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Q2 2026 · read from the 30 June 2026 Call Report · United States · New England · Massachusetts, the state note

Bristol County Savings Bank

Taunton, Massachusetts · $3.26B in assets · beside the 11 other Massachusetts banks between $3B and $10B

The filing

77.5%
Efficiency
12th of 12
14.4%
Equity / assets
2nd of 12
0.62%
ROA
10th of 12

Bristol County Savings Bank is the eleventh largest of the 12 Massachusetts banks nearest its size between $3B and $10B, with $3.26B in assets at 30 June 2026. Loans are 103.5% of deposits, 9th of 12 against a median of 102.7%, and equity is 14.4% of assets, 2nd of 12. Loans grew +8.9% in the year, 3rd of 12, and deposits grew 5.4%; the cohort's median loan growth is +3.5%.

Noncurrent loans are 0.60% of the book, 8th of 12 against a median of 0.57%; 0.08% is 30 to 89 days past due, and the allowance covers them 1.6 times. Commercial real estate is 30.2% of loans, 4th of 12 against a median of 33.5%, and 169% of capital, below the 300% screen, with construction at 24% against the 100% screen.

Return on assets is 0.62%, 10th of 12 against a median of 0.92%, on an efficiency ratio of 77.5%, the highest in the cohort. Five years ago it was 2.61%. The question is cost: what the efficiency ratio does to earnings when the margin compresses.

The efficiency ratioMA banks $3B to $10B · 30 June 2026 · lower is stronger, listed first
median 65.8% HI Hingham Institution for Savings 36.3% NB Northern Bank & Trust Co. 47.1% Uf Unibank for Savings 58.1% NB Needham Bank 59.3% TB Trunorth Bank 60.9% LB Leader Bank National Association 63.4% MS Middlesex Savings Bank 68.2% CC Cape Cod Five Cents Savings Bank 71.8% P Peoplesbank 72.0% IS Institution Savings Newburyport & 74.0% CS Cambridge Savings Bank 75.9% BC Bristol County Savings Bank 77.5%
Loans, year over yearMA banks $3B to $10B · 30 June 2026 · no better direction, largest first
median +3.5% NB Needham Bank +42.8% LB Leader Bank National Association +10.2% BC Bristol County Savings Bank +8.9% TB Trunorth Bank +7.5% MS Middlesex Savings Bank +6.4% NB Northern Bank & Trust Co. +3.8% P Peoplesbank +3.1% Uf Unibank for Savings +3.1% IS Institution Savings Newburyport & +2.6% CS Cambridge Savings Bank +0.9% HI Hingham Institution for Savings -0.7% CC Cape Cod Five Cents Savings Bank -5.1%

SBA 7(a), FY2008 to FY2026

Bristol County Savings Bank is the 5th largest 7(a) lender into Rhode Island of 135, with $71M across 287 loans, 5.6% of everything approved in the state (Beacon Bank and Trust leads with $153M). 6 of its 18 markets have had no approvals since before FY2023: an absence in the record, not a stated withdrawal.

Where it lends in Rhode Island, and where it has gone quietshare movement, FY2023 to FY2025 against FY2020 to FY2022; outlined counties are on the book
Gaining shareLosing shareFlatGone quiet: nothing since FY2023Too thin to read a directionNo record
Every market on the book, largest firstrank and share among every lender in the county, FY2008 to FY2026
CountyApprovedRankShareTrend
Providence, RI$56M4th of 998.5%+2.5 pts
Bristol, MA$40M2nd of 1128.4%-1.4 pts
Norfolk, MA$9M22nd of 1451.1%-1.7 pts
Washington, RI$6M7th of 543.6%thin
Plymouth, MA$6M21st of 1071.1%-0.5 pts
Kent, RI$6M15th of 642.1%-0.8 pts
New London, CT$5M10th of 613.3%quiet FY2017
Worcester, MA$3M54th of 1400.4%+0.0 pts
Newport, RI$2M17th of 481.7%thin
Middlesex, MA$2M98th of 1900.1%thin
Windham, CT$2M13th of 453.0%quiet FY2011
Bristol, RI$2M13th of 412.6%thin
Barnstable, MA$1M35th of 840.5%quiet FY2009
5 smaller markets not shown.
What it lends to: the five largest industries on the bookshare of book is concentration; share of sector and rank are position, among every 7(a) lender nationally
IndustryLoansApprovedShare of bookShare of sectorRank
Manufacturing64$37M25.7%0.09%193rd of 2,246
Accommodation & food services61$20M13.9%0.03%388th of 2,596
Retail trade86$19M13.6%0.03%316th of 2,589
Construction82$11M8.0%0.04%338th of 2,063
Wholesale trade30$11M7.6%0.04%280th of 1,651
7(a) lenders into Rhode Island, share of approvals since FY2008135 lenders on record; the ten largest and Bristol County Savings Bank
BB Beacon Bank and Trust 12.0% $153M · 970 loans EB Eastern Bank 11.6% $149M · 777 loans CB Citizens Bank, National Associati… 7.6% $97M · 545 loans WB Webster Bank National Association 7.2% $93M · 257 loans BC Bristol County Savings Bank 5.6% $71M · 287 loans NS Newtek Small Business Finance, In… 5.1% $66M · 72 loans IB Independence Bank 3.6% $46M · 134 loans NC Navigant CU 3.1% $39M · 216 loans B Banknewport 3.0% $38M · 371 loans LO Live Oak Banking Company 2.9% $37M · 41 loans

