Southwest Heritage Bank

Scottsdale, AZ FDIC 29087 OCC Bancorp 34 Inc Asset group $300M – $1B 9 offices · 107 employees Filed Q2 2026

Open as your board

Assets: $892.8M
Deposits: $753.6M
ROA: 0.90%
ROE: 6.74%
NIM: 4.04%
Efficiency: 67.51%
Tier 1 capital: 15.11%
Total capital: 16.26%
Noncurrent loans: 0.67%
Loans / deposits: 92.69%

Southwest Heritage Bank, last 8 filings

Quarter

Assets

Deposits

ROA

NIM

Noncurrent loans

Tier 1 capital

Q2 2026

$892.8M

$753.6M

0.90%

4.04%

0.67%

15.11%

Q1 2026

$915.2M

$782.9M

0.85%

4.01%

1.83%

14.71%

Q4 2025

$893.9M

$762.8M

0.98%

3.83%

1.60%

14.17%

Q3 2025

$895.6M

$762.9M

1.03%

3.82%

1.73%

14.29%

Q2 2025

$927.5M

$798.3M

1.11%

3.84%

0.64%

14.18%

Q1 2025

$940.0M

$818.2M

1.14%

3.82%

0.84%

13.56%

Q4 2024

$914.4M

$797.1M

−0.06%

3.76%

0.70%

13.74%

Q3 2024

$935.4M

$789.2M

−0.14%

3.66%

0.47%

13.03%

Built by AI agents from public filings. Not verified, and not investment or legal advice. Corrections: mail@anot.dev