EF
HFWA icon

Empowered Funds’s Heritage Financial HFWA Stock Holding History

Empowered Funds’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 		$5.3M Buy
178,912
+12,833
+8% +$353K 0.03% 682
2026
Q1 		$4.32M Buy
166,079
+13,564
+9% +$353K 0.03% 703
2025
Q4 		$3.61M Buy
152,515
+14,780
+11% +$348K 0.06% 335
2025
Q3 		$3.33M Buy
137,735
+10,106
+8% +$245K 0.03% 650
2025
Q2 		$3.04M Buy
127,629
+3,831
+3% +$88.2K 0.03% 632
2025
Q1 		$3.01M Buy
123,798
+4,947
+4% +$121K 0.04% 548
2024
Q4 		$2.91M Buy
118,851
+5,723
+5% +$139K 0.04% 568
2024
Q3 		$2.46M Buy
113,128
+5,762
+5% +$123K 0.04% 595
2024
Q2 		$1.94M Buy
107,366
+7,740
+8% +$139K 0.03% 622
2024
Q1 		$1.93M Buy
99,626
+7,525
+8% +$145K 0.03% 634
2023
Q4 		$1.97M Buy
92,101
+8,256
+10% +$150K 0.05% 522
2023
Q3 		$1.37M Buy
83,845
+6,794
+9% +$119K 0.04% 561
2023
Q2 		$1.25M Buy
+77,051
New +$1.34M 0.04% 547

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

Empowered Funds's HFWA Position: Q2 2026 in Review

Empowered Funds increased its Heritage Financial (HFWA) stake by 7.7% in Q2 2026, buying an estimated $353K and bringing the position to 178,912 shares worth $5.3M. The position accounts for 0.03% of the portfolio, ranked #682.

Empowered Funds first reported a position in HFWA in Q2 2023 and has held it in 13 quarters since. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Empowered Funds held 178,912 shares of Heritage Financial worth $5.3M as of Q2 2026.
  • Empowered Funds bought 12,833 Heritage Financial shares in Q2 2026, an estimated $353K.
  • Heritage Financial made up 0.03% of Empowered Funds's portfolio in Q2 2026, its #682 holding.
  • Empowered Funds first reported a position in Heritage Financial in Q2 2023 and has held it in 13 quarters since.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.