Earnings & efficiency · Versioned metric research

Unrealized holding gains (losses) on equity securities not held for trading as a percent of average assets

Official FFIEC UBPR field UBPRJA35 ("Unrealized holding gains (losses) on equity securities not held for trading as a percent of average assets"), ingested directly from the "Summary Ratios" report page without individual editorial curation — label and scope are FFIEC's own, not this site's wording. Not reviewed against the PDF UBPR User's Guide the way the hand-curated ROA/ROE/NIM/efficiency-ratio metrics were (see docs/UBPR-INGESTION-SCOPE.md). Open official FFIEC instructions ↗

v1 definition14 quarters1068 current observationsRATIO unit

Calculation contract

`official_ubpr_direct_ingestion_raw`

Source schedule: Not derivable from this formula

Null policy: abstain if missing

Effective: 2026-01-01 to current

How every metric is acquired, derived, and validated →

Reading this page

Percentiles describe position, not merit.

P10 through P90 below mark where 1068 banks' reported unrealized holding gains (losses) on equity securities not held for trading as a percent of average 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

Unrealized holding gains (losses) on equity securities not held for trading as a percent of average assets — covered-bank median

View chart data as a table

Period	Value	Revision	Event
2023-03-31	0 percent	No marker	None
2023-06-30	0 percent	No marker	None
2023-09-30	0 percent	No marker	None
2023-12-31	0 percent	No marker	None
2024-03-31	0 percent	No marker	None
2024-06-30	0 percent	No marker	None
2024-09-30	0 percent	No marker	None
2024-12-31	0 percent	No marker	None
2025-03-31	0 percent	No marker	None
2025-06-30	0 percent	No marker	None
2025-09-30	0 percent	No marker	None
2025-12-31	0 percent	No marker	None
2026-03-31	0 percent	No marker	None
2026-06-30	0 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

Unrealized holding gains (losses) on equity securities not held for trading as a percent of average assets across covered banks

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

2026-06-30 latest period1,068 observations0.00% median0.00%–0.00% interquartile range

View distribution data as a table

Period	Population	P10	P25	Median	P75	P90
2026-06-30	1,068	0.00%	0.00%	0.00%	0.00%	0.01%
2026-03-31	1,070	-0.01%	0.00%	0.00%	0.00%	0.00%
2025-12-31	1,072	0.00%	0.00%	0.00%	0.00%	0.01%
2025-09-30	1,073	0.00%	0.00%	0.00%	0.00%	0.01%
2025-06-30	1,075	0.00%	0.00%	0.00%	0.00%	0.01%
2025-03-31	1,077	0.00%	0.00%	0.00%	0.00%	0.01%
2024-12-31	1,079	0.00%	0.00%	0.00%	0.00%	0.01%
2024-09-30	1,079	0.00%	0.00%	0.00%	0.00%	0.01%
2024-06-30	1,080	0.00%	0.00%	0.00%	0.00%	0.01%
2024-03-31	1,081	0.00%	0.00%	0.00%	0.00%	0.00%
2023-12-31	1,081	0.00%	0.00%	0.00%	0.00%	0.01%
2023-09-30	1,082	0.00%	0.00%	0.00%	0.00%	0.00%
2023-06-30	1,082	0.00%	0.00%	0.00%	0.00%	0.00%
2023-03-31	1,084	0.00%	0.00%	0.00%	0.00%	0.01%

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	1068	0.00%	0.00%	0.00%	0.00%	0.01%
2026-03-31	1070	-0.01%	0.00%	0.00%	0.00%	0.00%
2025-12-31	1072	0.00%	0.00%	0.00%	0.00%	0.01%
2025-09-30	1073	0.00%	0.00%	0.00%	0.00%	0.01%
2025-06-30	1075	0.00%	0.00%	0.00%	0.00%	0.01%
2025-03-31	1077	0.00%	0.00%	0.00%	0.00%	0.01%
2024-12-31	1079	0.00%	0.00%	0.00%	0.00%	0.01%
2024-09-30	1079	0.00%	0.00%	0.00%	0.00%	0.01%
2024-06-30	1080	0.00%	0.00%	0.00%	0.00%	0.01%
2024-03-31	1081	0.00%	0.00%	0.00%	0.00%	0.00%
2023-12-31	1081	0.00%	0.00%	0.00%	0.00%	0.01%
2023-09-30	1082	0.00%	0.00%	0.00%	0.00%	0.00%
2023-06-30	1082	0.00%	0.00%	0.00%	0.00%	0.00%
2023-03-31	1084	0.00%	0.00%	0.00%	0.00%	0.01%

