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Fortis Capital Management’s Heritage Financial HFWA Stock Holding History

Fortis Capital Management’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 		$1.06M Buy
+35,807
New +$985K 0.12% 92

Other funds holding HFWA

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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

Fortis Capital Management's HFWA Position: Q2 2026 in Review

Fortis Capital Management opened a new position in Heritage Financial (HFWA) in Q2 2026: 35,807 shares worth $1.06M. The stake represents 0.12% of the portfolio and ranks #92 among its holdings.

191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Fortis Capital Management held 35,807 shares of Heritage Financial worth $1.06M as of Q2 2026.
  • Heritage Financial was a new Fortis Capital Management position in Q2 2026.
  • Heritage Financial made up 0.12% of Fortis Capital Management's portfolio in Q2 2026, its #92 holding.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Fortis Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.