CMA
HFWA icon

Cedar Mountain Advisors’s Heritage Financial HFWA Stock Holding History

Cedar Mountain 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 		$2.34K Hold
79
– – ﹤0.01% 834
2026
Q1 		$2.05K Sell
79
-23
-23% -$598 ﹤0.01% 817
2025
Q4 		$2.41K Hold
102
– – ﹤0.01% 383
2025
Q3 		$2.47K Buy
+102
New +$2.47K ﹤0.01% 400

Other funds holding HFWA

YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $169M AUM 22.99% 1-Year Est. Return

Cedar Mountain Advisors's HFWA Position: Q2 2026 in Review

Cedar Mountain Advisors held its Heritage Financial (HFWA) position steady in Q2 2026 at 79 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Cedar Mountain Advisors first reported a position in HFWA in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.47K in Q3 2025. 10 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Cedar Mountain Advisors held 79 shares of Heritage Financial worth $2.34K as of Q2 2026.
  • Cedar Mountain Advisors left its Heritage Financial share count unchanged in Q2 2026.
  • Heritage Financial made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #834 holding.
  • Cedar Mountain Advisors first reported a position in Heritage Financial in Q3 2025 and has held it in 4 quarters since.
  • Cedar Mountain Advisors's Heritage Financial position peaked at $2.47K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.