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Q2 2026 · read from the 30 June 2026 Call Report · United States · Mid-Atlantic · Pennsylvania, the state note

Somerset Trust Co.

Somerset, Pennsylvania · $2.47B in assets · beside the 11 other Pennsylvania banks between $1B and $3B

The filing

-1.0%
Loans, year over year
12th of 12, largest first
81.3%
Loans / deposits
2nd of 12
8.1%
Equity / assets
11th of 12

Somerset Trust Co. is the fifth largest of the 12 Pennsylvania banks nearest its size between $1B and $3B, with $2.47B in assets at 30 June 2026. Loans are 81.3% of deposits, 2nd of 12 against a median of 84.0%, and equity is 8.1% of assets, 11th of 12. Loans grew -1.0% in the year, the slowest in the cohort, and deposits fell 0.8%; the cohort's median loan growth is +9.9%.

Noncurrent loans are 1.49% of the book, 11th of 12 against a median of 0.67%; 0.63% is 30 to 89 days past due, and the allowance covers them 0.9 times. Net charge-offs are 0.12% of loans, 10th of 12. Commercial real estate is 31.9% of loans, 7th of 12 against a median of 29.1%, and 206% of capital, below the 300% screen, with construction at 53% against the 100% screen. CRE has grown +51.7% over 36 months, past the guidance's 50% prong.

Return on assets is 1.13%, 6th of 12 against a median of 1.13%, on an efficiency ratio of 66.3%, 10th of 12. Five years ago it was 0.84%. The question is which of these lines moves first over the next four quarters, and against which peer.

Loans as a share of depositsPA banks $1B to $3B · 30 June 2026 · lower is stronger, listed first
median 84.0% EB Embassy Bank Lehigh Valley 77.7% ST Somerset Trust Co. 81.3% FD Fidelity Deposit & Discount Bank 81.6% EN Ephrata National Bank 82.7% QB QNB Bank 82.9% FM Farmers & Merchants Trust Chamber 83.8% JB Journey Bank 84.2% NB Nextier Bank National Association 86.8% WB Wayne Bank 89.4% MB Meridian Bank 101.5% Bo Bank of Bird-in-hand 103.4% KB Kish Bank 117.3%
Loans, year over yearPA banks $1B to $3B · 30 June 2026 · no better direction, largest first
median +9.9% QB QNB Bank +40.8% WB Wayne Bank +26.9% Bo Bank of Bird-in-hand +15.5% KB Kish Bank +14.4% EN Ephrata National Bank +14.2% FD Fidelity Deposit & Discount Bank +13.7% FM Farmers & Merchants Trust Chamber +6.1% JB Journey Bank +4.1% MB Meridian Bank +3.7% EB Embassy Bank Lehigh Valley +3.0% NB Nextier Bank National Association +2.1% ST Somerset Trust Co. -1.0%

SBA 7(a), FY2008 to FY2026

Somerset Trust Co. is the 73rd largest 7(a) lender into Pennsylvania of 374, with $24M across 52 loans, 0.2% of everything approved in the state (The Huntington National Bank leads with $747M). 1 of its 13 markets have had no approvals since before FY2023: an absence in the record, not a stated withdrawal.

