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.

• On a quarterly basis, Securities - Held-to-maturity fell 9.35% year-over-year to $22.0 million in Q1 2026; TTM through Mar 2026 was $22.0 million, a 9.35% decrease from a year earlier, with the FY2025 full-year figure at $20.2 million, down 24.44% from the prior year.
• Securities - Held-to-maturity for Q1 2026 stood at $22.0 million, up from $20.2 million in the prior quarter.
• Over the last five years, Securities - Held-to-maturity for UWHR reached as high as $30.4 million in Q2 2022 and fell as low as $20.2 million in Q4 2025.
• Historically, Securities - Held-to-maturity has averaged $26.4 million across 5 years, with a median of $27.2 million in 2022.
• Across the five-year window, Securities - Held-to-maturity advanced 9.27% in 2022 and fell 24.44% in 2025, its largest moves.
• Year by year, Securities - Held-to-maturity stood at $27.2 million in 2022, then rose by 5.23% to $28.6 million in 2023, then retreated by 6.49% to $26.7 million in 2024, then retreated by 24.44% to $20.2 million in 2025, then increased by 8.68% to $22.0 million in 2026.
• Per Business Quant data, the three most recent Securities - Held-to-maturity figures were $22.0 million in Q1 2026, $20.2 million in Q4 2025, and $22.0 million in Q3 2025.