Summerfield Financial Services, LLC Financials, FR Y-9SP Data and Filings
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Summerfield Financial Services, LLC is a bank holding company based in Nebraska with $257.4M 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: Western National Bank ($257.4M in assets). It files with the SEC under CIK 1446870: 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 Western National Bank.
Key Financials FR Y-9SP, as of June 30, 2026
- Total consolidated assets
- $257.4M
- Total assets, parent only
- $24.3M
- Total equity, parent only
- $18.7M
- Net income, parent only (first half of 2026)
- $1.8M
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 |
|---|---|---|---|---|---|
| Western National Bank | National Bank | NE | $257.4M | 100.0% | Held directly |
Questions About Summerfield Financial Services, LLC
What are Summerfield Financial Services, LLC's total assets?
Summerfield Financial Services, LLC reported $257.4M 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 Summerfield Financial Services, LLC own?
Summerfield Financial Services, LLC owns 1 bank that files a call report: Western National Bank.
Who owns Western National Bank?
Western National Bank is owned by Summerfield Financial Services, LLC. The bank reported $257.4M in total assets on its latest call report.
Where can I find Summerfield Financial Services, LLC's FR Y-9SP?
Summerfield Financial Services, LLC 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 3822632. This page summarizes the FR Y-9SP for Q2 2026.
Does Summerfield Financial Services, LLC file with the SEC?
Yes. Summerfield Financial Services, LLC files with the SEC under Central Index Key (CIK) 1446870.
Filing Details fiscal year and SEC registration
- Fiscal year end
- December 31
- Ticker
- —
- SEC CIK
- 1446870
- SEC filings
- —
Organization Map select + to expand a subsidiary's own holdings
- Summerfield Financial Services, LLCHolding Company NE RSSD 3822632$257.4M
- National Bank NE RSSD 199351$257.4M
-
Direct Subsidiaries 1 active direct subsidiary
| Entity | Type | State | Total Assets | Share of bank subsidiary assets |
|---|---|---|---|---|
| Western National Bank · 199351 | National Bank | NE | $257.4M | 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 3822632)