Mercer Global Advisors
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Mercer Global Advisors’s Heritage Financial HFWA Stock Holding History

Mercer Global Advisors’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 		$391K Buy
13,193
+3,470
+36% +$95.5K ﹤0.01% 2527
2026
Q1 		$253K Buy
+9,723
New +$253K ﹤0.01% 2607

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

Mercer Global Advisors's HFWA Position: Q2 2026 in Review

Mercer Global Advisors increased its Heritage Financial (HFWA) stake by 36% in Q2 2026, buying an estimated $95.5K and bringing the position to 13,193 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #2527.

Mercer Global Advisors first reported a position in HFWA in Q1 2026 and has held it in 2 quarters since. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Mercer Global Advisors held 13,193 shares of Heritage Financial worth $391K as of Q2 2026.
  • Mercer Global Advisors bought 3,470 Heritage Financial shares in Q2 2026, an estimated $95.5K.
  • Heritage Financial made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2527 holding.
  • Mercer Global Advisors first reported a position in Heritage Financial in Q1 2026 and has held it in 2 quarters since.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.