COLB targets sustained NIM above 4% in 2026 as fee growth, loan remix and deposit repricing offset muted loan growth risks.
HWBK posts stronger first-quarter 2026 profit on a wider NIM, helped by firmer asset yields and easing funding costs.
Banco Latinoamericano de Comercio Exterior remains a Buy, with undervaluation supported by robust loan and fee business growth despite competitive margin pressure. BLX's commercial portfolio grew 13% YoY to $12B, while fee and commission income rose 24% YoY, offsetting modest NIM compression. Management guides for 13–15% commercial portfolio growth and NIM around 2.3%, with ROE expected at 14–15% and capital ratios trending toward 15–16%.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 24,645 | $232,150 | $213,179.25 | -$18,970.75 | -8.17% |
| WGS Wilson G. Saville BARRETT & COMPANY Inc. | 6,000 | $54,360 | $53,460 | -$900 | -1.66% |
| CGP Corey G. Prestidge Hilltop Holdings Inc. | 28,837 | $282,273.25 | $256,937.67 | -$25,335.58 | -8.98% |
| RAS Robert A. Saperstein Guggenheim Capital LLC | 305,270 | $2.84M | $2.72M | -$115,399.25 | -4.07% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 49,884 | $473,230.99 | $441,223.98 | -$32,007.01 | -6.76% |