ZBNA
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Zions Bancorporation, National Association’s Heritage Financial HFWA Stock Holding History

Zions Bancorporation, National Association’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 		$2.87K Hold
97
– – ﹤0.01% 1220
2026
Q1 		$2.52K Sell
97
-6,847
-99% -$178K ﹤0.01% 1152
2025
Q4 		$164K Buy
6,944
+97
+1% +$2.28K 0.01% 461
2025
Q3 		$166K Hold
6,847
– – 0.01% 394
2025
Q2 		$163K Hold
6,847
– – 0.01% 355
2025
Q1 		$167K Buy
+6,847
New +$167K 0.01% 345

Other funds holding HFWA

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
PAM
Pacific Asset Management Gig Harbor, Washington $204M AUM 21.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

Zions Bancorporation, National Association's HFWA Position: Q2 2026 in Review

Zions Bancorporation, National Association held its Heritage Financial (HFWA) position steady in Q2 2026 at 97 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

Zions Bancorporation, National Association first reported a position in HFWA in Q1 2025 and has held it in 6 quarters since. The position peaked at $167K in Q1 2025. 49 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Zions Bancorporation, National Association held 97 shares of Heritage Financial worth $2.87K as of Q2 2026.
  • Zions Bancorporation, National Association left its Heritage Financial share count unchanged in Q2 2026.
  • Heritage Financial made up ﹤0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #1220 holding.
  • Zions Bancorporation, National Association first reported a position in Heritage Financial in Q1 2025 and has held it in 6 quarters since.
  • Zions Bancorporation, National Association's Heritage Financial position peaked at $167K in Q1 2025.
  • 49 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.