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Sound Income Strategies’s Heritage Financial HFWA Stock Holding History

Sound Income Strategies’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 		– Sell
-185
Closed -$4.83K – 1288
2026
Q1 		$4.83K Buy
185
+1
+0.5% +$26 ﹤0.01% 1841
2025
Q4 		$4.62K Buy
+184
New +$4.33K ﹤0.01% 1844

Other funds holding HFWA

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NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
PAM
Pacific Asset Management Gig Harbor, Washington $204M AUM 21.57% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $658M AUM 39.64% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Sound Income Strategies's HFWA Position: Q2 2026 in Review

Sound Income Strategies sold out of Heritage Financial (HFWA) in Q2 2026, closing a stake of 185 shares — an estimated $4.83K sold.

Sound Income Strategies first reported a position in HFWA in Q4 2025 and held it in 2 quarters. The position peaked at $4.83K in Q1 2026. 41 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Sound Income Strategies reported no remaining Heritage Financial position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 185 Heritage Financial shares in Q2 2026, an estimated $4.83K.
  • Sound Income Strategies first reported a position in Heritage Financial in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Heritage Financial position peaked at $4.83K in Q1 2026.
  • 41 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.