Jump Financial’s Heritage Financial HFWA Stock Holding History

Jump Financial’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	$241K	Buy	+8,130	New	+$224K	﹤0.01%	1766
2024 Q3	–	Sell	-15,800	Closed	-$285K	–	1837
2024 Q2	$285K	Sell	15,800 -5,862	-27%	-$105K	0.01%	1404
2024 Q1	$420K	Buy	+21,662	New	+$417K	0.01%	1277
2022 Q3	–	Sell	-8,432	Closed	-$212K	–	1737
2022 Q2	$212K	Sell	8,432 -5,568	-40%	-$139K	0.01%	1267
2022 Q1	$351K	Buy	14,000 +1,100	+9%	+$28.1K	0.02%	983
2021 Q4	$315K	Buy	+12,900	New	+$318K	0.02%	869
2021 Q3	–	Sell	-12,700	Closed	-$318K	–	1255
2021 Q2	$318K	Buy	+12,700	New	+$354K	0.03%	650

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

Jump Financial's HFWA Position: Q2 2026 in Review

Jump Financial opened a new position in Heritage Financial (HFWA) in Q2 2026: 8,130 shares worth $241K. The stake represents ﹤0.01% of the portfolio and ranks #1766 among its holdings. This is a return to the name: Jump Financial previously reported a position in HFWA as recently as Q2 2024.

Jump Financial first reported a position in HFWA in Q2 2021 and has held it in 7 quarters since. The position peaked at $420K in Q1 2024. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

Jump Financial held 8,130 shares of Heritage Financial worth $241K as of Q2 2026.
Heritage Financial was a new Jump Financial position in Q2 2026.
Heritage Financial made up ﹤0.01% of Jump Financial's portfolio in Q2 2026, its #1766 holding.
Jump Financial first reported a position in Heritage Financial in Q2 2021 and has held it in 7 quarters since.
Jump Financial's Heritage Financial position peaked at $420K in Q1 2024.
191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.