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Essential Partners’s Heritage Financial HFWA Stock Holding History

Essential Partners’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
Q3 		$553 Hold
20
– – ﹤0.01% 2379
2026
Q2 		$592 Hold
20
– – ﹤0.01% 2435
2026
Q1 		$520 Sell
20
-2
-9% -$52 ﹤0.01% 2426
2025
Q4 		$520 Buy
22
+10
+83% +$235 ﹤0.01% 2224
2025
Q3 		$290 Buy
+12
New +$291 ﹤0.01% 2327

Other funds holding HFWA

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Essential Partners's HFWA Position: Q3 2026 in Review

Essential Partners held its Heritage Financial (HFWA) position steady in Q3 2026 at 20 shares worth $553. The position accounts for ﹤0.01% of the portfolio, ranked #2379.

Essential Partners first reported a position in HFWA in Q3 2025 and has held it in 5 quarters since. The position peaked at $592 in Q2 2026. 12 funds tracked by Wall St. Rank hold HFWA as of Q3 2026.

  • Essential Partners held 20 shares of Heritage Financial worth $553 as of Q3 2026.
  • Essential Partners left its Heritage Financial share count unchanged in Q3 2026.
  • Heritage Financial made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2379 holding.
  • Essential Partners first reported a position in Heritage Financial in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Heritage Financial position peaked at $592 in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.