v3.26.1
INVESTMENT SECURITIES
6 Months Ended
Jun. 30, 2026
INVESTMENT SECURITIES  
INVESTMENT SECURITIES

2. INVESTMENT SECURITIES

Available-for-Sale Debt Securities

The following tables summarize the amortized cost and fair value of AFS debt securities, along with the related gross unrealized gains and losses recognized in AOCI:

  ​ ​ ​

  ​ ​ ​

Gross

  ​ ​ ​

Gross

 

  ​ ​ ​

Amortized

Unrealized

Unrealized

 

Fair

June 30, 2026 (in thousands)

Cost

Gains

Losses

 

Value

U.S. Treasury securities and U.S. Government agencies

$

269,983

$

16

$

(3,632)

$

266,367

Private label mortgage-backed security

 

 

1,360

 

 

1,360

Mortgage-backed securities - residential

 

606,710

 

1,129

 

(9,483)

 

598,356

Collateralized mortgage obligations

 

16,579

 

24

 

(388)

 

16,215

Corporate bonds

 

 

 

 

Trust preferred security

 

3,951

 

733

 

 

4,684

Total available-for-sale debt securities

$

897,223

$

3,262

$

(13,503)

$

886,982

  ​ ​ ​

  ​ ​ ​

Gross

  ​ ​ ​

Gross

 

  ​ ​ ​

Amortized

Unrealized

Unrealized

 

Fair

December 31, 2025 (in thousands)

Cost

Gains

Losses

 

Value

U.S. Treasury securities and U.S. Government agencies

$

294,940

$

159

$

(1,724)

$

293,375

Private label mortgage-backed security

 

 

1,439

 

 

1,439

Mortgage-backed securities - residential

 

570,491

 

4,210

 

(6,792)

 

567,909

Collateralized mortgage obligations

 

17,528

 

27

 

(648)

 

16,907

Corporate bonds

 

1,001

 

 

 

1,001

Trust preferred security

 

3,924

 

138

 

 

4,062

Total available-for-sale debt securities

$

887,884

$

5,973

$

(9,164)

$

884,693

Held-to-Maturity Debt Securities

The following tables summarize the amortized cost and fair value of HTM debt securities, together with the related gross unrecognized gains and losses:

  ​ ​ ​

  ​ ​ ​

  ​ ​ ​

Gross

  ​ ​ ​

Gross

  ​ ​ ​

  ​ ​ ​

Amortized

Unrecognized

Unrecognized

Fair

June 30, 2026 (in thousands)

Cost

Gains

Losses

Value

Mortgage-backed securities - residential

$

12

$

$

$

12

Collateralized mortgage obligations

 

4,534

 

3

 

 

4,537

Total held-to-maturity debt securities

$

4,546

$

3

$

$

4,549

  ​ ​ ​

  ​ ​ ​

  ​ ​ ​

Gross

  ​ ​ ​

Gross

  ​ ​ ​

  ​ ​ ​

Amortized

Unrecognized

Unrecognized

Fair

December 31, 2025 (in thousands)

Cost

Gains

Losses

Value

Mortgage-backed securities - residential

$

13

$

$

$

13

Collateralized mortgage obligations

 

4,931

 

29

 

(44)

 

4,916

Total held-to-maturity debt securities

$

4,944

$

29

$

(44)

$

4,929

There were no HTM debt securities on nonaccrual or past due 90 days or more as of June 30, 2026, and December 31, 2025.

There were no HTM debt securities considered collateral dependent as of June 30, 2026, and December 31, 2025.

Sales and Calls of Available-for-Sale Debt Securities

During the three and six months ended June 30, 2026, and 2025, there were no material sales of AFS debt securities and no material gains or losses on sales or calls of AFS debt securities. During the six months ended June 30, 2026, AFS debt securities with amortized cost of $90 million were called. During the six months ended June 30, 2025, AFS debt securities with amortized cost of $181 million were called.

Debt Securities by Contractual Maturity

The following table summarizes the amortized cost and fair value of debt securities by contractual maturity. Expected maturities may differ from contractual maturities due to the ability of issuers to call or prepay obligations, with or without call or prepayment penalties. Securities without a single contractual maturity date are presented separately.

Available-for-Sale

Held-to-Maturity

Debt Securities

Debt Securities

  ​ ​ ​

Amortized

  ​ ​ ​

Fair

  ​ ​ ​

Amortized

  ​ ​ ​

Fair

June 30, 2026 (in thousands)

Cost

Value

Cost

Value

Due in one year or less

$

94,990

$

94,079

$

$

Due from one year to five years

 

174,993

 

172,288

 

 

Due from five years to ten years

 

 

 

 

Due beyond ten years

 

3,951

 

4,684

 

 

Private label mortgage-backed security

 

 

1,360

 

 

Mortgage-backed securities - residential

 

606,710

 

598,356

 

12

 

12

Collateralized mortgage obligations

 

16,579

 

16,215

 

4,534

 

4,537

Total debt securities

$

897,223

$

886,982

$

4,546

$

4,549

Unrealized Loss Analysis on Debt Securities

The following tables summarize AFS debt securities in unrealized loss positions for which no ACLS was recorded, by investment category and duration of the continuous unrealized loss position:

