Financial Institutions (FISI) Securities - Held-to-maturity (2009 - 2026)
Financial Institutions' Securities - Held-to-maturity was $76.52 million in Q3 2026, down 12.7% from $87.63 million a year earlier and down 3.5% from the prior quarter.
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Analysis
Financial Institutions (FISI) Securities - Held-to-maturity (2009 - 2026) Analysis & Trends
At the end of FY2025, Securities - Held-to-maturity at Financial Institutions came in at $84.71 million, down 27.0% from FY2024.
- Securities - Held-to-maturity has now declined for nine consecutive years, with a five-year compound annual growth rate of -20.8% (FY2020 to FY2025).
- In earlier years, Securities - Held-to-maturity was $116 million in FY2024 (-21.7%), $148.16 million in FY2023 (-21.6%), $188.98 million in FY2022 (-8.1%) and $205.58 million in FY2021 (-24.4%).
- The Q3 2026 figure marks the lowest quarterly Securities - Held-to-maturity since Q2 2013.
- Compared with a year earlier, Securities - Held-to-maturity has declined for 36 straight quarters, with an average decline of 22.5% over the last eight quarters.
- Over the past five years, the year-over-year decline in Securities - Held-to-maturity ranged from 6.4% (Q2 2022) to 28.2% (Q2 2025).
- Per Business Quant data, FISI's Securities - Held-to-maturity in the three quarters before Q3 2026 was $79.3 million (Q2 2026), $82.07 million (Q1 2026) and $84.71 million (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Jpmorgan Chase | 909.02 Bn | 886.77 Bn | - |
| 2 | Banco Santander Chile | 406.67 Bn | -7,110.43 Bn | - |
| 3 | Bank Of America | 350.91 Bn | -2,025.20 Bn | - |
| 4 | Hsbc Holdings | 308.71 Bn | -2,966.46 Bn | - |
| 5 | Morgan Stanley | 293.66 Bn | -249.15 Bn | - |
| 6 | Royal Bank Of Canada | 283.56 Bn | -546.44 Bn | - |
| 7 | Goldman Sachs | 262.71 Bn | -3,480.74 Bn | - |
| 8 | Wells Fargo & Company | 257.44 Bn | 92.87 Bn | - |
| 9 | Mitsubishi Ufj Financial | 256.82 Bn | -75.42 Bn | 10.89 Bn |
| 10 | Financial Institutions | 783.45 Mn | 387.19 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 76.52 Mn |
| Jun 30, 2026 | 79.30 Mn |
| Mar 31, 2026 | 82.07 Mn |
| Dec 31, 2025 | 84.71 Mn |
| Sep 30, 2025 | 87.63 Mn |
| Jun 30, 2025 | 92.12 Mn |
| Mar 31, 2025 | 113.11 Mn |
| Dec 31, 2024 | 116.00 Mn |
| Sep 30, 2024 | 121.28 Mn |
| Jun 30, 2024 | 128.27 Mn |
| Mar 31, 2024 | 143.71 Mn |
| Dec 31, 2023 | 148.16 Mn |
| Sep 30, 2023 | 154.20 Mn |
| Jun 30, 2023 | 159.89 Mn |
| Mar 31, 2023 | 180.05 Mn |
| Dec 31, 2022 | 188.98 Mn |
| Sep 30, 2022 | 197.54 Mn |
| Jun 30, 2022 | 204.93 Mn |
| Mar 31, 2022 | 211.18 Mn |
| Dec 31, 2021 | 205.58 Mn |
API Access
Financial Institutions Securities - Held-to-maturity API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=securities-held-to-maturity&ticker=FISI&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "securities-held-to-maturity", "ticker": "FISI", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=securities-held-to-maturity&ticker=FISI&period=max&api_key=YOUR_API_KEY");
const data = await res.json();