Continuum Advisory’s Heritage Financial HFWA Stock Holding History

Continuum Advisory’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
2025 Q2	–	Sell	-135	Closed	-$3.29K	–	897
2025 Q1	$3.29K	Buy	+135	New	+$3.29K	﹤0.01%	1201

Other funds holding HFWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Continuum Advisory's HFWA Position: Q2 2025 in Review

Continuum Advisory sold out of Heritage Financial (HFWA) in Q2 2025, closing a stake of 135 shares — an estimated $3.29K sold.

Continuum Advisory first reported a position in HFWA in Q1 2025 and held it in 1 quarter. The position peaked at $3.29K in Q1 2025. 171 funds tracked by Wall St. Rank hold HFWA as of Q2 2025.

Continuum Advisory reported no remaining Heritage Financial position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 135 Heritage Financial shares in Q2 2025, an estimated $3.29K.
Continuum Advisory first reported a position in Heritage Financial in Q1 2025 and held it in 1 quarter.
Continuum Advisory's Heritage Financial position peaked at $3.29K in Q1 2025.
171 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.