Regulatory profile
New York, NY · FDIC certificate #21868 · RSSD 976703
BESSEMER TRUST CO NA is an FDIC-insured institution based in New York, NY (FDIC certificate #21868). In its Q3 2026 Call Report it reported total assets of $4.9B, total deposits of $3.7B and net loans of $1.1B. Its primary federal regulator is OCC. Its current parent is BESSEMER GROUP, INCORPORATED, THE.
Plain-language readout
BESSEMER TRUST CO NA has 43 quarters of reported history on file, from Q1 2016 to Q3 2026.
Total assets peaked at $6.4B in Q4 2025 and were lowest at $1.6B in Q2 2019.
Total deposits were highest at $5.5B in Q4 2025 and lowest at $1.3B in Q2 2019.
Over the whole period total assets rose 129.4%.
| Quarter | Assets | Deposits | Net loans | ROA | ROE | NIM |
|---|---|---|---|---|---|---|
| Q3 2026 | $4.9B | $3.7B | $1.1B | 3.08% | 39.70% | 0.82% |
| Q2 2026 | $4.2B | $3.2B | $1.0B | 2.88% | 38.18% | 0.77% |
| Q1 2026 | $5.4B | $4.5B | $954M | 2.46% | 36.90% | 0.67% |
| Q4 2025 | $6.4B | $5.5B | $927M | 2.96% | 36.75% | 0.86% |
| Q3 2025 | $4.4B | $3.4B | $843M | 2.80% | 31.63% | 0.98% |
| Q2 2025 | $3.9B | $3.0B | $815M | 2.68% | 30.41% | 0.96% |
| Q1 2025 | $5.0B | $3.7B | $782M | 2.38% | 28.61% | 0.91% |
| Q4 2024 | $3.8B | $2.9B | $798M | 3.94% | 33.40% | 1.76% |
| Q3 2024 | $3.3B | $2.4B | $811M | 3.63% | 28.79% | 1.98% |
| Q2 2024 | $2.7B | $1.8B | $776M | 3.72% | 28.26% | 2.12% |
| Q1 2024 | $2.7B | $1.8B | $726M | 3.25% | 24.98% | 2.28% |
| Q4 2023 | $2.7B | $1.8B | $787M | 3.83% | 33.25% | 2.08% |
Recent activity
Deterministic, evidence-linked observations only — not a prediction, rating or recommendation. What counts as Notable.
Ten-year database
| Quarter | Assets | Deposits | Net loans | ROA | ROE | NIM |
|---|---|---|---|---|---|---|
| 2026-09-30 | $4.9B | $3.7B | $1.1B | 3.08% | 39.70% | 0.82% |
| 2026-06-30 | $4.2B | $3.2B | $1.0B | 2.88% | 38.18% | 0.77% |
| 2026-03-31 | $5.4B | $4.5B | $954M | 2.46% | 36.90% | 0.67% |
| 2025-12-31 | $6.4B | $5.5B | $927M | 2.96% | 36.75% | 0.86% |
| 2025-09-30 | $4.4B | $3.4B | $843M | 2.80% | 31.63% | 0.98% |
| 2025-06-30 | $3.9B | $3.0B | $815M | 2.68% | 30.41% | 0.96% |
| 2025-03-31 | $5.0B | $3.7B | $782M | 2.38% | 28.61% | 0.91% |
| 2024-12-31 | $3.8B | $2.9B | $798M | 3.94% | 33.40% | 1.76% |
| 2024-09-30 | $3.3B | $2.4B | $811M | 3.63% | 28.79% | 1.98% |
| 2024-06-30 | $2.7B | $1.8B | $776M | 3.72% | 28.26% | 2.12% |
| 2024-03-31 | $2.7B | $1.8B | $726M | 3.25% | 24.98% | 2.28% |
| 2023-12-31 | $2.7B | $1.8B | $787M | 3.83% | 33.25% | 2.08% |
| 2023-09-30 | $3.0B | $2.1B | $813M | 3.29% | 29.26% | 1.93% |
| 2023-06-30 | $2.8B | $1.9B | $836M | 2.80% | 25.58% | 1.79% |
| 2023-03-31 | $3.3B | $2.4B | $804M | 2.10% | 20.33% | 1.59% |
| 2022-12-31 | $3.2B | $2.4B | $814M | 3.71% | 33.37% | 1.17% |
| 2022-09-30 | $2.1B | $1.6B | $913M | 3.52% | 30.95% | 1.06% |
| 2022-06-30 | $2.8B | $2.3B | $851M | 3.04% | 29.62% | 0.73% |
| 2022-03-31 | $3.5B | $3.1B | $757M | 2.82% | 29.50% | 0.49% |
| 2021-12-31 | $3.0B | $2.6B | $706M | 3.44% | 32.94% | 0.44% |
| 2021-09-30 | $3.1B | $2.6B | $643M | 2.81% | 26.66% | 0.41% |
| 2021-06-30 | $2.6B | $2.2B | $563M | 3.16% | 29.27% | 0.39% |
| 2021-03-31 | $2.9B | $2.5B | $492M | 2.23% | 21.68% | 0.37% |
| 2020-12-31 | $2.9B | $2.5B | $443M | 3.83% | 32.59% | 0.84% |
