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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
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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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

Root Financial Partners's HFWA Position: Q2 2026 in Review

Root Financial Partners sold out of Heritage Financial (HFWA) in Q2 2026, closing a stake of 96 shares — an estimated $2.5K sold.

Root Financial Partners first reported a position in HFWA in Q3 2025 and held it in 3 quarters. The position peaked at $2.5K in Q1 2026. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Root Financial Partners reported no remaining Heritage Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 96 Heritage Financial shares in Q2 2026, an estimated $2.5K.
  • Root Financial Partners first reported a position in Heritage Financial in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Heritage Financial position peaked at $2.5K in Q1 2026.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.