Heritage Financial (HFWA) Securities - Held-to-maturity (2010 - 2026)
Heritage Financial's Securities - Held-to-maturity was $661.84 million in Q2 2026, down 4.1% from $689.82 million a year earlier and down 1.0% from the prior quarter.
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Analysis
Heritage Financial (HFWA) Securities - Held-to-maturity (2010 - 2026) Analysis & Trends
At the end of FY2025, Securities - Held-to-maturity at Heritage Financial came in at $674.11 million, down 4.1% from FY2024.
- Securities - Held-to-maturity has now declined for three consecutive years, though with a four-year compound annual growth rate of 15.2% (FY2021 to FY2025).
- In earlier years, Securities - Held-to-maturity was $703.29 million in FY2024 (-4.9%), $739.44 million in FY2023 (-3.5%), $766.4 million in FY2022 (+99.9%) and $383.39 million in FY2021.
- The Q2 2026 figure marks the lowest quarterly Securities - Held-to-maturity since Q2 2022.
- Compared with a year earlier, Securities - Held-to-maturity has declined for 12 straight quarters, with an average decline of 4.5% over the last eight quarters.
- The best year-over-year quarter for Securities - Held-to-maturity over five years was Q3 2022 (growth of 148.6%); the worst was Q3 2025 (a decline of 5.3%).
- Per Business Quant data, HFWA's Securities - Held-to-maturity in the three quarters before Q2 2026 was $668.26 million (Q1 2026), $674.11 million (Q4 2025) and $681.63 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (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 | - |
| 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 | - |
| 7 | Mitsubishi Ufj Financial | 273.79 Bn | -1,314.70 Bn | 10.89 Bn |
| 8 | Goldman Sachs | 262.78 Bn | -3,294.34 Bn | - |
| 9 | Wells Fargo & Company | 242.61 Bn | 244.75 Bn | - |
| 10 | Heritage Financial | 1.13 Bn | 179.14 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 661.84 Mn |
| Mar 31, 2026 | 668.26 Mn |
| Dec 31, 2025 | 674.11 Mn |
| Sep 30, 2025 | 681.63 Mn |
| Jun 30, 2025 | 689.82 Mn |
| Mar 31, 2025 | 697.56 Mn |
| Dec 31, 2024 | 703.29 Mn |
| Sep 30, 2024 | 719.40 Mn |
| Jun 30, 2024 | 727.34 Mn |
| Mar 31, 2024 | 734.01 Mn |
| Dec 31, 2023 | 739.44 Mn |
| Sep 30, 2023 | 746.85 Mn |
| Jun 30, 2023 | 754.28 Mn |
| Mar 31, 2023 | 760.16 Mn |
| Dec 31, 2022 | 766.40 Mn |
| Sep 30, 2022 | 773.32 Mn |
| Jun 30, 2022 | 615.65 Mn |
| Mar 31, 2022 | 422.21 Mn |
| Dec 31, 2021 | 383.39 Mn |
| Sep 30, 2021 | 311.07 Mn |
API Access
Heritage Financial Securities - Held-to-maturity 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-held-to-maturity&ticker=HFWA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "securities-held-to-maturity", "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-held-to-maturity&ticker=HFWA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();