v3.26.1
Investment Securities (Tables)
6 Months Ended
Jun. 30, 2026
Investments, Debt and Equity Securities [Abstract]  
Schedule of Available-for-Sale Investment Securities
Our available-for-sale investment securities were as follows:
Amortized costGross unrealized gainsGross unrealized lossesFair value
(In thousands)
June 30, 2026
Agency bond securities$179,228 $ $(23,153)$156,075 
Agency mortgage-backed securities2,719,895 1,079 (219,544)2,501,430 
Municipal bonds28,126  (5,486)22,640 
Asset-backed securities354,145 95 (1,044)353,196 
Total investment securities$3,281,394 $1,174 $(249,227)$3,033,341 
December 31, 2025
Agency bond securities$179,227 $— $(22,252)$156,975 
Agency mortgage-backed securities2,145,925 1,392 (212,399)1,934,918 
Municipal bonds28,137 — (5,581)22,556 
Asset-backed securities354,510 86 (1,202)353,394 
Total investment securities$2,707,799 $1,478 $(241,434)$2,467,843 
Schedule of Available-for-Sale Securities, Unrealized Loss Position
As of June 30, 2026 and December 31, 2025, the gross unrealized losses and fair values of available-for-sale investment securities that were in unrealized loss positions were as follows:
Less than 12 months12 months or moreTotal fair valueTotal unrealized loss
Fair valueUnrealized lossFair valueUnrealized loss
(In thousands)
June 30, 2026
Agency bond securities$ $ $156,075 $(23,153)$156,075 $(23,153)
Agency mortgage-backed securities1,002,335 (4,158)1,021,757 (215,386)2,024,092 (219,544)
Municipal bonds  22,640 (5,486)22,640 (5,486)
Asset-backed securities255,547 (904)40,557 (140)296,104 (1,044)
Total investment securities$1,257,882 $(5,062)$1,241,029 $(244,165)$2,498,911 $(249,227)
December 31, 2025
Agency bond securities$— $— $156,975 $(22,252)$156,975 $(22,252)
Agency mortgage-backed securities504,676 (1,764)1,049,422 (210,635)1,554,098 (212,399)
Municipal bonds— — 22,556 (5,581)22,556 (5,581)
Asset-backed securities321,811 (1,202)— — 321,811 (1,202)
Total investment securities$826,487 $(2,966)$1,228,953 $(238,468)$2,055,440 $(241,434)
Schedule of Maturity Dates for Available-for-Sale Investment Securities
As of June 30, 2026, the contractual maturities of our available-for-sale investment securities were as follows:
Amortized costFair value
(In thousands)
Due after one year through five years$139,228 $124,296 
Due after five years through ten years40,000 31,779 
Due after ten years28,126 22,640 
Mortgage and asset-backed securities3,074,040 2,854,626 
Total investment securities$3,281,394 $3,033,341