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FIXnotes

Banks with the largest unrealized bond-portfolio losses relative to equity in Q4 2025

Banks where the combined unrealized losses on the available-for-sale (AFS) and held-to-maturity (HTM) securities portfolios — relative to total equity — exceed the capital-pressure threshold. Heavy mark-to-market losses constrain a bank's ability to sell securities for liquidity without crystallizing equity-eroding losses, and were the proximate trigger of the recent regional-bank failures.

Q4 20250 institutions
No institutions matched the Bond Portfolio Pain criteria in Q4 2025. Check the methodology footnote for the card's threshold and the upstream data freshness.

No institutions match this filter combination.

Methodology

This card ranks banks whose combined AFS+HTM unrealized losses as a share of total equity meet or exceed 0.2 (20%) and surfaces the top 50 by combined ratio. Field sources: FFIEC Call Report Schedule RI-A unrealized-loss columns for AFS and HTM securities portfolios, divided by total equity from Schedule RC-R Part II. Stored in call_report_bank_specifics.afs_unrealized_losses_pct_equity and htm_unrealized_losses_pct_equity as decimal ratios after normalize-cdr.js. The 0.2 threshold corresponds to "meaningful capital pressure" — at 20% of equity in unrealized losses, a bank's ability to sell securities for liquidity becomes materially constrained. SVB-style stress was at 50%+ combined.

Learn more about Bond Losses