Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s Heritage Financial HFWA Stock Holding History

Steward Partners Investment Advisory’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 		$241 Buy
+8
New +$220 ﹤0.01% 4512
2025
Q2 		– Sell
-150
Closed -$3.65K – 4182
2025
Q1 		$3.65K Hold
150
– – ﹤0.01% 3474
2024
Q4 		$3.67K Sell
150
-250
-63% -$6.07K ﹤0.01% 3471
2024
Q3 		$8.71K Hold
400
– – ﹤0.01% 2997
2024
Q2 		$7.21K Hold
400
– – ﹤0.01% 2925
2024
Q1 		$7.76K Hold
400
– – ﹤0.01% 2904
2023
Q4 		$8.56K Hold
400
– – ﹤0.01% 2772
2023
Q3 		$6.52K Buy
+400
New +$6.98K ﹤0.01% 2739

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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's HFWA Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Heritage Financial (HFWA) in Q2 2026: 8 shares worth $241. The stake represents ﹤0.01% of the portfolio and ranks #4512 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in HFWA as recently as Q1 2025.

Steward Partners Investment Advisory first reported a position in HFWA in Q3 2023 and has held it in 8 quarters since. The position peaked at $8.71K in Q3 2024. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Steward Partners Investment Advisory held 8 shares of Heritage Financial worth $241 as of Q2 2026.
  • Heritage Financial was a new Steward Partners Investment Advisory position in Q2 2026.
  • Heritage Financial made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4512 holding.
  • Steward Partners Investment Advisory first reported a position in Heritage Financial in Q3 2023 and has held it in 8 quarters since.
  • Steward Partners Investment Advisory's Heritage Financial position peaked at $8.71K in Q3 2024.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.