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As of 2026-08-24, Heritage Financial Corp (HFWA) has a 3-month relative strength percentile of 61 within the TickerStance CS+ADRC universe (~5,000 tickers). Its Power rating (absolute 1–99) is 54. The current market Stance is 47.8 (Neutral). Sector: Financials, ranked 4 of 11. Average daily range 1.8%, relative volume 0.94×. TickerStance reports observed regime conditions across the full CS+ADRC universe; band assignment reflects current breadth, momentum, and macro inputs computed at the daily close. Percentile ranks run from 1 (weakest) to 99 (strongest) relative to all universe members on the same date.
Relative strength across horizons plus the leadership score.
Accumulation rating, relative volume, U/D ratio, breakout-day proof.
Diluted EPS, last 8 quarters. Positive EPS uses YoY change.
HFWA is held by 30 ETFs as of May 2026. Top owner: SMDV at 1.02% weight, $7M notional. Top 3 carry $17M.
Held by 76 ETFs · $241M across latest filings · largest weight 1.02% (SMDV).
Top 10 by value, from SEC N-PORT-P filings dated May 2026.
| ETF | Weight | Value | Δ |
|---|---|---|---|
| SMDV | 1.02% | $7M | +0.03 pp |
| SCHASchwab U.S. Small-Cap ETF | 0.02% | $5M | — |
| VTWO | 0.03% | $5M | — |
| VIOOVanguard S&P Small-Cap 600 ETF | 0.07% | $4M | — |
| VIOVVanguard S&P Small-Cap 600 Value ETF | 0.13% | $2M |
Weak relative strength and quiet attention. Little to read here either way.
Measures how unusual this name’s public attention is against its own 90-day history — a surprise reading, not a ranking of how watched it is versus other stocks. Intel, not a signal.
Daily range, ATR, beta, and the math for a 1-ADR stop.
YoY sales growth, last 8 quarters. Sales must back the earnings story.
TTM operating margin. Expansion = real operating leverage.
YoY common shares outstanding. Down = buyback tailwind. Up > 2% = dilution flag.
Reported figures from SEC filings. No analyst estimates or forward guidance.
| +0.02 pp |
| AVSC | 0.08% | $2M | — |
| VFHVanguard Financials ETF | 0.01% | $1M | — |
| SCHBSchwab U.S. Broad Market ETF | 0.00% | $734K | — |
| VTWV | 0.06% | $731K | — |
| VFVA | 0.07% | $603K | — |
Showing 10 of 30 ETF owners.
As filed in N-PORT — quarterly holdings with up to ~60-day publication lag. Not live positioning.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | HFWA Jan avg: 0.34% median: -0.45% win: 50% σ: 7.92% n: 4 2022-04-12 → 2026-07-31 | HFWA Feb avg: -2.65% median: -1.99% win: 25% σ: 4.67% n: 4 2022-04-12 → 2026-07-31 | HFWA Mar avg: -5.71% median: -2.64% win: 25% σ: 12.34% n: 4 2022-04-12 → 2026-07-31 | HFWA Apr avg: -5.81% median: -6.21% win: 20% σ: 8.61% n: 5 2022-04-12 → 2026-07-31 | HFWA May avg: 0.86% median: 2.20% win: 60% σ: 5.47% n: 5 2022-04-12 → 2026-07-31 | HFWA Jun avg: 1.08% median: -0.55% win: 40% σ: 4.69% n: 5 2022-04-12 → 2026-07-31 | HFWA Jul avg: 8.57% median: 3.42% win: 80% σ: 13.63% n: 5 2022-04-12 → 2026-07-31 | HFWA Aug avg: -0.33% median: -0.77% win: 25% σ: 6.83% n: 4 2022-04-12 → 2026-07-31 (current) | HFWA Sep avg: -2.29% median: -2.85% win: 25% σ: 3.34% n: 4 2022-04-12 → 2026-07-31 | HFWA Oct avg: 6.09% median: 2.68% win: 50% σ: 15.22% n: 4 2022-04-12 → 2026-07-31 | HFWA Nov avg: 7.53% median: 8.71% win: 75% σ: 7.26% n: 4 2022-04-12 → 2026-07-31 | HFWA Dec avg: 1.15% median: -4.04% win: 25% σ: 12.90% n: 4 2022-04-12 → 2026-07-31 |