FFA
HFWA icon

Farther Finance Advisors’s Heritage Financial HFWA Stock Holding History

Farther Finance 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
Q3 		$18.3K Buy
662
+501
+311% +$14.6K ﹤0.01% 4210
2026
Q2 		$4.78K Buy
161
+68
+73% +$1.87K ﹤0.01% 4825
2026
Q1 		$2.44K Sell
93
-5
-5% -$130 ﹤0.01% 4824
2025
Q4 		$2.32K Buy
98
+32
+48% +$753 ﹤0.01% 4637
2025
Q3 		$1.6K Buy
66
+40
+154% +$969 ﹤0.01% 4220
2025
Q2 		$620 Hold
26
– – ﹤0.01% 4001
2025
Q1 		$632 Hold
26
– – ﹤0.01% 3736
2024
Q4 		$637 Hold
26
– – ﹤0.01% 3387
2024
Q3 		$566 Hold
26
– – ﹤0.01% 3398
2024
Q2 		$465 Sell
26
-10
-28% -$179 ﹤0.01% 3295
2024
Q1 		$683 Buy
36
+6
+20% +$115 ﹤0.01% 2918
2023
Q4 		$642 Buy
+30
New +$544 ﹤0.01% 2888

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
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
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Farther Finance Advisors's HFWA Position: Q3 2026 in Review

Farther Finance Advisors increased its Heritage Financial (HFWA) stake by 311% in Q3 2026, buying an estimated $14.6K and bringing the position to 662 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4210.

Farther Finance Advisors first reported a position in HFWA in Q4 2023 and has held it in 12 quarters since. 11 funds tracked by Wall St. Rank hold HFWA as of Q3 2026.

  • Farther Finance Advisors held 662 shares of Heritage Financial worth $18.3K as of Q3 2026.
  • Farther Finance Advisors bought 501 Heritage Financial shares in Q3 2026, an estimated $14.6K.
  • Heritage Financial made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4210 holding.
  • Farther Finance Advisors first reported a position in Heritage Financial in Q4 2023 and has held it in 12 quarters since.
  • 11 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.