- What are the top holdings of HFWA?
- Heritage Financial Corporation holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does HFWA have?
- HFWA holds — positions as reported by the fund's most recent disclosure.
- What sectors does HFWA invest in?
- Heritage Financial Corporation (HFWA) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is HFWA most exposed to?
- HFWA's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is HFWA a US-only fund?
- The country allocation card on this page shows HFWA's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does HFWA invest in?
- Heritage Financial Corporation operates as the parent company for Heritage Bank, providing a comprehensive range of financial services to individuals and small to mid-sized businesses throughout the United States. The company's deposit offerings include various checking accounts (both interest and non-interest bearing), money market accounts, savings accounts, and certificates of deposit. Its extensive lending portfolio encompasses commercial and industrial financing, real estate loans for both owner-occupied and investment properties, residential mortgages for single to four-family dwellings, and funding for construction and land development projects. Additionally, it extends consumer loans, lines of credit, equipment financing, and commercial business loans to a wide array of sectors such as real estate, leasing, healthcare, hospitality, retail, and construction. Heritage Financial also originates loans backed by the U.S. Small Business Administration and delivers trust services along with professional financial guidance. As of January 27, 2022, the corporation managed 49 banking locations situated across Washington and Oregon. Established in 1927 and headquartered in Olympia, Washington, the company adopted its current name in 1998, having previously operated as Heritage Financial Corporation, M.H.C.