Institution drilldown

Highest reported values

Institution drilldown

Lowest reported values

#1062WILMINGTON SVG FUND SOCIETY-0.04%
#1063GNBANK NATIONAL ASSN-0.06%
#1064WEST TEXAS NATIONAL BANK-0.08%
#1064SOUTHERN BANK&TRUST CO-0.08%
#1066EMIGRANT BANK-0.11%
#1067BATH SAVINGS INSTITUTION-0.41%
#1068FIRST SOUTHERN NATIONAL BANK-0.60%

Institution discovery

Search verified rankings by quarter

1,068 matched institutions · selected period 2026-06-30

Reporting quarterBank name or FDIC certificateOrder

Rank	Institution	FDIC	Value	Percentile
#1	BANK OF STOCKTON	1536	6.23%	P100
#2	BANK OF UTICA	13397	4.76%	P100
#3	PARTNERS BANK OF NEW ENGLAND	17115	1.03%	P100
#4	CAPE ANN SAVINGS BANK	90203	1.01%	P100
#5	INSTITUTION SVG NEWBURYPORT&	90250	0.97%	P100
#6	CENTREVILLE BANK	17764	0.92%	P100
#7	KENNEBEC SAVINGS BANK	17897	0.84%	P99
#7	LIBERTY BANK	17943	0.84%	P99
#9	NORTHERN TRUST CO	913	0.65%	P99
#9	MVB BANK INC	34603	0.65%	P99
#11	CITIZENS&FARMERS BANK	10363	0.62%	P99
#12	MUTUALONE BANK	26395	0.52%	P99
#13	PENTUCKET BANK	90208	0.48%	P99
#14	ZIONS BCORP N A	2270	0.47%	P99
#15	NORWAY SAVINGS BANK	17658	0.45%	P99
#16	HINGHAM INST FOR SVG	90211	0.40%	P99
#17	DEDHAM INST FOR SVG	23620	0.36%	P99
#17	UNITED BANKERS BANK	22180	0.36%	P99
#19	NEWBURYPORT FIVE CENTS SB	90251	0.30%	P98
#20	CATHAY BANK	18503	0.28%	P98
#20	THINK MUTUAL BANK	58536	0.28%	P98
#22	JPMORGAN CHASE BANK NA	628	0.24%	P98
#23	SECURITY BANK OF KANSAS CITY	4705	0.21%	P98
#24	CHELSEA GROTON BANK	18238	0.20%	P98
#24	RIDGEWOOD SAVINGS BANK	16026	0.20%	P98
#26	ASCEND BANK	18194	0.18%	P98
#27	DIME BANK	18200	0.16%	P98
#28	SOLVAY BANK	13297	0.15%	P97
#28	PNC BANK NATIONAL ASSN	6384	0.15%	P97
#30	BOKF NATIONAL ASSN	4214	0.12%	P97
#31	WASHINGTON TRUST BANK	1281	0.11%	P97
#31	CENTRAL BANK	9204	0.11%	P97
#33	CENTRAL TRUST BANK	12633	0.08%	P97
#34	MAINE COMMUNITY BANK	17741	0.07%	P97
#34	INTRUST BANK NATIONAL ASSN	4799	0.07%	P97
#34	IVES BANK	15912	0.07%	P97
#34	CAMBRIDGE SAVINGS BANK	17870	0.07%	P97
#34	FARMERS&MERCHANTS BK LONG BE	1225	0.07%	P97
#39	INDEPENDENT BANK	27811	0.06%	P96
#39	PROSPERITY BANK	16835	0.06%	P96
#39	SYNCHRONY BANK	27314	0.06%	P96
#42	OHIO VALLEY BANK CO	384	0.05%	P96
#42	COMMERCE BANK	24998	0.05%	P96
#42	AMERIS BANK	20504	0.05%	P96
#42	COMPUTERSHARE TRUST CO NA	34629	0.05%	P96
#46	FARMERS BANK&TRUST CO	1291	0.04%	P96
#46	BRISTOL COUNTY SAVINGS BANK	23622	0.04%	P96
#46	THOMASTON SAVINGS BANK	18258	0.04%	P96
#46	SACO&BIDDEFORD SVG INST	17743	0.04%	P96
#46	CENTENNIAL BANK	11241	0.04%	P96

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.