Stifel Trust Company Delaware, National Association
Greenville, DE FDIC 59043 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 2.77% +0.55 2.22%
Return on Equity (%) 34.54% -4.18 38.72%
Net Interest Margin (%) 3.58% +0.78 2.81%
Efficiency Ratio (%) 27.23% -4.75 31.98%
Pre-Provision Profit ($M) $3 +0.87 $3
Cost of Funds (%) 0.14% -0.74 0.88%
Balance Sheet
Total Assets ($M) $343 +40.47 $302
Gross Loans ($M) $0 0.00 $0
Loan Growth YoY (%) 0.00% 0.00 0.00%
Total Deposits ($M) $311 +31.13 $279
Shareholders Equity ($M) $28 +7.60 $21
Tang. Book Value ($M) $28 +7.60 $21
TBV excl. AOCI ($M)** $39 +9.47 $30
Loan / Deposit Ratio (%) 0.00% 0.00 0.00%
Credit Quality
NPA / Total Assets (%) 0.00% 0.00 0.00%
Allowance / Loans (%) 0.00% 0.00%
Net Charge-Off Ratio (%) 0.00% 0.00 0.00%
Capital
Tier 1 Capital Ratio (%) 54.64% +7.12 47.51%
Noninterest income ($1.65M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▇▆▄▁▃▄▅█ Net Interest Margin (%) 3.48% 3.37% 3.19% 2.81% 3.04% 3.18% 3.28% 3.58%
▇▆▄▁▃▄▄█ Return on Assets (%) 2.69% 2.61% 2.47% 2.22% 2.36% 2.48% 2.48% 2.77%
▄▅▆█▆▄▃▁ Efficiency Ratio (%) 29.2% 29.9% 30.7% 32.0% 30.8% 29.5% 28.6% 27.2%
██▇▇▆▅▁▁ Cost of Funds (%) 1.07% 1.08% 0.90% 0.88% 0.83% 0.71% 0.26% 0.14%
▄▄▄▄▄▄▄▄ NPA / Assets (%) 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
▄▄▄▄▄▄▄▄ Net Charge-Off Ratio (%) 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
▂▄▁▃▅███ Tang. Book Value ($M) $19 $22 $17 $21 $24 $27 $28 $28
▄▄▄▄▄▄▄▄ Gross Loans ($M) $0 $0 $0 $0 $0 $0 $0 $0
▁▁█▂▄▆█▆ Total Deposits ($M) $263 $270 $330 $279 $293 $313 $327 $311
Portfolio Composition — Q1'26
Loan Mix%
Deposit Mix%
Interest-Bearing (core)100%
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