Screener
Heritage Financial HFWA Sale of investments
Sale of investments at other companies
Other financials
Where this comes from
Reported directly by Heritage Financial in its filing.
Tagged under the XBRL concept us-gaap:ProceedsFromSaleOfAvailableForSaleSecuritiesDebt.
The source filing: Heritage Financial’s 10-Q, filed August 7, 2026.
- Filed
- Aug 7, 2026, 11:44 AM EDT
- Fiscal quarter
- Q2 FY2026
- Calendar quarter
- Q2 2026
- Accession
- 0001628280-26-054673
| Line item | Six Months Ended June 30, 2026 | Six Months Ended June 30, 2025 |
|---|---|---|
| Proceeds from bank owned life insurance death benefit | 759 | 502 |
| Proceeds from surrender of bank owned life insurance | — | 5,091 |
| Purchases of Federal Home Loan Bank stock | (28,610) | (13,795) |
| Proceeds from sales of investment securities available for sale | 231,633 | 141,682 |
| Proceeds from redemption of Federal Home Loan Bank stock | 22,119 | 19,226 |
| Proceeds from sales of premises and equipment | — | 52 |
| Capital contributions to tax credit partnerships | (4,062) | (34,213) |
| Net cash received from acquisition | 155,167 | — |
ITEM 1. FINANCIAL STATEMENTS
FAQ
- What is Heritage Financial's sale of investments?
- Heritage Financial (HFWA) reported sale of investments of $38.13M in Q2 2026.
- How has Heritage Financial's sale of investments changed year-over-year?
- Heritage Financial's sale of investments decreased by 55.0% year-over-year, from $84.71M to $38.13M.
- What is the long-term trend for Heritage Financial's sale of investments?
- Over 2 years (2022 to 2024), Heritage Financial's sale of investments has grown at a 200.1% compound annual growth rate (CAGR), from $30.39M to $273.63M.
- What does sale of investments mean?
- Captures the total cash proceeds received from the sale of debt securities classified as available-for-sale. This metric provides insight into the bank's active management of its investment portfolio to realize gains or rebalance its asset mix.
Ask your AI about Heritage Financial's sale of investments.
Connect your AI assistant and compare it to peers, right in your chat.
Connect your AI

Claude