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IFP Advisors’s Heritage Financial HFWA Stock Holding History

IFP Advisors’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 		– Sell
-9
Closed -$234 – 5208
2026
Q1 		$234 Sell
9
-2
-18% -$52 ﹤0.01% 4588
2025
Q4 		$260 Sell
11
-2
-15% -$47 ﹤0.01% 4433
2025
Q3 		$314 Buy
+13
New +$315 ﹤0.01% 4293
2025
Q2 		– Hold
0
– – – 3048
2025
Q1 		– Sell
-5
Closed -$122 – 4459
2024
Q4 		$122 Buy
+5
New +$121 ﹤0.01% 3963

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

IFP Advisors's HFWA Position: Q2 2026 in Review

IFP Advisors sold out of Heritage Financial (HFWA) in Q2 2026, closing a stake of 9 shares — an estimated $234 sold.

IFP Advisors first reported a position in HFWA in Q4 2024 and held it in 4 quarters. The position peaked at $314 in Q3 2025. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • IFP Advisors reported no remaining Heritage Financial position as of Q2 2026 after selling out during the quarter.
  • IFP Advisors sold 9 Heritage Financial shares in Q2 2026, an estimated $234.
  • IFP Advisors first reported a position in Heritage Financial in Q4 2024 and held it in 4 quarters.
  • IFP Advisors's Heritage Financial position peaked at $314 in Q3 2025.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.