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Atom Investors’s Heritage Financial HFWA Stock Holding History

Atom Investors’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 		$456K Buy
15,389
+7,677
+100% +$211K 0.04% 582
2026
Q1 		$201K Sell
7,712
-5,336
-41% -$139K 0.01% 608
2025
Q4 		$309K Buy
+13,048
New +$307K 0.02% 435

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

Atom Investors's HFWA Position: Q2 2026 in Review

Atom Investors increased its Heritage Financial (HFWA) stake by 100% in Q2 2026, buying an estimated $211K and bringing the position to 15,389 shares worth $456K. The position accounts for 0.04% of the portfolio, ranked #582.

Atom Investors first reported a position in HFWA in Q4 2025 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Atom Investors held 15,389 shares of Heritage Financial worth $456K as of Q2 2026.
  • Atom Investors bought 7,677 Heritage Financial shares in Q2 2026, an estimated $211K.
  • Heritage Financial made up 0.04% of Atom Investors's portfolio in Q2 2026, its #582 holding.
  • Atom Investors first reported a position in Heritage Financial in Q4 2025 and has held it in 3 quarters since.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.