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Smartleaf Asset Management’s Heritage Financial HFWA Stock Holding History

Smartleaf Asset Management’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 		$2.23K Hold
76
– – ﹤0.01% 2926
2026
Q1 		$1.94K Sell
76
-738
-91% -$19.2K ﹤0.01% 2960
2025
Q4 		$19.5K Buy
814
+35
+4% +$824 ﹤0.01% 2048
2025
Q3 		$19.2K Buy
779
+108
+16% +$2.62K ﹤0.01% 1828
2025
Q2 		$16K Sell
671
-152
-18% -$3.5K ﹤0.01% 1641
2025
Q1 		$19.9K Hold
823
– – ﹤0.01% 1604
2024
Q4 		$20K Buy
823
+705
+597% +$17.1K ﹤0.01% 1636
2024
Q3 		$2.52K Sell
118
-352
-75% -$7.51K ﹤0.01% 2406
2024
Q2 		$8.21K Buy
+470
New +$8.43K ﹤0.01% 1512

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

Smartleaf Asset Management's HFWA Position: Q2 2026 in Review

Smartleaf Asset Management held its Heritage Financial (HFWA) position steady in Q2 2026 at 76 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #2926.

Smartleaf Asset Management first reported a position in HFWA in Q2 2024 and has held it in 9 quarters since. The position peaked at $20K in Q4 2024. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Smartleaf Asset Management held 76 shares of Heritage Financial worth $2.23K as of Q2 2026.
  • Smartleaf Asset Management left its Heritage Financial share count unchanged in Q2 2026.
  • Heritage Financial made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2926 holding.
  • Smartleaf Asset Management first reported a position in Heritage Financial in Q2 2024 and has held it in 9 quarters since.
  • Smartleaf Asset Management's Heritage Financial position peaked at $20K in Q4 2024.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.