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Gabelli Funds’s Heritage Financial HFWA Stock Holding History

Gabelli Funds’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 		$592K Buy
20,000
+1,271
+7% +$35K ﹤0.01% 1030
2026
Q1 		$487K Hold
18,729
– – ﹤0.01% 1043
2025
Q4 		$443K Hold
18,729
– – ﹤0.01% 1046
2025
Q3 		$453K Hold
18,729
– – ﹤0.01% 1059
2025
Q2 		$446K Buy
+18,729
New +$431K ﹤0.01% 1033

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

Gabelli Funds's HFWA Position: Q2 2026 in Review

Gabelli Funds increased its Heritage Financial (HFWA) stake by 6.8% in Q2 2026, buying an estimated $35K and bringing the position to 20,000 shares worth $592K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Gabelli Funds first reported a position in HFWA in Q2 2025 and has held it in 5 quarters since. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Gabelli Funds held 20,000 shares of Heritage Financial worth $592K as of Q2 2026.
  • Gabelli Funds bought 1,271 Heritage Financial shares in Q2 2026, an estimated $35K.
  • Heritage Financial made up ﹤0.01% of Gabelli Funds's portfolio in Q2 2026, its #1030 holding.
  • Gabelli Funds first reported a position in Heritage Financial in Q2 2025 and has held it in 5 quarters since.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Gabelli Funds's 13F filing for Q2 2026, filed 12 Aug 2026.