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 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

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

Farther Finance Advisors's HFWA Position: Q2 2026 in Review

Farther Finance Advisors increased its Heritage Financial (HFWA) stake by 73% in Q2 2026, buying an estimated $1.87K and bringing the position to 161 shares worth $4.78K. The position accounts for ﹤0.01% of the portfolio, ranked #4825.

Farther Finance Advisors first reported a position in HFWA in Q4 2023 and has held it in 11 quarters since. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

Farther Finance Advisors held 161 shares of Heritage Financial worth $4.78K as of Q2 2026.
Farther Finance Advisors bought 68 Heritage Financial shares in Q2 2026, an estimated $1.87K.
Heritage Financial made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4825 holding.
Farther Finance Advisors first reported a position in Heritage Financial in Q4 2023 and has held it in 11 quarters since.
191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.