Root Financial Partners
HFWA icon

Root Financial Partners’s Heritage Financial HFWA Stock Holding History

Root Financial 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
Q3 		$4.42K Buy
+160
New +$4.68K ﹤0.01% 2272
2026
Q2 		– Sell
-96
Closed -$2.5K – 1607
2026
Q1 		$2.5K Buy
96
+81
+540% +$2.1K ﹤0.01% 2219
2025
Q4 		$355 Hold
15
– – ﹤0.01% 2248
2025
Q3 		$363 Buy
+15
New +$364 ﹤0.01% 2171

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State of Alaska Department of Revenue
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Yousif Capital Management
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Root Financial Partners's HFWA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Heritage Financial (HFWA) in Q3 2026: 160 shares worth $4.42K. The stake represents ﹤0.01% of the portfolio and ranks #2272 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HFWA as recently as Q1 2026.

Root Financial Partners first reported a position in HFWA in Q3 2025 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold HFWA as of Q3 2026.

  • Root Financial Partners held 160 shares of Heritage Financial worth $4.42K as of Q3 2026.
  • Heritage Financial was a new Root Financial Partners position in Q3 2026.
  • Heritage Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2272 holding.
  • Root Financial Partners first reported a position in Heritage Financial in Q3 2025 and has held it in 4 quarters since.
  • 39 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.