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FIXnotes

Banks with the steepest multi-quarter rise in CRE — owner-occupied 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 202550 institutions
In Q4 2025, charge-offs in CRE — owner-occupied rose across the 50 tracked institutions, with METROPOLITAN CAPITAL B&T (IL) posting the steepest acceleration at +21.9 per quarter. SAVINGS BANK (MA) and PEOPLES BANK (KS) followed with +3.2 and +2.3 quarterly increases, respectively.
Charge-Off Velocity by Category
Sorted by Charge-Off Trend
Export CSV (Mastermind)
RankInstitutionSourceStateCharge-Off TrendTrend
1METROPOLITAN CAPITAL B&TBANKIL+21.9
2SAVINGS BANKBANKMA+3.2
3PEOPLES BANKBANKKS+2.3
4SPRING VALLEY CITY BANKBANKIL+1.1
5UNITY BANKBANKWI+1.0
6FIRST FS&LA OF PORT ANGELESBANKWA+0.9
7FARMERS STATE BANKBANKIL+0.8
8FIRST NATIONAL BANK&TRUSTBANKAL+0.7
9COMMUNITY B&T WEST GEORGIABANKGA+0.7
10COMMERCIAL STATE BANKBANKTX+0.6
40 more institutions match this list. Unlock metric values for every row and column sort with Foundation.
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RankInstitutionSourceStateCharge-Off TrendTrend
11CITIZENS FIRST BANKBANKIA████████
12CLINTON SAVINGS BANKBANKMA████████
13PENNSVILLE NATIONAL BANKBANKNJ████████
14PEOPLES SAVINGS BANKBANKIA████████
15PEOPLES STATE BANK OF VELVABANKND████████
16SMALL BUSINESS BANKBANKKS████████
17SNB BANK NATIONAL ASSNBANKOK████████
18AMERICAN BANK&TRUST COBANKOK████████
19FNB COMMUNITY BANKBANKOK████████
20BANK OF PRINCETONBANKNJ████████
21BCB COMMUNITY BANKBANKNJ████████
22COMMUNITY BANKBANKOK████████
23FIRST NB OF EASTERN ARKANSASBANKAR████████
24CENTURY BANK OF THE OZARKSBANKMO████████
25COMMERCIAL BANKBANKNE████████
26STATE BANK OF PEARL CITYBANKIL████████
27GLENS FALLS NB&T COBANKNY████████
28FIRST NATIONAL BANKBANKSD████████
29COMMERCIAL BANKBANKKY████████
30CURRIE STATE BANKBANKMN████████
31SEILING STATE BANKBANKOK████████
32MIDLAND STATES BANKBANKIL████████
33EAGLEBANKBANKMD████████
34FIRST STATE BANK OF BIGFORKBANKMN████████
35TWIN CITY BANKBANKWA████████
36DRAKE BANKBANKMN████████
37WOODSFIELD SAVINGS BANKBANKOH████████
38AMERISTATE BANKBANKOK████████
39CITIZENS STB OF WAVERLY INCBANKMN████████
40MARIES COUNTY BANKBANKMO████████
41FIRST CENTRAL BANKBANKNE████████
42FIRST NATIONAL CMTY BANKBANKGA████████
43IOWA STATE BANKBANKIA████████
44SOUTH GEORGIA BANKING COBANKGA████████
45MERCHANTS&CITIZENS BANKBANKGA████████
46PILOT GROVE SAVINGS BANKBANKIA████████
47AMERICAN ST B&T CO WILLISTONBANKND████████
48COULEE BANKBANKWI████████
49PATHFINDER BANKBANKNY████████
50VERGAS STATE BANKBANKMN████████

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