SageView Advisory Group’s Heritage Financial HFWA Stock Holding History

SageView Advisory Group’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	$388K	Sell	13,089 -1,060	-7%	-$29.2K	0.01%	418
2026 Q1	$368K	Sell	14,149 -36	-0.3%	-$936	0.01%	413
2025 Q4	$335K	Sell	14,185 -160	-1%	-$3.77K	0.01%	448
2025 Q3	$347K	Sell	14,345 -95	-0.7%	-$2.3K	0.01%	472
2025 Q2	$339K	Sell	14,440 -41	-0.3%	-$944	0.01%	463
2025 Q1	$352K	Buy	14,481 +365	+3%	+$8.9K	0.02%	427
2024 Q4	$346K	Hold	14,116	–	–	0.01%	413
2024 Q3	$307K	Buy	+14,116	New	+$301K	0.02%	386
2023 Q4	–	Sell	-13,606	Closed	-$222K	–	687
2023 Q3	$222K	Buy	13,606 +275	+2%	+$4.8K	0.01%	493
2023 Q2	$216K	Buy	+13,331	New	+$232K	0.01%	518
2023 Q1	–	Sell	-7,774	Closed	-$238K	–	469
2022 Q4	$238K	Buy	+7,774	New	+$243K	0.02%	370

Other funds holding HFWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BCM

Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

SageView Advisory Group's HFWA Position: Q2 2026 in Review

SageView Advisory Group reduced its Heritage Financial (HFWA) stake by 7.5% in Q2 2026, selling an estimated $29.2K and leaving 13,089 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #418.

SageView Advisory Group first reported a position in HFWA in Q4 2022 and has held it in 11 quarters since. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

SageView Advisory Group held 13,089 shares of Heritage Financial worth $388K as of Q2 2026.
SageView Advisory Group sold 1,060 Heritage Financial shares in Q2 2026, an estimated $29.2K.
Heritage Financial made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #418 holding.
SageView Advisory Group first reported a position in Heritage Financial in Q4 2022 and has held it in 11 quarters since.
191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.