Wealth Enhancement Advisory Services’s Heritage Financial HFWA Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$515K	Buy	+18,671	New	+$546K	﹤0.01%	2786

Other funds holding HFWA

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

MCM

Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Wealth Enhancement Advisory Services's HFWA Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Heritage Financial (HFWA) in Q3 2026: 18,671 shares worth $515K. The stake represents ﹤0.01% of the portfolio and ranks #2786 among its holdings.

14 funds tracked by Wall St. Rank hold HFWA as of Q3 2026.

Wealth Enhancement Advisory Services held 18,671 shares of Heritage Financial worth $515K as of Q3 2026.
Heritage Financial was a new Wealth Enhancement Advisory Services position in Q3 2026.
Heritage Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2786 holding.
14 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.