Rhino Investment Partners’s Heritage Financial HFWA Stock Holding History

Rhino Investment Partners’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	$8.59M	Buy	330,459 +144,515	+78%	+$3.76M	2.39%	16
2025 Q4	$4.4M	Buy	+185,944	New	+$4.38M	1.25%	30
2022 Q4	–	Sell	-236,805	Closed	-$6.27M	–	49
2022 Q3	$6.27M	Buy	236,805 +19,418	+9%	+$512K	2.83%	17
2022 Q2	$5.47M	Buy	217,387 +71,866	+49%	+$1.79M	2.46%	16
2022 Q1	$3.65M	Buy	145,521 +69,521	+91%	+$1.78M	1.62%	23
2021 Q4	$1.86M	Buy	+76,000	New	+$1.88M	0.88%	32

Other funds holding HFWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Rhino Investment Partners's HFWA Position: Q1 2026 in Review

Rhino Investment Partners increased its Heritage Financial (HFWA) stake by 78% in Q1 2026, buying an estimated $3.76M and bringing the position to 330,459 shares worth $8.59M. The position accounts for 2.39% of the portfolio, ranked #16.

Rhino Investment Partners first reported a position in HFWA in Q4 2021 and has held it in 6 quarters since. 184 funds tracked by Wall St. Rank hold HFWA as of Q1 2026.

Rhino Investment Partners held 330,459 shares of Heritage Financial worth $8.59M as of Q1 2026.
Rhino Investment Partners bought 144,515 Heritage Financial shares in Q1 2026, an estimated $3.76M.
Heritage Financial made up 2.39% of Rhino Investment Partners's portfolio in Q1 2026, its #16 holding.
Rhino Investment Partners first reported a position in Heritage Financial in Q4 2021 and has held it in 6 quarters since.
184 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2026.

Based on Rhino Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.