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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
Q2 		$711 Hold
24
– – ﹤0.01% 880
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

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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's HFWA Position: Q2 2026 in Review

Bruce G. Allen Investments held its Heritage Financial (HFWA) position steady in Q2 2026 at 24 shares worth $711. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Bruce G. Allen Investments first reported a position in HFWA in Q1 2024 and has held it in 6 quarters since. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Bruce G. Allen Investments held 24 shares of Heritage Financial worth $711 as of Q2 2026.
  • Bruce G. Allen Investments left its Heritage Financial share count unchanged in Q2 2026.
  • Heritage Financial made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #880 holding.
  • Bruce G. Allen Investments first reported a position in Heritage Financial in Q1 2024 and has held it in 6 quarters since.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.