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
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

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Jennison Associates
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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

Gilpin Wealth Management's HFWA Position: Q2 2026 in Review

Gilpin Wealth Management held its Heritage Financial (HFWA) position steady in Q2 2026 at 13 shares worth $386. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Gilpin Wealth Management first reported a position in HFWA in Q4 2025 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Gilpin Wealth Management held 13 shares of Heritage Financial worth $386 as of Q2 2026.
  • Gilpin Wealth Management left its Heritage Financial share count unchanged in Q2 2026.
  • Heritage Financial made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #755 holding.
  • Gilpin Wealth Management first reported a position in Heritage Financial in Q4 2025 and has held it in 3 quarters since.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.