Research terminalQ2 2026 · 4,313 institutions · refreshed 8/27/2026
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Q2 2026 · 4,313 institutions · refreshed 8/27/2026

Other · Versioned metric research

ASSETS MANAGED: MUTUAL FUNDS&ANNUITY

ASSETS MANAGED: MUTUAL FUNDS&ANNUITY, reported directly on FFIEC Call Report schedule RCM in USD thousands. No derivation or missing-value substitution is applied. Open official FFIEC instructions ↗

v1 definition1 quarters104 current observationsUSD_THOUSANDS unit

Calculation contract

REPORTED(RCM:RCONB570)

Source schedule: RCM

Null policy: abstain if missing

Effective: 2026-03-31 to current

How every metric is acquired, derived, and validated →

Reading this page

Percentiles describe position, not merit.

P10 through P90 below mark where 104 banks' reported assets managed: mutual funds&annuity values fell for 2026-03-31 — the median (P50) splits that group in half; it is not a target. The trend chart above follows that median quarter to quarter, and the distribution chart traces the full P10–P90 band. A higher or lower reported value is not labeled favorable or unfavorable here — that depends on the metric, the institution's business model, and context this page does not assert.

Accessible line chart

ASSETS MANAGED: MUTUAL FUNDS&ANNUITY — covered-bank median

View chart data as a table
PeriodValueRevisionEvent
2026-03-310 reported unitNo markerNone

Source: FFIEC Call Reports; OptimaYield versioned semantic layer. Color is supplemented by shape and labels; reduced-motion users receive no chart animation.

Historical distribution

ASSETS MANAGED: MUTUAL FUNDS&ANNUITY across covered banks

Median with interquartile and P10–P90 ranges across verified observations.

2026-03-31 latest period104 observations0 median0–0 interquartile range
View distribution data as a table
PeriodPopulationP10P25MedianP75P90
2026-03-3110400000

Source: FFIEC Call Reports; OptimaYield versioned semantic layer. Population can change with filings, failures, mergers and eligibility. Missing values are excluded, never converted to zero.

Current distribution

Percentile history

Percentiles exclude unavailable values; they do not convert missing observations to zero.

PeriodPopulationP10P25MedianP75P90
2026-03-3110400000

Institution drilldown

Highest reported values

  1. #1BOKF NATIONAL ASSN5,461,126
  2. #2FROST BANK4,937,885
  3. #3COMMERCE BANK2,485,389
  4. #4FIRST NATIONAL BANK OF OMAHA1,121,173
  5. #5WESBANCO BANK INC869,539
  6. #6ROCKLAND TRUST CO510,208
  7. #7TEXAS CAPITAL BANK285,601
  8. #8RENASANT BANK64,696
  9. #9FIRST MERCHANTS BANK0
  10. #9DIME COMMUNITY BANK0
  11. #9SEACOAST NATIONAL BANK0
  12. #9FIRST COMMONWEALTH BANK0
  13. #9WASHINGTON TRUST BANK0
  14. #9OCEANFIRST BANK NA0
  15. #9BANK OZK0
  16. #9EASTERN BANK0
  17. #9COLUMBIA BANK0
  18. #9COLUMBIA BANK0
  19. #9COMMUNITY BANK NATIONAL ASSN0
  20. #9PROVIDENT BANK0
  21. #9DEUTSCHE BANK TR CO AMERICAS0
  22. #9FIRST BANK0
  23. #9ORIENTAL BANK0
  24. #9APPLE BANK0
  25. #9LENDINGCLUB BANK NA0
  26. #9ZIONS BCORP N A0
  27. #9FIRSTBANK0
  28. #9ARVEST BANK0
  29. #9ISRAEL DISCOUNT BANK OF NY0
  30. #9TRUSTMARK BANK0
  31. #9BANNER BANK0
  32. #9AMARILLO NATIONAL BANK0
  33. #9UNITED BANK0
  34. #9FIRST NB OF PENNSYLVANIA0
  35. #9BUSEY BANK0
  36. #9FIRSTBANK0
  37. #9WILMINGTON SVG FUND SOCIETY0
  38. #9CENTENNIAL BANK0
  39. #9HANCOCK WHITNEY BANK0
  40. #9FIRST FINANCIAL BANK0
  41. #9FULTON BANK NATIONAL ASSN0
  42. #9FIRST HORIZON BANK0
  43. #9PARK NATIONAL BANK0
  44. #9BANC OF CALIFORNIA0
  45. #9FIRST UNITED BANK&TRUST CO0
  46. #9MIDFIRST BANK0
  47. #9PLAINSCAPITAL BANK0
  48. #9NEXBANK0
  49. #9WAFD BANK0
  50. #9FIRST INTERSTATE BANK0
  51. #9SIMMONS BANK0
  52. #9PROSPERITY BANK0
  53. #9ORIGIN BANK0
  54. #9BANK OF HOPE0
  55. #9ATLANTIC UNION BANK0
  56. #9NBT BANK NATIONAL ASSN0
  57. #9WEBSTER BANK NATIONAL ASSN0
  58. #9AMERIS BANK0
  59. #9BEACON BANK&TRUST0
  60. #9CENTIER BANK0
  61. #9CITY NB OF FLORIDA0
  62. #9CENTRAL TRUST BANK0
  63. #9FARMERS&MERCHANTS BK LONG BE0
  64. #9THIRD FS&LA OF CLEVELAND0
  65. #9ASSOCIATED BANK NA0
  66. #9BELL BANK0
  67. #9CITIZENS BUSINESS BANK NA0
  68. #9MECHANICS BANK0
  69. #9DOLLAR BANK FSB0
  70. #9SOFI BANK NATIONAL ASSN0
  71. #9MERCHANTS BANK OF INDIANA0
  72. #9NORTHWEST BANK0
  73. #9UNITED COMMUNITY BANK0
  74. #9ENTERPRISE BANK&TRUST0
  75. #9BANCFIRST0
  76. #9CIBC BANK USA0
  77. #9SOUTHSTATE BANK NA0
  78. #9TD BANK USA NATIONAL ASSN0
  79. #9CUSTOMERS BANK0
  80. #9GLACIER BANK0
  81. #9EVERBANK NATIONAL ASSN0
  82. #9POPULAR BANK0
  83. #9TOWNEBANK0
  84. #9BMW BANK OF NORTH AMERICA0
  85. #9AXOS BANK0
  86. #9NICOLET NATIONAL BANK0
  87. #9BARCLAYS BANK DELAWARE0
  88. #9STIFEL BANK0
  89. #9STIFEL BANK&TRUST0
  90. #9WESTERN ALLIANCE BANK0
  91. #9OPTUM BANK INC0
  92. #9COMENITY CAPITAL BANK0
  93. #9BEAL BANK USA0
  94. #9TOYOTA FINANCIAL SB0
  95. #9CONNECTONE BANK0
  96. #9SERVISFIRST BANK0
  97. #9SALLIE MAE BANK0
  98. #9AMERIPRISE BANK FSB0
  99. #9TRISTATE CAPITAL BANK0
  100. #9STELLAR BANK0
  101. #9FIRST FOUNDATION BANK0
  102. #9LIVE OAK BANKING CO0
  103. #9BANKUNITED NATIONAL ASSN0
  104. #9NBH BANK0

