PWPS
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Pinnacle Wealth Planning Services’s Heritage Financial HFWA Stock Holding History

Pinnacle Wealth Planning Services’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 		$58.5K Hold
1,975
– – 0.01% 1163
2026
Q1 		$51.4K Buy
1,975
+79
+4% +$2.05K 0.01% 1189
2025
Q4 		$44.8K Buy
+1,896
New +$44.6K ﹤0.01% 1267
2021
Q1 		– Sell
-33
Closed -$1K – 1036
2020
Q4 		$1K Buy
+33
New +$742 ﹤0.01% 2123

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

Pinnacle Wealth Planning Services's HFWA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Heritage Financial (HFWA) position steady in Q2 2026 at 1,975 shares worth $58.5K. The position accounts for 0.01% of the portfolio, ranked #1163.

Pinnacle Wealth Planning Services first reported a position in HFWA in Q4 2020 and has held it in 4 quarters since. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,975 shares of Heritage Financial worth $58.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Heritage Financial share count unchanged in Q2 2026.
  • Heritage Financial made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1163 holding.
  • Pinnacle Wealth Planning Services first reported a position in Heritage Financial in Q4 2020 and has held it in 4 quarters since.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.