GWM
HFWA icon

Gilpin Wealth Management’s Heritage Financial HFWA Stock Holding History

Gilpin Wealth Management’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 		$360 Hold
13
– – ﹤0.01% 951
2026
Q2 		$386 Hold
13
– – ﹤0.01% 755
2026
Q1 		$338 Buy
13
+7
+117% +$182 ﹤0.01% 737
2025
Q4 		$142 Buy
+6
New +$141 ﹤0.01% 750

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
GI
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Gilpin Wealth Management's HFWA Position: Q3 2026 in Review

Gilpin Wealth Management held its Heritage Financial (HFWA) position steady in Q3 2026 at 13 shares worth $360. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Gilpin Wealth Management first reported a position in HFWA in Q4 2025 and has held it in 4 quarters since. The position peaked at $386 in Q2 2026. 14 funds tracked by Wall St. Rank hold HFWA as of Q3 2026.

  • Gilpin Wealth Management held 13 shares of Heritage Financial worth $360 as of Q3 2026.
  • Gilpin Wealth Management left its Heritage Financial share count unchanged in Q3 2026.
  • Heritage Financial made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #951 holding.
  • Gilpin Wealth Management first reported a position in Heritage Financial in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Heritage Financial position peaked at $386 in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.