SI
Bank Universe

Data source: CET1 ratio sourced from FDIC Call Reports (bank-subsidiary level). Published figures from investor relations may differ by 1–2pp as those reflect the bank holding company level. For precise regulatory CET1 figures, refer to each bank's quarterly earnings release.

Bank of America

BAC
US · USRegulated by OCCLatest: 2026-Q1
41MED

CET1 Ratio

12.17%-0.30pp QoQ

Common Equity Tier 1 / RWA

Risk-Weighted Assets

$1.54T

+0.36% QoQ growth

Total Loan Book

$1.19T

+8.8% YoY growth

Leverage Ratio

7.14%

Tier 1 / Average assets

CET1 Ratio Trend

8 quarters · regulatory minimum 8% · scoring threshold 12%

RWA Growth

Bars = total ($B) · Line = QoQ growth %

Loan Book Composition

Latest quarter · 2026-Q1

Comm. Real Estate28.4%
Consumer12.9%
SME / C&I26.4%
Other32.3%

Metric History

12 quarters · FDIC Call Report data

QuarterCET1 %Leverage %RWALoan BookLoans YoYRWA QoQCRE %Consumer %SME %SRT Score
2026-Q1latest12.17%7.14%$1.54T$1.19T+8.8%+0.36%28.4%12.9%26.4%41
2025-Q412.47%7.36%$1.53T$1.17T+7.6%+1.42%29.0%13.3%26.4%
2025-Q313.03%7.54%$1.51T$1.15T+7.9%+1.90%29.1%13.2%26.7%
2025-Q213.25%7.59%$1.48T$1.13T+8.5%+2.09%29.5%13.4%27.2%
2025-Q113.36%7.61%$1.45T$1.10T+5.9%+0.45%30.4%13.6%27.1%
2024-Q413.46%7.63%$1.44T$1.08T+4.6%+1.09%30.0%14.2%27.2%
2024-Q313.40%7.64%$1.43T$1.06T+2.7%+1.61%30.6%17.4%31.7%
2024-Q213.53%7.63%$1.41T$1.04T+0.5%+0.54%31.2%17.6%31.4%
2024-Q113.50%7.61%$1.40T$1.03T+0.24%31.4%17.6%31.6%
2023-Q413.45%7.59%$1.39T$1.04T+0.56%31.5%18.0%30.9%
2023-Q313.32%7.73%$1.39T$1.04T-0.52%31.5%17.9%31.2%
2023-Q213.29%7.62%$1.39T$1.04T31.5%17.6%31.8%

Latest Earnings Signals

From 2026-04-15 SEC 8-K earnings release · composite 1/4

Neutral
CET1 pressure

Common equity tier 1 (CET1) capital of $200 billion decreased $1.7 billion from 4Q25

RWA growth
Provisions rising

Provision for credit losses of $1.3 billion decreased from $1.5 billion in 1Q25

Capital optimisation
View source filing ↗

AI Investment Memo

Llama will analyze Bank of America across 4 data dimensions and write a structured memo

Score: 41/100·Model: llama-3.3-70b·Tools: get_bank_metrics · get_historical_deals · get_regulatory_context · calculate_candidate_score

Click Generate Analysis to create an investment memo

Llama will call 4 tools then write a structured memo covering thesis, deal sizing, timing, and risks

Score Breakdown

41/100 —MEDIUM

Live score · base 39 pts +2 macro adj

Capital Pressure14/40

CET1 12.17% — below active SRT zone

+4

-0.17pp headroom above 8% regulatory floor

+0

CET1 declining for 2+ consecutive quarters (13.03% → 12.47% → 12.17%)

+10

Leverage ratio 7.14% — adequate headroom

+0
Loan Book Growth8/30

Loan book grew 8.8% YoY

+3

RWA grew 0.4% QoQ

+2

CRE: 28.408305079056028%, Lev.Loans: 0%, max(Consumer/SME): 26.36484944106885%

+3
Historical SRT15/25

Bank has previously issued SRT transactions

+15

2 months since last deal — recently completed

+0
Macro Context7/10

Live macro signal: FAVORABLE (sentiment +6/20) — 7/10 pts

+7
GSIB-Tier Bank

>$1.25T total assets — deals predictable and calendar-known, low sourcing alpha

-5
Macro environment · FAVORABLE+2

Sentiment +6/20 · global +2 pts

Overall SRT likelihood41/100