Bankgraph
Data through Q2 ʼ26

Q2 2026 vs Q1 2026

Return on assets, median bankten years · four size groups · click a point to set the period
0.44%0.94%1.43%Q3 ʼ16Q3 ʼ18Q3 ʼ20Q3 ʼ22Q3 ʼ24Q2 ʼ26
Q2 ʼ26All filers 1.23%Under $1B 1.22%$1B – $50B 1.25%$50B and above 1.23%
MeasureQoQYoY
Total assets$26.8T$1.1T$5.0T$20.7T+1.4%+6.0%
Total deposits$20.9T$893.7B$4.0T$15.9T+0.9%+5.5%
Return on assets, median bank1.23%1.22%1.25%1.23%+4 bp+17 bp
Net interest margin, median bank3.85%3.92%3.70%3.26%+7 bp+22 bp
Noncurrent loans, median bank0.45%0.39%0.54%0.78%+1 bp+6 bp
Institutions filing4,3133,2461,01453−0.9%−4.0%
Change columns follow the highlighted size group · select a row to draw it
Breadth of the move in
1,785 decreasedmedian bank +0.53%2,522 increased
4,308 institutions filed both quarters
Largest increasesLargest decreases
JPMorgan Chase Bank$74.7BThe Bank of New York Mellon−$42.2B
Wells Fargo Bank$55.7BBank of America−$17.5B
Citibank$42.6BCapital One−$9.9B
PNC Bank$41.8BAmerican Express National Bank−$3.6B

Where banks are headquartered

click a state to start a cohort
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The economy

rates, prices, jobs, and bank balance sheetsFull history

Rates

Federal funds2026-073.63%
10-year Treasury2026-084.73%

Prices and jobs

CPI inflation2026-073.36%
Unemployment2026-074.10%

Bank balance sheets

Bank credit2026-08$19.8T
Deposits2026-08$19.5T

Start from a layout

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One bankBalance sheet, earnings, credit, capital, where it sits among peers, and what moved last quarter. Peer comparisonCompare selected banks across six measures, with the cohort behind them. Credit stressNoncurrent loans, charge-offs, reserve coverage, and which institutions are deteriorating. Funding and liquidityDeposits, borrowed funds, and loans to deposits across a cohort. GeographyWhere a cohort is headquartered and how the measures vary by state. Failure analoguesHistorical failures aligned in event time, the measures that separated them, and active banks with similar paths.
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