Aspire Capital Advisors’s Heritage Financial HFWA Stock Holding History

Aspire Capital Advisors’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	$260K	Hold	8,764	–	–	0.05%	112
2026 Q1	$228K	Hold	8,764	–	–	0.05%	109
2025 Q4	$207K	Hold	8,764	–	–	0.05%	117
2025 Q3	$212K	Hold	8,764	–	–	0.05%	108
2025 Q2	$209K	Hold	8,764	–	–	0.06%	99
2025 Q1	$213K	Hold	8,764	–	–	0.06%	87
2024 Q4	$215K	Buy	+8,764	New	+$213K	0.06%	80
2023 Q4	–	Sell	-12,270	Closed	-$200K	–	72
2023 Q3	$200K	Hold	12,270	–	–	0.09%	65
2023 Q2	$198K	Hold	12,270	–	–	0.1%	58
2023 Q1	$263K	Hold	12,270	–	–	0.14%	50
2022 Q4	$376K	Hold	12,270	–	–	0.21%	41
2022 Q3	$325K	Hold	12,270	–	–	0.26%	40
2022 Q2	$309K	Buy	12,270 +876	+8%	+$21.9K	0.23%	42
2022 Q1	$286K	Buy	+11,394	New	+$291K	0.27%	35

Other funds holding HFWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BCM

Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Aspire Capital Advisors's HFWA Position: Q2 2026 in Review

Aspire Capital Advisors held its Heritage Financial (HFWA) position steady in Q2 2026 at 8,764 shares worth $260K. The position accounts for 0.05% of the portfolio, ranked #112.

Aspire Capital Advisors first reported a position in HFWA in Q1 2022 and has held it in 14 quarters since. The position peaked at $376K in Q4 2022. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

Aspire Capital Advisors held 8,764 shares of Heritage Financial worth $260K as of Q2 2026.
Aspire Capital Advisors left its Heritage Financial share count unchanged in Q2 2026.
Heritage Financial made up 0.05% of Aspire Capital Advisors's portfolio in Q2 2026, its #112 holding.
Aspire Capital Advisors first reported a position in Heritage Financial in Q1 2022 and has held it in 14 quarters since.
Aspire Capital Advisors's Heritage Financial position peaked at $376K in Q4 2022.
191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Aspire Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.