Quarterly report [Sections 13 or 15(d)]

FEE AND COMMISSION INCOME AND EXPENSE (Tables)

v3.25.3
FEE AND COMMISSION INCOME AND EXPENSE (Tables)
 6 Months Ended
Sep. 30, 2025
Revenue from Contract with Customer [Abstract]  
Schedule of Disclosure of Fee and Commission Income
During the three months ended September 30, 2025 and September 30, 2024 fee and commission income was comprised of:
Three months ended September 30, 2025
Brokerage
Banking
 Insurance Other Total
Brokerage services $ 137,646  $ —  $ —  $ —  $ 137,646 
Agency fee income —  —  —  6,365  6,365 
Commission income from payment processing —  —  —  5,008  5,008 
Underwriting and market-making services 1,527  —  —  —  1,527 
Bank services —  (18,929) —  —  (18,929)
Other fee and commission income 52  390  —  179  621 
Total fee and commission income $ 139,225  $ (18,539) $ —  $ 11,552  $ 132,238 
Agency fee expense —  73  41,203  —  41,276 
Brokerage services 10,566  11  —  6  10,583 
Bank services 1,672  7,024  119  102  8,917 
Central Depository services 248  —  —  —  248 
Exchange services 197  —  —  4  201 
Other commission expenses 501  —  —  2,436  2,937 
Total fee and commission expense $ 13,184  $ 7,108  $ 41,322  $ 2,548  $ 64,162 
Three months ended September 30, 2024
Brokerage
Banking
 Insurance Other Total
Brokerage services $ 107,378  $ —  $ —  $ —  $ 107,378 
Commission income from payment processing —  —  —  5,970  5,970 
Agency fee income —  —  32  3,860  3,892 
Bank services —  1,872  —  —  1,872 
Underwriting and market-making services 1,214  —  —  —  1,214 
Other fee and commission income 48  326  —  351  725 
Total fee and commission income $ 108,640  $ 2,198  $ 32  $ 10,181  $ 121,051 
Agency fee expense —  —  74,030  —  74,030 
Brokerage services 5,882  56  7  253  6,198 
Bank services 1,024  3,269  123  64  4,480 
Exchange services 442  —  —  24  466 
Central Depository services 135  —  —  —  135 
Other commission expenses 481  —  1  5,046  5,528 
Total fee and commission expense $ 7,964  $ 3,325  $ 74,161  $ 5,387  $ 90,837 
Six months ended September 30, 2025
Brokerage
Banking
 Insurance Other Total
Brokerage services $ 240,523  $ —  $ —  $ —  $ 240,523 
Agency fee income —  —  —  10,903  10,903 
Commission income from payment processing —  —  —  10,942  10,942 
Underwriting and market-making services 4,432  —  —  —  4,432 
Bank services —  (28,309) —  —  (28,309)
Other fee and commission income 95  945  —  349  1,389 
Total fee and commission income $ 245,050  $ (27,364) $ —  $ 22,194  $ 239,880 
Agency fee expense —  87  107,061  —  107,148 
Brokerage services 18,158  38  2  30  18,228 
Bank services 3,707  12,586  293  188  16,774 
Central Depository services 576  —  —  —  576 
Exchange services 403  —  —  23  426 
Other commission expenses 1,127  —  —  4,754  5,881 
Total fee and commission expense $ 23,971  $ 12,711  $ 107,356  $ 4,995  $ 149,033 
Six months ended September 30, 2024
Brokerage
Banking
 Insurance Other Total
Brokerage services $ 200,545  $ —  $ —  $ —  $ 200,545 
Commission income from payment processing —  —  —  14,533  14,533 
Agency fee income —  —  147  8,453  8,600 
Underwriting and market-making services 5,916  —  —  —  5,916 
Bank services —  4,388  —  —  4,388 
Other fee and commission income 122  606  —  1,830  2,558 
Total fee and commission income $ 206,583  $ 4,994  $ 147  $ 24,816  $ 236,540 
Agency fee expense —  32  138,814  —  138,846 
Brokerage services 9,156  79  8  259  9,502 
Bank services 2,031  5,740  224  128  8,123 
Exchange services 963  —  —  44  1,007 
Central Depository services 343  —  —  —  343 
Other commission expenses 1,148  —  2  12,013  13,163 
Total fee and commission expense $ 13,641  $ 5,851  $ 139,048  $ 12,444  $ 170,984