Today, the Federal Reserve will release the results of the Comprehensive Capital Analysis and Review, or CCAR, round of bank stress tests this year, which will determine whether or not banks will be permitted to increase their dividends, or initiate share repurchase programs. American Express, Wells Fargo, U.S. Bancorp, and Fifth Third are excepted to see big bumps.

In this segment of Wednesday's Where the Money Is, Motley Fool banking analysts Matt Koppenheffer and David Hanson play a round of Rank It. They've each poured through the banking sector to find five stocks, ranked 1 through 5, for which banks they think could increase distributions to shareholders the most, including both dividend increases and share buybacks, normalized as a percentage of their book value. Will the banks in your portfolio make the list?

David Hanson owns shares of American Express, BB&T;, and PNC Financial Services. Matt Koppenheffer owns shares of PNC Financial Services. The Motley Fool recommends American Express and Wells Fargo. The Motley Fool owns shares of Fifth Third Bancorp, PNC Financial Services, and Wells Fargo. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.