Overton Financial Services, Inc. Financials, FR Y-9SP Data and Filings
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Overton Financial Services, Inc. is a bank holding company based in Tennessee with $94.6M 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: Union Bank & Trust Company ($98.1M 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 Union Bank & Trust Company.
Key Financials FR Y-9SP, as of June 30, 2026
- Total consolidated assets
- $94.6M
- Total assets, parent only
- $15.9M
- Total equity, parent only
- $15.9M
- Net income, parent only (first half of 2026)
- $976K
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 |
|---|---|---|---|---|---|
| Union Bank & Trust Company | State Non-Member Bank | TN | $98.1M | 100.0% | Held directly |
Questions About Overton Financial Services, Inc.
What are Overton Financial Services, Inc.'s total assets?
Overton Financial Services, Inc. reported $94.6M 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 Overton Financial Services, Inc. own?
Overton Financial Services, Inc. owns 1 bank that files a call report: Union Bank & Trust Company.
Who owns Union Bank & Trust Company?
Union Bank & Trust Company is owned by Overton Financial Services, Inc. The bank reported $98.1M in total assets on its latest call report.
Where can I find Overton Financial Services, Inc.'s FR Y-9SP?
Overton Financial Services, 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 2854092. 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
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Organization Map select + to expand a subsidiary's own holdings
- Overton Financial Services, Inc.Holding Company TN RSSD 2854092$94.6M
- State Non-Member Bank TN RSSD 80431$98.1M
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Direct Subsidiaries 1 active direct subsidiary
| Entity | Type | State | Total Assets | Share of bank subsidiary assets |
|---|---|---|---|---|
| Union Bank & Trust Company · 80431 | State Non-Member Bank | TN | $98.1M | 100.0% |
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 2854092)