GI
HFWA icon

GAMMA Investing’s Heritage Financial HFWA Stock Holding History

GAMMA Investing’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 		$186K Buy
6,739
+220
+3% +$6.43K 0.01% 1383
2026
Q2 		$193K Buy
6,519
+710
+12% +$19.5K 0.01% 1296
2026
Q1 		$151K Buy
5,809
+638
+12% +$16.6K 0.01% 1329
2025
Q4 		$122K Buy
5,171
+891
+21% +$21K 0.01% 1424
2025
Q3 		$104K Sell
4,280
-277
-6% -$6.71K 0.01% 1490
2025
Q2 		$109K Buy
4,557
+1,585
+53% +$36.5K 0.01% 1381
2025
Q1 		$72.3K Buy
2,972
+927
+45% +$22.6K 0.01% 1516
2024
Q4 		$50.1K Buy
2,045
+70
+4% +$1.7K ﹤0.01% 1659
2024
Q3 		$43K Buy
1,975
+601
+44% +$12.8K ﹤0.01% 1598
2024
Q2 		$24.8K Buy
1,374
+786
+134% +$14.1K ﹤0.01% 1704
2024
Q1 		$11.4K Buy
588
+74
+14% +$1.42K ﹤0.01% 1989
2023
Q4 		$10.4K Buy
+514
New +$9.32K ﹤0.01% 1888

Other funds holding HFWA

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 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
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

GAMMA Investing's HFWA Position: Q3 2026 in Review

GAMMA Investing increased its Heritage Financial (HFWA) stake by 3.4% in Q3 2026, buying an estimated $6.43K and bringing the position to 6,739 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #1383.

GAMMA Investing first reported a position in HFWA in Q4 2023 and has held it in 12 quarters since. The position peaked at $193K in Q2 2026. 11 funds tracked by Wall St. Rank hold HFWA as of Q3 2026.

  • GAMMA Investing held 6,739 shares of Heritage Financial worth $186K as of Q3 2026.
  • GAMMA Investing bought 220 Heritage Financial shares in Q3 2026, an estimated $6.43K.
  • Heritage Financial made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1383 holding.
  • GAMMA Investing first reported a position in Heritage Financial in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Heritage Financial position peaked at $193K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.