Skip to main content
← All datasets

Holding Company Trends

Public

Quarterly metric time series for one bank holding company.

About this dataset

Holding Company Trends is a Public dataset in the Holding Companies group of the BankRegReports Data API. The response carries 14 documented fields, sourced from Fed FR Y-9C.

Endpoint

GET /api/v1/holding-cos/{rssd_id}/trends/

Parameters

Name Required Description
rssd_id required Federal Reserve RSSD id. e.g. 852218
quarters optional integer

Response fields

Field Type Description
brr_id string, nullable
rssd_id integer, nullable RSSD ID (count)
report_date string (date), nullable Report Date (date)
total_assets string (decimal), nullable Total Assets (USD thousands)
total_loans string (decimal), nullable Total Loans (USD thousands)
financial_asset_equity_adj string (decimal), nullable
mark_to_market_equity string (decimal), nullable
asset_growth_rate string (decimal), nullable Asset Growth Rate (annualized QoQ) (percent). Asset growth rate: annualized quarter-over-quarter percent change in total assets.
loan_growth_rate string (decimal), nullable Loan Growth Rate (annualized QoQ) (percent). Loan growth rate: annualized quarter-over-quarter percent change in total loans and leases.
loans_assets string (decimal), nullable Loans to total assets (percent). Total loans and leases (net of unearned income) as a percent of total assets.
full_time_eqv_employees integer, nullable Full-time Eqv Employees (Actual) (count). Full-time equivalent employees as reported on Schedule RI.
net_income string (decimal), nullable Net Income (USD thousands). Net income (loss) after tax, as reported on the Call Report income statement. The figure is the single quarter, not a year-to-date total.
roa string (decimal), nullable Return on Assets (percent). Net income, annualized, as a percentage of average total assets. The single most-cited profitability metric. 1.0%+ is strong for national banks; community banks often run 0.8 to 1.2%.
roe string (decimal), nullable Return on Equity (percent)

Example request

curl "https://api.bankregreports.com/api/v1/holding-cos/852218/trends/" \
  -H "Authorization: Bearer $BANKREG_API_TOKEN"

Responses are JSON in a {"data": ..., "meta": {...}} envelope. Get a token on the setup page.

Example response shape

A successful call returns HTTP 200 with a JSON body. Each row in data carries the fields below, shown with their documented types rather than sample values. 

{
  "data": [
    {
      "brr_id": "string",
      "rssd_id": "integer",
      "report_date": "string (date)",
      "total_assets": "string (decimal)",
      "total_loans": "string (decimal)",
      "financial_asset_equity_adj": "string (decimal)",
      "mark_to_market_equity": "string (decimal)",
      "asset_growth_rate": "string (decimal)"
      ... 6 more fields
    }
  ],
  "meta": { ... }
}

When to use it

Holding Company Trends sits in the Holding Companies group of the Data API. Reach for it when your work needs this data straight from the API: it comes back as JSON you can load into a notebook, a spreadsheet or a scheduled pipeline, with the dataset key holding_company_trends naming it the same way in the REST path, the Python SDK and the OpenAPI document.

Access and authentication

This dataset is in the Public tier. Send your API token in the Authorization header as a Bearer token, using a GET request to the endpoint above. The Free plan is the first plan that includes it. Check the plan comparison for request limits, and the data update schedule for when new filings reach the API.

Related datasets

Keep going

Browse every dataset, follow the setup walkthrough to make a first call, use the Excel add-in for formulas, or connect an assistant through the MCP server.

Python SDK

Install with pip install bankregreports and set BANKREG_API_TOKEN to your key. 

import bankregreports

brr = bankregreports.BankReg()  # reads BANKREG_API_TOKEN
rssd_id = 852218  # JPMorgan Chase Bank, N.A.
result = brr.dataset("holding_company_trends", rssd_id=rssd_id)
Powered by BankRegReports API