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Rockefeller Trust Company, National Association

New York, NY · Cert 26622

FDIC

Q2 2026

Board Package

Performance Trends and Peer Comparison

Part 1Performance Trends, own institution only2
Part 2Peer Comparison, banks under $1B in assets3

Basis

Quarter: Q2 2026, the quarter ended June 30, 2026, on both parts.

Income statement: year to date as filed, annualized, on both parts.

Balance sheet: as filed at quarter end.

Peer group

Banks under $1B in assets (n=629). Each measure ranks only the institutions that reported it, so n varies by measure.

Peer groups below the disclosure floor are suppressed.

Peer standing

Capital

97

Q2 2024Q2 2026peer median (50)

Asset Quality

No peer data yet

Profitability

63

Q2 2024Q2 2026peer median (50)

Liquidity

No peer data yet

Efficiency

17

Q2 2024Q2 2026peer median (50)

Growth

No peer data yet

Capital, Asset Quality, Profitability, Efficiency: higher is always a stronger peer standing (▲ better, ▼ worse). Liquidity, Growth: the score reflects closeness to the peer median -- 100 is sitting exactly at the median, falling the same way whether the bank runs above or below it.

Source: FFIEC Call Report (031/041/051), as filed. Dollar figures derived from reported amounts in thousands. Ratios computed by CallReports.ai using published regulatory formulas.

CallReports · callreports.ai · Board PackageGenerated 2026-10-11

Rockefeller Trust Company, National Association

New York, NY · Cert 26622

FDIC

Q2 2026

$14.9MAssets
$0KLoans
$0KDeposits
$11.7MEquity

Executive Summary

  • Earnings: ROA of 10.92%, up 39 bps year over year; NIM at 2.86%.
  • Capital: tier 1 leverage ratio of 80.33%, up 576 bps from a year ago.

Return on Assets (YTD, annualized)

10.92%+39 bps YoY

Net Interest Margin (YTD, annualized)

2.86%-65 bps YoY

Efficiency Ratio (YTD, annualized)

86.03%+365 bps YoY

Tier 1 Leverage Ratio

80.33%+576 bps YoY

NIM

4.60%Q2 ’243.51%Q2 ’252.86%Q2 ’26-24%-19%

Non-interest income vs. expense

52.26%Q2 ’2462.68%Q2 ’2586.01%Q2 ’26+3%-12%

Year to date, annualized, through each quarter.

MetricQ3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026YoY ΔTrend
Earnings
Return on Assets12.01%10.38%12.24%10.54%10.03%7.12%11.40%10.92%+39 bps
Return on Equity13.71%11.99%14.65%12.74%12.21%8.75%14.49%13.90%+116 bps
Net Interest Margin4.51%4.35%3.50%3.51%3.62%3.45%3.01%2.86%-65 bps
Efficiency Ratio77.41%80.43%78.68%82.38%83.80%89.09%85.64%86.03%+365 bps
Non-Interest Burden-10.66%-8.54%-12.52%-9.89%-9.89%-5.82%-11.75%-11.11%-122 bps
Growth
Asset Growth (YoY)3.81%0.99%0.69%-9.66%-11.24%-8.13%-7.09%6.97%+1,663 bps
Loan Growth (YoY)n/an/an/an/an/an/an/an/an/an/a
Deposit Growth (YoY)n/an/an/an/an/an/an/an/an/an/a
Asset Quality
Nonperforming Loans / Loansn/an/an/an/an/an/an/an/an/an/a
Net Charge-Offs / Loansn/an/an/an/an/an/an/an/an/an/a
Allowance / Loansn/an/an/an/an/an/an/an/an/an/a
Allowance Coverage of NPLsn/an/an/an/an/an/an/an/an/an/a
Capital
Tier 1 Leverage Ratio90.14%77.42%85.32%74.57%81.80%75.48%80.19%80.33%+576 bps
Total Risk-Based Capital356%334%289%275%319%296%301%309%+3,465 bps
Equity / Assets87.91%82.67%84.33%80.96%80.38%78.32%79.04%78.31%-264 bps
Liquidity & Funding
Loans / Depositsn/an/an/an/an/an/an/an/an/an/a
Liquid Assets / Assets15.56%21.30%17.51%22.80%29.36%26.16%27.29%30.06%+726 bps
CRE / Total Capitaln/an/an/an/a0.00%0.00%0.00%n/an/a

Source: FFIEC Call Report (031/041/051), as filed. Dollar figures derived from reported amounts in thousands. Ratios computed by CallReports.ai using published regulatory formulas. Income-statement figures are year-to-date as filed, annualized (the UBPR convention). Each quarter includes the ones before it.

CallReports · callreports.ai· Performance TrendsGenerated 2026-10-11

Rockefeller Trust Company, National Association

New York, NY · Cert 26622 · Peer group: banks under $1B in assets (n=629)

FDIC

Q2 2026

$14.9MAssets
$0KLoans
$0KDeposits
$11.7MEquity

Executive Summary

  • Strongest standing: tier 1 capital ratio outperforms 98% of banks under $1B in assets (rank 12 of 629).
  • Widest gap: efficiency ratio trails 83% of banks under $1B in assets (rank 523 of 629).
  • Overall: at or above the peer median on 5 of 7 directional measures.

Return on Assets

10.52%

Rank 23 of 629

Net Interest Margin

2.86%

Rank 513 of 629

Efficiency Ratio

86.03%

Rank 523 of 629

Equity / Assets

78.31%

Rank 32 of 629

Non-interest income vs. expense

$14.1M$12.5MINCOMEEXPENSE
Favorable gap of $1.6M · efficiency ratio beats 17% of banks under $1B in assets
Bank 86.03%Peer median 67.8%Q3 2024Q2 2026Shaded: peer 25th to 75th percentile
MetricYour BankPeer 25thPeer MedianPeer 75thStandingRank8-Qtr TrendPeer Position
Earnings
Return on Assets10.52%0.60%1.01%1.45%Beats 96%23 / 629
Return on Equity13.44%5.38%9.30%13.28%Beats 76%151 / 629
Net Interest Margin2.86%3.03%3.54%4.05%Beats 18%513 / 629
Efficiency Ratio86.03%58.35%67.79%79.08%Beats 17%523 / 629
Asset Quality
Nonperforming Loans / Loansn/aNot reported for this institution
Net Charge-Offs / Loansn/aNot reported for this institution
Capital
Tier 1 Capital Ratio309%11.24%13.84%18.77%Beats 98%12 / 629
Total Risk-Based Capital Ratio309%11.58%14.43%19.66%Beats 98%12 / 629
Equity / Assets78.31%9.09%10.65%13.80%Beats 95%32 / 629
Liquidity & Funding
Loans / Depositsn/aNot reported for this institution
Loans / Assets0.00%53.31%67.71%78.15%0th pctl582 / 629
Brokered Deposits / Depositsn/aNot reported for this institution