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BancorpSouth Bank, Total Fiduciary and Related Assets

2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,727,809,00073
Managed Assets ($)$2,416,727,00097
Personal trust and agency accounts, managed assets$766,063,00090
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$56,757,00093
Employee benefit-defined benefit accounts, managed assets$368,066,00032
Other employee benefit and retirement-related accounts, managed assets$284,398,00080
Corporate trust and agency accounts, managed assets$1,963,00048
Investment management and investment advisory agency accounts, managed assets$722,504,000105
Foundation and endowment trust and agency accounts, managed assets$198,651,00073
Other fiduciary accounts, managed assets$18,325,00039
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$284,398,00072
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,311,082,00055
Personal trust and agency accounts, non-managed assets$282,662,00053
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$208,337,00091
Employee benefit-defined benefit accounts, non-managed Assets$1,356,826,00030
Other retirement accounts, non-managed assets$115,398,00049
Corporate trust and agency accounts, non-managed assets$193,624,00049
Investment management and advisory agency accounts, non-managed assets$1,136,576,00013
Foundation and endowment trust and agency accounts, non-managed assets$17,066,00060
Other fiduciary accounts, non-managed assets$593,00064
Memoranda
Custody and safekeeping accounts, non-managed assets$111,861,000194
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$107,038,00048
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,687,025,00072
Managed Assets ($)$2,343,335,00098
Personal trust and agency accounts, managed assets$764,074,00089
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$55,015,00095
Employee benefit-defined benefit accounts, managed assets$381,547,00034
Other employee benefit and retirement-related accounts, managed assets$215,750,00094
Corporate trust and agency accounts, managed assets$1,864,00048
Investment management and investment advisory agency accounts, managed assets$729,420,000105
Foundation and endowment trust and agency accounts, managed assets$177,908,00076
Other fiduciary accounts, managed assets$17,757,00040
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$215,740,00087
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,343,690,00055
Personal trust and agency accounts, non-managed assets$278,470,00058
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$216,078,00091
Employee benefit-defined benefit accounts, non-managed Assets$1,299,714,00030
Other retirement accounts, non-managed assets$179,072,00042
Corporate trust and agency accounts, non-managed assets$202,575,00049
Investment management and advisory agency accounts, non-managed assets$1,150,063,00013
Foundation and endowment trust and agency accounts, non-managed assets$17,128,00061
Other fiduciary accounts, non-managed assets$590,00069
Memoranda
Custody and safekeeping accounts, non-managed assets$102,646,000196
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$171,379,00035
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,229,608,00075
Managed Assets ($)$2,141,677,00096
Personal trust and agency accounts, managed assets$725,755,00088
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$53,218,000101
Employee benefit-defined benefit accounts, managed assets$360,570,00034
Other employee benefit and retirement-related accounts, managed assets$189,720,000101
Corporate trust and agency accounts, managed assets$2,528,00070
Investment management and investment advisory agency accounts, managed assets$620,890,000105
Foundation and endowment trust and agency accounts, managed assets$171,768,00074
Other fiduciary accounts, managed assets$17,228,00046
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$189,718,00090
Investments of managed fiduciary accts in advised or sponsored mutual funds$043
Non-managed Assets ($)$3,087,931,00056
Personal trust and agency accounts, non-managed assets$274,230,00059
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$172,021,00099
Employee benefit-defined benefit accounts, non-managed Assets$1,195,534,00030
Other retirement accounts, non-managed assets$179,286,00043
Corporate trust and agency accounts, non-managed assets$162,247,00049
Investment management and advisory agency accounts, non-managed assets$1,087,968,00013
Foundation and endowment trust and agency accounts, non-managed assets$16,056,00067
Other fiduciary accounts, non-managed assets$589,00088
Memoranda
Custody and safekeeping accounts, non-managed assets$104,693,000210
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$171,088,00034
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,793,852,00072
Managed Assets ($)$2,370,776,00094
Personal trust and agency accounts, managed assets$871,913,00075
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$56,243,00096
Employee benefit-defined benefit accounts, managed assets$387,482,00034
