Versioned metric research
Reported carrying values of held-to-maturity and available-for-sale securities divided by total assets. Open official FFIEC instructions ↗
Calculation contract
(RC-B 1754 + RC 1773) / RC 2170Null policy: abstain if missing
Effective: 2016-01-01 to current
Accessible line chart
| Period | Value | Revision | Event |
|---|---|---|---|
| 2016-03-31 | 18.631 percent | No marker | None |
| 2016-06-30 | 18.043 percent | No marker | None |
| 2016-09-30 | 18.332 percent | No marker | None |
| 2016-12-31 | 18.981 percent | No marker | None |
| 2017-03-31 | 17.584 percent | No marker | None |
| 2017-06-30 | 16.873 percent | No marker | None |
| 2017-09-30 | 17.096 percent | No marker | None |
| 2017-12-31 | 17.314 percent | No marker | None |
| 2018-03-31 | 16.719 percent | No marker | None |
| 2018-06-30 | 16.194 percent | No marker | None |
| 2018-09-30 | 16.27 percent | No marker | None |
| 2018-12-31 | 16.633 percent | No marker | None |
| 2019-03-31 | 16.575 percent | No marker | None |
| 2019-06-30 | 15.985 percent | No marker | None |
| 2019-09-30 | 16.53 percent | No marker | None |
| 2019-12-31 | 16.905 percent | No marker | None |
| 2020-03-31 | 15.92 percent | No marker | None |
| 2020-06-30 | 15.884 percent | No marker | None |
| 2020-09-30 | 16.289 percent | No marker | None |
| 2020-12-31 | 17.73 percent | No marker | None |
| 2021-03-31 | 17.961 percent | No marker | None |
| 2021-06-30 | 18.383 percent | No marker | None |
| 2021-09-30 | 19.115 percent | No marker | None |
| 2021-12-31 | 20.799 percent | No marker | None |
| 2022-03-31 | 21.277 percent | No marker | None |
| 2022-06-30 | 21.083 percent | No marker | None |
| 2022-09-30 | 19.774 percent | No marker | None |
| 2022-12-31 | 19.467 percent | No marker | None |
| 2023-03-31 | 18.209 percent | No marker | None |
| 2023-06-30 | 18.126 percent | No marker | None |
| 2023-09-30 | 17.578 percent | No marker | None |
| 2023-12-31 | 17.719 percent | No marker | None |
| 2024-03-31 | 17.673 percent | No marker | None |
| 2024-06-30 | 17.568 percent | No marker | None |
| 2024-09-30 | 18.432 percent | No marker | None |
| 2024-12-31 | 18.891 percent | No marker | None |
| 2025-03-31 | 18.601 percent | No marker | None |
| 2025-06-30 | 18.601 percent | No marker | None |
| 2025-09-30 | 18.379 percent | No marker | None |
| 2025-12-31 | 18.031 percent | No marker | None |
| 2026-03-31 | 17.887 percent | No marker | None |
Source: FFIEC Call Reports; OptimaYield versioned semantic layer. Color is supplemented by shape and labels; reduced-motion users receive no animation.
Current distribution
Percentiles exclude unavailable values; they do not convert missing observations to zero.
