PWA
HFWA icon

Physician Wealth Advisors’s Heritage Financial HFWA Stock Holding History

Physician Wealth 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 		$1.99K Hold
67
– – ﹤0.01% 1507
2026
Q1 		$1.74K Hold
67
– – ﹤0.01% 1414
2025
Q4 		$1.58K Buy
67
+21
+46% +$494 ﹤0.01% 1392
2025
Q3 		$1.11K Hold
46
– – ﹤0.01% 1512
2025
Q2 		$1.1K Buy
+46
New +$1.06K ﹤0.01% 1353

Other funds holding HFWA

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
PAM
Pacific Asset Management Gig Harbor, Washington $204M AUM 21.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Physician Wealth Advisors's HFWA Position: Q2 2026 in Review

Physician Wealth Advisors held its Heritage Financial (HFWA) position steady in Q2 2026 at 67 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Physician Wealth Advisors first reported a position in HFWA in Q2 2025 and has held it in 5 quarters since. 45 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Physician Wealth Advisors held 67 shares of Heritage Financial worth $1.99K as of Q2 2026.
  • Physician Wealth Advisors left its Heritage Financial share count unchanged in Q2 2026.
  • Heritage Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1507 holding.
  • Physician Wealth Advisors first reported a position in Heritage Financial in Q2 2025 and has held it in 5 quarters since.
  • 45 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.