Quarterly report [Sections 13 or 15(d)]

FEE AND COMMISSION INCOME AND EXPENSE (Tables)

v3.25.4
FEE AND COMMISSION INCOME AND EXPENSE (Tables)
 9 Months Ended
Dec. 31, 2025
Revenue from Contract with Customer [Abstract]  
Schedule of Disclosure of Fee and Commission Income
During the three months ended December 31, 2025 and December 31, 2024 fee and commission income was comprised of:
Three months ended December 31, 2025
Brokerage
Banking
 Insurance Other Total
Brokerage services $ 126,200  $ —  $ —  $ —  $ 126,200 
Agency fee income —  —  —  5,304  5,304 
Commission income from payment processing —  —  —  6,283  6,283 
Underwriting and market-making services 5,655  —  —  —  5,655 
Bank services —  (19,030) —  —  (19,030)
Other fee and commission income 339  700  —  638  1,677 
Total fee and commission income $ 132,194  $ (18,330) $ —  $ 12,225  $ 126,089 
Agency fee expense 5  236  10,255  —  10,496 
Brokerage services 10,189  209  —  29  10,427 
Bank services 1,545  5,891  57  115  7,608 
Central Depository services 393  —  —  —  393 
Exchange services 1,888  —  —  10  1,898 
Other commission expenses 312  —  —  2,557  2,869 
Total fee and commission expense $ 14,332  $ 6,336  $ 10,312  $ 2,711  $ 33,691 
Three months ended December 31, 2024
Brokerage
Banking
 Insurance Other Total
Brokerage services $ 118,841  $ —  $ —  $ —  $ 118,841 
Bank services —  8,360  —  —  8,360 
Commission income from payment processing —  —  —  7,138  7,138 
Agency fee income —  —  —  4,190  4,190 
Underwriting and market-making services 1,549  —  —  —  1,549 
Other fee and commission income 310  238  —  2,810  3,358 
Total fee and commission income $ 120,700  $ 8,598  $ —  $ 14,138  $ 143,436 
Agency fee expense —  (31) 74,715  —  74,684 
Brokerage services 9,400  11  18  3  9,432 
Bank services 1,095  4,119  107  88  5,409 
Exchange services 325  —  —  26  351 
Central Depository services 152  —  —  —  152 
Other commission expenses 611  —  —  3,288  3,899 
Total fee and commission expense $ 11,583  $ 4,099  $ 74,840  $ 3,405  $ 93,927 
Nine months ended December 31, 2025
Brokerage
Banking
 Insurance Other Total
Brokerage services $ 366,723  $ —  $ —  $ —  $ 366,723 
Agency fee income —  —  —  16,207  16,207 
Commission income from payment processing —  —  —  17,225  17,225 
Underwriting and market-making services 10,087  —  —  —  10,087 
Bank services —  (47,339) —  —  (47,339)
Other fee and commission income 434  1,645  —  987  3,066 
Total fee and commission income $ 377,244  $ (45,694) $ —  $ 34,419  $ 365,969 
Agency fee expense 5  323  117,316  —  117,644 
Brokerage services 28,347  247  2  59  28,655 
Bank services 5,252  18,477  350  303  24,382 
Central Depository services 969  —  —  —  969 
Exchange services 2,291  —  —  33  2,324 
Other commission expenses 1,439  —  —  7,311  8,750 
Total fee and commission expense $ 38,303  $ 19,047  $ 117,668  $ 7,706  $ 182,724 
Nine months ended December 31, 2024
Brokerage
Banking
 Insurance Other Total
Brokerage services $ 319,386  $ —  $ —  $ —  $ 319,386 
Commission income from payment processing —  —  —  21,671  21,671 
Agency fee income —  —  147  12,643  12,790 
Bank services —  12,748  —  —  12,748 
Underwriting and market-making services 7,465  —  —  —  7,465 
Other fee and commission income 432  844  —  4,640  5,916 
Total fee and commission income $ 327,283  $ 13,592  $ 147  $ 38,954  $ 379,976 
Agency fee expense —  1  213,529  —  213,530 
Brokerage services 18,556  90  26  262  18,934 
Bank services 3,126  9,859  331  216  13,532 
Exchange services 1,288  —  —  70  1,358 
Central Depository services 495  —  —  —  495 
Other commission expenses 1,759  —  2  15,301  17,062 
Total fee and commission expense $ 25,224  $ 9,950  $ 213,888  $ 15,849  $ 264,911