| Period | Population | P10 | P25 | Median | P75 | P90 |
|---|---|---|---|---|---|---|
| 2026-03-31 | 154 | 7.95% | 12.63% | 17.89% | 23.90% | 33.18% |
| 2025-12-31 | 152 | 7.43% | 13.40% | 18.03% | 25.22% | 34.70% |
| 2025-09-30 | 154 | 7.63% | 12.96% | 18.38% | 24.18% | 33.68% |
| 2025-06-30 | 154 | 7.18% | 12.93% | 18.60% | 24.76% | 33.19% |
| 2025-03-31 | 157 | 7.84% | 13.15% | 18.60% | 24.07% | 33.11% |
| 2024-12-31 | 158 | 7.30% | 12.94% | 18.89% | 25.02% | 33.06% |
| 2024-09-30 | 158 | 7.98% | 12.80% | 18.43% | 25.23% | 32.00% |
| 2024-06-30 | 155 | 8.01% | 12.54% | 17.57% | 24.76% | 33.15% |
| 2024-03-31 | 157 | 8.17% | 12.60% | 17.67% | 25.05% | 32.88% |
| 2023-12-31 | 158 | 7.78% | 12.60% | 17.72% | 25.09% | 34.00% |
| 2023-09-30 | 156 | 7.33% | 12.50% | 17.58% | 25.03% | 33.64% |
| 2023-06-30 | 156 | 6.81% | 12.65% | 18.13% | 25.55% | 34.75% |
| 2023-03-31 | 160 | 6.67% | 12.69% | 18.21% | 25.48% | 35.85% |
| 2022-12-31 | 158 | 8.47% | 12.70% | 19.47% | 27.31% | 38.83% |
| 2022-09-30 | 158 | 7.36% | 12.16% | 19.77% | 27.57% | 39.10% |
| 2022-06-30 | 159 | 6.95% | 13.02% | 21.08% | 28.75% | 40.12% |
| 2022-03-31 | 160 | 7.70% | 13.67% | 21.28% | 29.27% | 38.87% |
| 2021-12-31 | 160 | 6.35% | 13.64% | 20.80% | 30.30% | 39.40% |
| 2021-09-30 | 162 | 6.82% | 12.79% | 19.11% | 28.54% | 38.68% |
| 2021-06-30 | 160 | 7.15% | 12.18% | 18.38% | 27.57% | 36.49% |
| 2021-03-31 | 158 | 7.56% | 11.83% | 17.96% | 26.07% | 35.07% |
| 2020-12-31 | 151 | 7.48% | 11.77% | 17.73% | 24.66% | 34.71% |
| 2020-09-30 | 151 | 7.62% | 11.26% | 16.29% | 23.27% | 32.49% |
| 2020-06-30 | 148 | 7.51% | 11.20% | 15.88% | 21.75% | 32.82% |
| 2020-03-31 | 144 | 6.74% | 11.46% | 15.92% | 22.30% | 32.70% |
| 2019-12-31 | 140 | 6.90% | 12.14% | 16.91% | 22.34% | 33.83% |
| 2019-09-30 | 143 | 6.66% | 11.50% | 16.53% | 22.41% | 35.22% |
| 2019-06-30 | 141 | 6.24% | 11.75% | 15.98% | 22.15% | 34.83% |
| 2019-03-31 | 141 | 5.49% | 11.61% | 16.58% | 23.03% | 34.50% |
| 2018-12-31 | 137 | 7.12% | 11.99% | 16.63% | 23.12% | 33.63% |
| 2018-09-30 | 138 | 6.92% | 11.41% | 16.27% | 22.67% | 34.19% |
| 2018-06-30 | 134 | 7.35% | 11.47% | 16.19% | 22.90% | 34.04% |
| 2018-03-31 | 132 | 6.37% | 11.64% | 16.72% | 23.17% | 34.55% |
| 2017-12-31 | 123 | 3.85% | 11.88% | 17.31% | 24.30% | 34.73% |
| 2017-09-30 | 125 | 3.92% | 12.08% | 17.10% | 24.39% | 35.40% |
| 2017-06-30 | 121 | 3.79% | 12.07% | 16.87% | 24.63% | 36.06% |
| 2017-03-31 | 118 | 3.47% | 12.34% | 17.58% | 24.92% | 37.47% |
| 2016-12-31 | 114 | 2.64% | 11.29% | 18.98% | 24.62% | 37.06% |
| 2016-09-30 | 114 | 2.70% | 11.32% | 18.33% | 24.64% | 37.56% |
| 2016-06-30 | 112 | 2.11% | 11.02% | 18.04% | 24.13% | 37.07% |
| 2016-03-31 | 109 | 1.85% | 11.15% | 18.63% | 24.64% | 38.14% |
Institution drilldown
Institution drilldown
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.