Other employee benefit and retirement-related accounts, managed assets$195,646,000103
Corporate trust and agency accounts, managed assets$1,885,00052
Investment management and investment advisory agency accounts, managed assets$659,896,000106
Foundation and endowment trust and agency accounts, managed assets$179,486,00074
Other fiduciary accounts, managed assets$18,225,00042
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$195,639,00094
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,423,076,00054
Personal trust and agency accounts, non-managed assets$274,394,00059
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$191,513,00097
Employee benefit-defined benefit accounts, non-managed Assets$1,280,314,00030
Other retirement accounts, non-managed assets$200,330,00040
Corporate trust and agency accounts, non-managed assets$298,619,00047
Investment management and advisory agency accounts, non-managed assets$1,159,522,00011
Foundation and endowment trust and agency accounts, non-managed assets$17,798,00064
Other fiduciary accounts, non-managed assets$586,00065
Memoranda
Custody and safekeeping accounts, non-managed assets$112,753,000190
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$192,638,00031
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,526,384,00073
Managed Assets ($)$2,321,674,00094
Personal trust and agency accounts, managed assets$932,167,00068
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$53,346,00098
Employee benefit-defined benefit accounts, managed assets$306,879,00035
Other employee benefit and retirement-related accounts, managed assets$177,736,000105
Corporate trust and agency accounts, managed assets$1,935,00051
Investment management and investment advisory agency accounts, managed assets$629,681,000109
Foundation and endowment trust and agency accounts, managed assets$202,103,00069
Other fiduciary accounts, managed assets$17,827,00041
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$177,724,00095
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,204,710,00059
Personal trust and agency accounts, non-managed assets$275,070,00058
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$183,671,00099
Employee benefit-defined benefit accounts, non-managed Assets$1,215,910,00031
Other retirement accounts, non-managed assets$205,430,00039
Corporate trust and agency accounts, non-managed assets$156,245,00050
Investment management and advisory agency accounts, non-managed assets$1,152,866,00011
Foundation and endowment trust and agency accounts, non-managed assets$14,929,00066
Other fiduciary accounts, non-managed assets$589,00069
Memoranda
Custody and safekeeping accounts, non-managed assets$106,843,000192
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$197,012,00031
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,444,640,00074
Managed Assets ($)$2,254,259,00097
Personal trust and agency accounts, managed assets$896,649,00071
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$54,378,00098
Employee benefit-defined benefit accounts, managed assets$305,743,00037
Other employee benefit and retirement-related accounts, managed assets$174,740,000105
Corporate trust and agency accounts, managed assets$1,853,00053
Investment management and investment advisory agency accounts, managed assets$605,578,000109
Foundation and endowment trust and agency accounts, managed assets$198,591,00071
Other fiduciary accounts, managed assets$16,727,00042
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$174,725,00092
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,190,381,00059
Personal trust and agency accounts, non-managed assets$275,175,00060
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$181,533,000101
Employee benefit-defined benefit accounts, non-managed Assets$1,189,979,00031
Other retirement accounts, non-managed assets$205,629,00039
Corporate trust and agency accounts, non-managed assets$167,343,00050
Investment management and advisory agency accounts, non-managed assets$1,155,069,00011
Foundation and endowment trust and agency accounts, non-managed assets$15,065,00066
Other fiduciary accounts, non-managed assets$588,00068
Memoranda
Custody and safekeeping accounts, non-managed assets$118,841,000187
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$196,696,00033
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,467,205,00075
Managed Assets ($)$2,301,043,00093
Personal trust and agency accounts, managed assets$934,134,00069
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$54,512,000105
Employee benefit-defined benefit accounts, managed assets$308,989,00038
Other employee benefit and retirement-related accounts, managed assets$175,325,000103
Corporate trust and agency accounts, managed assets$2,935,00075
Investment management and investment advisory agency accounts, managed assets$607,726,000111
Foundation and endowment trust and agency accounts, managed assets$200,402,00071
Other fiduciary accounts, managed assets$17,020,00048
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$175,299,00091
Investments of managed fiduciary accts in advised or sponsored mutual funds$046
