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Q2 2026 · read from the 30 June 2026 Call Report · United States · Southeast · North Carolina, the state note

Southern Bank & Trust Co.

Mount Olive, North Carolina · $5.30B in assets · beside the 11 other the Southeast banks between $3B and $10B (the state alone holds too few in the band to rank)

The filing

8.2%
Equity / assets
12th of 12
0.12%
NPA / loans
1st of 12
8.7x
Coverage of noncurrent
1st of 12

Southern Bank & Trust Co. is the fourth largest of the 12 the Southeast banks nearest its size between $3B and $10B, with $5.30B in assets at 30 June 2026. Loans are 74.7% of deposits, 4th of 12 against a median of 90.1%, and equity is 8.2% of assets, the lowest in the cohort. Loans grew +8.4% in the year, 4th of 12, and deposits grew 7.8%; the cohort's median loan growth is +6.7%.

Noncurrent loans are 0.12% of the book, the lowest in the cohort against a median of 0.47%; 0.18% is 30 to 89 days past due, and the allowance covers them 8.7 times. Commercial real estate is 24.9% of loans, 6th of 12 against a median of 26.0%, and 158% of capital, below the 300% screen, with construction at 35% against the 100% screen.

Return on assets is 1.34%, 7th of 12 against a median of 1.40%, on an efficiency ratio of 52.6%, 4th of 12. Five years ago it was 1.57%. The question is which of these lines moves first over the next four quarters, and against which peer.

Nonperforming loans, share of loansSoutheast banks $3B to $10B · 30 June 2026 · lower is stronger, listed first
median 0.47% SB Southern Bank & Trust Co. 0.12% BB Bradesco Bank 0.15% SF Southern First Bank 0.28% CC Capital City Bank 0.40% FB Fidelity Bank 0.42% MC Metro City Bank 0.44% BU Banesco USA 0.49% CB Carter Bank & Trust 1.01% HB Hometrust Bank 1.40% PB Primis Bank 1.83% FF First Federal Bank 2.96% EB Emigrant Bank 4.77%
Loans, year over yearSoutheast banks $3B to $10B · 30 June 2026 · no better direction, largest first
median +6.7% MC Metro City Bank +26.6% BB Bradesco Bank +15.2% PB Primis Bank +13.6% SB Southern Bank & Trust Co. +8.4% BU Banesco USA +8.4% SF Southern First Bank +7.5% FB Fidelity Bank +5.9% FF First Federal Bank +4.6% CB Carter Bank & Trust -0.3% HB Hometrust Bank -2.6% EB Emigrant Bank -3.8% CC Capital City Bank -4.4%

SBA 7(a), FY2008 to FY2026

Southern Bank & Trust Co. is the 47th largest 7(a) lender into North Carolina of 326, with $53M across 327 loans, 0.5% of everything approved in the state (Live Oak Banking Company leads with $1.40B). 32 of its 44 markets have had no approvals since before FY2023: an absence in the record, not a stated withdrawal.

Where it lends in North Carolina, 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
Virginia Beach City, VA$7M15th of 1062.0%quiet FY2022
New Hanover, NC$6M20th of 961.4%+1.3 pts
Dare, NC$5M4th of 366.9%quiet FY2021
Nash, NC$5M8th of 444.7%thin
Chowan, NC$5M1st of 1049.2%quiet FY2020
Pitt, NC$4M14th of 612.5%-2.8 pts
Beaufort, NC$3M7th of 325.8%quiet FY2020
Hertford, NC$3M1st of 733.8%quiet FY2017
Sampson, NC$3M6th of 214.0%quiet FY2020
Wake, NC$2M85th of 1810.1%-0.2 pts
Chesapeake City, VA$2M21st of 761.1%thin
Bertie, NC$2M2nd of 818.0%quiet FY2020
Pasquotank, NC$2M6th of 325.6%quiet FY2019
31 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 trade63$10M15.4%0.02%483rd of 2,589
Health care & social assistance45$10M15.1%0.02%385th of 2,172
Accommodation & food services45$7M11.4%0.01%669th of 2,596
Other services39$6M9.6%0.02%466th of 2,248
Agriculture, forestry & fishing22$6M8.9%0.07%140th of 1,007
7(a) lenders into North Carolina, share of approvals since FY2008326 lenders on record; the ten largest and Southern Bank
LO Live Oak Banking Company 11.7% $1.40B · 1,090 loans FN First National Bank of Pennsylvan… 5.5% $656M · 942 loans TB Truist Bank 5.4% $645M · 1,934 loans WF Wells Fargo Bank National Associa… 5.0% $600M · 2,368 loans PB Pinnacle Bank 4.2% $508M · 541 loans G Gbank 4.1% $497M · 177 loans UC United Community Bank 2.8% $334M · 426 loans T Townebank 2.6% $309M · 326 loans TH The Huntington National Bank 2.4% $282M · 632 loans FB First Bank 2.2% $263M · 424 loans SB Southern Bank and Trust Company 0.4% $53M · 327 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
Southern BankRankCohort median
Total CRE against capital, the 300% screen158%6th of 12173%
Construction against capital, the 100% screen35%6th of 1235%
Construction and land development, share of loans5.5%6th of 125.5%
Non-owner-occupied nonfarm nonresidential, share of loans16.1%6th of 1216.7%
Total CRE, the guidance definition, share of loans24.9%6th of 1226.0%
CRE growth over 36 months, the third prong-2.0%5th of 12+4.5%

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
Bradesco Bank$6.10B1.0%59.3%0.15%0.00%1.0%91.3%9.9%
Banesco USA$5.98B1.5%53.9%0.49%0.10%0.9%76.7%10.5%
Emigrant Bank$5.68B0.6%79.9%4.77%0.68%2.0%95.1%21.4%
Southern Bank & Trust Co.$5.30B1.3%52.6%0.12%0.00%1.0%74.7%8.2%
Carter Bank & Trust$4.80B3.6%38.6%1.01%-0.83%1.5%89.0%11.3%
Southern First Bank$4.70B0.9%57.4%0.28%0.01%1.1%100.9%8.7%
Fidelity Bank$4.66B1.7%51.5%0.42%0.06%1.3%70.1%10.0%
First Federal Bank$4.49B1.2%66.7%2.96%0.11%0.8%41.7%10.4%
Metro City Bank$4.47B2.0%41.0%0.44%0.01%0.7%112.3%11.5%
Capital City Bank$4.45B1.5%64.8%0.40%0.12%1.2%66.4%11.9%
Hometrust Bank$4.44B1.6%60.0%1.40%0.20%1.1%103.6%13.2%
Primis Bank$4.34B1.0%68.0%1.83%0.37%1.2%107.0%11.0%
Five years, 2021 to 2026same quarter, five years apart; dollars as growth, ratios in points
Southern BankCohort median
20212026Change20212026Change
Loans$2.36B$3.60B+53%$2.19B$3.74B+71%
Deposits$3.69B$4.83B+31%$2.88B$4.09B+42%
NPA / loans0.41%0.12%-0.29 pts0.41%0.47%+0.06 pts
Efficiency59.4%52.6%-6.8 pts68.0%58.3%-9.7 pts
ROA1.57%1.34%-0.23 pts1.23%1.40%+0.17 pts

This read was prepared for Southern Bank & 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 Southern Bank & 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 Southeast banks $3B to $10B
Institution www.southernbank.com

Public record only: FFIEC Call Report, 30 June 2026; FDIC data; cohort by New England 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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