Less than 12 months

12 months or more

Total

  ​ ​ ​

  ​ ​ ​

Unrealized

  ​ ​ ​

  ​ ​ ​

Unrealized

  ​ ​ ​

  ​ ​ ​

Unrealized

June 30, 2026 (in thousands)

Fair Value

Losses

Fair Value

Losses

Fair Value

Losses

Available-for-sale debt securities:

U.S. Treasury securities and U.S. Government agencies

$

172,289

$

(2,704)

$

79,068

$

(928)

$

251,357

$

(3,632)

Mortgage-backed securities - residential

261,134

(2,617)

74,936

(6,866)

336,070

(9,483)

Collateralized mortgage obligations

580

(6)

13,490

(382)

14,070

(388)

Total available-for-sale debt securities

$

434,003

$

(5,327)

$

167,494

$

(8,176)

$

601,497

$

(13,503)

Less than 12 months

12 months or more

Total

  ​ ​ ​

  ​ ​ ​

Unrealized

  ​ ​ ​

  ​ ​ ​

Unrealized

  ​ ​ ​

  ​ ​ ​

Unrealized

December 31, 2025 (in thousands)

Fair Value

Losses

Fair Value

Losses

Fair Value

Losses

Available-for-sale debt securities:

U.S. Treasury securities and U.S. Government agencies

$

84,947

$

(53)

$

78,317

$

(1,671)

$

163,264

$

(1,724)

Mortgage-backed securities - residential

84,131

(149)

86,744

(6,643)

170,875

(6,792)

Collateralized mortgage obligations

14,242

(648)

14,242

(648)

Total available-for-sale debt securities

$

169,078

$

(202)

$

179,303

$

(8,962)

$

348,381

$

(9,164)

As of June 30, 2026, the Bank’s security portfolio consisted of 200 securities, 109 of which were in an unrealized loss position. As of December 31, 2025, the Bank’s security portfolio consisted of 198 securities, 86 of which were in an unrealized loss position.

As of June 30, 2026, and December 31, 2025, there were no holdings of debt securities of any one issuer, other than the U.S. government and its agencies, in an amount greater than 10% of stockholders’ equity.

Accrued interest receivable on AFS debt securities is included in other assets on the Consolidated Balance Sheets and is excluded from the ACLS, when applicable. Accrued interest receivable on AFS debt securities totaled $5 million and $5 million as of June 30, 2026, and December 31, 2025. Accrued interest receivable on HTM debt securities totaled $10,000 as of June 30, 2026, and $12,000 as of December 31, 2025.

Mortgage-Backed Securities and Collateralized Mortgage Obligations

As of June 30, 2026, all MBSs and CMOs held by the Bank, other than the private label MBS, were issued by U.S. government-sponsored entities and agencies, primarily the FHLMC and FNMA.

As of June 30, 2026, and December 31, 2025, there were gross unrealized losses of approximately $9 million and $7 million related to AFS MBS’s and CMO’s. Because these unrealized losses are attributable to changes in interest rates and illiquidity, and not credit quality, and because the Bank does not have the intent to sell these securities, and it is likely that it will not be required to sell the securities before their anticipated recovery, management does not consider these securities to have credit-related impairment that would require an adjustment to the ACLS.

Pledged Debt Securities

Debt securities pledged to secure public deposits, SSUAR, and other obligations, or otherwise held for other purposes permitted by law, were as follows:

As of

(in thousands)

  ​ ​ ​

June 30, 2026

  ​ ​ ​

December 31, 2025

 

Amortized cost

$

128,191

$

168,530

Fair value

 

126,162

 

166,757

Carrying amount

126,162

166,757

Equity Securities

The following tables summarize the amortized cost and fair value of equity securities with readily determinable fair values:

  ​ ​ ​

  ​ ​ ​

Gross

  ​ ​ ​

Gross

  ​ ​ ​

  ​ ​ ​

Amortized

Unrealized

Unrealized

Fair

June 30, 2026 (in thousands)

Cost

Gains

Losses

Value

Freddie Mac preferred stock

$

$

588

$

$

588

  ​ ​ ​

  ​ ​ ​

Gross

  ​ ​ ​

Gross

  ​ ​ ​

  ​ ​ ​

Amortized

Unrealized

Unrealized

Fair

December 31, 2025 (in thousands)

Cost

Gains

Losses

Value

Freddie Mac preferred stock

$

$

945

$

$

945

The following table presents the gross realized and unrealized gains and losses recognized in the Company's consolidated statements of income for equity securities with readily determinable fair values:

Gains (Losses) Recognized on Equity Securities

Three Months Ended June 30, 2026

  ​ ​ ​

Three Months Ended June 30, 2025

  ​ ​ ​

(in thousands)

  ​ ​ ​

Realized

  ​ ​ ​

Unrealized

  ​ ​ ​

Total

  ​ ​ ​

Realized

  ​ ​ ​

Unrealized

  ​ ​ ​

Total

Freddie Mac preferred stock

$

$

357

$

357

$

$

32

$

32

Gains (Losses) Recognized on Equity Securities

Six Months Ended June 30, 2026

  ​ ​ ​

Six Months Ended June 30, 2025

(in thousands)

Realized

Unrealized

Total

Realized

Unrealized

Total

Freddie Mac preferred stock

$

$

357

$

357

$

$

63

$

63