Heritage Bank & Trust

Columbia, TN FDIC 58220 FDIC Heritage Financial Corp Asset group $300M – $1B 5 offices · 64 employees Filed Q2 2026

Open as your board

Assets: $417.8M
Deposits: $377.3M
ROA: 1.28%
ROE: 16.32%
NIM: 4.16%
Efficiency: 64.99%
Tier 1 capital: 10.24%
Total capital: 11.50%
Noncurrent loans: 0.36%
Loans / deposits: 93.67%

Heritage Bank & Trust, last 8 filings

Quarter

Assets

Deposits

ROA

NIM

Noncurrent loans

Tier 1 capital

Q2 2026

$417.8M

$377.3M

1.28%

4.16%

0.36%

10.24%

Q1 2026

$417.9M

$373.7M

1.55%

4.14%

0.40%

10.12%

Q4 2025

$406.2M

$363.9M

0.87%

4.00%

0.41%

9.95%

Q3 2025

$401.5M

$360.2M

0.79%

3.95%

0.44%

10.17%

Q2 2025

$390.8M

$356.1M

0.66%

3.85%

0.52%

10.21%

Q1 2025

$402.9M

$369.3M

0.63%

3.69%

0.73%

10.28%

Q4 2024

$386.6M

$354.0M

0.78%

3.68%

1.01%

10.44%

Q3 2024

$377.8M

$344.4M

0.72%

3.67%

0.10%

10.71%

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