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

Uwharrie Capital's (UWHR) quarterly Securities - Tradable came in at $366.8 million in Q1 2026, up 6.68% year-on-year from $343.9 million in Q1 2025, and up 2.54% on a QoQ basis from $357.7 million in Q4 2025.

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

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

  • On a quarterly basis, Securities - Tradable rose 6.68% year-over-year to $366.8 million in Q1 2026; TTM through Mar 2026 was $366.8 million, a 6.68% increase from a year earlier, with the FY2025 full-year figure at $357.7 million, up 7.43% from the prior year.
  • Securities - Tradable for Q1 2026 stood at $366.8 million, up from $357.7 million in the prior quarter.
  • Over the last five years, Securities - Tradable for UWHR reached as high as $366.8 million in Q1 2026 and fell as low as $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.
  • Across the five-year window, Securities - Tradable soared 69.54% in 2022 and dropped 2.79% in 2025, its largest moves.
  • Year by year, Securities - Tradable stood at $324.7 million in 2022, then increased by 3.71% to $336.7 million in 2023, then slipped by 1.11% to $333.0 million in 2024, then rose by 7.43% to $357.7 million in 2025, then grew by 2.54% to $366.8 million in 2026.
  • Per Business Quant data, the three most recent Securities - Tradable figures were $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 KB Financial 43,124.21 Bn 43,125.44 Bn -775,612.08
2 Shinhan Financial 33,971.34 Bn 33,973.00 Bn -
3 Bank Of Chile 4,105.33 Bn 4,105.33 Bn 167,623.00
4 NatWest 768.74 Bn 572.78 Bn 1.79 Bn
5 Mizuho Financial 385.64 Bn 389.59 Bn -
6 Lloyds Banking 358.14 Bn 358.14 Bn -
7 First Capital 200.03 Bn 199.69 Bn -
8 Landmark Bancorp 187.97 Bn 187.94 Bn -
9 Pnc Financial Services 100.96 Bn 101.01 Bn -
10 Uwharrie Capital 89.95 Mn -15.90 Mn -

Historic Data

Download Data
DateValue
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
Jun 30, 2021 200.15 Mn