Neuberger Berman Group
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Neuberger Berman Group’s Heritage Financial HFWA Stock Holding History

Neuberger Berman 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 		$220K Buy
+7,412
New +$204K ﹤0.01% 2134

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Geode Capital Management
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AllianceBernstein
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Vanguard Portfolio Management
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BCM
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Neuberger Berman Group's HFWA Position: Q2 2026 in Review

Neuberger Berman Group opened a new position in Heritage Financial (HFWA) in Q2 2026: 7,412 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #2134 among its holdings.

191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Neuberger Berman Group held 7,412 shares of Heritage Financial worth $220K as of Q2 2026.
  • Heritage Financial was a new Neuberger Berman Group position in Q2 2026.
  • Heritage Financial made up ﹤0.01% of Neuberger Berman Group's portfolio in Q2 2026, its #2134 holding.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.