BankingLENS

Banking glossary

What is AOCI?

Figures from FFIEC call reports for the quarter ending June 30, 2026. Published September 20, 2026.

AOCI: Accumulated other comprehensive income is where unrealized gains and losses sit inside a bank’s equity, and for most banks today it is the unrealized loss on the securities portfolio.

How it is calculated

Reported inside equity capital on Schedule RC. BankingLens shows it as a share of total equity, so a negative reading is the portion of book equity the securities book has taken away.

Formula

AOCI to equity = accumulated other comprehensive income / total equity capital

What banks reported in Q2 2026

Across every bank that filed for Q2 2026, the median AOCI as a share of equity was -4.95%, with the middle half between -13.05% and -1.05%. The right comparison is almost always the row for the bank’s own size rather than the industry line.

Bank size (total assets) Bottom quartile Median Top quartile
Under $100M -10.89% -2.19% -0.01%
$100M - $300M -16.11% -5.48% -1.03%
$300M - $1B -14.35% -5.69% -1.66%
$1B - $3B -10.85% -4.96% -1.56%
$3B - $10B -8.00% -3.92% -1.14%
$10B - $100B -6.55% -3.90% -1.27%
Over $100B -9.04% -5.31% -2.68%

Source: BankingLens, computed from FFIEC call reports for the quarter ending June 30, 2026. Quartiles are calculated across the full population of filing banks in each size band, not sampled. Non-insured non-deposit trust companies are left out of every statistic: they take no deposits and make no loans, so a margin or a funding cost computed for them has no meaning.

How to read it

Rates rose faster in 2022 than in any cycle since the 1980s, and the bonds banks bought before it are still carried at a loss. The median bank’s AOCI is negative, and the bottom quartile has given up a double digit share of its equity to it.

The common mistake. Assuming the loss is hypothetical because the bank does not plan to sell. It is unrealized, not imaginary: it constrains what the bank can sell to raise liquidity, which is the exact mechanism that took down a bank in 2023.

Go deeper

See also. Available for sale, Held to maturity, Equity to assets, Tier 1 capital.

Every figure on this page is computed from FFIEC call reports for the quarter ending June 30, 2026 and is not modeled, estimated or sampled. This page is generated by _tools/seo/build_glossary.mjs and carries no figure that was typed in. See our methodology and disclaimer. Definitions are general guidance, not regulatory or investment advice.

Knowing the definition is the easy half.

The hard half is whether a given bank’s number is good for the peer group it is actually measured in. That is what the scorecard does, for every bank that files a call report, updated with every FFIEC release.

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