Davis Capital Management’s Heritage Financial HFWA Stock Holding History

Davis Capital Management’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	$59	Buy	+2	New	+$55	﹤0.01%	1176

Other funds holding HFWA

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Davis Capital Management's HFWA Position: Q2 2026 in Review

Davis Capital Management opened a new position in Heritage Financial (HFWA) in Q2 2026: 2 shares worth $59. The stake represents ﹤0.01% of the portfolio and ranks #1176 among its holdings.

10 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

Davis Capital Management held 2 shares of Heritage Financial worth $59 as of Q2 2026.
Heritage Financial was a new Davis Capital Management position in Q2 2026.
Heritage Financial made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #1176 holding.
10 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.