CIM
HFWA icon

Cambria Investment Management’s Heritage Financial HFWA Stock Holding History

Cambria Investment Management’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 		– Sell
-10,413
Closed -$271K – 753
2026
Q1 		$271K Buy
+10,413
New +$271K 0.02% 545
2023
Q2 		– Sell
-21,518
Closed -$460K – 292
2023
Q1 		$460K Sell
21,518
-17,066
-44% -$460K 0.04% 213
2022
Q4 		$1.18M Buy
+38,584
New +$1.21M 0.1% 162

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

Cambria Investment Management's HFWA Position: Q2 2026 in Review

Cambria Investment Management sold out of Heritage Financial (HFWA) in Q2 2026, closing a stake of 10,413 shares — an estimated $271K sold.

Cambria Investment Management first reported a position in HFWA in Q4 2022 and held it in 3 quarters. The position peaked at $1.18M in Q4 2022. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Cambria Investment Management reported no remaining Heritage Financial position as of Q2 2026 after selling out during the quarter.
  • Cambria Investment Management sold 10,413 Heritage Financial shares in Q2 2026, an estimated $271K.
  • Cambria Investment Management first reported a position in Heritage Financial in Q4 2022 and held it in 3 quarters.
  • Cambria Investment Management's Heritage Financial position peaked at $1.18M in Q4 2022.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Cambria Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.