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BDI
ST

Stifel Trust Company, National Association

Saint Louis, MissouriFDIC Cert #33785

OCCEstablished 19932 branches

Holding company: STIFEL FINANCIAL CORPRegulator: OCC

FDICCERT + OFFDOM

Portfolio mix & concentration

Loans

The composition, growth, and concentration of the loan book using reported Call Report categories.

As of Q1 2026

Portfolio composition

Loan mix

Chart mode
Time range
Loan categories
Latest reported loan balances by category
CategoryBalance
Owner CRE$0
Investor CRE$0
Multifamily$0
Construction$0
1–4 family$0
C&I$0
Agriculture$0
Other$0

Loan book

Reported balances and balance-sheet intensity.

Gross loans
$0
Percentile by value0th percentileby value
Peer standing in asset:300m_1b
FDICLNLSGR
Net loans
$0
Percentile by value0th percentileby value
Peer standing in asset:300m_1b
FDICLNLSNET
L/D
0.0%
Percentile by value0th percentileby value
Peer standing in asset:300m_1b
FDICLNLSNET + DEP
Loans/assets
0.0%
Percentile by value0th percentileby value
Peer standing in asset:300m_1b
FDICLNLSNET + ASSET

Concentration

Portfolio concentration relative to loans and risk-based capital.

CRE/capital
0%
Percentile by value0th percentileby value
Peer standing in asset:300m_1b

Dashed line: interagency cre supervisory criterion, a screening reference—not a limit or violation.

FDICLNRENROT + LNREMULT + LNRECONS + RBC
Construction/capital
0%
Percentile by value0th percentileby value
Peer standing in asset:300m_1b

Dashed line: interagency construction supervisory criterion, a screening reference—not a limit or violation.

FDICLNRECONS + RBC
Loan HHI
FDICLNRENROW + LNRENROT + LNREMULT + LNRECONS + LNRERES + LNCI + LNAG + LNCRCD
C&I %
FDICLNCI + LNLSGR