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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
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

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

GAMMA Investing's HFWA Position: Q2 2026 in Review

GAMMA Investing increased its Heritage Financial (HFWA) stake by 12% in Q2 2026, buying an estimated $19.5K and bringing the position to 6,519 shares worth $193K. The position accounts for 0.01% of the portfolio, ranked #1296.

GAMMA Investing first reported a position in HFWA in Q4 2023 and has held it in 11 quarters since. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • GAMMA Investing held 6,519 shares of Heritage Financial worth $193K as of Q2 2026.
  • GAMMA Investing bought 710 Heritage Financial shares in Q2 2026, an estimated $19.5K.
  • Heritage Financial made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #1296 holding.
  • GAMMA Investing first reported a position in Heritage Financial in Q4 2023 and has held it in 11 quarters since.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.