KFAS
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Keating Financial Advisory Services’s Heritage Financial HFWA Stock Holding History

Keating Financial Advisory Services’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 		$948 Hold
32
– – ﹤0.01% 2180
2026
Q1 		$832 Buy
+32
New +$832 ﹤0.01% 2138

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Dimensional Fund Advisors
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State Street
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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

Keating Financial Advisory Services's HFWA Position: Q2 2026 in Review

Keating Financial Advisory Services held its Heritage Financial (HFWA) position steady in Q2 2026 at 32 shares worth $948. The position accounts for ﹤0.01% of the portfolio, ranked #2180.

Keating Financial Advisory Services first reported a position in HFWA in Q1 2026 and has held it in 2 quarters since. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Keating Financial Advisory Services held 32 shares of Heritage Financial worth $948 as of Q2 2026.
  • Keating Financial Advisory Services left its Heritage Financial share count unchanged in Q2 2026.
  • Heritage Financial made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2180 holding.
  • Keating Financial Advisory Services first reported a position in Heritage Financial in Q1 2026 and has held it in 2 quarters since.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.