Heritage Financial (HFWA) Securities - Held-to-maturity (2010 - 2026)

Heritage Financial (HFWA) has 12 years of Securities - Held-to-maturity data on file, last reported at $668.3 million in Q1 2026.

• For the quarter ending Q1 2026, Securities - Held-to-maturity fell 4.2% year-over-year to $668.3 million; the trailing twelve-month figure through Mar 2026 stood at $668.3 million (down 4.2% YoY), and the FY2025 full-year result was $674.1 million, down 4.15% from the prior year.
• Securities - Held-to-maturity for Q1 2026 stood at $668.3 million, down from $674.1 million in the prior quarter.
• Across five years, Securities - Held-to-maturity topped out at $773.3 million in Q3 2022 and bottomed at $422.2 million in Q1 2022.
• The 5-year median for Securities - Held-to-maturity is $719.4 million (2024), against an average of $698.5 million.
• The widest annual swing landed in 2022, when Securities - Held-to-maturity soared 148.6%; it then decreased 5.25% in 2025.
• A 5-year view of Securities - Held-to-maturity shows it stood at $766.4 million in 2022, then dropped by 3.52% to $739.4 million in 2023, then slipped by 4.89% to $703.3 million in 2024, then fell by 4.15% to $674.1 million in 2025, then decreased by 0.87% to $668.3 million in 2026.
• The last three Securities - Held-to-maturity figures came in at $668.3 million (Q1 2026), $674.1 million (Q4 2025), and $681.6 million (Q3 2025), per Business Quant data.

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