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Q2 2026 · read from the 30 June 2026 Call Report · United States · New England · Massachusetts, the state note

State Street Bank & Trust Co.

Boston, Massachusetts · $412.62B in assets · beside the 5 other New England banks over $10B (the state alone holds too few in the band to rank)

The filing

16.1%
Loans / deposits
1st of 6
7.1%
Equity / assets
6th of 6
4.4%
CRE / loans
1st of 6

State Street Bank & Trust Co. is the largest of the 6 New England banks over $10B, with $412.62B in assets at 30 June 2026. Loans are 16.1% of deposits, the lowest in the cohort against a median of 85.6%, and equity is 7.1% of assets, the lowest in the cohort. Loans grew +10.3% in the year, 4th of 6, and deposits grew 12.9%; the cohort's median loan growth is +18.4%.

Noncurrent loans are 0.56% of the book, 2nd of 6 against a median of 0.66%; 0.00% is 30 to 89 days past due, and the allowance covers them 0.5 times. Net charge-offs are 0.16% of loans, 2nd of 6. Commercial real estate is 4.4% of loans, the lowest in the cohort against a median of 35.2%, and 11% of capital, below the 300% screen, with construction at 0% against the 100% screen.

Return on assets is 1.04%, 5th of 6 against a median of 1.09%, on an efficiency ratio of 67.6%, the highest in the cohort. Five years ago it was 0.85%. The question this shape raises is what the liquidity earns, and what a rate path does to the securities book and the deposit base.

Commercial real estate, share of loansNew England banks over $10B · 30 June 2026 · lower is stronger, listed first
median 35.2% SS State Street Bank & Trust Co. 4.4% CB Citizens Bank National Association 15.4% WB Webster Bank National Association 34.8% EB Eastern Bank 35.6% BB Beacon Bank & Trust 43.8% RT Rockland Trust Co. 44.4%
Loans, year over yearNew England banks over $10B · 30 June 2026 · no better direction, largest first
median +18.4% BB Beacon Bank & Trust +229.1% EB Eastern Bank +27.3% RT Rockland Trust Co. +26.6% SS State Street Bank & Trust Co. +10.3% WB Webster Bank National Association +7.3% CB Citizens Bank National Association +5.5%

Commercial real estate against capital

Commercial real estate concentrationthe 2006 interagency screens against total risk-based capital; owner-occupied excluded; bold marks a screen met
State StreetRankCohort median
Total CRE against capital, the 300% screen11%1st of 6254%
Construction against capital, the 100% screen0%1st of 618%
Construction and land development, share of loans0.0%1st of 62.6%
Non-owner-occupied nonfarm nonresidential, share of loans2.5%1st of 618.4%
Total CRE, the guidance definition, share of loans4.4%1st of 635.2%
CRE growth over 36 months, the third prong-23.2%1st of 6+14.0%
Commercial real estate against capital, the 300% screenNew England banks over $10B · 30 June 2026 · lower is stronger, listed first
median 254% SS State Street Bank & Trust Co. 11% CB Citizens Bank National Association 95% EB Eastern Bank 253% WB Webster Bank National Association 256% RT Rockland Trust Co. 276% BB Beacon Bank & Trust 336%
CRE growth over 36 months, the guidance's third prongNew England banks over $10B · 30 June 2026 · lower is stronger, listed first
median +14.0% SS State Street Bank & Trust Co. -23.2% CB Citizens Bank National Association -17.9% WB Webster Bank National Association +8.5% RT Rockland Trust Co. +19.4% EB Eastern Bank +86.4% BB Beacon Bank & Trust +179.1%

Among its peers

Where it sits among its peersnavy: the stronger half of each column; amber: the weaker; darker at the ends
InstitutionAssetsROAEfficiencyNPA / loansNet charge-offsAllowance / loansLoans / depositsEquity / assets
State Street Bank & Trust Co.$412.62B1.0%67.6%0.56%0.16%0.3%16.1%7.1%
Citizens Bank National Association$232.52B1.0%60.6%1.36%0.37%1.3%79.1%11.4%
Webster Bank National Association$85.90B1.2%49.9%0.76%0.29%1.3%81.9%11.4%
Eastern Bank$31.13B1.1%60.7%0.47%0.17%1.4%89.2%13.0%
Rockland Trust Co.$24.97B1.4%54.0%0.56%0.06%1.1%89.7%15.6%
Beacon Bank & Trust$22.20B1.1%59.9%0.90%0.31%1.3%95.6%11.4%
Five years, 2021 to 2026same quarter, five years apart; dollars as growth, ratios in points
State StreetCohort median
20212026Change20212026Change
Loans$30.82B$52.37B+70%$15.54B$37.85B+144%
Deposits$268.14B$326.25B+22%$21.60B$48.41B+124%
NPA / loans0.00%0.56%+0.56 pts0.55%0.66%+0.12 pts
Efficiency72.3%67.6%-4.7 pts60.3%60.2%-0.1 pts
ROA0.85%1.04%+0.19 pts1.27%1.09%-0.17 pts

This read was prepared for State Street Bank & Trust Co.'s board and management from the public record, and is one slice of what Lynx builds for any bank from its own filing: the peer cohort, the capital, liquidity and rate models with the assumptions the institution sets, and a summary report of twenty sections for the board.

The full pack on State Street Bank & Trust Co. is prepared on request, and thirty days on the institution's own numbers are open to anyone at the bank.

Ask for the pack

Prepared 7 September 2026
Filing 30 June 2026
Cohort New England banks over $10B
Institution www.statestreet.com

Public record only: FFIEC Call Report, 30 June 2026; FDIC data; cohort by New England and asset band. Computed from the institution's own Call Report and its peers' as published; no estimate, no adjustment; not a rating, not an audited statement and not a supervisory judgement.

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