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Woodforest Financial Group, Inc. Financials, FR Y-9C Data and Filings

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Bank Holding Company Texas RSSD 1137770 FRS Est. 1985

Part of:

Woodforest Financial Group, Inc. is a bank holding company based in Texas with $9.41B in total consolidated assets as of June 30, 2026, according to its FR Y-9C filing with the Federal Reserve. It owns 1 bank that files a call report: Woodforest National Bank ($8.98B in assets). It files with the SEC under CIK 1294171: see its filings on EDGAR.

Key Financials FR Y-9C, consolidated, as of June 30, 2026

Total assets
$9.41B
Total deposits
$8.13B
Total equity
$946.5M
Net income (Q2 2026)
$56.1M
ROA
2.36%
ROE
23.95%
Net interest margin
4.25%
CET1 ratio
12.67%
Total loans
$5.88B
Efficiency ratio
76.41%
Equity / assets
10.06%
Tier 1 leverage ratio
11.34%
Total capital ratio
14.84%
Employees (FTE)
4,337

Source: FR Y-9C for June 30, 2026, consolidated across the holding company's banks and nonbank subsidiaries. Net income is for Q2 2026 alone; ROA, ROE and net interest margin annualize that quarter, and the margin is tax-equivalent, on average earning assets. Deposits add domestic and foreign-office deposits (Schedule HC, item 13). Capital ratios are as filed on Schedule HC-R (CET1: BHCAP793). Bank-level figures in the tables below come from each bank's own call report.

Bank Subsidiaries 1 bank held directly or through another holding company

Bank Charter State Total assets (call report) Share of bank assets Held through
Woodforest National Bank National Bank TX $8.98B 100.0% Held directly

Questions About Woodforest Financial Group, Inc.

What are Woodforest Financial Group, Inc.'s total assets?

Woodforest Financial Group, Inc. reported $9.41B in total consolidated assets as of June 30, 2026, according to its FR Y-9C filing with the Federal Reserve.

How many banks does Woodforest Financial Group, Inc. own?

Woodforest Financial Group, Inc. owns 1 bank that files a call report: Woodforest National Bank.

Who owns Woodforest National Bank?

Woodforest National Bank is owned by Woodforest Financial Group, Inc. The bank reported $8.98B in total assets on its latest call report.

Where can I find Woodforest Financial Group, Inc.'s FR Y-9C?

Woodforest Financial Group, Inc. files the FR Y-9C with the Federal Reserve every quarter. The reports are public on the FFIEC National Information Center under RSSD ID 1137770. This page summarizes the FR Y-9C for Q2 2026.

Does Woodforest Financial Group, Inc. file with the SEC?

Yes. Woodforest Financial Group, Inc. files with the SEC under Central Index Key (CIK) 1294171.

Filing Details fiscal year and SEC registration

Fiscal year end
December 31
Ticker
—
SEC CIK
1294171
SEC filings
—

Organization Map select + to expand a subsidiary's own holdings

Holding company Reporting bank Nonbank subsidiary
  • Woodforest Financial Group, Inc.
    Holding Company TX RSSD 1137770
    $9.41B
    • Woodforest National Bank
      National Bank TX RSSD 412751
      $8.98B
    • Allivate Employee Ownership Fund GP, LLC
      Nonbank Subsidiary TX RSSD 6074405
    • Allivate Impact Capital LLC
      Nonbank Subsidiary TX RSSD 5783492
    • Woodforest Financial Services, Inc.
      Nonbank Subsidiary TX RSSD 2913001
    • Woodforest Leasing, Inc.
      Nonbank Subsidiary TX RSSD 3876877
    • Woodforest Statutory Trust IV
      Nonbank Subsidiary CT RSSD 3185980
    • Woodforest Statutory Trust IX
      Nonbank Subsidiary TX RSSD 3610361
    • Woodforest Statutory Trust V
      Nonbank Subsidiary TX RSSD 3253357
    • Woodforest Statutory Trust VI
      Nonbank Subsidiary TX RSSD 3385203
    • Woodforest Statutory Trust VII
      Nonbank Subsidiary TX RSSD 3463129
    • Woodforest Statutory Trust VIII
      Nonbank Subsidiary TX RSSD 3463138

Direct Subsidiaries 11 active direct subsidiaries

Entity Type State Total Assets Share of bank subsidiary assets
Woodforest National Bank · 412751 National Bank TX $8.98B 100.0%
Allivate Employee Ownership Fund GP, LLC · 6074405 Nonbank Subsidiary TX — —
Allivate Impact Capital LLC · 5783492 Nonbank Subsidiary TX — —
Woodforest Financial Services, Inc. · 2913001 Nonbank Subsidiary TX — —
Woodforest Leasing, Inc. · 3876877 Nonbank Subsidiary TX — —
Woodforest Statutory Trust IV · 3185980 Nonbank Subsidiary CT — —
Woodforest Statutory Trust IX · 3610361 Nonbank Subsidiary TX — —
Woodforest Statutory Trust V · 3253357 Nonbank Subsidiary TX — —
Woodforest Statutory Trust VI · 3385203 Nonbank Subsidiary TX — —
Woodforest Statutory Trust VII · 3463129 Nonbank Subsidiary TX — —
Woodforest Statutory Trust VIII · 3463138 Nonbank Subsidiary TX — —

Share of bank subsidiary assets divides each bank's total assets by the combined assets of the bank subsidiaries listed. Nonbank subsidiaries are not counted.

Regulator records: FFIEC NIC profile (RSSD 1137770)