EP
HFWA icon

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
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

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

Essential Partners's HFWA Position: Q2 2026 in Review

Essential Partners held its Heritage Financial (HFWA) position steady in Q2 2026 at 20 shares worth $592. The position accounts for ﹤0.01% of the portfolio, ranked #2435.

Essential Partners first reported a position in HFWA in Q3 2025 and has held it in 4 quarters since. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Essential Partners held 20 shares of Heritage Financial worth $592 as of Q2 2026.
  • Essential Partners left its Heritage Financial share count unchanged in Q2 2026.
  • Heritage Financial made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2435 holding.
  • Essential Partners first reported a position in Heritage Financial in Q3 2025 and has held it in 4 quarters since.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.