Slide 1: Loan Portfolio Disclosures as of June 30, 2026
1 Loan Portfolio Disclosures AS OF JUNE 30, 2026 Exhibit 99.2
Slide 2: Q2 2026 Loan Portfolio Disclosures: Composition and Allowance
2 Portfolio Segment Outstanding Classified Allowance Commercial (incl. Leases) $1,451 $43 1.14% Commercial Real Estate Investor $1,159 $11 1.66% Commercial Real Estate Owner Occ. $668 $59 0.68% Construction $154 $13 0.73% Residential Real Estate $308 $3 0.67% Multifamily $363 $1 0.41% HELOC $239 $2
Slide 3: Criticized Loans and OREO and Repossessed Assets
3 Criticized Loans (in millions) 0.00% 1.00% 2.00% 3.00% 4.00% 5.00% 6.00% 7.00% 8.00% $- $50 $100 $150 $200 $250 $300 $350 9/30/22 12/31/22 3/31/23 6/30/23 9/30/23 12/31/23 3/31/24 6/30/24 9/30/24 12/31/24 3/31/25 6/30/25 9/30/25 12/31/25 3/31/26 3/31/26 Office CRE Healthcare Other Criticized Loans
Slide 4: Participation / Syndication Portfolio Mix and Exposure
4 Participation / Syndication Portfolio Mix (in millions) Participation / Syndication Portfolio Exposure (in millions) Parti / Syndi Portfolio Outstanding SNC Classified Manufacturing C&I $72 - $8 Office CRE $27 - - Construction $33 - - Multifamily $26 - - Hotel CRE $23 - - Healthcare $16 - - Other
Slide 5: Commercial Real Estate Investor Portfolio Composition
5 Property Type Outstanding LTV Classified Allowance Retail $338 53% $2 0.93% Industrial $273 48% - 1.14% Office $174 68% - 2.14% Hotel $88 51% - 1.67% Senior Living $78 58% - 1.04% Parking Garage $76 49% - 0.86% Other (under $50 million) $132 70% $9 4.77% Total $1,159 56% $11 1.66% Commercial Real
Slide 6: Office Commercial Real Estate Investor Portfolio Composition
6 Location Outstanding LTV Classified Allowance Illinois $148 69% - 2.39% Chicago $32 69% - 2.46% Suburban $116 69% - 2.37% Oklahoma $15 64% - 0.84% Colorado $6 52% - 0.84% Oregon $4 73% - 0.84% Wisconsin $1 63% - 0.84% Total $174 68% - 2.14% Office Commercial Real Estate Investor Portfolio Composit
Slide 7: Commercial Real Estate Owner-Occupied Portfolio Composition
7 Industry Outstanding Classified Allowance Health Care, Social Services $261 $27 0.86% Other Services $80 $6 0.59% Retail Trade $63 - 0.18% Manufacturing $57 - 0.20% Real Estate, Leasing $43 - 0.26% Accommodation, Food Service $30 $7 1.64% Wholesale Trade $28 $1 0.49% Arts, Entertainment $22 $2 0.7
Slide 8: Commercial (including Leases) Portfolio Composition
8 Commercial & Industrial Outstanding Classified Manufacturing $437 $9 Construction $228 $6 Administrative, Waste Service $160 $4 Professional $133 - Transportation, Warehousing $102 $14 Finance, Insurance $91 - Real Estate, Leasing $74 - Health Care, Social Services $61 $1 Wholesale Trade $53 $3 Ot
Slide 9: Powersport Portfolio Composition and Contribution Margin
9 Origination Tier Outstanding Weighted FICO Portfolio APR % Tier 1 $362 777 7.96% Tier 2 $129 711 10.21% Tier 3 $77 684 12.73% Tier 4 $48 659 14.70% Tier 5 $68 605 17.01% Total $684 730 10.20% Powersport Portfolio Composition (in millions) Tier 1 54% Tier 2 19% Tier 3 11% Tier 4 6% Tier 5 10% Histo
Slide 10: Net Charge-offs (Recoveries) and ACL Rollforward
10 Net Charge-offs (Recoveries) (in thousands) Portfolio 9/30/2025 (Q) 12/31/2025 (Q) 3/31/2026 (Q) 6/30/2026 (Q) 6/30/2026 (TTM) NCO(R) % Commercial (incl. Leases) $1,233 ($29) $1,495 $3,327 $6,026 0.42% Commercial Real Estate Investor ($15) ($14) $3,928 $2,804 $6,703 0.58% Commercial Real Estate O