Feed / Theme
Confirmed

Regional Banks

17 names are moving together; 82% are participating in the current session.

6 observed Confirmed episodes

Co-movement

Observed member paths adjusted against SPY. Shading marks the latest observation window.

Members

TICKERCompanySectorTodayObserved activity
AUBAtlantic Union Bankshares CorpoFinancial Services+0.3%4/45 observed active sessions
FNBF.N.B. CorporationFinancial Services-0.4%5/45 observed active sessions
FIBKFirst Interstate BancSystem, InFinancial Services-1.2%6/45 observed active sessions
FITBFifth Third BancorpFinancial Services-0.2%2/45 observed active sessions
RFRegions Financial CorporationFinancial Services+0.3%4/45 observed active sessions
CFGCitizens Financial Group, Inc.Financial Services-0.1%2/45 observed active sessions
SFBSServisFirst Bancshares, Inc.Financial Services+0.3%1/45 observed active sessions
EBCEastern Bankshares, Inc.Financial Services-0.7%1/45 observed active sessions
VLYValley National BancorpFinancial Services-0.1%2/45 observed active sessions
TFCTruist Financial CorporationFinancial Services-0.3%2/45 observed active sessions
COLBColumbia Banking System, Inc.Financial Services+0.1%1/45 observed active sessions
WTFCWintrust Financial CorporationFinancial Services-0.0%16/45 observed active sessions
FHNFirst Horizon CorporationFinancial Services+0.8%3/45 observed active sessions
MTBM&T Bank CorporationFinancial Services-0.3%5/45 observed active sessions
EWBCEast West Bancorp, Inc.Financial Services+0.1%8/45 observed active sessions
BKUBankUnited, Inc.Financial Services+1.2%7/45 observed active sessions
WALWestern Alliance BancorporationFinancial Services-0.9%5/45 observed active sessions

Why we believe this

Cohort

17 names

Participation

82% this session

Observed history

68 daily builds

Filing coverage

17/17 members

credit / rates affecting interest expense

The decrease in interest expense for the three months ended March 31, 2026 compared to the three months ended March 31, 2025, was attributable to decreases in both average balance and cost of interest bearing liabilities.

BKU 10-Q

credit / rates

Total borrowings increased from the prior year primarily driven by increases in short-term FHLB advances, as well as additional long-term subordinated debt assumed in connection with the Sandy Spring acquisition. ​ ​ ​ 55 Table of Contents NET INCOME Years Ended December 31, 2025 and 2024 Net income available to common shareholders was $261.8 million for 2025, an increase of $64.5 million or 32.7% and represented both basic and diluted EPS of $2.03, compared to net income of $197.3 million and basic and diluted EPS of $2.29 and $2.24, respectively, for 2024.

AUB 10-K

demand / volume

51 The following graph presents trends in the deposit mix and cost of deposits (in millions): Quarterly average cost of deposits 2.12% 2.18% Non-interest bearing as a % of total deposits 30.5% 28.8% Spot average APY of total deposits 2.09% 2.10% Non-interest bearing demand deposits declined by 2%, or $166 million during the quarter ended March 31, 2026, primarily due to seasonality.

BKU 10-Q

This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.

Connected, outside the group

UBSI

TFCcustomer · Moving with the group now · 115 min observed

Filing receipt · UBSI / TFC

These included Truist Bank at $7.42 million and Emigrant Bank at $5.25 million.

TFC · customer
TBBK

EBCpartner · Not moving with the group now

Filing receipt · TBBK / EBC

Outlook and Trends Acquisitions Proposed Acquisition On April 24, 2025, Eastern Bankshares, Inc.

EBC · partner
TCBK

FHNtext peer · Current intraday read unavailable

No filing excerpt is available for this relationship.

SSB

AUBtext peer · Moving with the group now · 115 min observed

No filing excerpt is available for this relationship.

FBP

AUBtext peer · Moving with the group now · 115 min observed

No filing excerpt is available for this relationship.

History

2026-07-07 → 2026-08-0318 observed active sessions · 0% of active names held across the episode
2026-06-24 → 2026-07-027 observed active sessions · 0% of active names held across the episode
2026-06-15 → 2026-06-172 observed active sessions · 0% of active names held across the episode
2026-05-29 → 2026-06-056 observed active sessions · 0% of active names held across the episode
2026-05-14 → 2026-05-205 observed active sessions · 0% of active names held across the episode
2026-04-24 → 2026-05-077 observed active sessions · 0% of active names held across the episode