MPWT
HFWA icon

MassMutual Private Wealth & Trust’s Heritage Financial HFWA Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		$9.17K Hold
332
– – ﹤0.01% 1366
2026
Q2 		$9.83K Sell
332
-51
-13% -$1.4K ﹤0.01% 1416
2026
Q1 		$9.96K Sell
383
-387
-50% -$10.1K ﹤0.01% 1369
2025
Q4 		$18.2K Sell
770
-40
-5% -$942 ﹤0.01% 1161
2025
Q3 		$19.6K Hold
810
– – ﹤0.01% 1125
2025
Q2 		$19.3K Hold
810
– – ﹤0.01% 1121
2025
Q1 		$19.7K Sell
810
-13
-2% -$317 ﹤0.01% 1032
2024
Q4 		$20.2K Buy
823
+46
+6% +$1.12K ﹤0.01% 1003
2024
Q3 		$16.9K Buy
777
+19
+3% +$405 ﹤0.01% 953
2024
Q2 		$13.7K Sell
758
-79
-9% -$1.42K ﹤0.01% 972
2024
Q1 		$16.2K Sell
837
-133
-14% -$2.56K ﹤0.01% 889
2023
Q4 		$20.7K Buy
970
+322
+50% +$5.84K ﹤0.01% 808
2023
Q3 		$10.6K Sell
648
-80
-11% -$1.4K ﹤0.01% 981
2023
Q2 		$11.8K Buy
728
+593
+439% +$10.3K ﹤0.01% 913
2023
Q1 		$2.89K Buy
135
+77
+133% +$2.08K ﹤0.01% 1310
2022
Q4 		$2K Buy
+58
New +$1.81K ﹤0.01% 1263
2019
Q2 		– Sell
-120
Closed -$3.61K – 784
2019
Q1 		$3.62K Sell
120
-65
-35% -$2.04K ﹤0.01% 725
2018
Q4 		$5.5K Hold
185
– – ﹤0.01% 651
2018
Q3 		$6.5K Hold
185
– – ﹤0.01% 671
2018
Q2 		$6.45K Hold
185
– – ﹤0.01% 676
2018
Q1 		$5.66K Buy
185
+120
+185% +$3.7K ﹤0.01% 687
2017
Q4 		$2K Buy
+65
New +$2K ﹤0.01% 768

Other funds holding HFWA

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

MassMutual Private Wealth & Trust's HFWA Position: Q3 2026 in Review

MassMutual Private Wealth & Trust held its Heritage Financial (HFWA) position steady in Q3 2026 at 332 shares worth $9.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

MassMutual Private Wealth & Trust first reported a position in HFWA in Q4 2017 and has held it in 22 quarters since. The position peaked at $20.7K in Q4 2023. 13 funds tracked by Wall St. Rank hold HFWA as of Q3 2026.

  • MassMutual Private Wealth & Trust held 332 shares of Heritage Financial worth $9.17K as of Q3 2026.
  • MassMutual Private Wealth & Trust left its Heritage Financial share count unchanged in Q3 2026.
  • Heritage Financial made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1366 holding.
  • MassMutual Private Wealth & Trust first reported a position in Heritage Financial in Q4 2017 and has held it in 22 quarters since.
  • MassMutual Private Wealth & Trust's Heritage Financial position peaked at $20.7K in Q4 2023.
  • 13 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.