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
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 |