YCM
HFWA icon

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

NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 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. 21 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.
  • 21 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.