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Letter portraitLegal landscapeQuarterYTD

Rockefeller Trust Company, National Association

New York, NY · Cert 26622

FDIC

Q2 2026

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

Executive Summary

  • Earnings: ROA of 10.49%, up 192 bps year over year; NIM at 2.81%.
  • Capital: tier 1 leverage ratio of 80.33%, up 576 bps from a year ago.

Return on Assets (quarter, annualized)

10.49%+192 bps YoY

Net Interest Margin (quarter, annualized)

2.81%-71 bps YoY

Efficiency Ratio (quarter, annualized)

86.41%+40 bps YoY

Tier 1 Leverage Ratio

80.33%+576 bps YoY

NIM

4.65%Q2 ’243.51%Q2 ’252.81%Q2 ’26-24%-20%

Non-interest income vs. expense

50.26%Q2 ’2465.97%Q2 ’2586.77%Q2 ’26+44%-50%

Discrete quarter, annualized.

MetricQ3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026YoY ΔTrend
Earnings
Return on Assets13.06%5.24%12.24%8.56%9.21%-1.97%11.40%10.49%+192 bps
Return on Equity14.74%6.14%14.65%10.35%11.42%-2.49%14.49%13.33%+298 bps
Net Interest Margin4.61%4.13%3.50%3.51%3.38%3.10%3.01%2.81%-71 bps
Efficiency Ratio76.37%89.54%78.68%86.01%86.41%102.99%85.64%86.41%+40 bps
Non-Interest Burden-12.29%-2.75%-12.52%-7.21%-8.56%5.90%-11.75%-10.84%-362 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