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Red Tortoise LLC’s Heritage Financial HFWA Stock Holding History

Red Tortoise LLC’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
Q1 		$3.87K Hold
149
– – ﹤0.01% 422
2025
Q4 		$3.52K Hold
149
– – ﹤0.01% 438
2025
Q3 		$3.6K Hold
149
– – ﹤0.01% 441
2025
Q2 		$3.55K Hold
149
– – ﹤0.01% 419
2025
Q1 		$3.63K Hold
149
– – ﹤0.01% 400
2024
Q4 		$3.65K Hold
149
– – ﹤0.01% 413
2024
Q3 		$3.24K Hold
149
– – ﹤0.01% 435
2024
Q2 		$2.69K Hold
149
– – ﹤0.01% 461
2024
Q1 		$2.89K Hold
149
– – ﹤0.01% 444
2023
Q4 		$3.19K Hold
149
– – ﹤0.01% 372
2023
Q3 		$2.43K Hold
149
– – ﹤0.01% 404
2023
Q2 		$2.41K Buy
+149
New +$2.59K ﹤0.01% 421

Other funds holding HFWA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Basswood Capital Management New York $1.96B AUM 19.53% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return