Heritage Financial (HFWA) Securities - Tradable (2010 - 2026)
Heritage Financial (HFWA) reported Securities - Tradable of $971.44 million for Q2 2026, up 48.0% from $656.45 million a year earlier but down 3.0% from the prior quarter.
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Analysis
Heritage Financial (HFWA) Securities - Tradable (2010 - 2026) Analysis & Trends
At the end of FY2025, Heritage Financial posted Securities - Tradable of $607.52 million, down 20.5% from FY2024.
- Securities - Tradable has declined for three consecutive years, with a five-year compound annual growth rate of -5.4% (FY2020 to FY2025).
- By year, Securities - Tradable came in at $764.39 million in FY2024 (-32.6%), $1.13 billion in FY2023 (-14.8%), $1.33 billion in FY2022 (+48.9%) and $894.34 million in FY2021 (+11.5%).
- Five-year quarterly Securities - Tradable spans a low of $607.52 million in Q4 2025 and a high of $1.36 billion in Q3 2022.
- Year over year, Securities - Tradable gained in two of the last eight quarters, with an average decline of 9.3%.
- The high point for year-over-year Securities - Tradable in five years was Q3 2022 (growth of 78.1%); the low point was Q4 2024 (a decline of 32.6%).
- Per Business Quant data, the three quarters before Q2 2026 came in at $1 billion (Q1 2026), $607.52 million (Q4 2025) and $631.23 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 | 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 |
API Access
Heritage Financial Securities - Tradable 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-tradable&ticker=HFWA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "securities-tradable", "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-tradable&ticker=HFWA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();