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HFWA icon

Salomon & Ludwin’s Heritage Financial HFWA Stock Holding History

Salomon & Ludwin’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 		$25.5K Hold
842
– – ﹤0.01% 976
2026
Q1 		$22K Buy
842
+447
+113% +$11.6K ﹤0.01% 1021
2025
Q4 		$9.52K Buy
395
+204
+107% +$4.8K ﹤0.01% 1466
2025
Q3 		$4.65K Buy
+191
New +$4.63K ﹤0.01% 1743

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

Salomon & Ludwin's HFWA Position: Q2 2026 in Review

Salomon & Ludwin held its Heritage Financial (HFWA) position steady in Q2 2026 at 842 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

Salomon & Ludwin first reported a position in HFWA in Q3 2025 and has held it in 4 quarters since. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Salomon & Ludwin held 842 shares of Heritage Financial worth $25.5K as of Q2 2026.
  • Salomon & Ludwin left its Heritage Financial share count unchanged in Q2 2026.
  • Heritage Financial made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #976 holding.
  • Salomon & Ludwin first reported a position in Heritage Financial in Q3 2025 and has held it in 4 quarters since.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.