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Triumph Capital Management’s Heritage Financial HFWA Stock Holding History

Triumph Capital 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 		$5.92K Hold
200
– – ﹤0.01% 1301
2026
Q1 		$5.2K Hold
200
– – ﹤0.01% 1291
2025
Q4 		$4.73K Buy
+200
New +$4.71K ﹤0.01% 1281

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

Triumph Capital Management's HFWA Position: Q2 2026 in Review

Triumph Capital Management held its Heritage Financial (HFWA) position steady in Q2 2026 at 200 shares worth $5.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

Triumph Capital Management first reported a position in HFWA in Q4 2025 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Triumph Capital Management held 200 shares of Heritage Financial worth $5.92K as of Q2 2026.
  • Triumph Capital Management left its Heritage Financial share count unchanged in Q2 2026.
  • Heritage Financial made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1301 holding.
  • Triumph Capital Management first reported a position in Heritage Financial in Q4 2025 and has held it in 3 quarters since.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.