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Tolleson Private Bank

Dallas, TX · Cert 57522 · Peer group: banks under $1B in assets in the Dallas-Fort Worth-Arlington, TX area (n=28) · Tolleson Wealth Management Inc.

State charter, non-member · FDIC · 2 branches

Q2 2026

$982.0MAssets
$759.3MLoans
$857.4MDeposits
$85.1MEquity

Executive Summary

  • Strongest standing: nonperforming loans / loans outperforms 100% of banks under $1B in assets in the Dallas-Fort Worth-Arlington, TX area (rank 9 of 28).
  • Widest gap: net interest margin trails 100% of banks under $1B in assets in the Dallas-Fort Worth-Arlington, TX area (rank 28 of 28).
  • Overall: at or above the peer median on 6 of 9 directional measures.

Return on Assets

1.16%

Rank 17 of 28

Net Interest Margin

2.98%

Rank 28 of 28

Efficiency Ratio

61.07%

Rank 14 of 28

Equity / Assets

8.67%

Rank 24 of 28

Non-interest income vs. expense

$13.3M$24.9MINCOMEEXPENSE
Unfavorable gap of $11.5M · efficiency ratio beats 54% of banks under $1B in assets in the Dallas-Fort Worth-Arlington, TX area
Bank 61.07%Peer median 61.9%Q2 2024Q2 2026Shaded: peer 25th to 75th percentile
MetricYour BankPeer 25thPeer MedianPeer 75thStandingRank8-Qtr TrendPeer Position
Earnings
Return on Assets1.16%1.12%1.22%1.47%Beats 39%17 / 28
Return on Equity13.42%8.64%12.47%13.41%Beats 79%6 / 28
Net Interest Margin2.98%3.77%4.06%4.51%Beats 0%28 / 28
Efficiency Ratio61.07%57.39%61.94%66.78%Beats 54%14 / 28
Asset Quality
Nonperforming Loans / Loans0.00%n/a0.28%1.06%Beats 100%9 / 28
Net Charge-Offs / Loans0.00%0.00%0.01%0.20%Beats 100%5 / 28
Capital
Tier 1 Capital Ratio13.77%12.55%13.77%17.51%Beats 50%14 / 28
Total Risk-Based Capital Ratio15.02%12.59%14.62%18.18%Beats 54%13 / 28
Equity / Assets8.67%9.58%11.17%13.58%Beats 14%24 / 28
Liquidity & Funding
Loans / Deposits88.56%66.90%84.79%89.14%68th pctl9 / 28
Loans / Assets77.32%57.58%73.59%77.32%75th pctl7 / 28
Brokered Deposits / Depositsn/aNot reported for this institution