Uwharrie Capital (UWHR) Assets Average (2011 - 2026)
Uwharrie Capital's (UWHR) quarterly Assets Average came in at $1.2 billion in Q2 2026, up 5.92% year-over-year from $1.2 billion in Q2 2025, and up 1.05% quarter-over-quarter from $1.2 billion in Q1 2026.
Analysis
Uwharrie Capital (UWHR) Assets Average (2011 - 2026) Analysis & Trends
Uwharrie Capital (UWHR) has reported Assets Average for 14 consecutive years, with $1.2 billion the latest figure, recorded in Q2 2026.
- On a quarterly basis, Assets Average rose 5.92% year-over-year to $1.2 billion in Q2 2026; TTM through Jun 2026 was $1.2 billion, a 5.92% increase from a year earlier, with the FY2025 full-year figure at $1.2 billion, up 5.62% from the prior year.
- Assets Average was $1.2 billion for Q2 2026 at Uwharrie Capital, up from $1.2 billion in the prior quarter.
- Over five years, Assets Average peaked at $1.2 billion in Q2 2026 and troughed at $956.7 million in Q1 2022.
- A 5-year average of $1.1 billion and a median of $1.1 billion in 2024 frame the typical range for Assets Average.
- Across the five-year window, Assets Average climbed 17.1% in 2022 and advanced 3.53% in 2025, its largest moves.
- Over 5 years, Assets Average stood at $1.0 billion in 2022, then climbed by 4.09% to $1.1 billion in 2023, then gained by 7.82% to $1.2 billion in 2024, then grew by 4.43% to $1.2 billion in 2025, then grew by 2.45% to $1.2 billion in 2026.
- The last three Assets Average figures came in at $1.2 billion (Q2 2026), $1.2 billion (Q1 2026), and $1.2 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Banco Santander Chile | 424.88 Bn | 544.83 Bn | - | 34,073.67 Bn |
| 2 | Truist Financial | 59.29 Bn | 59.29 Bn | - | 552.50 Bn |
| 3 | Fifth Third Bancorp | 47.98 Bn | 24.26 Bn | - | 257.28 Bn |
| 4 | M&T Bank | 32.82 Bn | 32.82 Bn | - | 217.00 Bn |
| 5 | Huntington Bancshares | 32.08 Bn | 27.60 Bn | - | 284.68 Bn |
| 6 | Citizens Financial | 28.34 Bn | 28.34 Bn | - | 230.88 Bn |
| 7 | Regions Financial | 24.27 Bn | 24.34 Bn | - | 161.02 Bn |
| 8 | Keycorp | 22.19 Bn | -25.51 Bn | - | 189.99 Bn |
| 9 | First Citizens Bancshares | 21.93 Bn | 21.41 Bn | 29.00 Mn | 236.40 Bn |
| 10 | Uwharrie Capital | 105.11 Mn | 21.82 Mn | - | 1.24 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.24 Bn |
| Mar 31, 2026 | 1.22 Bn |
| Dec 31, 2025 | 1.21 Bn |
| Sep 30, 2025 | 1.19 Bn |
| Jun 30, 2025 | 1.17 Bn |
| Mar 31, 2025 | 1.15 Bn |
| Dec 31, 2024 | 1.15 Bn |
| Sep 30, 2024 | 1.15 Bn |
| Jun 30, 2024 | 1.11 Bn |
| Mar 31, 2024 | 1.08 Bn |
| Dec 31, 2023 | 1.07 Bn |
| Sep 30, 2023 | 1.05 Bn |
| Jun 30, 2023 | 1.04 Bn |
| Mar 31, 2023 | 1.03 Bn |
| Dec 31, 2022 | 1.03 Bn |
| Sep 30, 2022 | 1.01 Bn |
| Jun 30, 2022 | 982.37 Mn |
| Mar 31, 2022 | 956.71 Mn |
| Dec 31, 2021 | 930.33 Mn |
| Sep 30, 2021 | 883.12 Mn |