Where it lends in Pennsylvania, 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
Somerset, PA$10M3rd of 2317.1%-0.1 pts
Westmoreland, PA$5M12th of 741.6%thin
Cambria, PA$4M3rd of 2711.9%thin
Washington, MD$4M11th of 592.8%thin
Bedford, PA$3M6th of 188.2%thin
Allegheny, PA$2M73rd of 1400.1%-0.1 pts
Fayette, PA$897K17th of 441.6%-2.5 pts
Prince Georges, MD$315K120th of 1380.0%quiet FY2019
Butler, PA$293K46th of 590.1%thin
Fairfax, VA$200K155th of 1690.0%thin
Allegany, MD$108K23rd of 260.3%thin
Washington, PA$74K58th of 600.0%thin
Montgomery, MD$50K140th of 1440.0%thin
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
Accommodation & food services15$11M37.1%0.01%554th of 2,596
Wholesale trade2$5M17.7%0.02%449th of 1,651
Manufacturing9$5M16.0%0.01%732nd of 2,246
Retail trade7$2M7.6%0.00%1125th of 2,589
Health care & social assistance5$1M4.4%0.00%1064th of 2,172
7(a) lenders into Pennsylvania, share of approvals since FY2008374 lenders on record; the ten largest and Somerset Trust Co.
TH The Huntington National Bank 6.0% $747M · 3,723 loans WS Wilmington Savings Fund Society F… 5.3% $655M · 959 loans LO Live Oak Banking Company 4.9% $615M · 509 loans FB Fulton Bank, National Association 4.3% $533M · 636 loans BB Beacon Bank and Trust 4.2% $526M · 572 loans FC First Commonwealth Bank 4.0% $498M · 978 loans Ma Manufacturers and Traders Trust C… 3.6% $451M · 3,808 loans MB Meridian Bank 3.0% $373M · 416 loans TB TD Bank, National Association 2.8% $349M · 2,613 loans PB PNC Bank, National Association 2.6% $318M · 1,532 loans ST Somerset Trust Company 0.2% $24M · 52 loans

Commercial real estate against capital

Commercial real estate concentrationthe 2006 interagency screens against total risk-based capital; Tier 1 stands in for the 1 CBLR filer; owner-occupied excluded; bold marks a screen met
Somerset Trust Co.RankCohort median
Total CRE against capital, the 300% screen206%7th of 12204%
Construction against capital, the 100% screen53%8th of 1249%
Construction and land development, share of loans8.1%8th of 126.4%
Non-owner-occupied nonfarm nonresidential, share of loans19.5%9th of 1216.8%
Total CRE, the guidance definition, share of loans31.9%7th of 1229.1%
CRE growth over 36 months, the third prong+51.7%6th of 12+59.7%

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
Fidelity Deposit & Discount Bank$2.97B1.1%58.5%0.08%0.01%1.0%81.6%8.5%
Nextier Bank National Association$2.93B1.4%50.9%1.49%0.00%1.1%86.8%10.6%
Wayne Bank$2.91B1.0%63.9%1.21%0.17%1.1%89.4%9.3%
Meridian Bank$2.59B0.8%64.5%3.68%0.93%1.0%101.5%9.6%
Somerset Trust Co.$2.47B1.1%66.3%1.49%0.12%1.3%81.3%8.1%
Ephrata National Bank$2.39B1.0%71.4%0.54%0.04%1.1%82.7%9.4%
QNB Bank$2.37B0.7%71.5%0.61%0.00%0.7%82.9%8.8%
Farmers & Merchants Trust Chamber$2.34B1.2%60.1%1.10%0.07%1.4%83.8%8.3%
Kish Bank$2.08B1.2%61.3%0.57%0.03%0.7%117.3%8.4%
Bank of Bird-in-hand$1.91B1.2%52.6%0.19%0.00%0.6%103.4%9.6%
Embassy Bank Lehigh Valley$1.86B0.9%59.0%0.05%0.00%0.9%77.7%6.9%
Journey Bank$1.67B1.7%51.7%0.74%0.03%0.8%84.2%11.6%
Five years, 2021 to 2026same quarter, five years apart; dollars as growth, ratios in points
Somerset Trust Co.Cohort median
20212026Change20212026Change
Loans$1.18B$1.62B+37%$1.07B$1.73B+62%
Deposits$1.49B$2.00B+34%$1.39B$2.01B+44%
NPA / loans0.86%1.49%+0.63 pts0.43%0.67%+0.24 pts
Efficiency73.4%66.3%-7.1 pts61.1%60.7%-0.4 pts
ROA0.84%1.13%+0.29 pts1.05%1.13%+0.09 pts

This read was prepared for Somerset Trust Co.'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 Somerset Trust Co. 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 PA banks $1B to $3B
Institution somersettrust.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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