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Debt Securities, Held-to-Maturity, Accumulated Unrecognized Loss

Wells Fargo & Company Debt Securities, Held-to-Maturity, Accumulated Unrecognized Loss increased by 1.6% to $32.93B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 12.9%, from $37.81B to $32.93B. Over 5 years (FY 2020 to FY 2025), Debt Securities, Held-to-Maturity, Accumulated Unrecognized Loss shows an upward trend with a 175.6% 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 2014
Last reportedQ1 2026Apr 29, 2026

How to read this metric

An increase signals that the bank's long-term investment portfolio is losing market value, which may indicate interest rate sensitivity or credit quality concerns.

Detailed definition

This represents the total unrealized losses on debt securities classified as held-to-maturity that have not yet been rec...

Peer comparison

Standard disclosure for banks; peers with high interest rate sensitivity often show higher unrealized losses during tightening cycles.

Metric ID: other_held_to_maturity_securities_accumulated_unrecogniz_313866

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$1.81B$2.69B$3.21B$16.43B$29.77B$44.87B$41.58B$36.68B$38.6B$50.33B$35.62B$40.31B$41.22B$31.74B$41.28B$37.81B$37.84B$33.89B$32.42B$32.93B
QoQ Change+48.8%+19.3%+412.5%+81.2%+50.7%-7.3%-11.8%+5.2%+30.4%-29.2%+13.1%+2.3%-23.0%+30.0%-8.4%+0.1%-10.4%-4.4%+1.6%
YoY Change>999%>999%>999%+123.2%+29.7%+12.2%-14.3%+9.9%+6.8%-36.9%+15.9%-6.2%-8.2%+6.8%-21.5%-12.9%
Range$1.81B$50.33B
CAGR+84.3%
Avg YoY Growth+276.2%
Median YoY Growth+8.3%

Frequently Asked Questions

What is Wells Fargo & Company's debt securities, held-to-maturity, accumulated unrecognized loss?
Wells Fargo & Company (WFC) reported debt securities, held-to-maturity, accumulated unrecognized loss of $32.93B in Q1 2026.
How has Wells Fargo & Company's debt securities, held-to-maturity, accumulated unrecognized loss changed year-over-year?
Wells Fargo & Company's debt securities, held-to-maturity, accumulated unrecognized loss decreased by 12.9% year-over-year, from $37.81B to $32.93B.
What is the long-term trend for Wells Fargo & Company's debt securities, held-to-maturity, accumulated unrecognized loss?
Over 5 years (2020 to 2025), Wells Fargo & Company's debt securities, held-to-maturity, accumulated unrecognized loss has grown at a 175.6% compound annual growth rate (CAGR), from $204M to $32.42B.
What does debt securities, held-to-maturity, accumulated unrecognized loss mean?
The total amount of unrealized loss on debt investments the bank intends to hold until they mature.