How is Securities to assets calculated?

RC (carrying HTM + 1773) / 2170; HTM=JJ34 where reported, otherwise 1754. Null policy: abstain if missing.

What source schedule does Securities to assets come from?

RC, per official FFIEC Call Report instructions.

How many banks reported Securities to assets for 2026-06-30?

1054 banks reported a verified value for 2026-06-30. Institutions with an unavailable or unverified value are excluded, never counted as zero.

Balance sheet · Versioned metric research

Securities to assets

Balance-sheet carrying values; accounting-basis changes remain disclosed. Quarter-end reported balances. Source evidence: metric-source-contract-validation.json SHA256 38fdaa264d855efba9eacd852269d1d5ed33a76f4620c7726d21828dfb5e9a7d Open official FFIEC instructions ↗

v3 definition42 quarters1054 current observationsRATIO unit

Calculation contract

`RC (carrying HTM + 1773) / 2170; HTM=JJ34 where reported, otherwise 1754`

Source schedule: RC

Null policy: abstain if missing

Effective: 2016-03-31 to 2026-06-30

How every metric is acquired, derived, and validated →

Definition history

Earlier versions of this metric

Each version is a distinct, dated definition — values are never silently recomputed under an older definition.

v2 · 2016-03-31 to 2026-06-30: RC (carrying HTM + 1773) / 2170; HTM=JJ34 where reported, otherwise 1754Null policy: abstain if missing
v1 · 2016-01-01 to superseded: (RC-B 1754 + RC 1773) / RC 2170Null policy: abstain if missing

Reading this page

Percentiles describe position, not merit.

P10 through P90 below mark where 1054 banks' reported securities to assets values fell for 2026-06-30 — 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

Securities to assets — covered-bank median

View chart data as a table

Period	Value	Revision	Event
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	15.917 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	19.772 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	18.125 percent	No marker	None
2023-09-30	17.578 percent	No marker	None
2023-12-31	17.713 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	18.431 percent	No marker	None
2024-12-31	18.89 percent	No marker	None
2025-03-31	18.6 percent	No marker	None
2025-06-30	18.601 percent	No marker	None
2025-09-30	15.29 percent	No marker	None
2025-12-31	15.298 percent	No marker	None
2026-03-31	15.378 percent	No marker	None
2026-06-30	15.209 percent	No marker	None

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

Historical distribution

Securities to assets across covered banks

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

2026-06-30 latest period1,054 observations15.21% median9.39%–21.55% interquartile range

View distribution data as a table

Period	Population	P10	P25	Median	P75	P90
2026-06-30	1,054	3.81%	9.39%	15.21%	21.55%	31.60%
2026-03-31	1,052	4.01%	9.40%	15.38%	21.53%	31.80%
2025-12-31	1,057	3.95%	9.31%	15.30%	21.92%	31.36%
2025-09-30	1,054	3.90%	9.26%	15.29%	21.89%	31.41%
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%	32.86%
2023-12-31	158	7.78%	12.60%	17.71%	25.08%	34.00%
2023-09-30	156	7.33%	12.50%	17.58%	25.03%	33.64%
2023-06-30	156	6.81%	12.65%	18.12%	25.55%	34.74%
2023-03-31	160	6.67%	12.69%	18.21%	25.48%	35.84%
2022-12-31	158	8.47%	12.70%	19.47%	27.31%	38.83%
2022-09-30	158	7.36%	12.16%	19.77%	27.56%	39.10%
2022-06-30	159	6.95%	13.02%	21.08%	28.75%	40.12%
2022-03-31	160	7.70%	13.66%	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%	12.78%	19.11%	28.54%	38.68%
2021-06-30	160	7.15%	12.17%	18.38%	27.57%	36.47%
2021-03-31	158	7.56%	11.82%	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%	32.48%
2020-06-30	148	7.51%	11.20%	15.88%	21.75%	32.81%
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%

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.

