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Q2 2026 · read from the 30 June 2026 Call Report · United States · Great Lakes · Illinois, the state note

Lakeside Bank

Chicago, Illinois · $2.85B in assets · beside the 11 other Illinois banks between $1B and $3B

The filing

0.03%
NPA / loans
1st of 12
1.82%
ROA
1st of 12
36.9x
Coverage of noncurrent
1st of 12

Lakeside Bank is the largest of the 12 Illinois banks nearest its size between $1B and $3B, with $2.85B in assets at 30 June 2026. Loans are 94.6% of deposits, 10th of 12 against a median of 89.0%, and equity is 10.7% of assets, 2nd of 12. Loans grew +6.9% in the year, 6th of 12, and deposits grew 8.7%; the cohort's median loan growth is +6.3%.

Noncurrent loans are 0.03% of the book, the lowest in the cohort against a median of 0.37%; 0.27% is 30 to 89 days past due, and the allowance covers them 36.9 times. Commercial real estate is 72.5% of loans, 11th of 12 against a median of 32.1%, and 491% of capital, above the 300% screen, with construction at 137% against the 100% screen.

Return on assets is 1.82%, the highest in the cohort against a median of 1.43%, on an efficiency ratio of 52.8%, 6th of 12. Five years ago it was 1.64%. The question is what the concentration does under a commercial real estate stress, and how much of it is owner-occupied (owner-occupied nonresidential is 12.7% of loans).

Nonperforming loans, share of loansIL banks $1B to $3B · 30 June 2026 · lower is stronger, listed first
median 0.37% LB Lakeside Bank 0.03% MB Marquette Bank 0.10% SB Schaumburg Bank & Trust Co. N.A. 0.11% SB State Bank of the Lakes N.A. 0.18% AC American Commercial Bank & Trust N.A. 0.29% CL Crystal Lake Bank & Trust Co. N.A. 0.34% BB Beverly Bank & Trust Co. N.A. 0.40% FB FCB Banks 0.76% PN Peoples National Bank N A 0.84% FB First Bank Chicago 1.09% IN Inb National Association 1.10% RB Republic Bank of Chicago 1.27%
Loans, year over yearIL banks $1B to $3B · 30 June 2026 · no better direction, largest first
median +6.3% SB State Bank of the Lakes N.A. +14.2% AC American Commercial Bank & Trust N.A. +13.1% CL Crystal Lake Bank & Trust Co. N.A. +13.1% FB First Bank Chicago +11.5% PN Peoples National Bank N A +8.6% LB Lakeside Bank +6.9% FB FCB Banks +5.6% SB Schaumburg Bank & Trust Co. N.A. +2.2% BB Beverly Bank & Trust Co. N.A. +0.4% RB Republic Bank of Chicago -0.5% IN Inb National Association -1.7% MB Marquette Bank -1.8%

Commercial real estate against capital

Commercial real estate concentrationthe 2006 interagency screens against total risk-based capital; Tier 1 stands in for the 3 CBLR filers; owner-occupied excluded; bold marks a screen met
Lakeside BankRankCohort median
Total CRE against capital, the 300% screen491%11th of 12267%
Construction against capital, the 100% screen137%12th of 1241%
Construction and land development, share of loans20.2%12th of 125.4%
Non-owner-occupied nonfarm nonresidential, share of loans37.1%12th of 1213.6%
Total CRE, the guidance definition, share of loans72.5%11th of 1232.1%
CRE growth over 36 months, the third prong+20.5%7th of 12+14.8%
Commercial real estate against capital, the 300% screenIL banks $1B to $3B · 30 June 2026 · lower is stronger, listed first
median 267% SB State Bank of the Lakes N.A. 139% SB Schaumburg Bank & Trust Co. N.A. 160% CL Crystal Lake Bank & Trust Co. N.A. 185% BB Beverly Bank & Trust Co. N.A. 186% RB Republic Bank of Chicago 227% PN Peoples National Bank N A 260% AC American Commercial Bank & Trust N.A. 274% FB FCB Banks 289% FB First Bank Chicago 318% IN Inb National Association 349% LB Lakeside Bank 491% MB Marquette Bank 576%
CRE growth over 36 months, the guidance's third prongIL banks $1B to $3B · 30 June 2026 · lower is stronger, listed first
median +14.8% FB First Bank Chicago -4.5% IN Inb National Association -4.4% MB Marquette Bank -2.5% BB Beverly Bank & Trust Co. N.A. -2.0% RB Republic Bank of Chicago -1.4% PN Peoples National Bank N A +9.1% LB Lakeside Bank +20.5% FB FCB Banks +24.1% CL Crystal Lake Bank & Trust Co. N.A. +36.1% SB Schaumburg Bank & Trust Co. N.A. +36.7% AC American Commercial Bank & Trust N.A. +73.0% SB State Bank of the Lakes N.A. +89.0%

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
Lakeside Bank$2.85B1.8%52.8%0.03%-0.02%1.2%94.6%10.7%
State Bank of the Lakes N.A.$2.81B1.4%37.2%0.18%0.07%0.5%87.7%10.1%
Beverly Bank & Trust Co. N.A.$2.69B1.6%58.0%0.40%0.29%0.7%91.0%9.9%
Inb National Association$2.68B1.2%63.8%1.10%0.10%1.1%80.9%9.1%
FCB Banks$2.64B1.8%51.0%0.76%0.01%1.1%90.3%8.1%
Republic Bank of Chicago$2.61B1.3%61.5%1.27%0.02%1.2%74.1%12.3%
Schaumburg Bank & Trust Co. N.A.$2.56B1.7%34.5%0.11%0.04%0.5%84.3%9.3%
Crystal Lake Bank & Trust Co. N.A.$2.26B1.5%34.0%0.34%0.13%0.8%94.0%8.9%
First Bank Chicago$2.23B0.3%80.2%1.09%0.14%0.8%85.7%8.9%
Marquette Bank$2.09B0.7%74.2%0.10%0.04%1.0%80.6%9.1%
Peoples National Bank N A$2.08B1.5%62.1%0.84%0.23%1.2%99.8%8.6%
American Commercial Bank & Trust N.A.$2.07B1.3%50.9%0.29%0.02%1.5%95.2%9.1%
Five years, 2021 to 2026same quarter, five years apart; dollars as growth, ratios in points
Lakeside BankCohort median
20212026Change20212026Change
Loans$1.67B$2.33B+40%$1.23B$1.85B+50%
Deposits$1.84B$2.46B+33%$1.42B$2.24B+57%
NPA / loans0.89%0.03%-0.86 pts0.37%0.37%-0.00 pts
Efficiency51.0%52.8%+1.9 pts59.3%55.4%-3.9 pts
ROA1.64%1.82%+0.18 pts1.11%1.43%+0.33 pts

This read was prepared for Lakeside 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 Lakeside 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 IL banks $1B to $3B
Institution WWW.LAKESIDEBANK.COM

Public record only: FFIEC Call Report, 30 June 2026; FDIC data; cohort by state and asset band. 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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