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 (%) |
|---|---|---|---|---|---|
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 48,668 | $461,764.11 | $459,484.32 | -$2,279.79 | -0.49% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 272,447 | $2.51M | $2.57M | $64,560.46 | 2.57% |
Matthew Riley Hickory Point Bank & Trust | 26,500 | $230,815 | $249,365 | $18,550 | 8.04% |
| BST Blake Schutter Theil Wealth Advisors LLC Blake Schutter Theil Wealth Advisors LLC | 200,058 | $1.86M | $1.9M | $42,355.12 | 2.28% |
Heather Scully NWF Advisory Services Inc. | 12,500 | $115,750 | $116,875 | $1,125 | 0.97% |