Home > Texas State Bank > Fiduciary and Related Services
Texas State Bank, Fiduciary and Related Services
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,049,000 | 119 |
| Number of Managed Accounts | $1,710,000 | 96 |
| Number of Non-Managed Accounts | $339,000 | 172 |
| Total fiduciary and related assets | $1,317,950,000 | 152 |
| Managed Assets ($) | $1,141,162,000 | 116 |
| Non-managed Assets ($) | $176,788,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,881,000 | 112 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,078,000 | 110 |
| Number of Managed Accounts | $1,739,000 | 91 |
| Number of Non-Managed Accounts | $339,000 | 128 |
| Total fiduciary and related assets | $1,346,349,000 | 154 |
| Managed Assets ($) | $1,165,934,000 | 118 |
| Non-managed Assets ($) | $180,415,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,586,000 | 111 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,084,000 | 110 |
| Number of Managed Accounts | $1,742,000 | 91 |
| Number of Non-Managed Accounts | $342,000 | 132 |
| Total fiduciary and related assets | $1,365,585,000 | 155 |
| Managed Assets ($) | $1,187,585,000 | 121 |
| Non-managed Assets ($) | $178,000,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,367,000 | 118 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,124,000 | 107 |
| Number of Managed Accounts | $1,797,000 | 90 |
| Number of Non-Managed Accounts | $327,000 | 133 |
| Total fiduciary and related assets | $1,309,297,000 | 158 |
| Managed Assets ($) | $1,176,839,000 | 120 |
| Non-managed Assets ($) | $132,458,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,140,000 | 116 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,109,000 | 111 |
| Number of Managed Accounts | $1,794,000 | 90 |
| Number of Non-Managed Accounts | $315,000 | 176 |
| Total fiduciary and related assets | $1,300,501,000 | 155 |
| Managed Assets ($) | $1,170,532,000 | 116 |
| Non-managed Assets ($) | $129,969,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,160,000 | 361 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,065,000 | 113 |
| Number of Managed Accounts | $1,764,000 | 95 |
| Number of Non-Managed Accounts | $301,000 | 143 |
| Total fiduciary and related assets | $1,363,194,000 | 153 |
| Managed Assets ($) | $1,220,230,000 | 114 |
| Non-managed Assets ($) | $142,964,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,959,000 | 119 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,054,000 | 117 |
| Number of Managed Accounts | $1,755,000 | 100 |
| Number of Non-Managed Accounts | $299,000 | 151 |
| Total fiduciary and related assets | $1,299,215,000 | 161 |
| Managed Assets ($) | $1,155,064,000 | 120 |
| Non-managed Assets ($) | $144,151,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,872,000 | 127 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,998,000 | 121 |
| Number of Managed Accounts | $1,719,000 | 101 |
| Number of Non-Managed Accounts | $279,000 | 161 |
| Total fiduciary and related assets | $1,281,413,000 | 161 |
| Managed Assets ($) | $1,164,220,000 | 120 |
| Non-managed Assets ($) | $117,193,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,928,000 | 123 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,789,000 | 137 |
| Number of Managed Accounts | $1,681,000 | 104 |
| Number of Non-Managed Accounts | $108,000 | 359 |
| Total fiduciary and related assets | $1,167,250,000 | 170 |
| Managed Assets ($) | $1,003,141,000 | 126 |
| Non-managed Assets ($) | $164,109,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,577,000 | 122 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,820,000 | 125 |
| Number of Managed Accounts | $1,709,000 | 101 |
| Number of Non-Managed Accounts | $111,000 | 230 |
| Total fiduciary and related assets | $1,080,744,000 | 173 |
| Managed Assets ($) | $969,993,000 | 127 |
| Non-managed Assets ($) | $110,751,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,683,000 | 118 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,938,000 | 117 |
| Number of Managed Accounts | $1,710,000 | 99 |
| Number of Non-Managed Accounts | $228,000 | 169 |
| Total fiduciary and related assets | $1,069,628,000 | 168 |
| Managed Assets ($) | $953,539,000 | 124 |
| Non-managed Assets ($) | $116,089,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,775,000 | 117 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,852,000 | 122 |
| Number of Managed Accounts | $1,720,000 | 99 |
| Number of Non-Managed Accounts | $132,000 | 229 |
| Total fiduciary and related assets | $1,088,464,000 | 171 |
