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

Uwharrie Capital (UWHR) has reported Securities - Held-to-maturity for 12 consecutive years, with $21.9 million the latest figure, recorded in Q2 2026.

• On a quarterly basis, Securities - Held-to-maturity fell 7.7% year-over-year to $21.9 million in Q2 2026; TTM through Jun 2026 was $21.9 million, a 7.7% decrease from a year earlier, with the FY2025 full-year figure at $22.0 million, down 17.98% from the prior year.
• Securities - Held-to-maturity was $21.9 million for Q2 2026 at Uwharrie Capital, roughly flat from $22.0 million in the prior quarter.
• Over five years, Securities - Held-to-maturity peaked at $30.7 million in Q1 2022 and troughed at $21.9 million in Q2 2026.
• A 5-year average of $27.0 million and a median of $27.8 million in 2024 frame the typical range for Securities - Held-to-maturity.
• Across the five-year window, Securities - Held-to-maturity gained 6.61% in 2022 and retreated 18.0% in 2026, its largest moves.
• Over 5 years, Securities - Held-to-maturity stood at $30.3 million in 2022, then retreated by 5.63% to $28.6 million in 2023, then declined by 6.25% to $26.8 million in 2024, then decreased by 17.98% to $22.0 million in 2025, then decreased by 0.31% to $21.9 million in 2026.
• The last three Securities - Held-to-maturity figures came in at $21.9 million (Q2 2026), $22.0 million (Q1 2026), and $22.0 million (Q4 2025), per Business Quant data.