FCH
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Freestone Capital Holdings’s Heritage Financial HFWA Stock Holding History

Freestone Capital Holdings’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 		$776K Buy
+26,212
New +$721K 0.02% 301
2021
Q1 		– Sell
-5,575
Closed -$130K – 688
2020
Q4 		$130K Sell
5,575
-1,337
-19% -$30K 0.01% 391
2020
Q3 		$127K Buy
+6,912
New +$135K 0.01% 374

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

Freestone Capital Holdings's HFWA Position: Q2 2026 in Review

Freestone Capital Holdings opened a new position in Heritage Financial (HFWA) in Q2 2026: 26,212 shares worth $776K. The stake represents 0.02% of the portfolio and ranks #301 among its holdings. This is a return to the name: Freestone Capital Holdings previously reported a position in HFWA as recently as Q4 2020.

Freestone Capital Holdings first reported a position in HFWA in Q3 2020 and has held it in 3 quarters since. 192 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Freestone Capital Holdings held 26,212 shares of Heritage Financial worth $776K as of Q2 2026.
  • Heritage Financial was a new Freestone Capital Holdings position in Q2 2026.
  • Heritage Financial made up 0.02% of Freestone Capital Holdings's portfolio in Q2 2026, its #301 holding.
  • Freestone Capital Holdings first reported a position in Heritage Financial in Q3 2020 and has held it in 3 quarters since.
  • 192 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.