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• 9/29/2026

The U.S. banking industry maintained robust growth in the second quarter of 2026, with total assets at banks increasing 2% quarter-over-quarter and 8% year-over-year to $33.3 trillion.

• 9/22/2026

KEY TAKEAWAYS

• Global systemically important banks (GSIBs) headquartered in the U.S. have increased their exposure to less-traditional forms of lending, which include securities-based loans and loans to nondepository financial institutions.
• Combined, these less-traditional loans represented 12.6% of total assets of these banks as of June 30, 2026, up from 10.1% a year earlier.
• Meanwhile, U.S.-based GSIBs have simultaneously decreased their concentration in more-traditional forms of lending, including residential real estate and consumer loans.

• 7/30/2026

Following robust agricultural loan growth in 2025, the value of outstanding agricultural loans at U.S. community banks stood at $162.6 billion at the end of the first quarter of 2026, up 4.6% from a year ago.1 Growth was particularly pronounced in agricultural production loans, which increased by 6.1% year-over-year.

• 7/6/2026

The allowance for credit losses (ACL) coverage ratio for the U.S. banking system remained stable in the first quarter of 2026, decreasing slightly to 1.66% from 1.67% in the preceding quarter.

• 6/25/2026

U.S. banks added $65 billion in Treasury securities to their balance sheets in the first quarter of 2026, bringing total holdings to $1.8 trillion and up from approximately $700 billion just prior to the COVID-19 pandemic.