HFS
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Hantz Financial Services’s Heritage Financial HFWA Stock Holding History

Hantz Financial Services’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 		$31K Buy
1,057
+77
+8% +$2.12K ﹤0.01% 1818
2026
Q1 		$25K Sell
980
-62
-6% -$1.61K ﹤0.01% 1789
2025
Q4 		$25K Sell
1,042
-609
-37% -$14.3K ﹤0.01% 1694
2025
Q3 		$40K Buy
1,651
+1,255
+317% +$30.4K ﹤0.01% 1307
2025
Q2 		$9K Buy
396
+289
+270% +$6.65K ﹤0.01% 1547
2025
Q1 		$3K Buy
+107
New +$2.61K ﹤0.01% 1290

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

Hantz Financial Services's HFWA Position: Q2 2026 in Review

Hantz Financial Services increased its Heritage Financial (HFWA) stake by 7.9% in Q2 2026, buying an estimated $2.12K and bringing the position to 1,057 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #1818.

Hantz Financial Services first reported a position in HFWA in Q1 2025 and has held it in 6 quarters since. The position peaked at $40K in Q3 2025. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Hantz Financial Services held 1,057 shares of Heritage Financial worth $31K as of Q2 2026.
  • Hantz Financial Services bought 77 Heritage Financial shares in Q2 2026, an estimated $2.12K.
  • Heritage Financial made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1818 holding.
  • Hantz Financial Services first reported a position in Heritage Financial in Q1 2025 and has held it in 6 quarters since.
  • Hantz Financial Services's Heritage Financial position peaked at $40K in Q3 2025.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.