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Charlesbridge, MHC Financials, FR Y-9C Data and Filings

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Bank Holding Company Massachusetts RSSD 5164989 FRS Est. 2018

Charlesbridge, MHC is a bank holding company based in Massachusetts with $5.05B in total consolidated assets as of June 30, 2026, according to its FR Y-9C filing with the Federal Reserve. It owns 2 banks that file a call report, the largest being Dedham Institution for Savings ($2.60B in assets as of June 30, 2026).

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

Total assets
$5.05B
Total deposits
$4.21B
Total equity
$519.9M
Net income (Q2 2026)
$16.0M
ROA
1.27%
ROE
12.53%
Net interest margin
3.41%
CET1 ratio
11.93%
Total loans
$3.62B
Efficiency ratio
61.51%
Equity / assets
10.30%
Tier 1 leverage ratio
9.31%
Total capital ratio
12.76%
Employees (FTE)
457

Source: FR Y-9C for June 30, 2026, consolidated across the holding company's banks and nonbank subsidiaries. Net income is for Q2 2026 alone; ROA, ROE and net interest margin annualize that quarter, and the margin is tax-equivalent, on average earning assets. Deposits add domestic and foreign-office deposits (Schedule HC, item 13). Capital ratios are as filed on Schedule HC-R (CET1: BHCAP793). Bank-level figures in the tables below come from each bank's own call report.

Bank Subsidiaries 2 banks held directly or through another holding company

Bank Charter State Total assets, Q2 2026 call report Share of bank assets Held through
Dedham Institution for Savings State Savings Bank MA $2.60B 50.8% 1831 Bancorp Inc
South Shore Bank State Member Bank MA $2.52B 49.2% 1831 Bancorp Inc

Watch Dedham Institution for Savings: get an email when it files its next call report. Free account, no card.

Questions About Charlesbridge, MHC

What are Charlesbridge, MHC's total assets?

Charlesbridge, MHC reported $5.05B in total consolidated assets as of June 30, 2026, according to its FR Y-9C filing with the Federal Reserve.

How many banks does Charlesbridge, MHC own?

Charlesbridge, MHC owns 2 banks that file a call report: Dedham Institution for Savings and South Shore Bank.

Who owns Dedham Institution for Savings?

Dedham Institution for Savings is owned by Charlesbridge, MHC, which holds it through 1831 Bancorp Inc. The bank reported $2.60B in total assets on its call report for June 30, 2026.

Where can I find Charlesbridge, MHC's FR Y-9C?

Charlesbridge, MHC files the FR Y-9C with the Federal Reserve every quarter. The reports are public on the FFIEC National Information Center under RSSD ID 5164989. This page summarizes the FR Y-9C 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
  • Charlesbridge, MHC
    Holding Company MA RSSD 5164989
    $5.05B
    • Nonbank Subsidiary MA RSSD 5164998
    • Charlesbridge Advisors, LLC
      Nonbank Subsidiary MA RSSD 6134206

Direct Subsidiaries 2 active direct subsidiaries

Entity Type State Total Assets Share of bank subsidiary assets
1831 Bancorp Inc · 5164998 Nonbank Subsidiary MA — —
Charlesbridge Advisors, LLC · 6134206 Nonbank Subsidiary MA — —

Regulator records: FFIEC NIC profile (RSSD 5164989)