Non-managed Assets ($)$3,166,162,00059
Personal trust and agency accounts, non-managed assets$280,530,00059
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$185,103,00097
Employee benefit-defined benefit accounts, non-managed Assets$1,195,953,00032
Other retirement accounts, non-managed assets$202,468,00042
Corporate trust and agency accounts, non-managed assets$165,787,00050
Investment management and advisory agency accounts, non-managed assets$1,120,636,00010
Foundation and endowment trust and agency accounts, non-managed assets$15,172,00070
Other fiduciary accounts, non-managed assets$513,00093
Memoranda
Custody and safekeeping accounts, non-managed assets$114,403,000207
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$193,333,00037
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,234,763,00076
Managed Assets ($)$2,212,514,00095
Personal trust and agency accounts, managed assets$899,011,00069
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$57,800,00098
Employee benefit-defined benefit accounts, managed assets$275,076,00040
Other employee benefit and retirement-related accounts, managed assets$166,749,000102
Corporate trust and agency accounts, managed assets$16,713,00033
Investment management and investment advisory agency accounts, managed assets$592,936,000106
Foundation and endowment trust and agency accounts, managed assets$202,386,00064
Other fiduciary accounts, managed assets$1,843,00075
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$166,724,00091
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,022,249,00060
Personal trust and agency accounts, non-managed assets$268,181,00059
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$98,130,000123
Employee benefit-defined benefit accounts, non-managed Assets$1,154,962,00031
Other retirement accounts, non-managed assets$199,972,00039
Corporate trust and agency accounts, non-managed assets$181,856,00049
Investment management and advisory agency accounts, non-managed assets$1,103,846,00010
Foundation and endowment trust and agency accounts, non-managed assets$14,801,00068
Other fiduciary accounts, non-managed assets$501,00074
Memoranda
Custody and safekeeping accounts, non-managed assets$117,458,000191
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$190,105,00035
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,080,202,00074
Managed Assets ($)$2,157,379,00095
Personal trust and agency accounts, managed assets$1,020,324,00061
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$292,473,00041
Employee benefit-defined benefit accounts, managed assets$24,193,000117
Other employee benefit and retirement-related accounts, managed assets$163,128,000100
Corporate trust and agency accounts, managed assets$15,740,00033
Investment management and investment advisory agency accounts, managed assets$104,171,000281
Foundation and endowment trust and agency accounts, managed assets$531,980,00042
Other fiduciary accounts, managed assets$5,370,00058
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$163,101,00088
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,922,823,00059
Personal trust and agency accounts, non-managed assets$269,285,00060
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$97,538,000123
Employee benefit-defined benefit accounts, non-managed Assets$1,119,462,00031
Other retirement accounts, non-managed assets$192,459,00038
Corporate trust and agency accounts, non-managed assets$170,297,00047
Investment management and advisory agency accounts, non-managed assets$1,058,868,0009
Foundation and endowment trust and agency accounts, non-managed assets$14,414,00067
Other fiduciary accounts, non-managed assets$500,00073
Memoranda
Custody and safekeeping accounts, non-managed assets$116,358,000191
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$183,338,00036
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,413,143,00073
Managed Assets ($)$2,126,455,00093
Personal trust and agency accounts, managed assets$1,016,456,00061
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$294,751,00043
Employee benefit-defined benefit accounts, managed assets$24,292,000117
Other employee benefit and retirement-related accounts, managed assets$153,621,00099
Corporate trust and agency accounts, managed assets$15,116,00033
Investment management and investment advisory agency accounts, managed assets$99,766,000283
Foundation and endowment trust and agency accounts, managed assets$517,167,00043
Other fiduciary accounts, managed assets$5,286,00059
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$153,595,00088
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,286,688,00057
Personal trust and agency accounts, non-managed assets$268,031,00057
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$601,030,00053
Employee benefit-defined benefit accounts, non-managed Assets$1,069,706,00031
Other retirement accounts, non-managed assets$187,101,00037
Corporate trust and agency accounts, non-managed assets$177,149,00048
Investment management and advisory agency accounts, non-managed assets$968,946,00010
