Heritage Financial (HFWA) Securities (2020 - 2026)

Heritage Financial's Securities history runs 7 years deep, the most recent figure standing at $1.7 billion for Q1 2026.

• Quarterly Securities rose 18.07% year-over-year to $1.7 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $1.7 billion (up 18.07% YoY) and the FY2025 annual result came in at $1.3 billion, down 12.68% from the prior year.
• Securities was $1.7 billion for Q1 2026 at Heritage Financial, up from $1.3 billion in the prior quarter.
• Across five years, Securities topped out at $2.1 billion in Q3 2022 and bottomed at $1.3 billion in Q4 2025.
• A 5-year average of $1.7 billion and a median of $1.7 billion in 2026 frame the typical range for Securities.
• Annual changes were most pronounced in 2022 — Securities surged 98.53% — and 2024, when it declined 21.67%.
• Heritage Financial's Securities stood at $2.1 billion in 2022, then retreated by 10.68% to $1.9 billion in 2023, then fell by 21.67% to $1.5 billion in 2024, then retreated by 12.68% to $1.3 billion in 2025, then soared by 30.26% to $1.7 billion in 2026.
• Business Quant data shows HFWA's Securities at $1.7 billion in Q1 2026, $1.3 billion in Q4 2025, and $1.3 billion in Q3 2025.