Institute for Wealth Management’s Heritage Financial HFWA Stock Holding History

Institute for 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	$118K	Buy	+3,971	New	+$109K	0.01%	644

Other funds holding HFWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

KJWM

Kiley Juergens Wealth Management Olympia, Washington $639M AUM 31.14% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Institute for Wealth Management's HFWA Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Heritage Financial (HFWA) in Q2 2026: 3,971 shares worth $118K. The stake represents 0.01% of the portfolio and ranks #644 among its holdings.

69 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

Institute for Wealth Management held 3,971 shares of Heritage Financial worth $118K as of Q2 2026.
Heritage Financial was a new Institute for Wealth Management position in Q2 2026.
Heritage Financial made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #644 holding.
69 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.