credit union · NCUA 15327 · TX
How big is SOUTHWEST FINANCIAL?
SOUTHWEST FINANCIAL (TX, NCUA charter 15327) reported total assets of $85.3M, 7,315 members and a net worth ratio of 15.20% in its Call Report for 2026Q2. That ranks 1956 of 4,299 federally insured credit unions by assets, 136 of 573 among credit unions with $50m-$100m in assets, 157 of 380 credit unions in texas.
What stands out
SOUTHWEST FINANCIAL (TX, NCUA charter 15327) reported total assets of $85.3M, 7,315 members and a net worth ratio of 15.20% in its Call Report for 2026Q2. That ranks 1956 of 4,299 federally insured credit unions by assets, 136 of 573 among credit unions with $50m-$100m in assets, 157 of 380 credit unions in texas. Against its size class: net worth ratio 15.20%, above the peer median of 12.95%; loan-to-share ratio 103.09%, above the peer median of 60.93%; return on assets 0.48%, below the peer median of 0.73%. At 15.20% its net worth ratio is above the 7% NCUA threshold, which puts it in the "well capitalised" band of prompt corrective action; the regulator applies further tests, this page does not.
Key figures, 2026Q2
As filed with the NCUA; ratios computed by FACTANKER. Peer medians are percentile_cont over the group in the same quarter.
| Measure | 2026Q2 | Median, size class | Median, state | Median, all | Evidence |
|---|---|---|---|---|---|
| Total assets | $85.3M | $72.1M | $49.9M | $68.3M | record → |
| Shares and deposits | $71.3M | $61.4M | $40.8M | $58.3M | record → |
| Loans outstanding | $73.5M | $37.6M | $24.4M | $34.4M | record → |
| Net income (year to date) | $205.7k | $269.0k | $141.6k | $222.2k | record → |
| Net worth | $13.0M | $9.2M | $7.4M | $9.0M | record → |
| Net worth ratio | 15.20% | 12.95% | 13.62% | 12.65% | record → |
| Loan-to-share ratio | 103.09% | 60.93% | 70.24% | 68.70% | computed |
| Return on assets | 0.48% | 0.73% | 0.59% | 0.71% | computed |
| Members | 7,315 | 5,030 | 4,156 | 4,818 | record → |
Quarter by quarter
45 Call Reports on record, 2015Q2–2026Q2; the 40 most recent shown.
| Quarter | Total assets | Shares | Loans | Net income YTD | Net worth ratio | Members | Rank |
|---|---|---|---|---|---|---|---|
| 2026Q2 | $85.3M | $71.3M | $73.5M | $205.7k | 15.20% | 7,315 | 1956 |
| 2026Q1 | $88.9M | $75.0M | $73.2M | $69.7k | 14.44% | 7,438 | 1939 |
| 2025Q4 | $86.5M | $72.9M | $73.8M | $320.4k | 14.74% | 7,573 | 1950 |
| 2025Q3 | $85.7M | $72.6M | $74.2M | $76.8k | 14.60% | 7,765 | 1958 |
| 2025Q2 | $82.8M | $69.7M | $72.9M | $-60.7k | 14.95% | 7,906 | 1997 |
| 2025Q1 | $85.3M | $71.9M | $72.8M | $9.1k | 14.59% | 8,110 | 1974 |
| 2024Q4 | $83.0M | $69.6M | $72.7M | $-515.2k | 14.98% | 8,278 | 1986 |
| 2024Q3 | $83.1M | $69.5M | $72.5M | $-385.2k | 15.12% | 8,444 | 1987 |
| 2024Q2 | $83.5M | $69.4M | $71.4M | $-457.0k | 14.97% | 8,511 | 1986 |
| 2024Q1 | $84.9M | $70.9M | $69.7M | $-418.9k | 14.76% | 8,725 | 1982 |
| 2023Q4 | $82.6M | $68.3M | $69.9M | $18.2k | 15.69% | 8,810 | 2003 |
| 2023Q3 | $82.2M | $67.4M | $68.6M | $461.0k | 16.29% | 8,856 | 2017 |
| 2023Q2 | $78.2M | $63.7M | $66.3M | $317.4k | 16.94% | 8,893 | 2065 |
| 2023Q1 | $80.3M | $65.6M | $64.6M | $71.3k | 16.18% | 9,100 | 2058 |
| 2022Q4 | $80.1M | $65.9M | $64.1M | $471.9k | 16.14% | 9,160 | 2058 |
| 2022Q3 | $81.3M | $66.7M | $62.9M | $777.6k | 16.28% | 9,256 | 2058 |
| 2022Q2 | $74.9M | $60.7M | $61.2M | $349.5k | 17.11% | 9,345 | 2140 |
| 2022Q1 | $77.5M | $63.5M | $59.2M | $234.2k | 16.38% | 9,574 | 2112 |
| 2021Q4 | $74.3M | $60.8M | $58.5M | $1.1M | 16.76% | 9,625 | 2136 |
| 2021Q3 | $74.8M | $60.6M | $57.1M | $1.5M | 17.23% | 9,868 | 2119 |
| 2021Q2 | $74.7M | $61.2M | $55.8M | $885.8k | 16.38% | 9,902 | 2109 |
| 2021Q1 | $76.1M | $63.1M | $54.6M | $300.6k | 15.30% | 10,014 | 2087 |
| 2020Q4 | $72.7M | $60.4M | $54.8M | $39.4k | 15.60% | 10,042 | 2084 |
| 2020Q3 | $74.6M | $61.7M | $53.4M | $544.7k | 15.88% | 10,100 | 2031 |
| 2020Q2 | $76.2M | $63.4M | $53.7M | $327.2k | 15.26% | 10,216 | 1992 |
| 2020Q1 | $70.8M | $58.5M | $54.0M | $247.2k | 16.32% | 10,243 | 2001 |
| 2019Q4 | $61.5M | $49.4M | $53.2M | $590.6k | 18.39% | 10,333 | 2118 |
| 2019Q3 | $62.7M | $50.2M | $53.9M | $967.3k | 18.63% | 10,334 | 2092 |
| 2019Q2 | $63.7M | $51.4M | $53.2M | $556.7k | 17.71% | 10,387 | 2080 |
| 2019Q1 | $66.6M | $54.6M | $53.2M | $127.3k | 16.28% | 10,379 | 2038 |
| 2018Q4 | $63.2M | $51.4M | $53.1M | $418.7k | 16.95% | 10,433 | 2063 |
| 2018Q3 | $60.6M | $48.6M | $51.3M | $857.9k | 18.40% | 10,431 | 2125 |
| 2018Q2 | $62.5M | $50.3M | $50.4M | $522.5k | 17.30% | 10,431 | 2099 |
| 2018Q1 | $63.3M | $51.6M | $50.1M | $211.2k | 16.61% | 10,608 | 2086 |
| 2017Q4 | $62.1M | $50.8M | $50.3M | $376.5k | 16.58% | 10,735 | 2077 |
| 2017Q3 | $62.5M | $50.7M | $50.3M | $438.7k | 16.56% | 10,721 | 2087 |
| 2017Q2 | $62.6M | $50.9M | $50.8M | $221.6k | 16.19% | 10,708 | 2095 |
| 2017Q1 | $62.7M | $51.3M | $50.4M | $91.2k | 15.97% | 10,654 | 2102 |
| 2016Q4 | $58.0M | $47.2M | $49.4M | $185.4k | 17.09% | 10,597 | 2159 |
| 2016Q3 | $58.5M | $46.8M | $48.0M | $354.7k | 17.25% | 10,565 | 2152 |
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