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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
Q2 		$11.1M Buy
373,459
+43,000
+13% +$1.18M 3.35% 13
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
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

Rhino Investment Partners's HFWA Position: Q2 2026 in Review

Rhino Investment Partners increased its Heritage Financial (HFWA) stake by 13% in Q2 2026, buying an estimated $1.18M and bringing the position to 373,459 shares worth $11.1M. The position accounts for 3.35% of the portfolio, ranked #13.

Rhino Investment Partners first reported a position in HFWA in Q4 2021 and has held it in 7 quarters since. 192 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Rhino Investment Partners held 373,459 shares of Heritage Financial worth $11.1M as of Q2 2026.
  • Rhino Investment Partners bought 43,000 Heritage Financial shares in Q2 2026, an estimated $1.18M.
  • Heritage Financial made up 3.35% of Rhino Investment Partners's portfolio in Q2 2026, its #13 holding.
  • Rhino Investment Partners first reported a position in Heritage Financial in Q4 2021 and has held it in 7 quarters since.
  • 192 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Rhino Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.