Heritage Financial HFWA Cumulative Gross Unrealized Gains
Cumulative Gross Unrealized Gains at other companies
Other financials
Where this comes from
Reported directly by Heritage Financial in its filing.
Tagged under the XBRL concept us-gaap:HeldToMaturitySecuritiesAccumulatedUnrecognizedHoldingGain.
The official record: Heritage Financial’s 10-Q, filed May 8, 2026, on SEC EDGAR. View the filing →
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Questions, answered.
- What is Heritage Financial's cumulative gross unrealized gains?
- Heritage Financial (HFWA) reported cumulative gross unrealized gains of $16K in Q1 2026.
- How has Heritage Financial's cumulative gross unrealized gains changed year-over-year?
- Heritage Financial's cumulative gross unrealized gains decreased by 42.9% year-over-year, from $28K to $16K.
- What is the long-term trend for Heritage Financial's cumulative gross unrealized gains?
- Over 4 years (2021 to 2025), Heritage Financial's cumulative gross unrealized gains has grown at a 28.3% compound annual growth rate (CAGR), from $120K to $325K.
- What does cumulative gross unrealized gains mean?
- This represents the total accumulated gains on investment securities that have not yet been realized through a sale. It reflects the difference between the current fair market value and the amortized cost of the portfolio, providing insight into potential hidden value or market-driven volatility within the bank's equity position.