JT
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Jupiter Topco’s Heritage Financial HFWA Stock Holding History

Jupiter Topco’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 		$454K Buy
+15,340
New +$422K ﹤0.01% 2139

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

Jupiter Topco's HFWA Position: Q2 2026 in Review

Jupiter Topco opened a new position in Heritage Financial (HFWA) in Q2 2026: 15,340 shares worth $454K. The stake represents ﹤0.01% of the portfolio and ranks #2139 among its holdings.

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

  • Jupiter Topco held 15,340 shares of Heritage Financial worth $454K as of Q2 2026.
  • Heritage Financial was a new Jupiter Topco position in Q2 2026.
  • Heritage Financial made up ﹤0.01% of Jupiter Topco's portfolio in Q2 2026, its #2139 holding.
  • 181 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Jupiter Topco's 13F filing for Q2 2026, filed 14 Aug 2026.