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Debt Securities, Held-to-maturity, Accumulated Unrecognized Gain

Wells Fargo & Company Debt Securities, Held-to-maturity, Accumulated Unrecognized Gain decreased by 23.3% to $145M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 48.0%, from $98M to $145M. Over 5 years (FY 2020 to FY 2025), Debt Securities, Held-to-maturity, Accumulated Unrecognized Gain shows a downward trend with a -51.1% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryCapital Allocation
SignalHigher is better
VolatilityModerate
First reportedQ4 2014
Last reportedQ1 2026Apr 29, 2026

How to read this metric

An increase indicates that the market value of the bank's held-to-maturity portfolio has risen above its book value, suggesting potential hidden value.

Detailed definition

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

Peer comparison

Commonly reported by large commercial banks with significant bond portfolios; peers will show varying levels based on interest rate environments.

Metric ID: other_held_to_maturity_securities_accumulated_unrecogniz_8e00ab

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$4.95B$4.22B$3.57B$265M$29M$4M$39M$225M$80M$43M$232M$129M$126M$308M$106M$98M$122M$167M$189M$145M
QoQ Change-14.8%-15.3%-92.6%-89.1%-86.2%+875.0%+476.9%-64.4%-46.3%+439.5%-44.4%-2.3%+144.4%-65.6%-7.5%+24.5%+36.9%+13.2%-23.3%
YoY Change-99.4%-99.9%-98.9%-15.1%+175.9%+975.0%+494.9%-42.7%+57.5%+616.3%-54.3%-24.0%-3.2%-45.8%+78.3%+48.0%
Range$4M$4.95B
CAGR-52.4%
Avg YoY Growth+122.7%
Median YoY Growth-9.1%

Frequently Asked Questions

What is Wells Fargo & Company's debt securities, held-to-maturity, accumulated unrecognized gain?
Wells Fargo & Company (WFC) reported debt securities, held-to-maturity, accumulated unrecognized gain of $145M in Q1 2026.
How has Wells Fargo & Company's debt securities, held-to-maturity, accumulated unrecognized gain changed year-over-year?
Wells Fargo & Company's debt securities, held-to-maturity, accumulated unrecognized gain increased by 48.0% year-over-year, from $98M to $145M.
What is the long-term trend for Wells Fargo & Company's debt securities, held-to-maturity, accumulated unrecognized gain?
Over 5 years (2020 to 2025), Wells Fargo & Company's debt securities, held-to-maturity, accumulated unrecognized gain has grown at a -51.1% compound annual growth rate (CAGR), from $6.79B to $189M.
What does debt securities, held-to-maturity, accumulated unrecognized gain mean?
The total amount of unrealized profit on debt investments the bank intends to hold until they mature.