarters since. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Arax Advisory Partners held 1,235 shares of Heritage Financial worth $36.6K as of Q2 2026.
  • Arax Advisory Partners bought 1,044 Heritage Financial shares in Q2 2026, an estimated $28.7K.
  • Heritage Financial made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3520 holding.
  • Arax Advisory Partners first reported a position in Heritage Financial in Q2 2024 and has held it in 9 quarters since.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.