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Adelphi Bank, Total Fiduciary and Related Assets

2025-03-31Rank
Fiduciary powers granted$01,461
Fiduciary power exercised$01,090
Fiduciary or related activity$01,037
Total fiduciary and related assets$0380
Managed Assets ($)$0371
Personal trust and agency accounts, managed assets$0360
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0279
Employee benefit-defined benefit accounts, managed assets$0218
Other employee benefit and retirement-related accounts, managed assets$0374
Corporate trust and agency accounts, managed assets$075
Investment management and investment advisory agency accounts, managed assets$0382
Foundation and endowment trust and agency accounts, managed assets$0306
Other fiduciary accounts, managed assets$0107
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0365
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0363
Personal trust and agency accounts, non-managed assets$0306
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0266
Employee benefit-defined benefit accounts, non-managed Assets$0114
Other retirement accounts, non-managed assets$0325
Corporate trust and agency accounts, non-managed assets$0117
Investment management and advisory agency accounts, non-managed assets$0199
Foundation and endowment trust and agency accounts, non-managed assets$0146
Other fiduciary accounts, non-managed assets$086
Memoranda
Custody and safekeeping accounts, non-managed assets$0383
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0314
2024-12-31Rank
Fiduciary powers granted$01,468
Fiduciary power exercised$01,099
Fiduciary or related activity$01,035
Total fiduciary and related assets$01,015
Managed Assets ($)$0970
Personal trust and agency accounts, managed assets$0944
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0394
Employee benefit-defined benefit accounts, managed assets$0264
Other employee benefit and retirement-related accounts, managed assets$0626
Corporate trust and agency accounts, managed assets$0178
Investment management and investment advisory agency accounts, managed assets$0645
Foundation and endowment trust and agency accounts, managed assets$0503
Other fiduciary accounts, managed assets$0237
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0593
Investments of managed fiduciary accts in advised or sponsored mutual funds$047
Non-managed Assets ($)$0802
Personal trust and agency accounts, non-managed assets$0624
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0370
Employee benefit-defined benefit accounts, non-managed Assets$0123
Other retirement accounts, non-managed assets$0608
Corporate trust and agency accounts, non-managed assets$0219
Investment management and advisory agency accounts, non-managed assets$0335
Foundation and endowment trust and agency accounts, non-managed assets$0200
Other fiduciary accounts, non-managed assets$0161
Memoranda
Custody and safekeeping accounts, non-managed assets$0655
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0604
2024-09-30Rank
Fiduciary powers granted$01,475
Fiduciary power exercised$01,109
Fiduciary or related activity$01,051
Total fiduciary and related assets$0379
Managed Assets ($)$0371
Personal trust and agency accounts, managed assets$0358
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0277
Employee benefit-defined benefit accounts, managed assets$0215
Other employee benefit and retirement-related accounts, managed assets$0375
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$0382
Foundation and endowment trust and agency accounts, managed assets$0303
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0365
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0366
Personal trust and agency accounts, non-managed assets$0308
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0269
Employee benefit-defined benefit accounts, non-managed Assets$0121
Other retirement accounts, non-managed assets$0335
Corporate trust and agency accounts, non-managed assets$0111
Investment management and advisory agency accounts, non-managed assets$0203
Foundation and endowment trust and agency accounts, non-managed assets$0150
Other fiduciary accounts, non-managed assets$093
Memoranda
Custody and safekeeping accounts, non-managed assets$0384
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0314
2024-06-30Rank
Fiduciary powers granted$01,477
Fiduciary power exercised$01,115
Fiduciary or related activity$01,054
Total fiduciary and related assets$0457
Managed Assets ($)$0450
Personal trust and agency accounts, managed assets$0438
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0324
Employee benefit-defined benefit accounts, managed assets$0230
Other employee benefit and retirement-related accounts, managed assets$0452
Corporate trust and agency accounts, managed assets$0113
Investment management and investment advisory agency accounts, managed assets$0458
Foundation and endowment trust and agency accounts, managed assets$0361
Other fiduciary accounts, managed assets$0154
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0435
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0436
Personal trust and agency accounts, non-managed assets$0363
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0303
Employee benefit-defined benefit accounts, non-managed Assets$0127
Other retirement accounts, non-managed assets$0388
Corporate trust and agency accounts, non-managed assets$0159
Investment management and advisory agency accounts, non-managed assets$0248
Foundation and endowment trust and agency accounts, non-managed assets$0169
Other fiduciary accounts, non-managed assets$0123
Memoranda
Custody and safekeeping accounts, non-managed assets$0454
