Oak Financial, Inc. Financials, FR Y-9SP Data and Filings

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Bank Holding Company Wisconsin RSSD 2857598 FRS Est. 2000

Oak Financial, Inc. is a bank holding company based in Wisconsin with $486.4M 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: Oak Bank ($486.3M 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 Oak Bank.

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

Total consolidated assets: $486.4M
Total assets, parent only: $54.1M
Total equity, parent only: $54.1M
Net income, parent only (first half of 2026): $3.0M

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
Oak Bank	State Non-Member Bank	WI	$486.3M	100.0%	Held directly

Questions About Oak Financial, Inc.

What are Oak Financial, Inc.'s total assets?

Oak Financial, Inc. reported $486.4M 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 Oak Financial, Inc. own?

Oak Financial, Inc. owns 1 bank that files a call report: Oak Bank.

Who owns Oak Bank?

Oak Bank is owned by Oak Financial, Inc. The bank reported $486.3M in total assets on its latest call report.

Where can I find Oak Financial, Inc.'s FR Y-9SP?

Oak Financial, 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 2857598. 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

Oak Financial, Inc.

Holding Company WI RSSD 2857598

$486.4M
- Oak Bank
  
  State Non-Member Bank WI RSSD 2857600
  
  $486.3M

Direct Subsidiaries 1 active direct subsidiary

Entity	Type	State	Total Assets	Share of bank subsidiary assets
Oak Bank · 2857600	State Non-Member Bank	WI	$486.3M	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 2857598)