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BDI
MS

Morgan Stanley Private Bank, National Association

Purchase, New YorkFDIC Cert #34221

OCCEstablished 19961 branch

Holding company: MORGAN STANLEYRegulator: OCC

FDICCERT + OFFDOM

Balance sheet & income statement

Financials

Reported balance-sheet positions and year-to-date earnings from the latest FDIC Call Report.

As of Q1 2026

Balance sheet trend

Assets & deposits

Time range
Reporting mode
Assets and deposits by reporting quarter
QuarterAssetsDeposits
Q2 2021$136B$109B
Q3 2021$144B$115B
Q4 2021$155B$126B
Q1 2022$204B$186B
Q2 2022$200B$183B
Q3 2022$195B$177B
Q4 2022$210B$192B
Q1 2023$196B$177B
Q2 2023$197B$180B
Q3 2023$199B$180B
Q4 2023$203B$185B
Q1 2024$203B$184B
Q2 2024$208B$189B
Q3 2024$210B$190B
Q4 2024$221B$199B
Q1 2025$224B$204B
Q2 2025$235B$212B
Q3 2025$240B$214B
Q4 2025$255B$223B
Q1 2026$241B$206B

Balance sheet

Core assets, funding, and capital reported at quarter end.

Assets
$241B
+7.9%y/y
Percentile by value43rd percentileby value
Peer standing in FFIEC UBPR Peer Group 1 — Insured commercial banks having assets greater than $100 billion
FDICASSET
Deposits
$206B
+1.1%y/y
Percentile by value46th percentileby value
Peer standing in FFIEC UBPR Peer Group 1 — Insured commercial banks having assets greater than $100 billion
FDICDEP
Gross loans
$178B
+18.9%y/y
Percentile by value68th percentileby value
Peer standing in FFIEC UBPR Peer Group 1 — Insured commercial banks having assets greater than $100 billion
FDICLNLSGR
Net loans
$178B
+18.9%y/y
Percentile by value68th percentileby value
Peer standing in FFIEC UBPR Peer Group 1 — Insured commercial banks having assets greater than $100 billion
FDICLNLSNET
Securities
$41.4B
−2.6%y/y
Percentile by value25th percentileby value
Peer standing in FFIEC UBPR Peer Group 1 — Insured commercial banks having assets greater than $100 billion
FDICSC
Cash
$13.3B
−30.0%y/y
Percentile by value25th percentileby value
Peer standing in FFIEC UBPR Peer Group 1 — Insured commercial banks having assets greater than $100 billion
FDICCHBAL
Liabilities
$223B
+8.2%y/y
Percentile by value46th percentileby value
Peer standing in FFIEC UBPR Peer Group 1 — Insured commercial banks having assets greater than $100 billion
FDICLIAB
Equity
$18.4B
+3.8%y/y
Peer standing32nd percentile
Peer standing in FFIEC UBPR Peer Group 1 — Insured commercial banks having assets greater than $100 billion
FDICEQ

Income statement

Year-to-date reported earnings and core revenue components.

Revenue
$1.28B
+20.3%y/y
Peer standing18th percentile
Peer standing in FFIEC UBPR Peer Group 1 — Insured commercial banks having assets greater than $100 billion
FDICNIM + NONII
NII
$1.12B
+19.5%y/y
Peer standing25th percentile
Peer standing in FFIEC UBPR Peer Group 1 — Insured commercial banks having assets greater than $100 billion
FDICNIM
Noninterest income
$161M
+25.8%y/y
Peer standing7th percentile
Peer standing in FFIEC UBPR Peer Group 1 — Insured commercial banks having assets greater than $100 billion
FDICNONII
Provision
$5M
−89.6%y/y
Percentile by value11th percentileby value
Peer standing in FFIEC UBPR Peer Group 1 — Insured commercial banks having assets greater than $100 billion
FDICELNATR
Pretax income
$979M
+30.0%y/y
Peer standing61st percentile
Peer standing in FFIEC UBPR Peer Group 1 — Insured commercial banks having assets greater than $100 billion
FDICPTAXNETINC
Net income
$741M
+30.5%y/y
Peer standing57th percentile
Peer standing in FFIEC UBPR Peer Group 1 — Insured commercial banks having assets greater than $100 billion
FDICNETINC