SignatureFD’s Heritage Financial HFWA Stock Holding History

SignatureFD’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	$29.2K	Buy	985 +922	+1,463%	+$25.4K	﹤0.01%	2159
2026 Q1	$1.64K	Hold	63	–	–	﹤0.01%	3106
2025 Q4	$1.49K	Hold	63	–	–	﹤0.01%	3044
2025 Q3	$1.52K	Hold	63	–	–	﹤0.01%	3007
2025 Q2	$1.5K	Hold	63	–	–	﹤0.01%	2938
2025 Q1	$1.53K	Hold	63	–	–	﹤0.01%	2945
2024 Q4	$1.54K	Hold	63	–	–	﹤0.01%	2940
2024 Q3	$1.37K	Hold	63	–	–	﹤0.01%	2930
2024 Q2	$1.14K	Hold	63	–	–	﹤0.01%	2881
2024 Q1	$1.22K	Hold	63	–	–	﹤0.01%	2917
2023 Q4	$1.35K	Hold	63	–	–	﹤0.01%	2858
2023 Q3	$1.03K	Hold	63	–	–	﹤0.01%	2934
2023 Q2	$1.02K	Hold	63	–	–	﹤0.01%	2968
2023 Q1	$1.35K	Hold	63	–	–	﹤0.01%	2917
2022 Q4	$1.93K	Hold	63	–	–	﹤0.01%	2825
2022 Q3	$2K	Hold	63	–	–	﹤0.01%	2779
2022 Q2	$2K	Hold	63	–	–	﹤0.01%	2749
2022 Q1	$2K	Hold	63	–	–	﹤0.01%	2806
2021 Q4	$2K	Sell	63 -1	-2%	-$25	﹤0.01%	2725
2021 Q3	$2K	Hold	64	–	–	﹤0.01%	2652
2021 Q2	$2K	Hold	64	–	–	﹤0.01%	2581
2021 Q1	$2K	Hold	64	–	–	﹤0.01%	2477
2020 Q4	$1K	Hold	64	–	–	﹤0.01%	2432
2020 Q3	$1K	Sell	64 -58	-48%	-$1.14K	﹤0.01%	2425
2020 Q2	$2K	Buy	122 +48	+65%	+$905	﹤0.01%	2124
2020 Q1	$1K	Buy	+74	New	+$1.83K	﹤0.01%	2116

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

SignatureFD's HFWA Position: Q2 2026 in Review

SignatureFD increased its Heritage Financial (HFWA) stake by 1,463% in Q2 2026, buying an estimated $25.4K and bringing the position to 985 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2159.

SignatureFD first reported a position in HFWA in Q1 2020 and has held it in 26 quarters since. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

SignatureFD held 985 shares of Heritage Financial worth $29.2K as of Q2 2026.
SignatureFD bought 922 Heritage Financial shares in Q2 2026, an estimated $25.4K.
Heritage Financial made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #2159 holding.
SignatureFD first reported a position in Heritage Financial in Q1 2020 and has held it in 26 quarters since.
191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.