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SBI Securities’s Heritage Financial HFWA Stock Holding History

SBI Securities’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 		$59 Buy
2
+1
+100% +$28 ﹤0.01% 3633
2026
Q1 		$26 Hold
1
– – ﹤0.01% 3708
2025
Q4 		$24 Hold
1
– – ﹤0.01% 3737
2025
Q3 		$24 Hold
1
– – ﹤0.01% 3884
2025
Q2 		$24 Hold
1
– – ﹤0.01% 3877
2025
Q1 		$24 Buy
+1
New +$24 ﹤0.01% 3818

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

SBI Securities's HFWA Position: Q2 2026 in Review

SBI Securities increased its Heritage Financial (HFWA) stake by 100% in Q2 2026, buying an estimated $28 and bringing the position to 2 shares worth $59. The position accounts for ﹤0.01% of the portfolio, ranked #3633.

SBI Securities first reported a position in HFWA in Q1 2025 and has held it in 6 quarters since. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • SBI Securities held 2 shares of Heritage Financial worth $59 as of Q2 2026.
  • SBI Securities bought 1 Heritage Financial share in Q2 2026, an estimated $28.
  • Heritage Financial made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3633 holding.
  • SBI Securities first reported a position in Heritage Financial in Q1 2025 and has held it in 6 quarters since.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.