Jones Financial Companies
HFWA icon

Jones Financial Companies’s Heritage Financial HFWA Stock Holding History

Jones Financial Companies’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 		$102K Buy
3,459
+2,564
+286% +$70.5K ﹤0.01% 2851
2026
Q1 		$22.5K Buy
895
+791
+761% +$20.6K ﹤0.01% 3246
2025
Q4 		$2.46K Buy
104
+100
+2,500% +$2.35K ﹤0.01% 3764
2025
Q3 		$99 Sell
4
-98
-96% -$2.38K ﹤0.01% 4165
2025
Q2 		$2.43K Buy
+102
New +$2.35K ﹤0.01% 3400

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

Jones Financial Companies's HFWA Position: Q2 2026 in Review

Jones Financial Companies increased its Heritage Financial (HFWA) stake by 286% in Q2 2026, buying an estimated $70.5K and bringing the position to 3,459 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #2851.

Jones Financial Companies first reported a position in HFWA in Q2 2025 and has held it in 5 quarters since. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Jones Financial Companies held 3,459 shares of Heritage Financial worth $102K as of Q2 2026.
  • Jones Financial Companies bought 2,564 Heritage Financial shares in Q2 2026, an estimated $70.5K.
  • Heritage Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2851 holding.
  • Jones Financial Companies first reported a position in Heritage Financial in Q2 2025 and has held it in 5 quarters since.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.