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0376
2024-03-31Rank
Fiduciary powers granted$01,483
Fiduciary power exercised$01,128
Fiduciary or related activity$01,058
Total fiduciary and related assets$0384
Managed Assets ($)$0376
Personal trust and agency accounts, managed assets$0363
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0286
Employee benefit-defined benefit accounts, managed assets$0217
Other employee benefit and retirement-related accounts, managed assets$0380
Corporate trust and agency accounts, managed assets$066
Investment management and investment advisory agency accounts, managed assets$0342
Foundation and endowment trust and agency accounts, managed assets$0307
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0367
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0371
Personal trust and agency accounts, non-managed assets$0321
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0257
Employee benefit-defined benefit accounts, non-managed Assets$0123
Other retirement accounts, non-managed assets$0334
Corporate trust and agency accounts, non-managed assets$0111
Investment management and advisory agency accounts, non-managed assets$0256
Foundation and endowment trust and agency accounts, non-managed assets$0195
Other fiduciary accounts, non-managed assets$092
Memoranda
Custody and safekeeping accounts, non-managed assets$0348
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0314
2023-09-30Rank
Fiduciary powers granted$01,485
Fiduciary power exercised$01,127
Fiduciary or related activity$01,071
Total fiduciary and related assets$0376
Managed Assets ($)$0366
Personal trust and agency accounts, managed assets$0355
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0280
Employee benefit-defined benefit accounts, managed assets$0208
Other employee benefit and retirement-related accounts, managed assets$0371
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$0333
Foundation and endowment trust and agency accounts, managed assets$0298
Other fiduciary accounts, managed assets$0109
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0360
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0363
Personal trust and agency accounts, non-managed assets$0310
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0247
Employee benefit-defined benefit accounts, non-managed Assets$0118
Other retirement accounts, non-managed assets$0324
Corporate trust and agency accounts, non-managed assets$0110
Investment management and advisory agency accounts, non-managed assets$0251
Foundation and endowment trust and agency accounts, non-managed assets$0192
Other fiduciary accounts, non-managed assets$093
Memoranda
Custody and safekeeping accounts, non-managed assets$0340
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0303
2023-06-30Rank
Fiduciary powers granted$01,477
Fiduciary power exercised$01,118
Fiduciary or related activity$01,073
Total fiduciary and related assets$0448
Managed Assets ($)$0438
Personal trust and agency accounts, managed assets$0427
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0326
Employee benefit-defined benefit accounts, managed assets$0228
Other employee benefit and retirement-related accounts, managed assets$0437
Corporate trust and agency accounts, managed assets$0119
Investment management and investment advisory agency accounts, managed assets$0399
Foundation and endowment trust and agency accounts, managed assets$0348
Other fiduciary accounts, managed assets$0152
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0428
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0433
Personal trust and agency accounts, non-managed assets$0364
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0282
Employee benefit-defined benefit accounts, non-managed Assets$0119
Other retirement accounts, non-managed assets$0379
Corporate trust and agency accounts, non-managed assets$0159
Investment management and advisory agency accounts, non-managed assets$0288
Foundation and endowment trust and agency accounts, non-managed assets$0207
Other fiduciary accounts, non-managed assets$0128
Memoranda
Custody and safekeeping accounts, non-managed assets$0402
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0369
2023-03-31Rank
Fiduciary powers granted$01,519
Fiduciary power exercised$01,140
Fiduciary or related activity$01,085
Total fiduciary and related assets$0384
Managed Assets ($)$0375
Personal trust and agency accounts, managed assets$0365
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0244
Employee benefit-defined benefit accounts, managed assets$0170
Other employee benefit and retirement-related accounts, managed assets$0335
Corporate trust and agency accounts, managed assets$069
Investment management and investment advisory agency accounts, managed assets$0341
Foundation and endowment trust and agency accounts, managed assets$0305
Other fiduciary accounts, managed assets$0106
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0325
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0373
Personal trust and agency accounts, non-managed assets$0305
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0229
Employee benefit-defined benefit accounts, non-managed Assets$0121
Other retirement accounts, non-managed assets$0296
Corporate trust and agency accounts, non-managed assets$099
Investment management and advisory agency accounts, non-managed assets$0209
Foundation and endowment trust and agency accounts, non-managed assets$0145
Other fiduciary accounts, non-managed assets$086
Memoranda
Custody and safekeeping accounts, non-managed assets$0347
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0313