Uwharrie Capital Corp (UWHR) Securities - Held-to-maturity (2015 - 2026)
Uwharrie Capital (UWHR) recorded Securities - Held-to-maturity of $21.92 million in Q2 2026, down 7.7% from $23.75 million a year earlier and down 0.2% from the prior quarter.
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Analysis
Uwharrie Capital Corp (UWHR) Securities - Held-to-maturity (2015 - 2026) Analysis & Trends
At the end of FY2025, Uwharrie Capital reported Securities - Held-to-maturity of $21.99 million, down 18.0% from FY2024.
- Annual Securities - Held-to-maturity has declined for four straight years, with a five-year compound annual growth rate of -4.9% (FY2020 to FY2025).
- Across earlier years, Securities - Held-to-maturity came in at $26.81 million in FY2024 (-6.2%), $28.6 million in FY2023 (-5.6%), $30.31 million in FY2022 (-1.6%) and $30.8 million in FY2021 (+9.2%).
- The Q2 2026 figure is the lowest quarterly Securities - Held-to-maturity since Q1 2020.
- On a year-over-year basis, Securities - Held-to-maturity has declined for 15 consecutive quarters, with an average decline of 11.8% over the last eight quarters.
- Peak year-over-year performance for Securities - Held-to-maturity in the last five years was growth of 10.5% in Q1 2022, against a decline of 18.0% in Q1 2026 at the low end.
- Per Business Quant, the preceding three quarters came in at $21.96 million (Q1 2026), $21.99 million (Q4 2025) and $22.02 million (Q3 2025).
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Historic Data
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Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 21.92 Mn |
| Mar 31, 2026 | 21.96 Mn |
| Dec 31, 2025 | 21.99 Mn |
| Sep 30, 2025 | 22.02 Mn |
| Jun 30, 2025 | 23.75 Mn |
| Mar 31, 2025 | 26.78 Mn |
| Dec 31, 2024 | 26.81 Mn |
| Sep 30, 2024 | 26.84 Mn |
| Jun 30, 2024 | 27.25 Mn |
| Mar 31, 2024 | 28.43 Mn |
| Dec 31, 2023 | 28.60 Mn |
| Sep 30, 2023 | 29.15 Mn |
| Jun 30, 2023 | 29.19 Mn |
| Mar 31, 2023 | 29.23 Mn |
| Dec 31, 2022 | 30.31 Mn |
| Sep 30, 2022 | 30.34 Mn |
| Jun 30, 2022 | 30.38 Mn |
| Mar 31, 2022 | 30.72 Mn |
| Dec 31, 2021 | 30.80 Mn |
| Sep 30, 2021 | 28.59 Mn |
API Access
Uwharrie Capital Corp Securities - Held-to-maturity 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-held-to-maturity&ticker=UWHR&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "securities-held-to-maturity", "ticker": "UWHR", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=securities-held-to-maturity&ticker=UWHR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();