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Sowell Financial Services’s Heritage Financial HFWA Stock Holding History

Sowell Financial Services’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 		$202K Buy
+6,805
New +$187K 0.01% 1083
2021
Q2 		– Sell
-8,999
Closed -$258K – 1464
2021
Q1 		$258K Buy
+8,999
New +$236K 0.01% 910

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

Sowell Financial Services's HFWA Position: Q2 2026 in Review

Sowell Financial Services opened a new position in Heritage Financial (HFWA) in Q2 2026: 6,805 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #1083 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in HFWA as recently as Q1 2021.

Sowell Financial Services first reported a position in HFWA in Q1 2021 and has held it in 2 quarters since. The position peaked at $258K in Q1 2021. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Sowell Financial Services held 6,805 shares of Heritage Financial worth $202K as of Q2 2026.
  • Heritage Financial was a new Sowell Financial Services position in Q2 2026.
  • Heritage Financial made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1083 holding.
  • Sowell Financial Services first reported a position in Heritage Financial in Q1 2021 and has held it in 2 quarters since.
  • Sowell Financial Services's Heritage Financial position peaked at $258K in Q1 2021.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.