| Managed Assets ($) | $945,200,000 | 129 |
| Non-managed Assets ($) | $143,264,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,854,000 | 123 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,962,000 | 131 |
| Number of Managed Accounts | $1,713,000 | 104 |
| Number of Non-Managed Accounts | $249,000 | 220 |
| Total fiduciary and related assets | $1,085,999,000 | 173 |
| Managed Assets ($) | $950,214,000 | 127 |
| Non-managed Assets ($) | $135,785,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,746,000 | 140 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,868,000 | 124 |
| Number of Managed Accounts | $1,708,000 | 101 |
| Number of Non-Managed Accounts | $160,000 | 216 |
| Total fiduciary and related assets | $1,075,128,000 | 174 |
| Managed Assets ($) | $920,169,000 | 130 |
| Non-managed Assets ($) | $154,959,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,877,000 | 148 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,922,000 | 124 |
| Number of Managed Accounts | $1,771,000 | 96 |
| Number of Non-Managed Accounts | $151,000 | 227 |
| Total fiduciary and related assets | $972,930,000 | 177 |
| Managed Assets ($) | $815,705,000 | 138 |
| Non-managed Assets ($) | $157,225,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,191,000 | 169 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,756,000 | 129 |
| Number of Managed Accounts | $1,621,000 | 104 |
| Number of Non-Managed Accounts | $135,000 | 235 |
| Total fiduciary and related assets | $789,610,000 | 200 |
| Managed Assets ($) | $633,022,000 | 172 |
| Non-managed Assets ($) | $156,588,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $727,000 | 210 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $665,000 | 320 |
| Number of Managed Accounts | $607,000 | 250 |
| Number of Non-Managed Accounts | $58,000 | 578 |
| Total fiduciary and related assets | $363,336,000 | 303 |
| Managed Assets ($) | $260,202,000 | 273 |
| Non-managed Assets ($) | $103,134,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,870,000 | 208 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $667,000 | 283 |
| Number of Managed Accounts | $607,000 | 236 |
| Number of Non-Managed Accounts | $60,000 | 310 |
| Total fiduciary and related assets | $349,375,000 | 306 |
| Managed Assets ($) | $249,092,000 | 274 |
| Non-managed Assets ($) | $100,283,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,129,000 | 218 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $670,000 | 287 |
| Number of Managed Accounts | $606,000 | 238 |
| Number of Non-Managed Accounts | $64,000 | 311 |
| Total fiduciary and related assets | $334,201,000 | 315 |
| Managed Assets ($) | $230,450,000 | 294 |
| Non-managed Assets ($) | $103,751,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,419,000 | 228 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $701,000 | 287 |
| Number of Managed Accounts | $635,000 | 237 |
| Number of Non-Managed Accounts | $66,000 | 313 |
| Total fiduciary and related assets | $324,620,000 | 320 |
| Managed Assets ($) | $223,077,000 | 294 |
| Non-managed Assets ($) | $101,543,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $675,000 | 236 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $708,000 | 323 |
| Number of Managed Accounts | $637,000 | 250 |
| Number of Non-Managed Accounts | $71,000 | 527 |
| Total fiduciary and related assets | $338,099,000 | 318 |
| Managed Assets ($) | $231,595,000 | 290 |
| Non-managed Assets ($) | $106,504,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,730,000 | 233 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $790,000 | 280 |
| Number of Managed Accounts | $707,000 | 220 |
| Number of Non-Managed Accounts | $83,000 | 452 |
| Total fiduciary and related assets | $319,532,000 | 308 |
| Managed Assets ($) | $234,971,000 | 295 |
| Non-managed Assets ($) | $84,561,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,493,000 | 257 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,301,000 | 268 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,965,000 | 334 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,769,000 | 343 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,691,000 | 357 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,505,000 | 407 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,256,000 | 480 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,161,000 | 488 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,087,000 | 525 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $831,000 | 593 |