Commercial real estate against capital

Commercial real estate concentrationthe 2006 interagency screens against total risk-based capital; owner-occupied excluded; bold marks a screen met
Bristol County Savings BankRankCohort median
Total CRE against capital, the 300% screen169%4th of 12212%
Construction against capital, the 100% screen24%4th of 1226%
Construction and land development, share of loans4.2%7th of 124.2%
Non-owner-occupied nonfarm nonresidential, share of loans17.7%6th of 1218.3%
Total CRE, the guidance definition, share of loans30.2%4th of 1233.5%
CRE growth over 36 months, the third prong+31.0%9th of 12+7.5%

Among its peers

Where it sits among its peersnavy: the stronger half of each column; amber: the weaker; darker at the ends
InstitutionAssetsROAEfficiencyNPA / loansNet charge-offsAllowance / loansLoans / depositsEquity / assets
Needham Bank$7.42B1.0%59.3%0.43%0.45%1.3%102.6%10.9%
Cambridge Savings Bank$6.98B0.4%75.9%1.26%0.09%1.0%108.8%10.2%
Middlesex Savings Bank$6.15B0.7%68.2%0.33%0.01%0.9%73.2%13.1%
Cape Cod Five Cents Savings Bank$5.62B0.7%71.8%0.47%0.02%0.5%95.7%10.6%
Institution Savings Newburyport &$5.56B1.1%74.0%0.04%0.00%0.3%126.5%12.5%
Leader Bank National Association$5.28B0.9%63.4%0.03%0.00%1.0%102.9%10.5%
Peoplesbank$4.62B0.4%72.0%0.57%0.21%0.6%100.3%8.9%
Hingham Institution for Savings$4.56B1.2%36.3%0.78%0.00%0.8%150.5%11.1%
Northern Bank & Trust Co.$3.38B1.9%47.1%2.07%0.07%2.2%102.9%14.1%
Trunorth Bank$3.32B1.0%60.9%0.58%0.12%0.5%92.7%14.7%
Bristol County Savings Bank$3.26B0.6%77.5%0.60%0.06%0.9%103.5%14.4%
Unibank for Savings$3.11B1.0%58.1%0.62%0.01%1.4%83.6%7.6%
Five years, 2021 to 2026same quarter, five years apart; dollars as growth, ratios in points
Bristol County Savings BankCohort median
20212026Change20212026Change
Loans$2.06B$2.73B+33%$2.29B$3.86B+69%
Deposits$2.47B$2.64B+7%$2.46B$3.44B+40%
NPA / loans0.15%0.60%+0.45 pts0.45%0.57%+0.13 pts
Efficiency64.5%77.5%+13.0 pts62.2%65.8%+3.6 pts
ROA2.61%0.62%-1.99 pts1.12%0.92%-0.20 pts

This read was prepared for Bristol County Savings Bank's board and management from the public record, and is one slice of what Lynx builds for any bank from its own filing: the peer cohort, the capital, liquidity and rate models with the assumptions the institution sets, and a summary report of twenty sections for the board.

The full pack on Bristol County Savings Bank is prepared on request, and thirty days on the institution's own numbers are open to anyone at the bank.

Ask for the pack

Prepared 7 September 2026
Filing 30 June 2026
Cohort MA banks $3B to $10B
Institution www.bristolcountysavings.com

Public record only: FFIEC Call Report, 30 June 2026; FDIC data; cohort by state and asset band; SBA 7(a) FOIA release as of the 2026 file, loans credited to the institution holding them today. Computed from the institution's own Call Report and its peers' as published; no estimate, no adjustment; not a rating, not an audited statement and not a supervisory judgement.

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