Financial Consulate’s Heritage Financial HFWA Stock Holding History

Financial Consulate’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	$111	Buy	+4	New	+$117	﹤0.01%	1799

Other funds holding HFWA

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Pacific Asset Management Gig Harbor, Washington $204M AUM 13.56% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Financial Consulate's HFWA Position: Q3 2026 in Review

Financial Consulate opened a new position in Heritage Financial (HFWA) in Q3 2026: 4 shares worth $111. The stake represents ﹤0.01% of the portfolio and ranks #1799 among its holdings.

33 funds tracked by Wall St. Rank hold HFWA as of Q3 2026.

Financial Consulate held 4 shares of Heritage Financial worth $111 as of Q3 2026.
Heritage Financial was a new Financial Consulate position in Q3 2026.
Heritage Financial made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1799 holding.
33 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.