Fidelity Personal Trust Company
Fidelity Personal Trust Company quarterly financials
As reported to the FDIC. Dollar values are period-end balances. Net income is for the single quarter, derived from the FDIC's year-to-date figures by subtracting the prior quarter's report. Ratios (ROA, ROE, NIM) are FDIC-computed annualized year-to-date values.
| Quarter | Assets | Deposits | Net loans | Equity | Net income | ROA | ROE | NIM | Noncurrent |
|---|---|---|---|---|---|---|---|---|---|
| Q1 2026 | $68M | $500K | $0K | $66M | $5M | 32.49% | 33.85% | 3.86% | 0.00% |
| Q4 2025 | $64M | $500K | $0K | $61M | $4M | 27.95% | 29.10% | 4.52% | 0.00% |
| Q3 2025 | $78M | $500K | $0K | $76M | $5M | 28.63% | 29.69% | 4.12% | 0.00% |
| Q2 2025 | $73M | $500K | $0K | $70M | $5M | 28.49% | 29.55% | 4.15% | 0.00% |
| Q1 2025 | $67M | $500K | $0K | $65M | $5M | 28.84% | 29.95% | 4.23% | 0.00% |
| Q4 2024 | $63M | $500K | $0K | $60M | $3M | 20.29% | 21.03% | 5.07% | 0.00% |
| Q3 2024 | $90M | $500K | $0K | $88M | $6M | 21.53% | 22.27% | 4.72% | 0.00% |
| Q2 2024 | $84M | $500K | $0K | $82M | $5M | 18.83% | 19.52% | 4.70% | 0.00% |
| Q1 2024 | $80M | $500K | $0K | $77M | $3M | 15.03% | 15.63% | 4.57% | 0.00% |
| Q4 2023 | $78M | $500K | $0K | $74M | $5M | 19.64% | 20.55% | 4.44% | 0.00% |
| Q3 2023 | $72M | $500K | $0K | $69M | $2M | 16.51% | 17.27% | 4.55% | 0.00% |
| Q2 2023 | $70M | $500K | $0K | $67M | $3M | 19.54% | 20.51% | 4.71% | 0.00% |
Transcribed from FDIC BankFind Suite quarterly financial data (Call Report-derived). Income in Call Reports is filed year-to-date; per-quarter net income shown here is the difference between consecutive reports within the same year. NIM = net interest margin; “Noncurrent” = noncurrent loans as a share of total loans. These figures describe reported financials only and are not a safety rating or a prediction about the institution.