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Quantinno Capital Management’s Heritage Financial HFWA Stock Holding History

Quantinno Capital Management’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 		$3.07M Buy
103,682
+48,537
+88% +$1.34M ﹤0.01% 1619
2026
Q1 		$1.43M Buy
55,145
+12,685
+30% +$330K ﹤0.01% 1869
2025
Q4 		$1M Buy
42,460
+7,502
+21% +$177K ﹤0.01% 1785
2025
Q3 		$846K Buy
34,958
+16,477
+89% +$399K ﹤0.01% 1592
2025
Q2 		$441K Buy
+18,481
New +$425K ﹤0.01% 1739

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

Quantinno Capital Management's HFWA Position: Q2 2026 in Review

Quantinno Capital Management increased its Heritage Financial (HFWA) stake by 88% in Q2 2026, buying an estimated $1.34M and bringing the position to 103,682 shares worth $3.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

Quantinno Capital Management first reported a position in HFWA in Q2 2025 and has held it in 5 quarters since. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Quantinno Capital Management held 103,682 shares of Heritage Financial worth $3.07M as of Q2 2026.
  • Quantinno Capital Management bought 48,537 Heritage Financial shares in Q2 2026, an estimated $1.34M.
  • Heritage Financial made up ﹤0.01% of Quantinno Capital Management's portfolio in Q2 2026, its #1619 holding.
  • Quantinno Capital Management first reported a position in Heritage Financial in Q2 2025 and has held it in 5 quarters since.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Quantinno Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.