Capital One Financial Investment - Proportional Amortization Method remained flat by 0.0% to $6.20B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 19.2%, from $5.20B to $6.20B. Over 2 years (FY 2023 to FY 2025), Investment - Proportional Amortization Method shows an upward trend with a 6.2% CAGR.
An increase suggests higher investment in tax-advantaged projects, while a decrease indicates the maturity or disposal of these assets.
The carrying value of investments in affordable housing or similar tax-advantaged projects accounted for using the propo...
Common among financial institutions with significant tax-credit investment portfolios.
proportional_amortization_investment| Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Value | $5.50B | $5.30B | $5.40B | $5.30B | $5.30B | $5.20B | $5.70B | $5.80B | $6.20B | $6.20B |
| QoQ Change | — | -3.6% | +1.9% | -1.9% | +0.0% | -1.9% | +9.6% | +1.8% | +6.9% | +0.0% |
| YoY Change | — | — | — | — | -3.6% | -1.9% | +5.6% | +9.4% | +17.0% | +19.2% |