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

Cornerstone Bank

Spencer, Massachusetts · $2.57B in assets · beside the 11 other Massachusetts banks between $1B and $3B

The filing

+38.0%
Loans, year over year
1st of 12, largest first
83.5%
Efficiency
11th of 12
8.8%
Equity / assets
10th of 12

Cornerstone Bank is the fifth largest of the 12 Massachusetts banks nearest its size between $1B and $3B, with $2.57B in assets at 30 June 2026. Loans are 99.8% of deposits, 9th of 12 against a median of 93.1%, and equity is 8.8% of assets, 10th of 12. Loans grew +38.0% in the year, the fastest in the cohort, and deposits grew 45.2%; the cohort's median loan growth is +4.0%.

Noncurrent loans are 0.35% of the book, 3rd of 12 against a median of 0.74%; 0.07% is 30 to 89 days past due, and the allowance covers them 1.3 times. Commercial real estate is 30.9% of loans, 4th of 12 against a median of 36.6%, and 260% of capital, below the 300% screen, with construction at 14% against the 100% screen. CRE has grown +58.8% over 36 months, past the guidance's 50% prong.

Return on assets is 0.59%, 8th of 12 against a median of 0.71%, on an efficiency ratio of 83.5%, 11th of 12. Five years ago it was 0.61%. The question is whether the new lending seasons as cleanly as the book it joined, and what funded it.

The efficiency ratioMA banks $1B to $3B · 30 June 2026 · lower is stronger, listed first
median 69.8% LF Lowell Five Cent Savings Bank 61.7% AB Avidia Bank 65.3% WB Westfield Bank 68.2% FB Florence Bank 68.3% SS South Shore Bank 69.1% B Bankesb 69.6% CB Country Bank for Savings 70.0% DI Dedham Institution for Savings 73.2% VB Village Bank 75.9% FR Fall River Five Cents Savings Bank 83.5% CB Cornerstone Bank 83.5% BB Baycoast Bank 84.8%
Loans, year over yearMA banks $1B to $3B · 30 June 2026 · no better direction, largest first
median +4.0% CB Cornerstone Bank +38.0% LF Lowell Five Cent Savings Bank +9.0% SS South Shore Bank +7.7% FB Florence Bank +6.6% WB Westfield Bank +4.8% CB Country Bank for Savings +4.6% VB Village Bank +3.4% DI Dedham Institution for Savings +2.5% AB Avidia Bank +0.5% FR Fall River Five Cents Savings Bank -2.0% BB Baycoast Bank -4.4% B Bankesb -6.2%

SBA 7(a), FY2008 to FY2026

Cornerstone Bank is the 35th largest 7(a) lender into Massachusetts of 309, with $37M across 229 loans, 0.6% of everything approved in the state (Eastern Bank leads with $778M). 14 of its 19 markets have had no approvals since before FY2023: an absence in the record, not a stated withdrawal.

Where it lends in Massachusetts, 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
Worcester, MA$26M7th of 1403.5%-1.9 pts
Middlesex, MA$7M40th of 1900.5%-0.4 pts
Sagadahoc, ME$1M11th of 303.8%quiet FY2019
Norfolk, MA$651K97th of 1450.1%thin
Plymouth, MA$650K68th of 1070.1%quiet FY2013
Kennebec, ME$632K22nd of 350.9%quiet FY2019
Hampshire, MA$576K33rd of 550.7%thin
Bristol, MA$568K68th of 1120.1%quiet FY2019
Androscoggin, ME$480K21st of 370.6%quiet FY2018
Hillsborough, NH$400K82nd of 1170.1%quiet FY2018
Barnstable, MA$380K60th of 840.1%quiet FY2015
Providence, RI$350K79th of 990.1%quiet FY2019
Essex, MA$325K104th of 1290.0%quiet FY2017
6 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
Retail trade53$15M38.1%0.03%369th of 2,589
Wholesale trade11$4M11.1%0.02%479th of 1,651
Manufacturing15$3M7.9%0.01%882nd of 2,246
Administrative & waste services26$3M7.1%0.02%456th of 1,763
Accommodation & food services26$3M7.1%0.00%1073rd of 2,596
7(a) lenders into Massachusetts, share of approvals since FY2008309 lenders on record; the ten largest and Cornerstone Bank
EB Eastern Bank 12.2% $778M · 8,606 loans LO Live Oak Banking Company 6.9% $442M · 354 loans RT Rockland Trust Company 6.7% $426M · 1,996 loans TB TD Bank, National Association 4.6% $295M · 2,208 loans CB Citizens Bank, National Associati… 4.1% $261M · 1,649 loans BB Beacon Bank and Trust 3.8% $246M · 1,377 loans WB Webster Bank National Association 3.1% $202M · 579 loans SF Salem Five Cents Savings Bank 2.8% $179M · 667 loans Ma Manufacturers and Traders Trust C… 2.2% $142M · 794 loans LB Leader Bank, National Association 2.0% $126M · 675 loans CB Cornerstone Bank 0.6% $37M · 229 loans

Commercial real estate against capital

Commercial real estate concentrationthe 2006 interagency screens against total risk-based capital; Tier 1 stands in for the 2 CBLR filers; owner-occupied excluded; bold marks a screen met
Cornerstone BankRankCohort median
Total CRE against capital, the 300% screen260%6th of 12270%
Construction against capital, the 100% screen14%2nd of 1241%
Construction and land development, share of loans1.7%1st of 125.8%
Non-owner-occupied nonfarm nonresidential, share of loans22.9%7th of 1222.4%
Total CRE, the guidance definition, share of loans30.9%4th of 1236.6%
CRE growth over 36 months, the third prong+58.8%12th of 12+15.9%

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
Baycoast Bank$2.86B0.5%84.8%1.45%0.12%1.2%91.7%9.0%
Avidia Bank$2.77B1.0%65.3%0.75%-0.03%1.1%101.2%12.2%
Westfield Bank$2.73B0.7%68.2%0.35%0.17%0.9%91.3%9.3%
Dedham Institution for Savings$2.60B0.9%73.2%1.15%0.00%0.7%98.9%11.2%
Cornerstone Bank$2.57B0.6%83.5%0.35%0.04%0.4%99.8%8.8%
South Shore Bank$2.52B0.7%69.1%0.24%0.00%0.9%76.8%9.6%
Country Bank for Savings$2.24B0.8%70.0%1.14%0.00%1.0%101.6%14.2%
Village Bank$2.07B0.5%75.9%0.23%0.00%0.5%94.5%8.5%
Bankesb$2.02B0.5%69.6%1.67%0.08%1.2%91.2%9.7%
Florence Bank$2.01B0.7%68.3%0.46%0.01%0.7%71.5%10.7%
Lowell Five Cent Savings Bank$1.90B0.8%61.7%1.03%0.01%1.3%90.2%12.3%
Fall River Five Cents Savings Bank$1.86B0.4%83.5%0.73%-0.02%0.7%105.2%7.4%
Five years, 2021 to 2026same quarter, five years apart; dollars as growth, ratios in points
Cornerstone BankCohort median
20212026Change20212026Change
Loans$1.17B$1.93B+65%$1.18B$1.73B+46%
Deposits$1.15B$1.94B+68%$1.52B$1.87B+23%
NPA / loans0.58%0.35%-0.24 pts0.34%0.74%+0.40 pts
Efficiency75.3%83.5%+8.2 pts67.2%69.8%+2.6 pts
ROA0.61%0.59%-0.02 pts0.92%0.71%-0.21 pts

This read was prepared for Cornerstone 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 Cornerstone 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 $1B to $3B
Institution www.cornerstonebank.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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