$2B
+10.0%y/y
Percentile by value72nd percentileby value
FDIC
ASSETHB
Heritage Bank, Inc.
Burlington, KentuckyFDIC Cert #33119
STATEEstablished 199019 branches
Holding company: COMMONWEALTH HOLDINGS L L CRegulator: FDIC
FDIC
CERT + OFFDOMBalance 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
| Quarter | Assets | Deposits |
|---|---|---|
| Q2 2021 | $1.39B | $1.25B |
| Q3 2021 | $1.38B | $1.22B |
| Q4 2021 | $1.46B | $1.32B |
| Q1 2022 | $1.45B | $1.32B |
| Q2 2022 | $1.45B | $1.34B |
| Q3 2022 | $1.46B | $1.37B |
| Q4 2022 | $1.58B | $1.46B |
| Q1 2023 | $1.58B | $1.39B |
| Q2 2023 | $1.58B | $1.34B |
| Q3 2023 | $1.59B | $1.47B |
| Q4 2023 | $1.76B | $1.63B |
| Q1 2024 | $1.77B | $1.64B |
| Q2 2024 | $1.74B | $1.61B |
| Q3 2024 | $1.76B | $1.61B |
| Q4 2024 | $1.88B | $1.73B |
| Q1 2025 | $1.82B | $1.69B |
| Q2 2025 | $1.82B | $1.69B |
| Q3 2025 | $1.89B | $1.72B |
| Q4 2025 | $2.09B | $1.93B |
| Q1 2026 | $2B | $1.84B |
Balance sheet
Core assets, funding, and capital reported at quarter end.
$1.84B
+9.3%y/y
Percentile by value79th percentileby value
FDIC
DEP$1.27B
+9.4%y/y
Percentile by value63rd percentileby value
FDIC
LNLSGR$1.26B
+9.3%y/y
Percentile by value63rd percentileby value
FDIC
LNLSNET$422M
−10.3%y/y
Percentile by value80th percentileby value
FDIC
SC$186M
+104.8%y/y
Percentile by value80th percentileby value
FDIC
CHBAL$1.87B
+9.1%y/y
Percentile by value76th percentileby value
FDIC
LIAB$136M
+25.4%y/y
Peer standing35th percentile
FDIC
EQIncome statement
Year-to-date reported earnings and core revenue components.
$20.6M
+12.9%y/y
Peer standing71st percentile
FDIC
NIM + NONII$16.8M
+19.2%y/y
Peer standing71st percentile
FDIC
NIM$3.78M
−8.7%y/y
Peer standing76th percentile
FDIC
NONII$1.24M
+26.4%y/y
Percentile by value88th percentileby value
FDIC
ELNATR$6.39M
+23.4%y/y
Peer standing60th percentile
FDIC
PTAXNETINC$5.11M
+24.0%y/y
Peer standing57th percentile
FDIC
NETINC