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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
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

Other funds holding HFWA

BlackRock
BlackRock New York $5.72T 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 $2.12B AUM 19.53% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Root Financial Partners's HFWA Position: Q1 2026 in Review

Root Financial Partners increased its Heritage Financial (HFWA) stake by 540% in Q1 2026, buying an estimated $2.1K and bringing the position to 96 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2219.

Root Financial Partners first reported a position in HFWA in Q3 2025 and has held it in 3 quarters since. 184 funds tracked by Wall St. Rank hold HFWA as of Q1 2026.

  • Root Financial Partners held 96 shares of Heritage Financial worth $2.5K as of Q1 2026.
  • Root Financial Partners bought 81 Heritage Financial shares in Q1 2026, an estimated $2.1K.
  • Heritage Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2219 holding.
  • Root Financial Partners first reported a position in Heritage Financial in Q3 2025 and has held it in 3 quarters since.
  • 184 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.