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

Uwharrie Capital (UWHR) has reported Securities - Tradable for 17 consecutive years, with $359.8 million the latest figure, recorded in Q2 2026.

• On a quarterly basis, Securities - Tradable rose 5.51% year-over-year to $359.8 million in Q2 2026; TTM through Jun 2026 was $359.8 million, a 5.51% increase from a year earlier, with the FY2025 full-year figure at $357.7 million, up 7.43% from the prior year.
• Securities - Tradable was $359.8 million for Q2 2026 at Uwharrie Capital, down from $366.8 million in the prior quarter.
• Over five years, Securities - Tradable peaked at $366.8 million in Q1 2026 and troughed at $315.1 million in Q2 2022.
• A 5-year average of $337.9 million and a median of $334.8 million in 2023 frame the typical range for Securities - Tradable.
• Across the five-year window, Securities - Tradable jumped 69.54% in 2022 and declined 2.79% in 2025, its largest moves.
• Over 5 years, Securities - Tradable stood at $324.7 million in 2022, then gained by 3.71% to $336.7 million in 2023, then declined by 1.11% to $333.0 million in 2024, then advanced by 7.43% to $357.7 million in 2025, then grew by 0.57% to $359.8 million in 2026.
• The last three Securities - Tradable figures came in at $359.8 million (Q2 2026), $366.8 million (Q1 2026), and $357.7 million (Q4 2025), per Business Quant data.