Heritage Bancshares Group, Inc. Financials, FR Y-9SP Data and Filings

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Bank Holding Company Minnesota RSSD 2144739 FRS Est. 1993

Part of:

Heritage Bancshares Group, Inc. is a bank holding company based in Minnesota with $361.6M in total consolidated assets as of June 30, 2026, on the consolidated assets memorandum line of its FR Y-9SP, a parent-company-only report. It owns 1 bank that files a call report: Heritage Bank, N.A. ($361.1M in assets).

Holding companies with less than $3 billion in assets file the semiannual FR Y-9SP rather than the quarterly FR Y-9C. The FR Y-9SP reports the parent company on its own, apart from one consolidated assets line, so deposits, loans, capital ratios and quarterly earnings sit in the bank's call report: see Heritage Bank, N.A..

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

Total consolidated assets: $361.6M
Total assets, parent only: $39.0M
Total equity, parent only: $15.5M
Net income, parent only (first half of 2026): -$225K

Source: FR Y-9SP for June 30, 2026. Total consolidated assets covers the company and every subsidiary (Memoranda item 1, BHSP8519). The parent-only lines count the holding company itself, which carries its banks as an investment, and its net income is year to date. 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
Heritage Bank, N.A.	National Bank	MN	$361.1M	100.0%	Held directly

Questions About Heritage Bancshares Group, Inc.

What are Heritage Bancshares Group, Inc.'s total assets?

Heritage Bancshares Group, Inc. reported $361.6M in total consolidated assets as of June 30, 2026, the figure it entered on the consolidated assets memorandum line of its FR Y-9SP filing with the Federal Reserve. The FR Y-9SP is a parent-company-only report that carries no consolidated balance sheet, and holding companies with less than $3 billion in assets file it semiannually instead of the quarterly FR Y-9C.

How many banks does Heritage Bancshares Group, Inc. own?

Heritage Bancshares Group, Inc. owns 1 bank that files a call report: Heritage Bank, N.A.

Who owns Heritage Bank, N.A.?

Heritage Bank, N.A. is owned by Heritage Bancshares Group, Inc. The bank reported $361.1M in total assets on its latest call report.

Where can I find Heritage Bancshares Group, Inc.'s FR Y-9SP?

Heritage Bancshares Group, Inc. files the FR Y-9SP with the Federal Reserve every six months, as of June 30 and December 31. The reports are public on the FFIEC National Information Center under RSSD ID 2144739. This page summarizes the FR Y-9SP for Q2 2026.

Filing Details fiscal year and SEC registration

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

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

Holding company Reporting bank Nonbank subsidiary

Heritage Bancshares Group, Inc.

Holding Company MN RSSD 2144739

$361.6M
- Heritage Bank, N.A.
  
  National Bank MN RSSD 901358
  
  $361.1M
- Geiger Capital Trust II
  
  Nonbank Subsidiary MN RSSD 3230406
- Hbgi Statutory Trust III
  
  Nonbank Subsidiary MN RSSD 3403134

Direct Subsidiaries 3 active direct subsidiaries

Entity	Type	State	Total Assets	Share of bank subsidiary assets
Heritage Bank, N.A. · 901358	National Bank	MN	$361.1M	100.0%
Geiger Capital Trust II · 3230406	Nonbank Subsidiary	MN	—	—
Hbgi Statutory Trust III · 3403134	Nonbank Subsidiary	MN	—	—

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 2144739)