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Pacific Ridge Capital Partners’s Heritage Financial HFWA Stock Holding History

Pacific Ridge Capital Partners’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 		$1.03M Sell
34,627
-400
-1% -$11K 0.19% 99
2026
Q1 		$911K Sell
35,027
-8,898
-20% -$231K 0.2% 96
2025
Q4 		$1.04M Buy
43,925
+1,960
+5% +$46.1K 0.23% 93
2025
Q3 		$1.02M Hold
41,965
– – 0.22% 89
2025
Q2 		$1M Hold
41,965
– – 0.24% 81
2025
Q1 		$1.02M Sell
41,965
-341
-0.8% -$8.32K 0.27% 75
2024
Q4 		$1.04M Hold
42,306
– – 0.24% 90
2024
Q3 		$921K Sell
42,306
-14,490
-26% -$309K 0.22% 93
2024
Q2 		$1.02M Buy
56,796
+74
+0.1% +$1.33K 0.25% 95
2024
Q1 		$1.1M Sell
56,722
-3,906
-6% -$75.2K 0.24% 98
2023
Q4 		$1.3M Buy
60,628
+13,165
+28% +$239K 0.26% 98
2023
Q3 		$774K Buy
47,463
+12,360
+35% +$216K 0.18% 112
2023
Q2 		$568K Buy
+35,103
New +$611K 0.13% 124
2017
Q4 		– Sell
-29,039
Closed -$857K – 141
2017
Q3 		$857K Buy
29,039
+290
+1% +$7.79K 0.24% 118
2017
Q2 		$762K Sell
28,749
-620
-2% -$15.5K 0.22% 114
2017
Q1 		$727K Buy
29,369
+6,780
+30% +$170K 0.21% 132
2016
Q4 		$582K Buy
22,589
+430
+2% +$9.2K 0.21% 124
2016
Q3 		$398K Sell
22,159
-130
-0.6% -$2.33K 0.16% 138
2016
Q2 		$392K Buy
22,289
+60
+0.3% +$1.06K 0.18% 135
2016
Q1 		$391K Buy
22,229
+80
+0.4% +$1.41K 0.18% 138
2015
Q4 		$417K Hold
22,149
– – 0.19% 125
2015
Q3 		$417K Sell
22,149
-3,164
-12% -$57.2K 0.2% 127
2015
Q2 		$452K Sell
25,313
-3,000
-11% -$51.9K 0.19% 138
2015
Q1 		$481K Buy
28,313
+560
+2% +$9.15K 0.19% 133
2014
Q4 		$487K Buy
27,753
+300
+1% +$5.15K 0.21% 130
2014
Q3 		$435K Buy
27,453
+9,586
+54% +$155K 0.22% 133
2014
Q2 		$287K Buy
+17,867
New +$290K 0.2% 135

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

Pacific Ridge Capital Partners's HFWA Position: Q2 2026 in Review

Pacific Ridge Capital Partners reduced its Heritage Financial (HFWA) stake by 1.1% in Q2 2026, selling an estimated $11K and leaving 34,627 shares worth $1.03M. The position accounts for 0.19% of the portfolio, ranked #99.

Pacific Ridge Capital Partners first reported a position in HFWA in Q2 2014 and has held it in 27 quarters since. The position peaked at $1.3M in Q4 2023. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Pacific Ridge Capital Partners held 34,627 shares of Heritage Financial worth $1.03M as of Q2 2026.
  • Pacific Ridge Capital Partners sold 400 Heritage Financial shares in Q2 2026, an estimated $11K.
  • Heritage Financial made up 0.19% of Pacific Ridge Capital Partners's portfolio in Q2 2026, its #99 holding.
  • Pacific Ridge Capital Partners first reported a position in Heritage Financial in Q2 2014 and has held it in 27 quarters since.
  • Pacific Ridge Capital Partners's Heritage Financial position peaked at $1.3M in Q4 2023.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Pacific Ridge Capital Partners's 13F filing for Q2 2026, filed 12 Aug 2026.