Foundation and endowment trust and agency accounts, non-managed assets$14,220,00069
Other fiduciary accounts, non-managed assets$505,00079
Memoranda
Custody and safekeeping accounts, non-managed assets$198,591,000152
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$177,177,00035
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,252,627,00074
Managed Assets ($)$2,089,875,00091
Personal trust and agency accounts, managed assets$1,005,023,00061
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$289,167,00041
Employee benefit-defined benefit accounts, managed assets$23,902,000122
Other employee benefit and retirement-related accounts, managed assets$147,249,000100
Corporate trust and agency accounts, managed assets$15,564,00040
Investment management and investment advisory agency accounts, managed assets$99,653,000287
Foundation and endowment trust and agency accounts, managed assets$503,834,00042
Other fiduciary accounts, managed assets$5,483,00076
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$147,239,00088
Investments of managed fiduciary accts in advised or sponsored mutual funds$054
Non-managed Assets ($)$3,162,752,00056
Personal trust and agency accounts, non-managed assets$258,678,00060
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$570,889,00053
Employee benefit-defined benefit accounts, non-managed Assets$1,011,961,00031
Other retirement accounts, non-managed assets$177,538,00041
Corporate trust and agency accounts, non-managed assets$173,200,00047
Investment management and advisory agency accounts, non-managed assets$956,274,00010
Foundation and endowment trust and agency accounts, non-managed assets$13,708,00072
Other fiduciary accounts, non-managed assets$504,000103
Memoranda
Custody and safekeeping accounts, non-managed assets$191,693,000164
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$167,638,00040
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,109,117,00072
Managed Assets ($)$2,053,922,00091
Personal trust and agency accounts, managed assets$992,495,00061
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$299,477,00041
Employee benefit-defined benefit accounts, managed assets$23,999,000117
Other employee benefit and retirement-related accounts, managed assets$148,038,00098
Corporate trust and agency accounts, managed assets$14,757,00034
Investment management and investment advisory agency accounts, managed assets$100,947,000272
Foundation and endowment trust and agency accounts, managed assets$462,220,00043
Other fiduciary accounts, managed assets$11,989,00043
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$147,552,00087
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,055,195,00056
Personal trust and agency accounts, non-managed assets$263,613,00058
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$546,351,00053
Employee benefit-defined benefit accounts, non-managed Assets$986,093,00031
Other retirement accounts, non-managed assets$171,969,00042
Corporate trust and agency accounts, non-managed assets$141,476,00050
Investment management and advisory agency accounts, non-managed assets$931,466,0008
Foundation and endowment trust and agency accounts, non-managed assets$13,738,00070
Other fiduciary accounts, non-managed assets$489,00074
Memoranda
Custody and safekeeping accounts, non-managed assets$200,294,000151
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$162,932,00036
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,097,666,00074
Managed Assets ($)$2,010,821,00092
Personal trust and agency accounts, managed assets$988,515,00058
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$279,118,00042
Employee benefit-defined benefit accounts, managed assets$23,719,000119
Other employee benefit and retirement-related accounts, managed assets$141,650,000100
Corporate trust and agency accounts, managed assets$14,219,00031
Investment management and investment advisory agency accounts, managed assets$100,149,000275
Foundation and endowment trust and agency accounts, managed assets$458,158,00044
Other fiduciary accounts, managed assets$5,293,00060
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$141,089,00089
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,086,845,00054
Personal trust and agency accounts, non-managed assets$269,977,00054
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$534,394,00054
Employee benefit-defined benefit accounts, non-managed Assets$973,608,00030
Other retirement accounts, non-managed assets$166,915,00044
Corporate trust and agency accounts, non-managed assets$218,114,00048
Investment management and advisory agency accounts, non-managed assets$910,137,0009
Foundation and endowment trust and agency accounts, non-managed assets$13,206,00069
Other fiduciary accounts, non-managed assets$494,00073
Memoranda
Custody and safekeeping accounts, non-managed assets$191,358,000155
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$158,228,00036
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,933,166,00075
Managed Assets ($)$1,969,969,00093
Personal trust and agency accounts, managed assets$962,182,00061
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$276,133,00041
