Heritage Financial (HFWA) Investment Gain (Loss) (2010 - 2026)
Heritage Financial's Investment Gain (Loss) was -$217,000 in Q2 2026, compared with -$6.85 million a year earlier.
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Analysis
Heritage Financial (HFWA) Investment Gain (Loss) (2010 - 2026) Analysis & Trends
For FY2025, Investment Gain (Loss) at Heritage Financial came in at -$10.74 million.
- In earlier years, Investment Gain (Loss) was -$22.74 million in FY2024, -$12.23 million in FY2023, -$256,000 in FY2022 and $29,000 in FY2021 (-98.1%).
- The Q2 2026 figure marks the highest quarterly Investment Gain (Loss) since Q1 2021.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Investment Gain (Loss) (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 883.45 Bn | 912.92 Bn | - | 3.21 Bn |
| 2 | Banco Santander Chile | 401.52 Bn | 521.46 Bn | - | - |
| 3 | Bank Of America | 377.43 Bn | -1,998.64 Bn | - | 4.28 Bn |
| 4 | Hsbc Holdings | 330.31 Bn | 330.37 Bn | - | - |
| 5 | Morgan Stanley | 299.17 Bn | -209.92 Bn | - | 2.65 Bn |
| 6 | Royal Bank Of Canada | 274.08 Bn | 124.82 Bn | - | - |
| 7 | Mitsubishi Ufj Financial | 270.70 Bn | -1,317.79 Bn | 10.89 Bn | -219.81 Mn |
| 8 | Goldman Sachs | 263.13 Bn | -3,293.98 Bn | - | 3.40 Bn |
| 9 | Wells Fargo & Company | 243.64 Bn | 245.78 Bn | - | 2.24 Bn |
| 10 | Heritage Financial | 1.15 Bn | 200.00 Mn | - | -217,000.00 |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -217,000.00 |
| Jun 30, 2025 | -6.85 Mn |
| Mar 31, 2025 | -3.89 Mn |
| Dec 31, 2024 | -3.90 Mn |
| Sep 30, 2024 | -6.95 Mn |
| Jun 30, 2024 | -1.92 Mn |
| Mar 31, 2024 | -9.97 Mn |
| Dec 31, 2023 | -10.01 Mn |
| Sep 30, 2023 | -1.94 Mn |
| Mar 31, 2023 | -286,000.00 |
| Dec 31, 2022 | -256,000.00 |
| Mar 31, 2021 | 29,000.00 |
| Dec 31, 2020 | 55,000.00 |
| Sep 30, 2020 | 40,000.00 |
| Jun 30, 2020 | 409,000.00 |
| Mar 31, 2020 | 1.01 Mn |
| Dec 31, 2019 | 1,000.00 |
| Sep 30, 2019 | 281,000.00 |
| Jun 30, 2019 | 33,000.00 |
| Mar 31, 2019 | 15,000.00 |
API Access
Heritage Financial Investment Gain (Loss) 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=investment-gain-loss&ticker=HFWA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "investment-gain-loss", "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=investment-gain-loss&ticker=HFWA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();