Bank B/S: 2Q26 Week 11 - Loan/Deposit Gr. Modest This Week; Key B/S Trends More Robust at Large Banks vs. Small Banks in 2Q26; C&I/NDFI Top Drivers

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Bank B/S: 2Q26 Week 11 - Loan/Deposit Gr. Modest This Week; Key B/S Trends More Robust at Large Banks vs. Small Banks in 2Q26; C&I/NDFI Top Drivers

US Banks

EQUITY RESEARCH Industry Report

June 22, 2026

Bank B/S: 2Q26 Week 11 - Loan/Deposit Gr. Modest

Companies mentioned

Ticker Price Rating Target This Week; Key B/S Trends More Robust at Large

BKU $47.54 Overweight $56.00 Banks vs. Small Banks in 2Q26; C&I/NDFI Top Drivers

CFG $67.08 Overweight $75.00

CFR $145.66 Neutral $154.00 2Q26 Week 11 (out of 13): Trends for the week ending June 10. For details

EWBC $126.81 Overweight $137.00 on this week's Fed H8 trends, as well as a historical analysis of bank balance

FBK $53.75 Overweight $65.00 sheet trends line-by-line, please see the report and attached deck. We are

FFIN $32.78 Neutral $34.00

back to the typical 13 weeks of data in the 2Q26 dataset, but note that FLG $14.65 Overweight $16.00

Week 1 ends on April 1, which means six days of banking activity from 1Q26 HOMB $27.65 Neutral $30.00

will reflect in 2Q26 trends. LOB $38.26 Neutral $41.00

MTB $225.12 Overweight $253.00

PB $71.19 Overweight $80.00 Bank B/S Deck Signposting

RF $28.62 Overweight $32.00 ●All Banks: Balance Sheet Trends (p. 17-32)

VLY $14.09 Overweight $16.00

ZION $66.17 Overweight $69.00 ●Small Banks (Ex. Top 25 Banks by Assets): B/S Trends (p. 33-43)

●Large Banks (Top 25 by Assets): B/S Trends (p. 44-54)

Research Analysts:

●Seasonality Analysis (p. 55-60) Dave Rochester

212-610-2210

Dave.Rochester@cantor.com Key Takeaways (cont. on p. 2)

Eric Spector, CFA

904-598-9302 Weekly Trends (2Q26 Week 11, p. 13). Friday's Fed H8 release reflected the Eric.Spector@cantor.com

eleventh week of bank balance sheet trend data available for 2Q26. As a