FFO
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Fortitude Family Office’s Heritage Financial HFWA Stock Holding History

Fortitude Family Office’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 		$13.6K Buy
+494
New +$14.4K ﹤0.01% 1055
2025
Q4 		– Sell
-80
Closed -$1.94K – 2006
2025
Q3 		$1.94K Hold
80
– – ﹤0.01% 1231
2025
Q2 		$1.91K Buy
+80
New +$1.84K ﹤0.01% 1219

Other funds holding HFWA

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
PAM
Pacific Asset Management Gig Harbor, Washington $204M AUM 13.56% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fortitude Family Office's HFWA Position: Q3 2026 in Review

Fortitude Family Office opened a new position in Heritage Financial (HFWA) in Q3 2026: 494 shares worth $13.6K. The stake represents ﹤0.01% of the portfolio and ranks #1055 among its holdings. This is a return to the name: Fortitude Family Office previously reported a position in HFWA as recently as Q3 2025.

Fortitude Family Office first reported a position in HFWA in Q2 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold HFWA as of Q3 2026.

  • Fortitude Family Office held 494 shares of Heritage Financial worth $13.6K as of Q3 2026.
  • Heritage Financial was a new Fortitude Family Office position in Q3 2026.
  • Heritage Financial made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1055 holding.
  • Fortitude Family Office first reported a position in Heritage Financial in Q2 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.