EWA
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EP Wealth Advisors’s Heritage Financial HFWA Stock Holding History

EP Wealth Advisors’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 		$535K Buy
18,069
+1,255
+7% +$34.5K ﹤0.01% 1002
2026
Q1 		$437K Buy
16,814
+553
+3% +$14.4K ﹤0.01% 964
2025
Q4 		$385K Buy
+16,261
New +$383K ﹤0.01% 1000
2023
Q1 		– Sell
-7,619
Closed -$233K – 663
2022
Q4 		$233K Buy
+7,619
New +$238K ﹤0.01% 512

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

EP Wealth Advisors's HFWA Position: Q2 2026 in Review

EP Wealth Advisors increased its Heritage Financial (HFWA) stake by 7.5% in Q2 2026, buying an estimated $34.5K and bringing the position to 18,069 shares worth $535K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

EP Wealth Advisors first reported a position in HFWA in Q4 2022 and has held it in 4 quarters since. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • EP Wealth Advisors held 18,069 shares of Heritage Financial worth $535K as of Q2 2026.
  • EP Wealth Advisors bought 1,255 Heritage Financial shares in Q2 2026, an estimated $34.5K.
  • Heritage Financial made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1002 holding.
  • EP Wealth Advisors first reported a position in Heritage Financial in Q4 2022 and has held it in 4 quarters since.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.