LFG
HFWA icon

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Basswood Capital Management New York $1.96B AUM 19.53% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return