Heritage Financial (HFWA) Securities (2020 - 2026)
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.
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Analysis
Heritage Financial (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
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Securities (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 879.54 Bn | 909.01 Bn | - | - |
| 2 | Banco Santander Chile | 418.48 Bn | 538.42 Bn | - | - |
| 3 | Bank Of America | 381.92 Bn | -1,994.15 Bn | - | 869.22 Bn |
| 4 | Hsbc Holdings | 341.10 Bn | 341.15 Bn | - | - |
| 5 | Morgan Stanley | 295.71 Bn | -213.38 Bn | - | - |
| 6 | Royal Bank Of Canada | 275.38 Bn | 126.13 Bn | - | 463.43 Bn |
| 7 | Mitsubishi Ufj Financial | 273.79 Bn | -1,314.70 Bn | 10.89 Bn | 552.94 Bn |
| 8 | Goldman Sachs | 262.78 Bn | -3,294.34 Bn | - | 10.12 Bn |
| 9 | Wells Fargo & Company | 242.61 Bn | 244.75 Bn | - | - |
| 10 | Heritage Financial | 1.13 Bn | 179.14 Mn | - | 1.63 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 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_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "securities", "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=securities&ticker=HFWA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();