Commonwealth Equity Services’s Heritage Financial HFWA Stock Holding History

Commonwealth Equity 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 Q3	$689K	Buy	+24,943	New	+$729K	﹤0.01%	2962

Other funds holding HFWA

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Commonwealth Equity Services's HFWA Position: Q3 2026 in Review

Commonwealth Equity Services opened a new position in Heritage Financial (HFWA) in Q3 2026: 24,943 shares worth $689K. The stake represents ﹤0.01% of the portfolio and ranks #2962 among its holdings.

98 funds tracked by Wall St. Rank hold HFWA as of Q3 2026.

Commonwealth Equity Services held 24,943 shares of Heritage Financial worth $689K as of Q3 2026.
Heritage Financial was a new Commonwealth Equity Services position in Q3 2026.
Heritage Financial made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #2962 holding.
98 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.