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Southwest Heritage Bank

Scottsdale, ArizonaFDIC Cert #29087

OCCEstablished 19349 branches

Holding company: BANCORP 34 INCRegulator: OCC

FDICCERT + OFFDOM

Balance sheet & income statement

Financials

Reported balance-sheet positions and year-to-date earnings from the latest FDIC Call Report.

As of Q1 2026

Balance sheet trend

Assets & deposits

Time range
Reporting mode
Assets and deposits by reporting quarter
QuarterAssetsDeposits
Q2 2021$488M$415M
Q3 2021$510M$420M
Q4 2021$527M$444M
Q1 2022$569M$451M
Q2 2022$575M$458M
Q3 2022$572M$470M
Q4 2022$574M$506M
Q1 2023$574M$482M
Q2 2023$581M$491M
Q3 2023$580M$488M
Q4 2023$579M$479M
Q1 2024$975M$824M
Q2 2024$918M$775M
Q3 2024$935M$789M
Q4 2024$914M$797M
Q1 2025$940M$818M
Q2 2025$928M$798M
Q3 2025$896M$763M
Q4 2025$894M$763M
Q1 2026$915M$783M

Balance sheet

Core assets, funding, and capital reported at quarter end.

Assets
$915M
−2.6%y/y
Percentile by value93rd percentileby value
Peer standing in ubpr:primary:102
FDICASSET
Deposits
$783M
−4.3%y/y
Percentile by value95th percentileby value
Peer standing in ubpr:primary:102
FDICDEP
Gross loans
$706M
+4.4%y/y
Percentile by value94th percentileby value
Peer standing in ubpr:primary:102
FDICLNLSGR
Net loans
$697M
+4.6%y/y
Percentile by value94th percentileby value
Peer standing in ubpr:primary:102
FDICLNLSNET
Securities
$102M
+9.3%y/y
Percentile by value62nd percentileby value
Peer standing in ubpr:primary:102
FDICSC
Cash
$64.9M
−47.0%y/y
Percentile by value86th percentileby value
Peer standing in ubpr:primary:102
FDICCHBAL
Liabilities
$795M
−4.3%y/y
Percentile by value90th percentileby value
Peer standing in ubpr:primary:102
FDICLIAB
Equity
$120M
+10.0%y/y
Peer standing90th percentile
Peer standing in ubpr:primary:102
FDICEQ

Income statement

Year-to-date reported earnings and core revenue components.

Revenue
$8.77M
+1.9%y/y
Peer standing90th percentile
Peer standing in ubpr:primary:102
FDICNIM + NONII
NII
$8.54M
+2.4%y/y
Peer standing97th percentile
Peer standing in ubpr:primary:102
FDICNIM
Noninterest income
$231K
−13.5%y/y
Peer standing21st percentile
Peer standing in ubpr:primary:102
FDICNONII
Provision
$0
+100.0%y/y
Percentile by value13th percentileby value
Peer standing in ubpr:primary:102
FDICELNATR
Pretax income
$2.43M
−29.2%y/y
Peer standing91st percentile
Peer standing in ubpr:primary:102
FDICPTAXNETINC
Net income
$1.93M
−27.0%y/y
Peer standing88th percentile
Peer standing in ubpr:primary:102
FDICNETINC