Uwharrie Capital UWHR
OTC UWHR
$13.82 +0.01 (+0.07%)
At close: Aug 19, 2026 · 4:00 PM EDT

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

Uwharrie Capital (UWHR) posted quarterly Securities - Tradable of $366.8 million for Q1 2026, up 6.68% year-over-year from $343.9 million in Q1 2025, and up 2.54% quarter-over-quarter from $357.7 million in Q4 2025.

Uwharrie Capital (UWHR) Securities - Tradable (2010 - 2026) Analysis & Trends

Uwharrie Capital (UWHR) has reported Securities - Tradable for 17 consecutive years, with $366.8 million the latest figure, recorded in Q1 2026.

  • In Q1 2026, Securities - Tradable rose 6.68% year-over-year to $366.8 million; the TTM figure through Mar 2026 stood at $366.8 million (up 6.68% YoY), while the FY2025 annual figure was $357.7 million, up 7.43% from the prior year.
  • Securities - Tradable advanced 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.
  • Historically, Securities - Tradable has averaged $336.7 million across 5 years, with a median of $333.0 million in 2024.
  • Annual changes were most pronounced in 2022 — Securities - Tradable surged 69.54% — and 2025, when it fell 2.79%.
  • Uwharrie Capital's Securities - Tradable stood at $324.7 million in 2022, then climbed by 3.71% to $336.7 million in 2023, then retreated by 1.11% to $333.0 million in 2024, then grew by 7.43% to $357.7 million in 2025, then advanced by 2.54% to $366.8 million in 2026.
  • Business Quant data shows UWHR's Securities - Tradable at $366.8 million in Q1 2026, $357.7 million in Q4 2025, and $354.9 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Hdfc Bank 120.66 Bn 84.46 Bn -
2 Pnc Financial Services 97.86 Bn 97.86 Bn -
3 Us Bancorp 96.39 Bn 96.39 Bn -
4 Lloyds Banking 93.61 Bn 93.91 Bn -
5 NatWest 74.92 Bn -144.17 Bn -
6 Deutsche Bank Aktiengesellschaft 72.22 Bn -81.10 Bn -
7 Nu Holdings 70.34 Bn 56.66 Bn 2.35 Bn
8 Truist Financial 61.75 Bn 61.75 Bn -
9 Fifth Third Bancorp 49.88 Bn 26.16 Bn -
10 Uwharrie Capital 98.15 Mn 14.86 Mn -

Historic Data

Download Data
DateValue
Jun 30, 2026 359.77 Mn
Mar 31, 2026 366.84 Mn
Dec 31, 2025 357.74 Mn
Sep 30, 2025 354.92 Mn
Jun 30, 2025 340.99 Mn
Mar 31, 2025 343.87 Mn
Dec 31, 2024 332.99 Mn
Sep 30, 2024 332.65 Mn
Jun 30, 2024 350.76 Mn
Mar 31, 2024 338.45 Mn
Dec 31, 2023 336.71 Mn
Sep 30, 2023 328.10 Mn
Jun 30, 2023 324.48 Mn
Mar 31, 2023 331.15 Mn
Dec 31, 2022 324.68 Mn
Sep 30, 2022 321.38 Mn
Jun 30, 2022 315.10 Mn
Mar 31, 2022 322.27 Mn
Dec 31, 2021 330.34 Mn
Sep 30, 2021 291.05 Mn