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FIXnotes

Banks with the steepest multi-quarter rise in 1-4 family — HELOC charge-offs

Banks whose category-specific charge-off rate is rising fastest over the trailing two years, measured by linear-regression slope of the year-to-date charge-off ratio. Acceleration in charge-offs is a leading indicator of credit-portfolio deterioration that typically precedes nonperforming-loan ratio spikes by one to three quarters.

Q4 202522 institutions
Among 22 banks reporting 1-4 family — HELOC charge-offs in Q4 2025, GN BANK in IL posted the highest rate at 15.5%, rising +3.1 per quarter. CAPITAL COMMUNITY BANK in UT and LIBERTY BANK&TRUST CO in LA followed with rates of 6.4% and 11.4%, respectively.
Charge-Off Velocity by Category
Sorted by Charge-Off Trend
Export CSV (Mastermind)
RankInstitutionSourceStateCharge-Off TrendTrend
1GN BANKBANKIL+3.1
2CAPITAL COMMUNITY BANKBANKUT+1.4
3LIBERTY BANK&TRUST COBANKLA+1.3
4FIRST MISSOURI BANK OF SEMOBANKMO+1.2
5BANK OF COMMERCEBANKOK+0.9
6SPRING HILL STATE BANKBANKTX+0.6
7PEOPLES BANKBANKKY+0.6
8MERCHANTS&PLANTERS BANKBANKMS+0.5
9TOWER COMMUNITY BANKBANKTN+0.4
10PEOPLES SAVINGS BANKBANKOH+0.4
12 more institutions match this list. Unlock metric values for every row and column sort with Foundation.
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RankInstitutionSourceStateCharge-Off TrendTrend
11USAA FEDERAL SAVINGS BANKBANKAZ████████
12TRANSPECOS BANKS SSBBANKTX████████
13CNB BANK&TRUST N ABANKIL████████
14FIRST NB OF GILLETTEBANKWY████████
15KERNDT BROTHERS SAVINGS BANKBANKIA████████
16FLAGSTAR BANK NATIONAL ASSNBANKNY████████
17SEATTLE BANKBANKWA████████
18GLOBAL INNOVATIONS BANKBANKMN████████
19BANKSTAR FINANCIALBANKSD████████
20COASTAL COMMUNITY BANKBANKWA████████
21ALLY BANKBANKUT████████
22CONNECTONE BANKBANKNJ████████

Methodology

This card ranks banks whose trailing two-year trend slope of category-specific year-to-date charge-off ratio meets or exceeds 0.001 per quarter (approximately 0.4 percentage points per year of rising charge-off velocity). The ratio is computed inline as charge_off_volume_ytd divided by loan_balance per (institution, quarter, category). The slope is then computed via Postgres regr_slope() over up to eight quarter-end observations within the trailing two-year window (t in quarter units; y = decimal charge-off ratio). Banks with fewer than two observations are excluded by regr_slope null-handling. Field sources: FFIEC Call Report Schedule RI-B Part I per-category charge-off codes (RIAD4635 family at the institution-total level; RIADC234, RIADC235, RIAD5411, RIAD3588, RIADC895, RIADC897, RIADC891, RIADC893, RIAD4638, RIADB514 / RIADK129 / RIADK205 for individual leaves; all pinned in lib/call-report/cdr-fields.js). Per-category charge-off volume is stored in call_report_metrics_by_category.charge_off_volume_ytd with source='fdic_cdr'; loan_balance in the same row provides the denominator. Acceleration in charge-offs typically precedes nonperforming-loan ratio spikes by one to three quarters; this card surfaces the leading-edge signal. Categories below ten qualifying banks per quarter render no landing (compute-cards skips snapshot generation; route returns 404 per spec § Empty-category filter).

Learn more about CO Velocity