Filing Flows › Industries › Financials › National Commercial Banks
National Commercial Banks SIC 6021
69 companies filing with the SEC under SIC 6021. Median revenue growth +8% year on year in Q3 2026 (middle half +5% to +11%, 24 companies). The growth model expects the industry's combined revenue to grow +16% in Q3 2026. 14 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- RIVN → JPM 36% of the supplier's revenue, $1.9B
- BKKT → BAC 16% of the supplier's revenue, $551M
- VRRM → CHCO 17% of the supplier's revenue, $165M
- Highwoods Realty Ltd Partnership → BAC 4% of the supplier's revenue, $34.7M
- NLOP → JPM 13% of the supplier's revenue, $15.1M
- AMZN → COF
- JPM → ACR 2% of the supplier's revenue
- JPM → BILL
- JPM → RMCF
- TBBK → CATY
- TBBK → NSTS
- WFC → DDS
- CHCO → MGTE
- SSRM → NBHC
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +15.9% | $183.1B | $165.3B – $201.0B |
| Q4 2026 | +13.1% | $175.1B | $154.9B – $195.3B |
| Q1 2027 | +11.0% | $183.9B | $161.4B – $206.4B |
| Q2 2027 | +9.4% | $195.6B | $171.1B – $220.2B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| JPM JPMorgan Chase | $50.2B | +8% | deceleration |
| BAC Bank of America | $30.0B | +3% | deceleration |
| C Citigroup | $23.8B | +8% | deceleration |
| WFC Wells Fargo | $21.9B | +2% | deceleration |
| COF Capital One Financial | $16.3B | +6% | deceleration |
| USB US Bancorp | $8.0B | +9% | mature |
| PNC PNC Financial Services Group | $6.6B | +11% | deceleration |
| TFC Truist Financial | $3.7B | — | mature |
| HBAN Huntington Bancshares | $2.8B | +31% | deceleration |
| KEY Keycorp | $2.1B | +8% | mature |
| PNFP Pinnacle Financial Partners | $1.3B | — | — |
| HSBC USA | $1.1B | -3% | mature |
| ZION Zions Bancorporation, National Association | $881M | +2% | deceleration |
| UMBF UMB Financial | $772M | — | — |
| Webster Financial | $740M | — | mature |
| ONB Old National Bancorp | $713M | — | mature |
| CFR Cullen/Frost Bankers | $604M | +6% | mature |
| VLY Valley National Bancorp | $584M | — | — |
| BOKF BOK Financial | $561M | — | — |
| BANC Banc of California | $474M | +2% | mature |
| FNB FNB | $469M | — | — |
| FHN First Horizon | $407M | -54% | contraction |
| FULT Fulton Financial | $367M | +10% | mature |
| WSFS Wsfs Financial | $288M | — | expansion |
| FFBC First Financial Bancorp | $274M | — | — |
| WSBC Wesbanco | $273M | — | — |
| SFNC Simmons First National | $251M | — | — |
| CBU Community Financial System | $227M | +10% | mature |
| PRK Park National | $210M | +24% | transition |
| TRMK Trustmark | $207M | — | — |
| WAFD Wafd | $206M | — | transition |
| FRME First Merchants | $199M | — | — |
| NBTB NBT Bancorp | $195M | — | transition |
| CASH Pathward Financial | $190M | — | mature |
| BANF Bancfirst | $187M | — | — |
| OCFC Oceanfirst Financial | $185M | — | — |
| NWBI Northwest Bancshares | $185M | — | — |
| TBBK Bancorp | $176M | — | — |
| NIC Nicolet Bankshares | $174M | — | — |
| HOPE Hope Bancorp | $157M | — | — |
| FCF First Commonwealth Financial | $143M | — | — |
| DCOM Dime Commercial Bancshares | $135M | +17% | expansion |
| NBHC National Bank Holdings | $126M | +16% | deceleration |
| BHRB Burke & Herbert Financial Services | $120M | — | — |
| AMTB Amerant Bancorp | $109M | — | — |
| WBHC Wilson Bank Holding | $97.3M | +9% | mature |
| CHCO City Holding | $84.0M | — | deceleration |
| ALRS Alerus Financial | $81.1M | — | — |
| HAFC Hanmi Financial | $76.6M | +8% | mature |
| NEWT NewtekOne | $71.8M | — | — |
| CAC Camden National | $68.7M | +5% | mature |
| CBNK Capital Bancorp | $68.1M | — | — |
| BFC Bank First | $65.3M | — | — |
| FMCB Farmers & Merchants Bancorp | $64.6M | — | — |
| WABC Westamerica Bancorporation | $64.1M | — | — |
| SHBI Shore Bancshares | $62.8M | +11% | transition |
| PFIS Peoples Financial Services | $53.0M | — | — |
| CARE Carter Bankshares | $46.2M | — | — |
| BCAL California BanCorp | $46.0M | — | — |
| SFST Southern First Bancshares | $37.5M | +21% | deceleration |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.