Heritage Financial (HFWA) Securities (2020 - 2026)

Heritage Financial (HFWA) has reported Securities for 7 consecutive years, with $1.6 billion the latest figure, recorded in Q2 2026.

• For the quarter ending Q2 2026, Securities rose 21.32% year-over-year to $1.6 billion; the trailing twelve-month figure through Jun 2026 stood at $1.6 billion (up 21.32% YoY), and the FY2025 full-year result was $1.3 billion, down 12.68% from the prior year.
• Securities declined to $1.6 billion in Q2 2026 per HFWA's latest filing, from $1.7 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.
• Historically, Securities has averaged $1.7 billion across 5 years, with a median of $1.7 billion in 2024.
• The sharpest annual moves came in 2022 and 2024: Securities soared 98.53% in 2022, then slipped 21.67% in 2024.
• Over 5 years, 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 increased by 27.44% to $1.6 billion in 2026.
• According to Business Quant data, Securities over the past three periods registered $1.6 billion, $1.7 billion, and $1.3 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.