Uwharrie Capital (UWHR) Short-term Investments (2013 - 2026)

Uwharrie Capital (UWHR) reported Short-term Investments of $324000.0 for Q1 2026, up 4.18% year-over-year from $311000.0 in Q1 2025, and up 6.93% on a QoQ basis from $303000.0 in Q4 2025.

Uwharrie Capital (UWHR) Short-term Investments (2013 - 2026) Analysis & Trends

Uwharrie Capital (UWHR) has 9 years of Short-term Investments data on file, last reported at $324000.0 in Q1 2026.

  • Quarterly Short-term Investments rose 4.18% year-over-year to $324000.0 in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $324000.0 (up 4.18% YoY) and the FY2025 annual result came in at $303000.0, down 9.28% from the prior year.
  • Short-term Investments improved to $324000.0 in Q1 2026 per UWHR's latest filing, from $303000.0 in the prior quarter.
  • Across five years, Short-term Investments topped out at $383000.0 in Q1 2022 and bottomed at $292000.0 in Q4 2022.
  • The 5-year median for Short-term Investments is $324000.0 (2024), against an average of $323764.7.
  • The widest annual swing landed in 2022, when Short-term Investments slipped 25.51%; it then climbed 18.73% in 2024.
  • Tracing UWHR's Short-term Investments over 5 years: stood at $292000.0 in 2022, then grew by 3.42% to $302000.0 in 2023, then rose by 10.6% to $334000.0 in 2024, then fell by 9.28% to $303000.0 in 2025, then increased by 6.93% to $324000.0 in 2026.
  • Per Business Quant, the three latest UWHR Short-term Investments figures stand at $324000.0 (Q1 2026), $303000.0 (Q4 2025), and $332000.0 (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Bank Of Chile 90,286.07 Bn 90,286.07 Bn -
2 Bank Bradesco 6,797.89 Bn 6,781.94 Bn -
3 Lloyds Banking 429.86 Bn 429.86 Bn -
4 First Capital 203.63 Bn 203.48 Bn -
5 NatWest 174.33 Bn 174.33 Bn -
6 Landmark Bancorp 172.64 Bn 172.61 Bn -
7 Deutsche Bank Aktiengesellschaft 161.63 Bn -151,939.28 Bn -
8 KB Financial 146.07 Bn 138.20 Bn -
9 Pnc Financial Services 87.63 Bn 87.68 Bn -
10 Uwharrie Capital - - -

Historic Data

Download Data
DateValue
Mar 31, 2026 324,000.00
Dec 31, 2025 303,000.00
Sep 30, 2025 332,000.00
Jun 30, 2025 325,000.00
Mar 31, 2025 311,000.00
Dec 31, 2024 334,000.00
Sep 30, 2024 355,000.00
Jun 30, 2024 324,000.00
Mar 31, 2024 343,000.00
Dec 31, 2023 302,000.00
Sep 30, 2023 299,000.00
Jun 30, 2023 303,000.00
Mar 31, 2023 326,000.00
Dec 31, 2022 292,000.00
Sep 30, 2022 321,000.00
Jun 30, 2022 327,000.00
Mar 31, 2022 383,000.00
Dec 31, 2021 392,000.00
Sep 30, 2021 409,000.00
Jun 30, 2021 411,000.00