Integrated Wealth Concepts’s Heritage Financial HFWA Stock Holding History

Integrated Wealth Concepts’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	$67.9K	Buy	+2,293	New	+$63.1K	﹤0.01%	3131

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BCM

Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Integrated Wealth Concepts's HFWA Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Heritage Financial (HFWA) in Q2 2026: 2,293 shares worth $67.9K. The stake represents ﹤0.01% of the portfolio and ranks #3131 among its holdings.

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

Integrated Wealth Concepts held 2,293 shares of Heritage Financial worth $67.9K as of Q2 2026.
Heritage Financial was a new Integrated Wealth Concepts position in Q2 2026.
Heritage Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3131 holding.
191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.