Dallas, TX · Cert 57522 · Tolleson Wealth Management Inc.
State charter, non-member · FDIC · 2 branches
Q2 2026
Market Position · Dallas-Fort Worth-Arlington, TX · 2026 SOD (annual) · 0.1% share · #53 of 166 inst. · $0.9B of $732.8B
Return on Assets (YTD, annualized)
Net Interest Margin (YTD, annualized)
Efficiency Ratio (YTD, annualized)
Tier 1 Leverage Ratio
Year to date, annualized, through each quarter.
| Metric | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | YoY Δ | Trend |
|---|---|---|---|---|---|---|---|---|---|---|
| Earnings | ||||||||||
| Return on Assets | 0.86% | 0.87% | 1.47% | 1.31% | 1.22% | 1.17% | 1.14% | 1.18% | -13 bps | |
| Return on Equity | 10.99% | 10.91% | 17.36% | 15.33% | 14.23% | 13.72% | 13.19% | 13.59% | -174 bps | |
| Net Interest Margin | 1.61% | 1.69% | 2.12% | 2.17% | 2.24% | 2.27% | 2.89% | 2.98% | +81 bps | |
| Efficiency Ratio | 65.87% | 66.64% | 56.89% | 58.97% | 60.62% | 62.01% | 62.81% | 61.07% | +209 bps | |
| Non-Interest Burden | 0.52% | 0.59% | 0.25% | 0.52% | 0.70% | 0.82% | 1.29% | 1.25% | +73 bps | |
| Growth | ||||||||||
| Asset Growth (YoY) | -5.47% | -0.28% | -8.92% | -2.20% | -2.33% | 9.91% | -4.08% | 4.11% | +631 bps | |
| Loan Growth (YoY) | 1.23% | 0.79% | 0.03% | -1.04% | -3.58% | -7.38% | 0.14% | 1.02% | +206 bps | |
| Deposit Growth (YoY) | -7.62% | 4.25% | -8.69% | -1.95% | 1.39% | 10.54% | -2.54% | 4.89% | +684 bps | |
| Asset Quality | ||||||||||
| Nonperforming Loans / Loans | 0.04% | 0.04% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0 bps | |
| Net Charge-Offs / Loans | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.00% | 0.00% | 0 bps | |
| Allowance / Loans | 0.98% | 0.98% | 0.99% | 1.00% | 1.00% | 1.02% | 0.98% | 0.98% | -3 bps | |
| Allowance Coverage of NPLs | 25.6x | 25.6x | 23.6x | n/a | n/a | n/a | n/a | n/a | n/a | |
| Capital | ||||||||||
| Tier 1 Leverage Ratio | 8.09% | 8.25% | 8.94% | 8.81% | 8.92% | 8.73% | 9.17% | 9.37% | +57 bps | |
| Total Risk-Based Capital | 13.48% | 14.01% | 14.64% | 15.25% | 15.29% | 16.25% | 15.65% | 15.02% | -22 bps | |
| Equity / Assets | 8.06% | 8.50% | 8.45% | 8.62% | 8.69% | 8.22% | 9.17% | 8.67% | +4 bps | |
| Liquidity & Funding | ||||||||||
| Loans / Deposits | 91.73% | 93.20% | 90.40% | 91.96% | 87.23% | 78.09% | 92.89% | 88.56% | -340 bps | |
| Liquid Assets / Assets | 15.17% | 12.85% | 16.94% | 16.95% | 15.81% | 26.25% | 13.64% | 18.86% | +191 bps | |
| CRE / Total Capital | n/a | n/a | n/a | n/a | 152.31% | 132.90% | 121.17% | n/a | n/a | |