XT
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XTX Topco’s Heritage Financial HFWA Stock Holding History

XTX Topco’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 		$1.02M Buy
+34,519
New +$950K 0.01% 1768
2023
Q3 		– Sell
-12,782
Closed -$207K – 1740
2023
Q2 		$207K Buy
+12,782
New +$222K 0.04% 979

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

XTX Topco's HFWA Position: Q2 2026 in Review

XTX Topco opened a new position in Heritage Financial (HFWA) in Q2 2026: 34,519 shares worth $1.02M. The stake represents 0.01% of the portfolio and ranks #1768 among its holdings. This is a return to the name: XTX Topco previously reported a position in HFWA as recently as Q2 2023.

XTX Topco first reported a position in HFWA in Q2 2023 and has held it in 2 quarters since. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • XTX Topco held 34,519 shares of Heritage Financial worth $1.02M as of Q2 2026.
  • Heritage Financial was a new XTX Topco position in Q2 2026.
  • Heritage Financial made up 0.01% of XTX Topco's portfolio in Q2 2026, its #1768 holding.
  • XTX Topco first reported a position in Heritage Financial in Q2 2023 and has held it in 2 quarters since.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on XTX Topco's 13F filing for Q2 2026, filed 14 Aug 2026.