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Spire Wealth Management’s Heritage Financial HFWA Stock Holding History

Spire Wealth 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 		$1.13K Hold
38
– – ﹤0.01% 2119
2026
Q1 		$988 Hold
38
– – ﹤0.01% 2152
2025
Q4 		$899 Hold
38
– – ﹤0.01% 2210
2025
Q3 		$919 Sell
38
-20
-34% -$485 ﹤0.01% 2286
2025
Q2 		$1.38K Sell
58
-13
-18% -$299 ﹤0.01% 2235
2025
Q1 		$1.73K Sell
71
-16
-18% -$390 ﹤0.01% 2302
2024
Q4 		$2.13K Hold
87
– – ﹤0.01% 2242
2024
Q3 		$1.89K Buy
87
+16
+23% +$341 ﹤0.01% 2012
2024
Q2 		$1.28K Sell
71
-19
-21% -$341 ﹤0.01% 2082
2024
Q1 		$1.75K Buy
90
+44
+96% +$847 ﹤0.01% 2124
2023
Q4 		$943 Sell
46
-5
-10% -$91 ﹤0.01% 2278
2023
Q3 		$832 Buy
+51
New +$890 ﹤0.01% 2283

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

Spire Wealth Management's HFWA Position: Q2 2026 in Review

Spire Wealth Management held its Heritage Financial (HFWA) position steady in Q2 2026 at 38 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2119.

Spire Wealth Management first reported a position in HFWA in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.13K in Q4 2024. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Spire Wealth Management held 38 shares of Heritage Financial worth $1.13K as of Q2 2026.
  • Spire Wealth Management left its Heritage Financial share count unchanged in Q2 2026.
  • Heritage Financial made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2119 holding.
  • Spire Wealth Management first reported a position in Heritage Financial in Q3 2023 and has held it in 12 quarters since.
  • Spire Wealth Management's Heritage Financial position peaked at $2.13K in Q4 2024.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.