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

Uwharrie Capital (UWHR) has reported Securities - Held-to-maturity for 12 consecutive years, with $22.0 million the latest figure, recorded in Q1 2026.

• In Q1 2026, Securities - Held-to-maturity fell 9.35% year-over-year to $22.0 million; the TTM figure through Mar 2026 stood at $22.0 million (down 9.35% YoY), while the FY2025 annual figure was $20.2 million, down 24.44% from the prior year.
• Securities - Held-to-maturity grew to $22.0 million in Q1 2026 per UWHR's latest filing, from $20.2 million in the prior quarter.
• Across five years, Securities - Held-to-maturity topped out at $30.4 million in Q2 2022 and bottomed at $20.2 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.
• Annual changes were most pronounced in 2022 — Securities - Held-to-maturity grew 9.27% — and 2025, when it decreased 24.44%.
• Uwharrie Capital's Securities - Held-to-maturity stood at $27.2 million in 2022, then grew by 5.23% to $28.6 million in 2023, then declined by 6.49% to $26.7 million in 2024, then declined by 24.44% to $20.2 million in 2025, then climbed by 8.68% to $22.0 million in 2026.
• Business Quant data shows UWHR's Securities - Held-to-maturity at $22.0 million in Q1 2026, $20.2 million in Q4 2025, and $22.0 million in Q3 2025.