HWA
FFH

Heritage Wealth Advisors’s FAIRFAX FINL HLDGS LTD SUB VTG FFH Stock Holding History

Heritage Wealth Advisors’s Portfolio FFH Stock Details FFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,677
Closed -$5.11M – 709
2025
Q4 		$5.11M Hold
2,677
– – 0.2% 42
2025
Q3 		$4.68M Hold
2,677
– – 0.21% 41
2025
Q2 		$4.82M Sell
2,677
-7
-0.3% -$12.6K 0.23% 42
2025
Q1 		$3.88M Hold
2,684
– – 0.2% 43
2024
Q4 		$3.73M Sell
2,684
-2,577
-49% -$3.58M 0.19% 45
2024
Q3 		$6.65M Buy
5,261
+7
+0.1% +$8.85K 0.31% 36
2024
Q2 		$5.98M Buy
5,254
+9
+0.2% +$10.2K 0.27% 39
2024
Q1 		$5.66M Buy
5,245
+45
+0.9% +$48.6K 0.26% 41
2023
Q4 		$4.82M Hold
5,200
– – 0.24% 42
2023
Q3 		$4.26M Buy
+5,200
New +$4.26M 0.23% 39
2020
Q1 		– Sell
-180
Closed -$84.5K – 608
2019
Q4 		$84.5K Buy
+180
New +$84.5K 0.01% 247
2018
Q4 		– Sell
-100
Closed -$54K – 429
2018
Q3 		$54K Buy
+100
New +$54K 0.01% 195

Other funds holding FFH

MAA
Mraz Amerine & Associates Modesto, California $678M AUM 16.12% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $475M AUM 18.5% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $15.1B AUM 26.53% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.52B AUM 27.87% 1-Year Est. Return
LAM
Lountzis Asset Management Wyomissing, Pennsylvania $273M AUM 19.71% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $1.62B AUM 9.15% 1-Year Est. Return