Creative Planning
HFWA icon

Creative Planning’s Heritage Financial HFWA Stock Holding History

Creative Planning’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 		$817K Buy
27,579
+4,741
+21% +$130K ﹤0.01% 2813
2026
Q1 		$594K Buy
+22,838
New +$594K ﹤0.01% 2884
2017
Q3 		– Sell
-10
Closed – – 2675
2017
Q2 		$0 Hold
10
– – ﹤0.01% 4698
2017
Q1 		$0 Hold
10
– – ﹤0.01% 4763
2016
Q4 		$0 Buy
+10
New +$214 ﹤0.01% 4703
2016
Q3 		– Sell
-111
Closed -$2K – 4645
2016
Q2 		$2K Buy
+111
New +$1.96K ﹤0.01% 4014

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

Creative Planning's HFWA Position: Q2 2026 in Review

Creative Planning increased its Heritage Financial (HFWA) stake by 21% in Q2 2026, buying an estimated $130K and bringing the position to 27,579 shares worth $817K. The position accounts for ﹤0.01% of the portfolio, ranked #2813.

Creative Planning first reported a position in HFWA in Q2 2016 and has held it in 6 quarters since. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Creative Planning held 27,579 shares of Heritage Financial worth $817K as of Q2 2026.
  • Creative Planning bought 4,741 Heritage Financial shares in Q2 2026, an estimated $130K.
  • Heritage Financial made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2813 holding.
  • Creative Planning first reported a position in Heritage Financial in Q2 2016 and has held it in 6 quarters since.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.