The Federal Reserve Bank of Kansas City released its second quarter 2026 Bank Capital Analysis, showing declining leverage capital ratios at U.S. global systemically important banks (G-SIBs). Their weighted average tier 1 leverage ratio fell 55 basis points from a year earlier to 6.34% as of June 30, 2026. It remained below the corresponding ratios for large banks at 9.55%, regional banks at 10.24% and community banks at 11.07%.

The weighted average supplementary leverage ratio (SLR) for G-SIBs declined 49 basis points from a year earlier to 5.31%. The analysis identifies federal banking agencies’ recent recalibration of the enhanced supplementary leverage ratio (eSLR) buffer as a likely contributor to that decline. The recalibration was intended to reduce constraints on Treasury market intermediation, and a supplemental analysis examines its impact across affected G-SIB holding companies.