Other

Debt Securities, Available-for-Sale, Accumulated Gross Unrealized Loss, before Tax

First Citizens BancShares Debt Securities, Available-for-Sale, Accumulated Gross Unrealized Loss, before Tax increased by 8.9% to $548.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 17.0%, from $660.00M to $548.00M. Over 4 years (FY 2021 to FY 2025), Debt Securities, Available-for-Sale, Accumulated Gross Unrealized Loss, before Tax shows an upward trend with a 72.4% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryRisk
SignalLower is better
VolatilityModerate
First reportedQ4 2025
Last reportedQ1 2026

How to read this metric

An increase signals a decline in the market value of the investment portfolio, often due to rising interest rates or credit spread widening.

Detailed definition

The total amount of unrealized losses on debt securities classified as available-for-sale, measured before the impact of...

Peer comparison

Standard metric for insurance companies and banks with significant fixed-income holdings.

Metric ID: other_available_for_sale_debt_securities_accumulated_gro_6005e2

Historical Data

18 periods
 Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$57.00M$442.00M$653.00M$995.00M$973.00M$897.00M$1.03B$1.18B$867.00M$927.00M$943.00M$649.00M$843.00M$660.00M$593.00M$541.00M$503.00M$548.00M
QoQ Change+675.4%+47.7%+52.4%-2.2%-7.8%+14.7%+14.2%-26.2%+6.9%+1.7%-31.2%+29.9%-21.7%-10.2%-8.8%-7.0%+8.9%
YoY Change>999%+102.9%+57.6%+18.1%-10.9%+3.3%-8.4%-44.8%-2.8%-28.8%-37.1%-16.6%-40.3%-17.0%
Range$57.00M$1.18B
CAGR+70.3%
Avg YoY Growth+113.0%
Median YoY Growth-9.6%

Frequently Asked Questions

What is First Citizens BancShares's debt securities, available-for-sale, accumulated gross unrealized loss, before tax?
First Citizens BancShares (FCNCA) reported debt securities, available-for-sale, accumulated gross unrealized loss, before tax of $548.00M in Q1 2026.
How has First Citizens BancShares's debt securities, available-for-sale, accumulated gross unrealized loss, before tax changed year-over-year?
First Citizens BancShares's debt securities, available-for-sale, accumulated gross unrealized loss, before tax decreased by 17.0% year-over-year, from $660.00M to $548.00M.
What is the long-term trend for First Citizens BancShares's debt securities, available-for-sale, accumulated gross unrealized loss, before tax?
Over 4 years (2021 to 2025), First Citizens BancShares's debt securities, available-for-sale, accumulated gross unrealized loss, before tax has grown at a 72.4% compound annual growth rate (CAGR), from $57.00M to $503.00M.
What does debt securities, available-for-sale, accumulated gross unrealized loss, before tax mean?
The total paper loss on debt investments that have not been sold yet, before tax adjustments.