Southwest Heritage Bank quarterly financials
As reported to the FDIC. Dollar values are period-end balances. Net income is for the single quarter, derived from the FDIC's year-to-date figures by subtracting the prior quarter's report. Ratios (ROA, ROE, NIM) are FDIC-computed annualized year-to-date values.
| Quarter | Assets | Deposits | Net loans | Equity | Net income | ROA | ROE | NIM | Noncurrent |
|---|---|---|---|---|---|---|---|---|---|
| Q1 2026 | $915M | $783M | $697M | $120M | $2M | 0.85% | 6.46% | 4.01% | 1.83% |
| Q4 2025 | $894M | $763M | $703M | $118M | $2M | 0.98% | 8.01% | 3.83% | 1.60% |
| Q3 2025 | $896M | $763M | $681M | $116M | $2M | 1.03% | 8.62% | 3.82% | 1.73% |
| Q2 2025 | $928M | $798M | $666M | $111M | $3M | 1.11% | 9.51% | 3.84% | 0.64% |
| Q1 2025 | $940M | $818M | $666M | $109M | $3M | 1.14% | 9.85% | 3.82% | 0.84% |
| Q4 2024 | $914M | $797M | $666M | $105M | $426K | -0.06% | -0.52% | 3.76% | 0.70% |
| Q3 2024 | $935M | $789M | $693M | $106M | $2M | -0.14% | -1.34% | 3.66% | 0.47% |
| Q2 2024 | $918M | $775M | $725M | $102M | $2M | -0.70% | -6.78% | 3.42% | 0.61% |
| Q1 2024 | $975M | $824M | $740M | $90M | $-4939K | -2.54% | -25.86% | 2.14% | 0.46% |
| Q4 2023 | $579M | $479M | $451M | $63M | $-1167K | -0.29% | -2.71% | 2.97% | 0.49% |
| Q3 2023 | $580M | $488M | $472M | $62M | $-1785K | -0.12% | -1.11% | 3.03% | 2.07% |
| Q2 2023 | $581M | $491M | $474M | $65M | $645K | 0.44% | 4.14% | 3.09% | 0.69% |
Transcribed from FDIC BankFind Suite quarterly financial data (Call Report-derived). Income in Call Reports is filed year-to-date; per-quarter net income shown here is the difference between consecutive reports within the same year. NIM = net interest margin; “Noncurrent” = noncurrent loans as a share of total loans. These figures describe reported financials only and are not a safety rating or a prediction about the institution.