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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Basswood Capital Management New York $1.96B AUM 19.53% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return