Los Angeles Capital Management
HFWA icon

Los Angeles Capital Management’s Heritage Financial HFWA Stock Holding History

Los Angeles Capital Management’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 		$5.45K Hold
184
– – ﹤0.01% 2113
2026
Q1 		$4.78K Sell
184
-629
-77% -$16.3K ﹤0.01% 2141
2025
Q4 		$18.3K Buy
+813
New +$19.1K ﹤0.01% 1902

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

Los Angeles Capital Management's HFWA Position: Q2 2026 in Review

Los Angeles Capital Management held its Heritage Financial (HFWA) position steady in Q2 2026 at 184 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #2113.

Los Angeles Capital Management first reported a position in HFWA in Q4 2025 and has held it in 3 quarters since. The position peaked at $18.3K in Q4 2025. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Los Angeles Capital Management held 184 shares of Heritage Financial worth $5.45K as of Q2 2026.
  • Los Angeles Capital Management left its Heritage Financial share count unchanged in Q2 2026.
  • Heritage Financial made up ﹤0.01% of Los Angeles Capital Management's portfolio in Q2 2026, its #2113 holding.
  • Los Angeles Capital Management first reported a position in Heritage Financial in Q4 2025 and has held it in 3 quarters since.
  • Los Angeles Capital Management's Heritage Financial position peaked at $18.3K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Los Angeles Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.