Institution drilldown

Lowest reported values

    Institution discovery

    Search verified rankings by quarter

    104 matched institutions · selected period 2026-03-31

    RankInstitutionFDICValuePercentile
    #1BOKF NATIONAL ASSN42145,461,126P100
    #2FROST BANK55104,937,885P99
    #3COMMERCE BANK249982,485,389P98
    #4FIRST NATIONAL BANK OF OMAHA54521,121,173P97
    #5WESBANCO BANK INC803869,539P96
    #6ROCKLAND TRUST CO9712510,208P95
    #7TEXAS CAPITAL BANK34383285,601P94
    #8RENASANT BANK1243764,696P93
    #9FIRST MERCHANTS BANK43650P92
    #9DIME COMMUNITY BANK69760P92
    #9SEACOAST NATIONAL BANK1310P92
    #9FIRST COMMONWEALTH BANK74680P92
    #9WASHINGTON TRUST BANK12810P92
    #9OCEANFIRST BANK NA283590P92
    #9BANK OZK1100P92
    #9EASTERN BANK327730P92
    #9COLUMBIA BANK172660P92
    #9COLUMBIA BANK288340P92
    #9COMMUNITY BANK NATIONAL ASSN69890P92
    #9PROVIDENT BANK120100P92
    #9DEUTSCHE BANK TR CO AMERICAS6230P92
    #9FIRST BANK150190P92
    #9ORIENTAL BANK314690P92
    #9APPLE BANK160680P92
    #9LENDINGCLUB BANK NA325510P92
    #9ZIONS BCORP N A22700P92
    #9FIRSTBANK187140P92
    #9ARVEST BANK87280P92
    #9ISRAEL DISCOUNT BANK OF NY199770P92
    #9TRUSTMARK BANK49880P92
    #9BANNER BANK284890P92
    #9AMARILLO NATIONAL BANK145310P92
    #9UNITED BANK228580P92
    #9FIRST NB OF PENNSYLVANIA78880P92
    #9BUSEY BANK164500P92
    #9FIRSTBANK86630P92
    #9WILMINGTON SVG FUND SOCIETY178380P92
    #9CENTENNIAL BANK112410P92
    #9HANCOCK WHITNEY BANK124410P92
    #9FIRST FINANCIAL BANK30660P92
    #9FULTON BANK NATIONAL ASSN75510P92
    #9FIRST HORIZON BANK49770P92
    #9PARK NATIONAL BANK66530P92
    #9BANC OF CALIFORNIA240450P92
    #9FIRST UNITED BANK&TRUST CO42390P92
    #9MIDFIRST BANK40630P92
    #9PLAINSCAPITAL BANK174910P92
    #9NEXBANK292090P92
    #9WAFD BANK280880P92
    #9FIRST INTERSTATE BANK11050P92

    Related metrics

    Other definitions from the same schedule or domain

    Grouped by shared source schedule where derivable, otherwise by the same analytical domain — not a claim of statistical correlation.

    Reported values and deterministic derived observations are research inputs, not ratings or predictions. Cohort composition changes over time; use peer reports for a controlled cohort comparison.