Southwest Heritage Bank
Scottsdale, AZ FDIC 29087 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 0.85% -0.29 1.14%
Return on Equity (%) 6.46% -3.39 9.85%
Net Interest Margin (%) 4.01% +0.19 3.82%
Efficiency Ratio (%) 68.21% -4.67 72.87%
Pre-Provision Profit ($M) $2 +0.50 $2
Cost of Funds (%) 1.96% -0.27 2.24%
Balance Sheet
Total Assets ($M) $915 -24.83 $940
Gross Loans ($M) $706 +29.45 $677
Loan Growth YoY (%) 89.01% +7.55 81.46%
Total Deposits ($M) $783 -35.29 $818
Shareholders Equity ($M) $120 +10.94 $109
Tang. Book Value ($M) $114 +12.46 $102
TBV excl. AOCI ($M)** $119 +12.89 $107
Loan / Deposit Ratio (%) 89.01% +7.55 81.46%
Credit Quality
NPA / Total Assets (%) 1.41% +0.80 0.61%
Allowance / Loans (%) 1.31% -0.19% 1.50%
Net Charge-Off Ratio (%) 1.83% +0.99 0.84%
Capital
Tier 1 Capital Ratio (%) 14.71% +1.15 13.56%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▄▅▆▆▆▆█ Net Interest Margin (%) 3.42% 3.66% 3.76% 3.82% 3.84% 3.82% 3.83% 4.01%
▁▃▃████▇ Return on Assets (%) -0.70% -0.14% -0.06% 1.14% 1.11% 1.03% 0.98% 0.85%
█▅▅▂▂▂▂▁ Efficiency Ratio (%) 96.6% 84.3% 85.7% 72.9% 72.5% 72.8% 72.5% 68.2%
▇▇█▆▅▇▃▁ Cost of Funds (%) 2.32% 2.33% 2.39% 2.24% 2.19% 2.30% 2.11% 1.96%
▂▁▂▂▁█▇█ NPA / Assets (%) 0.48% 0.35% 0.51% 0.61% 0.47% 1.33% 1.27% 1.41%
▁▁▂▃▂█▇█ Net Charge-Off Ratio (%) 0.61% 0.47% 0.70% 0.84% 0.64% 1.73% 1.60% 1.83%
▁▂▂▄▅▇██ Tang. Book Value ($M) $94 $97 $98 $102 $105 $110 $112 $114
█▄▁▁▁▂▅▅ Gross Loans ($M) $735 $703 $676 $677 $676 $691 $712 $706
▂▄▅█▆▁▁▃ Total Deposits ($M) $775 $789 $797 $818 $798 $763 $763 $783
Portfolio Composition — Q1'26
Loan Mix%
Real Estate88%
C&I / Commercial12%
Deposit Mix%
Nonint.-Bearing Demand21%
Interest-Bearing (core)71%
Brokered / Other7%
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