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Custody Banks Like State Street and BNY Mellon Are Quietly Near Record Highs. Here's What's Driving the Rally.

These banks don't depend as much on favorable interest rates.

Custody Banks Like State Street and BNY Mellon Are Quietly Near Record Highs. Here's What's Driving the Rally.

Published July 2, 2026 · Category: Finance

Overview

Banks have rallied during the past few months, lifting the KBW Nasdaq Bank Index, which tracks the largest U.S. bank stocks, more than 12% so far this year.

But there is one often overlooked sector of the banking industry that has outperformed considerably: custody banks. These are not like traditional banks that lend to consumers and businesses. They hold and service huge amounts of institutional assets -- such as mutual funds, pensions, exchange-traded funds (ETFs), stocks and other investments, real estate, cash, hedge funds, endowments, and 401(k)s -- all from large institutions.

Details

They collect fees on these assets for servicing and holding them -- and those fees rise as the asset totals increase.

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Source

Originally published at www.fool.com.

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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.