Heritage Financial HFWA
NASDAQ HFWA
$28.52 +0.84 (+3.03%)
At close: Oct 22, 2026 · 4:00 PM EDT

Heritage Financial Corp /Wa/ (HFWA) Securities (2020 - 2026)

Updated

Heritage Financial's Securities was $1.63 billion in Q2 2026, up 21.3% from $1.35 billion a year earlier but down 2.2% from the prior quarter.

Analysis

Heritage Financial Corp /Wa/ (HFWA) Securities (2020 - 2026) Analysis & Trends

At the end of FY2025, Securities at Heritage Financial came in at $1.28 billion, down 12.7% from FY2024.

  • Securities has now declined for three consecutive years, though with a five-year compound annual growth rate of 9.8% (FY2020 to FY2025).
  • In earlier years, Securities was $1.47 billion in FY2024 (-21.7%), $1.87 billion in FY2023 (-10.7%), $2.1 billion in FY2022 (+64.2%) and $1.28 billion in FY2021 (+59.3%).
  • Quarterly Securities has moved between $1.07 billion (Q3 2021) and $2.13 billion (Q3 2022) over five years.
  • Compared with a year earlier, Securities was higher in two of the last eight quarters, with an average decline of 8.2%.
  • The best year-over-year quarter for Securities over five years was Q3 2022 (growth of 98.5%); the worst was Q4 2024 (a decline of 21.7%).
  • Per Business Quant data, HFWA's Securities in the three quarters before Q2 2026 was $1.67 billion (Q1 2026), $1.28 billion (Q4 2025) and $1.31 billion (Q3 2025).
Peer Set

Peer Comparison

Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 1.63 Bn
Mar 31, 2026 1.67 Bn
Dec 31, 2025 1.28 Bn
Sep 30, 2025 1.31 Bn
Jun 30, 2025 1.35 Bn
Mar 31, 2025 1.41 Bn
Dec 31, 2024 1.47 Bn
Sep 30, 2024 1.57 Bn
Jun 30, 2024 1.66 Bn
Mar 31, 2024 1.73 Bn
Dec 31, 2023 1.87 Bn
Sep 30, 2023 1.89 Bn
Jun 30, 2023 2.03 Bn
Mar 31, 2023 2.08 Bn
Dec 31, 2022 2.10 Bn
Sep 30, 2022 2.13 Bn
Jun 30, 2022 1.80 Bn
Mar 31, 2022 1.46 Bn
Dec 31, 2021 1.28 Bn
Sep 30, 2021 1.07 Bn
API Access

Heritage Financial Corp /Wa/ Securities 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=securities&ticker=HFWA&period=max&api_key=YOUR_API_KEY