Stone House Investment Management’s Heritage Financial HFWA Stock Holding History

Stone House Investment 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 Q1	$468	Buy	+18	New	+$468	﹤0.01%	824

Other funds holding HFWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Stone House Investment Management's HFWA Position: Q1 2026 in Review

Stone House Investment Management opened a new position in Heritage Financial (HFWA) in Q1 2026: 18 shares worth $468. The stake represents ﹤0.01% of the portfolio and ranks #824 among its holdings.

184 funds tracked by Wall St. Rank hold HFWA as of Q1 2026.

Stone House Investment Management held 18 shares of Heritage Financial worth $468 as of Q1 2026.
Heritage Financial was a new Stone House Investment Management position in Q1 2026.
Heritage Financial made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #824 holding.
184 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.