Uwharrie Capital (UWHR) Securities - Held-to-maturity (2015 - 2026)

Uwharrie Capital (UWHR) has 12 years of Securities - Held-to-maturity data on file, last reported at $22.0 million in Q1 2026.

• Quarterly Securities - Held-to-maturity fell 17.79% year-over-year to $22.0 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $22.0 million (down 17.79% YoY) and the FY2025 annual result came in at $21.9 million, down 10.64% from the prior year.
• Securities - Held-to-maturity was little changed at $22.0 million in Q1 2026 per UWHR's latest filing, from $21.9 million in the prior quarter.
• Across five years, Securities - Held-to-maturity topped out at $30.4 million in Q2 2022 and bottomed at $20.0 million in Q3 2025.
• The 5-year median for Securities - Held-to-maturity is $26.8 million (2024), against an average of $26.3 million.
• The widest annual swing landed in 2022, when Securities - Held-to-maturity advanced 9.27%; it then slipped 25.43% in 2025.
• Tracing UWHR's Securities - Held-to-maturity over 5 years: stood at $30.3 million in 2022, then decreased by 15.08% to $25.7 million in 2023, then slipped by 4.57% to $24.6 million in 2024, then declined by 10.64% to $21.9 million in 2025, then rose by 0.07% to $22.0 million in 2026.
• Per Business Quant, the three latest UWHR Securities - Held-to-maturity figures stand at $22.0 million (Q1 2026), $21.9 million (Q4 2025), and $20.0 million (Q3 2025).