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

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Bank Holding Company North Carolina RSSD 3587427 FRS Est. 2007

Oak Ridge Financial Services, Inc. is a bank holding company based in North Carolina with $660.6M 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: Bank of Oak Ridge ($658.1M in assets). It files with the SEC under CIK 1398006: see its filings on EDGAR.

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 Bank of Oak Ridge.

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

Total consolidated assets: $660.6M
Total assets, parent only: $88.7M
Total equity, parent only: $74.3M
Net income, parent only (first half of 2026): $3.6M

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
Bank of Oak Ridge	State Member Bank	NC	$658.1M	100.0%	Held directly

Questions About Oak Ridge Financial Services, Inc.

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

Oak Ridge Financial Services, Inc. reported $660.6M 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 Oak Ridge Financial Services, Inc. own?

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

Who owns Bank of Oak Ridge?

Bank of Oak Ridge is owned by Oak Ridge Financial Services, Inc. The bank reported $658.1M in total assets on its latest call report.

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

Oak Ridge 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 3587427. This page summarizes the FR Y-9SP for Q2 2026.

Does Oak Ridge Financial Services, Inc. file with the SEC?

Yes. Oak Ridge Financial Services, Inc. files with the SEC under Central Index Key (CIK) 1398006.

Filing Details fiscal year and SEC registration

Fiscal year end: December 31
Ticker: —
SEC CIK: 1398006
SEC filings: —

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

Holding company Reporting bank Nonbank subsidiary

Oak Ridge Financial Services, Inc.

Holding Company NC RSSD 3587427

$660.6M
- Bank of Oak Ridge
  
  State Member Bank NC RSSD 2903123
  
  $658.1M
- Oak Ridge Statutory Trust I
  
  Nonbank Subsidiary CT RSSD 3659276

Direct Subsidiaries 2 active direct subsidiaries

Entity	Type	State	Total Assets	Share of bank subsidiary assets
Bank of Oak Ridge · 2903123	State Member Bank	NC	$658.1M	100.0%
Oak Ridge Statutory Trust I · 3659276	Nonbank Subsidiary	CT	—	—

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 3587427)