YCM
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Yousif Capital Management’s Heritage Financial HFWA Stock Holding History

Yousif 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 		$325K Buy
10,965
+146
+1% +$4.02K ﹤0.01% 1475
2026
Q1 		$281K Buy
10,819
+1,697
+19% +$44.1K ﹤0.01% 1638
2025
Q4 		$227K Sell
9,122
-1,366
-13% -$32.2K ﹤0.01% 1739
2025
Q3 		$254K Sell
10,488
-2,421
-19% -$58.7K ﹤0.01% 1712
2025
Q2 		$308K Hold
12,909
– – ﹤0.01% 1662
2025
Q1 		$314K Sell
12,909
-180
-1% -$4.39K ﹤0.01% 1631
2024
Q4 		$321K Sell
13,089
-565
-4% -$13.7K ﹤0.01% 1663
2024
Q3 		$297K Sell
13,654
-300
-2% -$6.4K ﹤0.01% 1727
2024
Q2 		$252K Sell
13,954
-1,840
-12% -$33K ﹤0.01% 1757
2024
Q1 		$306K Sell
15,794
-1,465
-8% -$28.2K ﹤0.01% 1728
2023
Q4 		$369K Sell
17,259
-1,430
-8% -$25.9K ﹤0.01% 1670
2023
Q3 		$305K Sell
18,689
-1,145
-6% -$20K ﹤0.01% 1702
2023
Q2 		$321K Sell
19,834
-1,235
-6% -$21.5K ﹤0.01% 1687
2023
Q1 		$451K Sell
21,069
-2,465
-10% -$66.5K 0.01% 1536
2022
Q4 		$721K Sell
23,534
-4,690
-17% -$147K 0.01% 1334
2022
Q3 		$747K Sell
28,224
-663
-2% -$17.5K 0.01% 1339
2022
Q2 		$727K Sell
28,887
-3,690
-11% -$92.1K 0.01% 1387
2022
Q1 		$816K Sell
32,577
-535
-2% -$13.7K 0.01% 1437
2021
Q4 		$809K Buy
+33,112
New +$817K 0.01% 1466

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 $3.38T AUM 44.17% 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

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

Yousif Capital Management increased its Heritage Financial (HFWA) stake by 1.3% in Q2 2026, buying an estimated $4.02K and bringing the position to 10,965 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

Yousif Capital Management first reported a position in HFWA in Q4 2021 and has held it in 19 quarters since. The position peaked at $816K in Q1 2022. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Yousif Capital Management held 10,965 shares of Heritage Financial worth $325K as of Q2 2026.
  • Yousif Capital Management bought 146 Heritage Financial shares in Q2 2026, an estimated $4.02K.
  • Heritage Financial made up ﹤0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1475 holding.
  • Yousif Capital Management first reported a position in Heritage Financial in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Heritage Financial position peaked at $816K in Q1 2022.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.