Heritage Financial (HFWA) Assets (2010 - 2026)
Heritage Financial's Assets was $8.43 billion in Q2 2026, up 19.2% from $7.07 billion a year earlier but down 0.8% from the prior quarter.
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Analysis
Heritage Financial (HFWA) Assets (2010 - 2026) Analysis & Trends
At the end of FY2025, Assets at Heritage Financial came in at $6.97 billion, down 2.0% from FY2024.
- Assets shows a five-year compound annual growth rate of 1.0% (FY2020 to FY2025).
- In earlier years, Assets was $7.11 billion in FY2024 (-1.0%), $7.17 billion in FY2023 (+2.8%), $6.98 billion in FY2022 (-6.1%) and $7.43 billion in FY2021 (+12.4%).
- Quarterly Assets has moved between $6.97 billion (Q4 2025) and $8.5 billion (Q1 2026) over five years.
- Compared with a year earlier, Assets was higher in four of the last eight quarters, with growth averaging 4.3%.
- The best year-over-year quarter for Assets over five years was Q2 2026 (growth of 19.2%); the worst was Q4 2022 (a decline of 6.1%).
- Per Business Quant data, HFWA's Assets in the three quarters before Q2 2026 was $8.5 billion (Q1 2026), $6.97 billion (Q4 2025) and $7.01 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 879.54 Bn | 909.01 Bn | - | 5,015.07 Bn |
| 2 | Banco Santander Chile | 418.48 Bn | 538.42 Bn | - | 68,147.28 Bn |
| 3 | Bank Of America | 381.92 Bn | -1,994.15 Bn | - | 3,499.19 Bn |
| 4 | Hsbc Holdings | 341.10 Bn | 341.15 Bn | - | 438.87 Bn |
| 5 | Morgan Stanley | 295.71 Bn | -213.38 Bn | - | 1,675.06 Bn |
| 6 | Royal Bank Of Canada | 275.38 Bn | 126.13 Bn | - | 1,792.15 Bn |
| 7 | Mitsubishi Ufj Financial | 273.79 Bn | -1,314.70 Bn | 10.89 Bn | 2,722.33 Bn |
| 8 | Goldman Sachs | 262.78 Bn | -3,294.34 Bn | - | 2,127.71 Bn |
| 9 | Wells Fargo & Company | 242.61 Bn | 244.75 Bn | - | 2,282.20 Bn |
| 10 | Heritage Financial | 1.13 Bn | 179.14 Mn | - | 8.43 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 8.43 Bn |
| Mar 31, 2026 | 8.50 Bn |
| Dec 31, 2025 | 6.97 Bn |
| Sep 30, 2025 | 7.01 Bn |
| Jun 30, 2025 | 7.07 Bn |
| Mar 31, 2025 | 7.13 Bn |
| Dec 31, 2024 | 7.11 Bn |
| Sep 30, 2024 | 7.15 Bn |
| Jun 30, 2024 | 7.06 Bn |
| Mar 31, 2024 | 7.09 Bn |
| Dec 31, 2023 | 7.17 Bn |
| Sep 30, 2023 | 7.15 Bn |
| Jun 30, 2023 | 7.12 Bn |
| Mar 31, 2023 | 7.24 Bn |
| Dec 31, 2022 | 6.98 Bn |
| Sep 30, 2022 | 7.20 Bn |
| Jun 30, 2022 | 7.32 Bn |
| Mar 31, 2022 | 7.48 Bn |
| Dec 31, 2021 | 7.43 Bn |
| Sep 30, 2021 | 7.26 Bn |
API Access
Heritage Financial Assets API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=assets&ticker=HFWA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "assets", "ticker": "HFWA", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=assets&ticker=HFWA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();