Farmers & Merchants Investments Inc’s Heritage Financial HFWA Stock Holding History

Farmers & Merchants Investments Inc’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	$681	Hold	23	–	–	﹤0.01%	1628
2026 Q1	$598	Hold	23	–	–	﹤0.01%	1607
2025 Q4	$544	Sell	23 -3	-12%	-$71	﹤0.01%	1610
2025 Q3	$629	Hold	26	–	–	﹤0.01%	1590
2025 Q2	$620	Hold	26	–	–	﹤0.01%	1569
2025 Q1	$633	Hold	26	–	–	﹤0.01%	1564
2024 Q4	$637	Hold	26	–	–	﹤0.01%	1602
2024 Q3	$566	Hold	26	–	–	﹤0.01%	1645
2024 Q2	$469	Hold	26	–	–	﹤0.01%	1662
2024 Q1	$504	Hold	26	–	–	﹤0.01%	1620
2023 Q4	$556	Hold	26	–	–	﹤0.01%	1607
2023 Q3	$424	Hold	26	–	–	﹤0.01%	1622
2023 Q2	$420	Hold	26	–	–	﹤0.01%	1634
2023 Q1	$556	Buy	26 +3	+13%	+$81	﹤0.01%	1550
2022 Q4	$705	Hold	23	–	–	﹤0.01%	1513
2022 Q3	$1K	Buy	+23	New	+$607	﹤0.01%	1290

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

KJWM

Kiley Juergens Wealth Management Olympia, Washington $639M AUM 31.14% 1-Year Est. Return

Farmers & Merchants Investments Inc's HFWA Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Heritage Financial (HFWA) position steady in Q2 2026 at 23 shares worth $681. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

Farmers & Merchants Investments Inc first reported a position in HFWA in Q3 2022 and has held it in 16 quarters since. The position peaked at $1K in Q3 2022. 82 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

Farmers & Merchants Investments Inc held 23 shares of Heritage Financial worth $681 as of Q2 2026.
Farmers & Merchants Investments Inc left its Heritage Financial share count unchanged in Q2 2026.
Heritage Financial made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1628 holding.
Farmers & Merchants Investments Inc first reported a position in Heritage Financial in Q3 2022 and has held it in 16 quarters since.
Farmers & Merchants Investments Inc's Heritage Financial position peaked at $1K in Q3 2022.
82 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.