BDI
LB

Lee Bank

Lee, MassachusettsFDIC Cert #33645

STATEEstablished 19925 branches

Holding company: BERKSHIRE FINL SERVICES INCRegulator: FDIC

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$502M$441M
Q3 2021$514M$453M
Q4 2021$515M$459M
Q1 2022$529M$480M
Q2 2022$508M$465M
Q3 2022$534M$493M
Q4 2022$530M$487M
Q1 2023$521M$461M
Q2 2023$543M$460M
Q3 2023$537M$451M
Q4 2023$544M$449M
Q1 2024$543M$448M
Q2 2024$540M$452M
Q3 2024$546M$454M
Q4 2024$554M$483M
Q1 2025$560M$484M
Q2 2025$563M$473M
Q3 2025$565M$475M
Q4 2025$601M$510M
Q1 2026$579M$512M

Balance sheet

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

Assets
$579M
+3.3%y/y
Percentile by value60th percentileby value
Peer standing in asset:300m_1b
FDICASSET
Deposits
$512M
+5.7%y/y
Percentile by value65th percentileby value
Peer standing in asset:300m_1b
FDICDEP
Gross loans
$439M
+6.5%y/y
Percentile by value68th percentileby value
Peer standing in asset:300m_1b
FDICLNLSGR
Net loans
$435M
+6.5%y/y
Percentile by value68th percentileby value
Peer standing in asset:300m_1b
FDICLNLSNET
Securities
$95.7M
−0.6%y/y
Percentile by value54th percentileby value
Peer standing in asset:300m_1b
FDICSC
Cash
$21.8M
−22.0%y/y
Percentile by value33rd percentileby value
Peer standing in asset:300m_1b
FDICCHBAL
Liabilities
$528M
+2.3%y/y
Percentile by value63rd percentileby value
Peer standing in asset:300m_1b
FDICLIAB
Equity
$50.1M
+14.8%y/y
Peer standing45th percentile
Peer standing in asset:300m_1b
FDICEQ

Income statement

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

Revenue
$6.15M
+21.0%y/y
Peer standing63rd percentile
Peer standing in asset:300m_1b
FDICNIM + NONII
NII
$4.96M
+18.2%y/y
Peer standing59th percentile
Peer standing in asset:300m_1b
FDICNIM
Noninterest income
$1.2M
+34.6%y/y
Peer standing82nd percentile
Peer standing in asset:300m_1b
FDICNONII
Provision
−$93K
−272.2%y/y
Percentile by value4th percentileby value
Peer standing in asset:300m_1b
FDICELNATR
Pretax income
$1.73M
+127.8%y/y
Peer standing48th percentile
Peer standing in asset:300m_1b
FDICPTAXNETINC
Net income
$1.33M
+125.7%y/y
Peer standing41st percentile
Peer standing in asset:300m_1b
FDICNETINC