Uwharrie Capital UWHR
OTC UWHR
$13.50 -0.89 (-6.18%)
At close: Nov 9, 2026 · 4:00 PM EST

Uwharrie Capital (UWHR) Securities (2015 - 2020)

Updated

Uwharrie Capital (UWHR) recorded Securities of $221.07 million in Q4 2020, up 116.8% from $101.95 million a year earlier.

Analysis

Uwharrie Capital (UWHR) Securities (2015 - 2020) Analysis & Trends

Starting with Q4 2015, Uwharrie Capital's Securities history includes 6 quarters.

  • Annual Securities has a five-year compound annual growth rate of 17.1% (FY2015 to FY2020).
  • Across earlier years, Securities came in at $101.95 million in FY2019 (-0.2%), $102.14 million in FY2018 (-4.7%), $107.2 million in FY2017 (-9.1%) and $117.89 million in FY2016 (+17.3%).
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Securities (Qtr)
1 Jpmorgan Chase 909.02 Bn 886.77 Bn - 830.02 Bn
2 Banco Santander Chile 406.67 Bn -7,110.43 Bn - 8.56 Bn
3 Bank Of America 350.91 Bn -2,025.20 Bn - 842.03 Bn
4 Hsbc Holdings 308.71 Bn -2,966.46 Bn - 103.93 Bn
5 Morgan Stanley 293.66 Bn -249.15 Bn - -
6 Royal Bank Of Canada 283.56 Bn -546.44 Bn - 461.18 Bn
7 Goldman Sachs 262.71 Bn -3,480.74 Bn - 9.78 Bn
8 Wells Fargo & Company 257.44 Bn 92.87 Bn - -
9 Mitsubishi Ufj Financial 256.82 Bn -75.42 Bn 10.89 Bn 544.29 Bn
10 Uwharrie Capital 92.70 Mn -254.94 Mn - -
Historic Data

Historic Data

Download Data
DateValue
Dec 31, 2020 221.07 Mn
Dec 31, 2019 101.95 Mn
Dec 31, 2018 102.14 Mn
Dec 31, 2017 107.20 Mn
Dec 31, 2016 117.89 Mn
Dec 31, 2015 100.50 Mn
API Access

Uwharrie Capital Securities API

Pull this series into your own models, spreadsheets and apps with the Business Quant Historical Metrics API. The request below matches the chart above — change the frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.

https://data.businessquant.com/historic?slug=securities&ticker=UWHR&period=max&api_key=YOUR_API_KEY