Uwharrie Capital (UWHR) Securities - Tradable (2010 - 2026)

Uwharrie Capital (UWHR) has 17 years of Securities - Tradable data on file, last reported at $366.8 million in Q1 2026.

• Quarterly Securities - Tradable rose 6.68% year-over-year to $366.8 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $366.8 million (up 6.68% YoY) and the FY2025 annual result came in at $357.7 million, up 7.43% from the prior year.
• Securities - Tradable rose to $366.8 million in Q1 2026 per UWHR's latest filing, from $357.7 million in the prior quarter.
• Across five years, Securities - Tradable topped out at $366.8 million in Q1 2026 and bottomed at $315.1 million in Q2 2022.
• The 5-year median for Securities - Tradable is $333.0 million (2024), against an average of $336.7 million.
• The widest annual swing landed in 2022, when Securities - Tradable soared 69.54%; it then dropped 2.79% in 2025.
• Tracing UWHR's Securities - Tradable over 5 years: stood at $324.7 million in 2022, then rose by 3.71% to $336.7 million in 2023, then dropped by 1.11% to $333.0 million in 2024, then gained by 7.43% to $357.7 million in 2025, then increased by 2.54% to $366.8 million in 2026.
• Per Business Quant, the three latest UWHR Securities - Tradable figures stand at $366.8 million (Q1 2026), $357.7 million (Q4 2025), and $354.9 million (Q3 2025).