Plante Moran Financial Advisors’s Heritage Financial HFWA Stock Holding History

Plante Moran Financial 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	$237	Buy	+8	New	+$220	﹤0.01%	1400

Other funds holding HFWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

KJWM

Kiley Juergens Wealth Management Olympia, Washington $639M AUM 31.14% 1-Year Est. Return

GLA

Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Plante Moran Financial Advisors's HFWA Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Heritage Financial (HFWA) in Q2 2026: 8 shares worth $237. The stake represents ﹤0.01% of the portfolio and ranks #1400 among its holdings.

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

Plante Moran Financial Advisors held 8 shares of Heritage Financial worth $237 as of Q2 2026.
Heritage Financial was a new Plante Moran Financial Advisors position in Q2 2026.
Heritage Financial made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1400 holding.
76 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.