Heritage Financial HFWA Unrealized Gains on Investments
Unrealized Gains on 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:AvailableForSaleDebtSecuritiesAccumulatedGrossUnrealizedGainBeforeTax.
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 unrealized gains on investments?
- Heritage Financial (HFWA) reported unrealized gains on investments of $3.17M in Q1 2026.
- How has Heritage Financial's unrealized gains on investments changed year-over-year?
- Heritage Financial's unrealized gains on investments increased by 69.2% year-over-year, from $1.88M to $3.17M.
- What is the long-term trend for Heritage Financial's unrealized gains on investments?
- Over 5 years (2020 to 2025), Heritage Financial's unrealized gains on investments has grown at a -40.9% compound annual growth rate (CAGR), from $32.52M to $2.34M.
- What does unrealized gains on investments mean?
- The cumulative increase in the fair value of investment securities over their original cost basis, typically recognized in accumulated other comprehensive income. These gains represent the potential market appreciation of the bank's investment portfolio. Tracking this helps investors understand the sensitivity of the bank's equity to market interest rate fluctuations.