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Bruce G. Allen Investments’s Heritage Financial HFWA Stock Holding History

Bruce G. Allen Investments’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
Q1 		$624 Buy
+24
New +$624 ﹤0.01% 927
2025
Q1 		– Sell
-20
Closed -$490 – 1109
2024
Q4 		$490 Hold
20
– – ﹤0.01% 963
2024
Q3 		$435 Hold
20
– – ﹤0.01% 979
2024
Q2 		$361 Buy
20
+8
+67% +$144 ﹤0.01% 890
2024
Q1 		$233 Buy
+12
New +$231 ﹤0.01% 930

Other funds holding HFWA

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Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bruce G. Allen Investments's HFWA Position: Q1 2026 in Review

Bruce G. Allen Investments opened a new position in Heritage Financial (HFWA) in Q1 2026: 24 shares worth $624. The stake represents ﹤0.01% of the portfolio and ranks #927 among its holdings. This is a return to the name: Bruce G. Allen Investments previously reported a position in HFWA as recently as Q4 2024.

Bruce G. Allen Investments first reported a position in HFWA in Q1 2024 and has held it in 5 quarters since. 184 funds tracked by Wall St. Rank hold HFWA as of Q1 2026.

  • Bruce G. Allen Investments held 24 shares of Heritage Financial worth $624 as of Q1 2026.
  • Heritage Financial was a new Bruce G. Allen Investments position in Q1 2026.
  • Heritage Financial made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #927 holding.
  • Bruce G. Allen Investments first reported a position in Heritage Financial in Q1 2024 and has held it in 5 quarters since.
  • 184 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.