Fortifi Bank
Berlin, WI FDIC 5286 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.59% -0.03 1.63%
Return on Equity (%) 13.33% -0.48 13.81%
Net Interest Margin (%) 4.25% -0.10 4.35%
Efficiency Ratio (%) 53.61% +1.93 51.68%
Pre-Provision Profit ($M) $4 +0.10 $4
Cost of Funds (%) 1.95% +0.06 1.89%
Balance Sheet
Total Assets ($M) $723 +44.35 $679
Gross Loans ($M) $586 +70.54 $515
Loan Growth YoY (%) 99.06% +3.03 96.03%
Total Deposits ($M) $584 +53.95 $530
Shareholders Equity ($M) $88 +6.58 $81
Tang. Book Value ($M) $86 +6.76 $80
TBV excl. AOCI ($M)** $90 +6.71 $83
Loan / Deposit Ratio (%) 99.06% +3.03 96.03%
Credit Quality
NPA / Total Assets (%) 1.84% +0.95 0.89%
Allowance / Loans (%) 1.26% 0.03% 1.22%
Net Charge-Off Ratio (%) 2.27% +1.10 1.17%
Capital
Tier 1 Capital Ratio (%) 14.55% -0.85 15.40%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▂▇███▅ Net Interest Margin (%) 4.01% 4.06% 4.12% 4.35% 4.43% 4.44% 4.41% 4.25%
▁▂▁▇▆██▅ Return on Assets (%) 1.49% 1.52% 1.51% 1.63% 1.61% 1.66% 1.65% 1.59%
█▆▇▁▂▁▁▅ Efficiency Ratio (%) 54.9% 53.7% 54.4% 51.7% 52.0% 51.5% 51.6% 53.6%
▃█▄▁▃▄▄▃ Cost of Funds (%) 1.95% 2.11% 1.97% 1.89% 1.96% 1.99% 1.98% 1.95%
▁▁▁▂▂▃▂█ NPA / Assets (%) 0.72% 0.64% 0.60% 0.89% 0.77% 1.03% 0.85% 1.84%
▁▁▁▃▂▃▂█ Net Charge-Off Ratio (%) 0.90% 0.83% 0.78% 1.17% 0.98% 1.30% 1.11% 2.27%
▁▃▃▅▇███ Tang. Book Value ($M) $72 $76 $76 $80 $83 $86 $86 $86
▁▁▂▂▃▅▇█ Gross Loans ($M) $507 $502 $518 $515 $532 $553 $566 $586
▁▁▃▃▃▅█▇ Total Deposits ($M) $497 $509 $538 $530 $535 $561 $605 $584
Portfolio Composition — Q1'26
Loan Mix%
Real Estate80%
C&I / Commercial18%
Consumer1%
Other1%
Deposit Mix%
Nonint.-Bearing Demand22%
Interest-Bearing (core)65%
Brokered / Other14%
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