Bank of New York Mellon Tax credit investments increased by 9.1% to $3.15B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 11.7%, from $2.82B to $3.15B. Over 5 years (FY 2020 to FY 2025), Tax credit investments shows an upward trend with a 22.4% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Higher balances indicate a larger portfolio of tax-advantaged investments, which typically reduce the effective tax rate.
This represents investments in qualified affordable housing projects that provide tax credits to the investor. The asset...
Common in the banking sector for managing tax liabilities through community development investments.
other_amortization_method_qualified_affordable_housing_p_12d6b8| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $1.10B | $1.10B | $1.15B | $1.14B | $1.26B | $1.26B | $1.30B | $1.27B | $1.23B | $1.23B | $1.21B | $2.13B | $2.16B | $2.08B | $2.82B | $2.71B | $2.74B | $2.89B | $3.15B |
| QoQ Change | — | +0.7% | +4.4% | -0.9% | +10.1% | -0.2% | +3.4% | -2.0% | -3.1% | -0.6% | -1.0% | +75.6% | +1.4% | -3.7% | +35.6% | -4.1% | +1.1% | +5.6% | +9.1% |
| YoY Change | — | — | — | — | +14.8% | +13.7% | +12.6% | +11.3% | -2.0% | -2.4% | -6.5% | +67.5% | +75.1% | +69.8% | +132.6% | +27.0% | +26.7% | +38.8% | +11.7% |