Federated Hermes
HFWA icon

Federated Hermes’s Heritage Financial HFWA Stock Holding History

Federated Hermes’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 		$1.25M Buy
42,298
+802
+2% +$22.1K ﹤0.01% 1099
2026
Q1 		$1.08M Buy
41,496
+3,648
+10% +$94.8K ﹤0.01% 1098
2025
Q4 		$895K Buy
37,848
+4,990
+15% +$117K ﹤0.01% 1149
2025
Q3 		$795K Sell
32,858
-24,584
-43% -$596K ﹤0.01% 1213
2025
Q2 		$1.37M Buy
57,442
+7,199
+14% +$166K ﹤0.01% 1039
2025
Q1 		$1.22M Buy
50,243
+2,689
+6% +$65.6K ﹤0.01% 1060
2024
Q4 		$1.17M Sell
47,554
-2,580
-5% -$62.6K ﹤0.01% 1063
2024
Q3 		$1.09M Buy
50,134
+2,813
+6% +$60K ﹤0.01% 1086
2024
Q2 		$853K Sell
47,321
-2,757
-6% -$49.5K ﹤0.01% 1159
2024
Q1 		$971K Sell
50,078
-429
-0.8% -$8.26K ﹤0.01% 1135
2023
Q4 		$1.08M Sell
50,507
-14,637
-22% -$265K ﹤0.01% 1109
2023
Q3 		$1.06M Sell
65,144
-64,894
-50% -$1.13M ﹤0.01% 1091
2023
Q2 		$2.1M Buy
130,038
+4,495
+4% +$78.2K 0.01% 935
2023
Q1 		$2.69M Buy
125,543
+21,444
+21% +$579K 0.01% 859
2022
Q4 		$3.19M Buy
+104,099
New +$3.26M 0.01% 787
2017
Q2 		– Sell
-280
Closed -$7K – 2147
2017
Q1 		$7K Buy
280
+133
+90% +$3.33K ﹤0.01% 1871
2016
Q4 		$4K Sell
147
-3
-2% -$64 ﹤0.01% 1961
2016
Q3 		$3K Buy
+150
New +$2.68K ﹤0.01% 1982

Other funds holding HFWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Federated Hermes's HFWA Position: Q2 2026 in Review

Federated Hermes increased its Heritage Financial (HFWA) stake by 1.9% in Q2 2026, buying an estimated $22.1K and bringing the position to 42,298 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Federated Hermes first reported a position in HFWA in Q3 2016 and has held it in 18 quarters since. The position peaked at $3.19M in Q4 2022. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Federated Hermes held 42,298 shares of Heritage Financial worth $1.25M as of Q2 2026.
  • Federated Hermes bought 802 Heritage Financial shares in Q2 2026, an estimated $22.1K.
  • Heritage Financial made up ﹤0.01% of Federated Hermes's portfolio in Q2 2026, its #1099 holding.
  • Federated Hermes first reported a position in Heritage Financial in Q3 2016 and has held it in 18 quarters since.
  • Federated Hermes's Heritage Financial position peaked at $3.19M in Q4 2022.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Federated Hermes's 13F filing for Q2 2026, filed 12 Aug 2026.