UB
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UMB Bank’s Heritage Financial HFWA Stock Holding History

UMB Bank’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 		$6.52K Buy
220
+7
+3% +$193 ﹤0.01% 2040
2026
Q1 		$5.54K Buy
213
+23
+12% +$598 ﹤0.01% 2021
2025
Q4 		$4.49K Buy
190
+84
+79% +$1.98K ﹤0.01% 2044
2025
Q3 		$2.56K Buy
106
+14
+15% +$339 ﹤0.01% 2013
2025
Q2 		$2.19K Sell
92
-58
-39% -$1.33K ﹤0.01% 1990
2025
Q1 		$3.65K Buy
150
+58
+63% +$1.42K ﹤0.01% 1838
2024
Q4 		$2.25K Hold
92
– – ﹤0.01% 1908
2024
Q3 		$2K Buy
92
+57
+163% +$1.22K ﹤0.01% 1983
2024
Q2 		$631 Buy
+35
New +$628 ﹤0.01% 2060

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

UMB Bank's HFWA Position: Q2 2026 in Review

UMB Bank increased its Heritage Financial (HFWA) stake by 3.3% in Q2 2026, buying an estimated $193 and bringing the position to 220 shares worth $6.52K. The position accounts for ﹤0.01% of the portfolio, ranked #2040.

UMB Bank first reported a position in HFWA in Q2 2024 and has held it in 9 quarters since. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • UMB Bank held 220 shares of Heritage Financial worth $6.52K as of Q2 2026.
  • UMB Bank bought 7 Heritage Financial shares in Q2 2026, an estimated $193.
  • Heritage Financial made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #2040 holding.
  • UMB Bank first reported a position in Heritage Financial in Q2 2024 and has held it in 9 quarters since.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.