HFWA — Heritage Finl Corp Wash Com Institutional Holders · Q3 2026
Who owns Heritage Finl Corp Wash Com (HFWA)? 8 institutions reported holding $521,820 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($285,285), GAMMA Investing LLC ($186,199), Versant Capital Management, Inc ($19,507).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Apella Capital, LLC | $285,285 | 10,473 | New |
| 2 | GAMMA Investing LLC | $186,199 | 6,739 | Added |
| 3 | Versant Capital Management, Inc | $19,507 | 706 | Hold |
| 4 | Farther Finance Advisors, LLC | $18,291 | 662 | Added |
| 5 | MassMutual Private Wealth & Trust, FSB | $9,173 | 332 | Hold |
| 6 | GK Wealth Management LLC | $3,005 | 109 | New |
| 7 | GILPIN WEALTH MANAGEMENT, LLC | $360 | 13 | Hold |
| 8 | Davis Capital Management | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30