BANKWEST
Rockford, MN FDIC 16704 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.16% +0.26 0.90%
Return on Equity (%) 14.85% +0.02 14.83%
Net Interest Margin (%) 4.17% +0.74 3.42%
Efficiency Ratio (%) 68.32% -4.78 73.09%
Pre-Provision Profit ($M) $1 +0.25 $1
Cost of Funds (%) 0.97% -0.10 1.07%
Balance Sheet
Total Assets ($M) $238 -4.91 $243
Gross Loans ($M) $136 +12.19 $123
Loan Growth YoY (%) 61.84% +7.84 54.00%
Total Deposits ($M) $217 -9.04 $226
Shareholders Equity ($M) $19 +3.65 $15
Tang. Book Value ($M) $19 +3.65 $15
TBV excl. AOCI ($M)** $23 +3.29 $20
Loan / Deposit Ratio (%) 61.84% +7.84 54.00%
Credit Quality
NPA / Total Assets (%) 0.21% -0.11 0.32%
Allowance / Loans (%) 1.03% -0.04% 1.07%
Net Charge-Off Ratio (%) 0.00% -0.63 0.63%
Capital
Tier 1 Capital Ratio (%) 16.28% +0.08 16.19%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▁▂▃▄▅█ Net Interest Margin (%) 3.26% 3.29% 3.32% 3.42% 3.59% 3.70% 3.79% 4.17%
▁▁▂▁▇██▆ Return on Assets (%) 0.90% 0.88% 0.95% 0.90% 1.23% 1.30% 1.25% 1.16%
▆▆▅█▁▁▁▄ Efficiency Ratio (%) 70.8% 70.9% 69.5% 73.1% 66.0% 65.0% 65.2% 68.3%
▇█▇▅▅▅▂▁ Cost of Funds (%) 1.10% 1.13% 1.10% 1.07% 1.05% 1.06% 1.00% 0.97%
▂█▇▄▁▁▁▁ NPA / Assets (%) 0.26% 0.46% 0.41% 0.32% 0.21% 0.21% 0.20% 0.21%
▅█▇▆▄▁▁▁ Net Charge-Off Ratio (%) 0.52% 0.90% 0.79% 0.63% 0.40% 0.01% 0.00% 0.00%
▁▄▃▄▅▇██ Tang. Book Value ($M) $12 $15 $14 $15 $16 $18 $19 $19
▁▂▃▃▄▆██ Gross Loans ($M) $119 $122 $124 $123 $127 $130 $135 $136
▁▇███▇█▁ Total Deposits ($M) $217 $224 $226 $226 $225 $224 $226 $217
Portfolio Composition — Q1'26
Loan Mix%
Real Estate76%
C&I / Commercial19%
Agricultural1%
Consumer1%
Other2%
Deposit Mix%
Nonint.-Bearing Demand25%
Interest-Bearing (core)70%
Brokered / Other4%
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