CFS
HFWA icon

CGC Financial Services’s Heritage Financial HFWA Stock Holding History

CGC Financial Services’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 		$182K Hold
6,159
– – 0.04% 73
2026
Q1 		$160K Hold
6,159
– – 0.05% 73
2025
Q4 		$146K Hold
6,159
– – 0.04% 80
2025
Q3 		$149K Hold
6,159
– – 0.04% 76
2025
Q2 		$147K Hold
6,159
– – 0.05% 70
2025
Q1 		$150K Hold
6,159
– – 0.06% 60
2024
Q4 		$151K Hold
6,159
– – 0.06% 64
2024
Q3 		$134K Hold
6,159
– – 0.05% 65
2024
Q2 		$111K Hold
6,159
– – 0.05% 70
2024
Q1 		$119K Hold
6,159
– – 0.06% 66
2023
Q4 		$132K Hold
6,159
– – 0.06% 70
2023
Q3 		$100K Hold
6,159
– – 0.07% 63
2023
Q2 		$99.6K Buy
+6,159
New +$107K 0.06% 66

Other funds holding HFWA

GI
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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
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return