Larson Financial Group’s Heritage Financial HFWA Stock Holding History

Larson Financial 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	$18.9K	Buy	638 +61	+11%	+$1.68K	﹤0.01%	2042
2026 Q1	$15K	Buy	577 +109	+23%	+$2.83K	﹤0.01%	2005
2025 Q4	$11.1K	Sell	468 -429	-48%	-$10.1K	﹤0.01%	2063
2025 Q3	$21.7K	Buy	897 +480	+115%	+$11.6K	﹤0.01%	1605
2025 Q2	$9.94K	Buy	417 +413	+10,325%	+$9.51K	﹤0.01%	1807
2025 Q1	$97	Hold	4	–	–	﹤0.01%	2914
2024 Q4	$98	Hold	4	–	–	﹤0.01%	2603
2024 Q3	$87	Hold	4	–	–	﹤0.01%	2559
2024 Q2	$72	Buy	+4	New	+$72	﹤0.01%	2308

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

Larson Financial Group's HFWA Position: Q2 2026 in Review

Larson Financial Group increased its Heritage Financial (HFWA) stake by 11% in Q2 2026, buying an estimated $1.68K and bringing the position to 638 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2042.

Larson Financial Group first reported a position in HFWA in Q2 2024 and has held it in 9 quarters since. The position peaked at $21.7K in Q3 2025. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

Larson Financial Group held 638 shares of Heritage Financial worth $18.9K as of Q2 2026.
Larson Financial Group bought 61 Heritage Financial shares in Q2 2026, an estimated $1.68K.
Heritage Financial made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2042 holding.
Larson Financial Group first reported a position in Heritage Financial in Q2 2024 and has held it in 9 quarters since.
Larson Financial Group's Heritage Financial position peaked at $21.7K in Q3 2025.
191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.