Heritage Financial HFWA
NASDAQ HFWA
$28.41 +0.04 (+0.14%)
As of: Sep 10, 2026 · 3:59 PM EDT

Heritage Financial (HFWA) Securities - Tradable (2010 - 2026)

Heritage Financial's (HFWA) quarterly Securities - Tradable came in at $971.4 million in Q2 2026, up 47.98% on a YoY basis from $656.5 million in Q2 2025, and down 2.97% quarter-over-quarter from $1.0 billion in Q1 2026.

Analysis

Heritage Financial (HFWA) Securities - Tradable (2010 - 2026) Analysis & Trends

Heritage Financial (HFWA) has reported Securities - Tradable for 17 consecutive years, with $971.4 million the latest figure, recorded in Q2 2026.

  • For the quarter ending Q2 2026, Securities - Tradable rose 47.98% year-over-year to $971.4 million; the trailing twelve-month figure through Jun 2026 stood at $971.4 million (up 47.98% YoY), and the FY2025 full-year result was $607.5 million, down 20.52% from the prior year.
  • Securities - Tradable retreated to $971.4 million in Q2 2026 per HFWA's latest filing, from $1.0 billion in the prior quarter.
  • Across five years, Securities - Tradable topped out at $1.4 billion in Q3 2022 and bottomed at $607.5 million in Q4 2025.
  • Historically, Securities - Tradable has averaged $995.6 million across 5 years, with a median of $998.8 million in 2024.
  • The sharpest annual moves came in 2022 and 2024: Securities - Tradable jumped 78.08% in 2022, then tumbled 32.61% in 2024.
  • Over 5 years, Securities - Tradable stood at $1.3 billion in 2022, then retreated by 14.8% to $1.1 billion in 2023, then sank by 32.61% to $764.4 million in 2024, then fell by 20.52% to $607.5 million in 2025, then jumped by 59.9% to $971.4 million in 2026.
  • According to Business Quant data, Securities - Tradable over the past three periods registered $971.4 million, $1.0 billion, and $607.5 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Banco Santander Chile 948.96 Bn 948.96 Bn -
2 Truist Financial 61.64 Bn 61.64 Bn -
3 Fifth Third Bancorp 49.62 Bn 25.89 Bn -
4 M&T Bank 34.88 Bn 34.88 Bn -
5 Huntington Bancshares 33.82 Bn 29.29 Bn -
6 Citizens Financial 29.46 Bn 29.46 Bn -
7 Regions Financial 25.57 Bn 25.57 Bn -
8 First Citizens Bancshares 25.00 Bn 24.48 Bn 29.00 Mn
9 Keycorp 23.27 Bn -24.42 Bn -
10 Heritage Financial 1.17 Bn 967.43 Mn 1.36 Mn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 971.44 Mn
Mar 31, 2026 1.00 Bn
Dec 31, 2025 607.52 Mn
Sep 30, 2025 631.23 Mn
Jun 30, 2025 656.45 Mn
Mar 31, 2025 716.34 Mn
Dec 31, 2024 764.39 Mn
Sep 30, 2024 852.78 Mn
Jun 30, 2024 931.25 Mn
Mar 31, 2024 996.51 Mn
Dec 31, 2023 1.13 Bn
Sep 30, 2023 1.15 Bn
Jun 30, 2023 1.28 Bn
Mar 31, 2023 1.32 Bn
Dec 31, 2022 1.33 Bn
Sep 30, 2022 1.36 Bn
Jun 30, 2022 1.19 Bn
Mar 31, 2022 1.04 Bn
Dec 31, 2021 894.34 Mn
Sep 30, 2021 761.53 Mn