KK
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KLP Kapitalforvaltning’s Heritage Financial HFWA Stock Holding History

KLP Kapitalforvaltning’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 		$275K Buy
9,300
+2,000
+27% +$55K ﹤0.01% 1766
2026
Q1 		$190K Hold
7,300
– – ﹤0.01% 1832
2025
Q4 		$173K Buy
7,300
+900
+14% +$21.2K ﹤0.01% 1892
2025
Q3 		$155K Hold
6,400
– – ﹤0.01% 1911
2025
Q2 		$153K Hold
6,400
– – ﹤0.01% 1884
2025
Q1 		$156K Hold
6,400
– – ﹤0.01% 1860
2024
Q4 		$157K Buy
+6,400
New +$155K ﹤0.01% 1920

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

KLP Kapitalforvaltning's HFWA Position: Q2 2026 in Review

KLP Kapitalforvaltning increased its Heritage Financial (HFWA) stake by 27% in Q2 2026, buying an estimated $55K and bringing the position to 9,300 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #1766.

KLP Kapitalforvaltning first reported a position in HFWA in Q4 2024 and has held it in 7 quarters since. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • KLP Kapitalforvaltning held 9,300 shares of Heritage Financial worth $275K as of Q2 2026.
  • KLP Kapitalforvaltning bought 2,000 Heritage Financial shares in Q2 2026, an estimated $55K.
  • Heritage Financial made up ﹤0.01% of KLP Kapitalforvaltning's portfolio in Q2 2026, its #1766 holding.
  • KLP Kapitalforvaltning first reported a position in Heritage Financial in Q4 2024 and has held it in 7 quarters since.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on KLP Kapitalforvaltning's 13F filing for Q2 2026, filed 12 Aug 2026.