Period	Population	P10	P25	Median	P75	P90
2026-06-30	1054	3.81%	9.39%	15.21%	21.55%	31.60%
2026-03-31	1052	4.01%	9.40%	15.38%	21.53%	31.80%
2025-12-31	1057	3.95%	9.31%	15.30%	21.92%	31.36%
2025-09-30	1054	3.90%	9.26%	15.29%	21.89%	31.41%
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%	32.86%
2023-12-31	158	7.78%	12.60%	17.71%	25.08%	34.00%
2023-09-30	156	7.33%	12.50%	17.58%	25.03%	33.64%
2023-06-30	156	6.81%	12.65%	18.12%	25.55%	34.74%
2023-03-31	160	6.67%	12.69%	18.21%	25.48%	35.84%
2022-12-31	158	8.47%	12.70%	19.47%	27.31%	38.83%
2022-09-30	158	7.36%	12.16%	19.77%	27.56%	39.10%
2022-06-30	159	6.95%	13.02%	21.08%	28.75%	40.12%
2022-03-31	160	7.70%	13.66%	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%	12.78%	19.11%	28.54%	38.68%
2021-06-30	160	7.15%	12.17%	18.38%	27.57%	36.47%
2021-03-31	158	7.56%	11.82%	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%	32.48%
2020-06-30	148	7.51%	11.20%	15.88%	21.75%	32.81%
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

Highest reported values

Institution drilldown

Lowest reported values

Institution discovery

Search verified rankings by quarter

1,054 matched institutions · selected period 2026-06-30

Reporting quarterBank name or FDIC certificateOrder

Rank	Institution	FDIC	Value	Percentile
#1	JONESBORO STATE BANK	9325	89.02%	P100
#2	CHARLES SCHWAB TRUST BANK	59108	87.45%	P100
#3	CHARLES SCHWAB PREMIER BK SS	33497	86.00%	P100
#4	GREENE CNTY COMMERCIAL BANK	57710	85.86%	P100
#5	AMERIPRISE BANK FSB	58303	78.88%	P100
#6	FIRST AMERICAN TRUST FSB	26312	77.33%	P100
#7	WESTAMERICA BANK	3430	77.10%	P99
#8	BANK OF UTICA	13397	70.59%	P99
#9	UNION COUNTY SAVINGS BANK	12013	69.68%	P99
#10	FARMERS&MERCHANTS BANK	16810	65.75%	P99
#11	BESSEMER TRUST CO	20015	65.62%	P99
#12	CHARLES SCHWAB BANK SSB	57450	63.39%	P99
#13	PRINCIPAL BANK	34507	63.09%	P99
#14	TD BANK USA NATIONAL ASSN	33947	57.31%	P99
#15	FIRST FEDERAL BANK	31313	56.28%	P99
#16	GREEN DOT BK DBA BONNEVILLE	22653	55.73%	P99
#17	BEAL BANK USA	57833	55.61%	P98
#18	EL DORADO SAVINGS BANK FSB	30953	55.32%	P98
#19	FIRST AMERICAN BANK	3657	55.03%	P98
#20	CRESCENT BANK	33492	53.28%	P98
#21	CAPRA BANK	16363	53.16%	P98
#22	AMERICAN HERITAGE BANK	4190	53.08%	P98
#23	CONVERSE COUNTY BANK	12591	51.22%	P98
#24	BANK OF LABOR	1874	49.96%	P98
#25	RBC BANK GEORGIA NA	26342	49.48%	P98
#26	CHAIN BRIDGE BANK NA	58595	48.65%	P98
#27	INTERCREDIT BANK NA	25258	46.96%	P98
#28	WEX BANK	34697	46.75%	P97
#29	BANCO POPULAR DE PUERTO RICO	34968	46.68%	P97
#30	BESSEMER TRUST CO NA	21868	46.59%	P97
#31	FARMERS BANK&TRUST	17614	46.44%	P97
#32	FIRST NB OF BEMIDJI	5093	45.87%	P97
#33	USAA FEDERAL SAVINGS BANK	32188	45.67%	P97
#34	SECURITY FEDERAL BANK	31100	45.44%	P97
#35	POINTBANK	3389	45.24%	P97
#36	FIRST TEXAS BANK	11935	44.70%	P97
#37	FIRST NB&T CO OF NEWTOWN	7658	44.69%	P97
#38	CONWAY NATIONAL BANK	2102	44.57%	P96
#39	FIRST NB&T CO CHICKASHA OK	4062	43.37%	P96
#40	WATERTOWN SAVINGS BANK	23298	43.30%	P96
#41	YAKIMA FS&LA	28116	43.10%	P96
#42	MONET BANK	32574	42.64%	P96
#43	NELNET BANK	59205	42.29%	P96
#44	FIRST STATE BANK	9437	42.12%	P96
#45	OPTUM BANK INC	57408	41.59%	P96
#46	CASHMERE VALLEY BANK	1265	41.55%	P96
#47	HOME FEDERAL BANK OF TN	29683	40.91%	P96
#48	SAFRA NB OF NEW YORK	26876	40.64%	P96
#49	AMALGAMATED BANK	622	40.49%	P95
#50	INTERNATIONAL BK OF COM	25679	40.17%	P95

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.