Kilter Group’s Heritage Financial HFWA Stock Holding History

Kilter Group’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	$652	Hold	22	–	–	﹤0.01%	1350
2026 Q1	$572	Buy	+22	New	+$572	﹤0.01%	1341

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

Kilter Group's HFWA Position: Q2 2026 in Review

Kilter Group held its Heritage Financial (HFWA) position steady in Q2 2026 at 22 shares worth $652. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

Kilter Group 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.

Kilter Group held 22 shares of Heritage Financial worth $652 as of Q2 2026.
Kilter Group left its Heritage Financial share count unchanged in Q2 2026.
Heritage Financial made up ﹤0.01% of Kilter Group's portfolio in Q2 2026, its #1350 holding.
Kilter Group 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 Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.