Bank of Whittier, National Association
Whittier, CA FDIC 24211 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 0.90% +0.50 0.39%
Return on Equity (%) 5.79% +2.88 2.91%
Net Interest Margin (%) 2.37% +0.43 1.94%
Efficiency Ratio (%) 58.62% -18.37 76.99%
Pre-Provision Profit ($M) $1 +0.29 $0
Cost of Funds (%) 2.53% -0.68 3.21%
Balance Sheet
Total Assets ($M) $159 -14.51 $173
Gross Loans ($M) $86 +1.55 $85
Loan Growth YoY (%) 64.01% +8.29 55.71%
Total Deposits ($M) $131 -16.90 $148
Shareholders Equity ($M) $26 +1.49 $24
Tang. Book Value ($M) $22 +1.09 $21
Loan / Deposit Ratio (%) 64.01% +8.29 55.71%
Credit Quality
NPA / Total Assets (%) 0.00% 0.00 0.00%
Allowance / Loans (%) 2.74% 0.07% 2.68%
Net Charge-Off Ratio (%) 0.00% 0.00 0.00%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
Noninterest income ($0.31M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▅▄▅▁▅▆▇█ Net Interest Margin (%) 2.17% 2.12% 2.16% 1.94% 2.17% 2.23% 2.32% 2.37%
█▅▅▁▅▅▆█ Return on Assets (%) 0.84% 0.68% 0.66% 0.39% 0.67% 0.67% 0.76% 0.90%
▁▃▃█▃▃▂▁ Efficiency Ratio (%) 58.2% 65.0% 64.5% 77.0% 63.0% 63.6% 61.4% 58.6%
███▇▅▃▂▁ Cost of Funds (%) 3.39% 3.37% 3.37% 3.21% 3.02% 2.82% 2.65% 2.53%
▄▄▄▄▄▄▄▄ NPA / Assets (%) 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
▄▄▄▄▄▄▄▄ Net Charge-Off Ratio (%) 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
▁▁▃▄▄▅▇█ Tang. Book Value ($M) $20 $21 $21 $21 $21 $21 $22 $22
▁▇█▇█▇▇█ Gross Loans ($M) $77 $84 $86 $85 $86 $85 $85 $86
▅██▆▆▄▄▁ Total Deposits ($M) $147 $158 $156 $148 $148 $141 $142 $131
Portfolio Composition — Q1'26
Loan Mix%
Real Estate99%
Consumer1%
Deposit Mix%
Nonint.-Bearing Demand8%
Interest-Bearing (core)61%
Brokered / Other31%
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