| 2020-09-30 | $2.3B | $1.9B | $422M | 3.37% | 27.60% | 0.95% |
| 2020-06-30 | $2.2B | $1.8B | $411M | 3.56% | 29.42% | 1.01% |
| 2020-03-31 | $2.6B | $2.2B | $421M | 2.94% | 25.27% | 1.00% |
| 2019-12-31 | $2.1B | $1.7B | $498M | 4.25% | 35.16% | 1.41% |
| 2019-09-30 | $1.8B | $1.5B | $517M | 3.59% | 30.05% | 1.46% |
| 2019-06-30 | $1.6B | $1.3B | $531M | 3.30% | 29.27% | 1.45% |
| 2019-03-31 | $2.2B | $1.9B | $576M | 2.93% | 30.02% | 1.36% |
| 2018-12-31 | $3.0B | $2.6B | $574M | 3.98% | 38.18% | 1.22% |
| 2018-09-30 | $2.3B | $1.9B | $541M | 4.30% | 38.63% | 1.26% |
| 2018-06-30 | $1.9B | $1.5B | $508M | 3.76% | 33.63% | 1.27% |
| 2018-03-31 | $2.0B | $1.7B | $566M | 3.30% | 31.59% | 1.18% |
| 2017-12-31 | $2.4B | $2.1B | $534M | 3.22% | 32.81% | 0.98% |
| 2017-09-30 | $2.1B | $1.7B | $509M | 2.71% | 27.34% | 0.95% |
| 2017-06-30 | $1.9B | $1.6B | $477M | 2.46% | 25.83% | 0.87% |
| 2017-03-31 | $2.1B | $1.8B | $446M | 2.18% | 25.19% | 0.86% |
| 2016-12-31 | $2.9B | $2.6B | $442M | 1.88% | 21.53% | 0.65% |
| 2016-09-30 | $2.1B | $1.8B | $427M | 1.81% | 19.69% | 0.66% |
| 2016-06-30 | $1.9B | $1.6B | $386M | 1.66% | 18.52% | 0.63% |
| 2016-03-31 | $2.1B | $1.9B | $374M | 0.49% | 6.01% | 0.57% |
Branch and geographic intelligence
FDIC branch-location snapshot dated 2026-08-22
| Market | State | Locations | Main offices | Earliest establishment |
|---|---|---|---|---|
| New York | NY | 1 | 1 | Unavailable |
Branch locations reflect the latest registered FDIC location release, not real-time openings. Opening/closing attribution to organic growth vs. merger activity remains unavailable beyond the reviewed structure changes noted above. Annual deposit market share by state is available separately, below.
Annual FDIC Summary of Deposits, by state, as of the 2025 snapshot effective 2025-06-30. Deposits and share are as of that retained annual snapshot, not a quarterly balance — do not compare directly to Call Report deposit figures reported elsewhere on this profile.
| State | Deposits | Market share | Rank | Year over year |
|---|---|---|---|---|
| NY | $3B | 0.11% | 47 | Continuing · +0.04 pp |
Source: FDIC Summary of Deposits, annual release. Market share divides this institution's reported branch deposits by all retained deposits in the same state for the same year — not a quarterly balance, current rate, or organic-growth attribution. Inspect year-over-year market change →
Workforce history unavailable: no compatible reported FTE or office observation. Missing values are not zero.
Ownership, transformations and revisions
NIC relationships are time-bounded. Reviewed filing revisions remain distinct from mergers.
BESSEMER GROUP, INCORPORATED, THERSSD 1246159 · 1989-06-05 to current
Unresolved entityRSSD 2845782 · 2007-06-30 to current
Unresolved entityRSSD 1896479 · 2007-06-30 to current
Unresolved entityRSSD 3310287 · 2004-12-22 to 2007-01-01
Unresolved entityRSSD 3027987 · 2001-05-01 to current
Unresolved entityRSSD 2997515 · 2000-11-01 to 2001-08-31
Unresolved entityRSSD 2997533 · 2000-10-02 to current
None matched.
No reviewed revisions published.
Latest registered batch · retrieved Nov 13, 2026, 9:56 PM UTC · SHA-256 ed672d3d5db4d4a7219e7b578e217752940125a23284d56e2da0f5ecb1d0d536 · source ↗