EverSource Wealth Advisors’s Heritage Financial HFWA Stock Holding History

EverSource 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	$2.07K	Sell	70 -1,917	-96%	-$52.7K	﹤0.01%	3709
2026 Q1	$51.7K	Buy	1,987 +32	+2%	+$832	﹤0.01%	1852
2025 Q4	$46.2K	Sell	1,955 -185	-9%	-$4.36K	﹤0.01%	1793
2025 Q3	$51.8K	Buy	2,140 +182	+9%	+$4.41K	﹤0.01%	1681
2025 Q2	$46.7K	Buy	1,958 +1,951	+27,871%	+$44.9K	﹤0.01%	1665
2025 Q1	$170	Sell	7 -34	-83%	-$829	﹤0.01%	3731
2024 Q4	$1K	Buy	+41	New	+$995	﹤0.01%	2964
2024 Q2	–	Sell	-29	Closed	-$514	–	3096
2024 Q1	$514	Buy	+29	New	+$558	﹤0.01%	2713
2023 Q2	–	Sell	-74	Closed	-$1.58K	–	2542
2023 Q1	$1.58K	Hold	74	–	–	﹤0.01%	2007
2022 Q4	$2.27K	Hold	74	–	–	﹤0.01%	1869
2022 Q3	$2K	Hold	74	–	–	﹤0.01%	1673
2022 Q2	$2K	Hold	74	–	–	﹤0.01%	1513
2022 Q1	$2K	Hold	74	–	–	﹤0.01%	1527
2021 Q4	$2K	Buy	+74	New	+$1.83K	﹤0.01%	1552

Other funds holding HFWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BCM

Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Heritage Financial (HFWA) stake by 96% in Q2 2026, selling an estimated $52.7K and leaving 70 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #3709.

EverSource Wealth Advisors first reported a position in HFWA in Q4 2021 and has held it in 14 quarters since. The position peaked at $51.8K in Q3 2025. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

EverSource Wealth Advisors held 70 shares of Heritage Financial worth $2.07K as of Q2 2026.
EverSource Wealth Advisors sold 1,917 Heritage Financial shares in Q2 2026, an estimated $52.7K.
Heritage Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3709 holding.
EverSource Wealth Advisors first reported a position in Heritage Financial in Q4 2021 and has held it in 14 quarters since.
EverSource Wealth Advisors's Heritage Financial position peaked at $51.8K in Q3 2025.
191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.