Employee benefit-defined benefit accounts, managed assets$22,537,000122
Other employee benefit and retirement-related accounts, managed assets$139,198,000100
Corporate trust and agency accounts, managed assets$13,645,00033
Investment management and investment advisory agency accounts, managed assets$95,138,000274
Foundation and endowment trust and agency accounts, managed assets$455,076,00043
Other fiduciary accounts, managed assets$6,060,00058
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$138,532,00090
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,963,197,00056
Personal trust and agency accounts, non-managed assets$265,664,00055
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$492,948,00057
Employee benefit-defined benefit accounts, non-managed Assets$939,900,00031
Other retirement accounts, non-managed assets$161,625,00041
Corporate trust and agency accounts, non-managed assets$187,645,00050
Investment management and advisory agency accounts, non-managed assets$901,766,00010
Foundation and endowment trust and agency accounts, non-managed assets$13,151,00069
Other fiduciary accounts, non-managed assets$498,00073
Memoranda
Custody and safekeeping accounts, non-managed assets$208,736,000145
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$159,093,00036
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,580,429,00075
Managed Assets ($)$1,958,593,00092
Personal trust and agency accounts, managed assets$943,341,00061
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$277,903,00040
Employee benefit-defined benefit accounts, managed assets$21,762,000130
Other employee benefit and retirement-related accounts, managed assets$135,940,000100
Corporate trust and agency accounts, managed assets$14,302,00041
Investment management and investment advisory agency accounts, managed assets$98,182,000282
Foundation and endowment trust and agency accounts, managed assets$462,330,00041
Other fiduciary accounts, managed assets$4,833,00086
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$135,228,00091
Investments of managed fiduciary accts in advised or sponsored mutual funds$062
Non-managed Assets ($)$2,621,836,00060
Personal trust and agency accounts, non-managed assets$260,457,00057
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$533,309,00052
Employee benefit-defined benefit accounts, non-managed Assets$582,100,00036
Other retirement accounts, non-managed assets$160,701,00044
Corporate trust and agency accounts, non-managed assets$191,664,00047
Investment management and advisory agency accounts, non-managed assets$879,957,00011
Foundation and endowment trust and agency accounts, non-managed assets$13,150,00073
Other fiduciary accounts, non-managed assets$498,000108
Memoranda
Custody and safekeeping accounts, non-managed assets$216,377,000158
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$152,663,00041
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,464,029,00075
Managed Assets ($)$1,914,178,00089
Personal trust and agency accounts, managed assets$911,528,00061
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$279,153,00038
Employee benefit-defined benefit accounts, managed assets$21,487,000118
Other employee benefit and retirement-related accounts, managed assets$131,670,000104
Corporate trust and agency accounts, managed assets$13,814,00032
Investment management and investment advisory agency accounts, managed assets$95,637,000269
Foundation and endowment trust and agency accounts, managed assets$459,218,00040
Other fiduciary accounts, managed assets$1,671,00087
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$131,306,00091
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,549,851,00061
Personal trust and agency accounts, non-managed assets$269,721,00056
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$512,318,00054
Employee benefit-defined benefit accounts, non-managed Assets$568,414,00034
Other retirement accounts, non-managed assets$156,694,00044
Corporate trust and agency accounts, non-managed assets$163,134,00050
Investment management and advisory agency accounts, non-managed assets$866,249,0009
Foundation and endowment trust and agency accounts, non-managed assets$12,828,00069
Other fiduciary accounts, non-managed assets$493,00077
Memoranda
Custody and safekeeping accounts, non-managed assets$203,289,000150
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$148,775,00041
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,695,417,00076
Managed Assets ($)$2,157,794,00086
Personal trust and agency accounts, managed assets$1,008,783,00058
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$299,372,00037
Employee benefit-defined benefit accounts, managed assets$20,974,000123
Other employee benefit and retirement-related accounts, managed assets$131,046,000109
Corporate trust and agency accounts, managed assets$13,711,00030
Investment management and investment advisory agency accounts, managed assets$206,180,000186
Foundation and endowment trust and agency accounts, managed assets$476,162,00040
Other fiduciary accounts, managed assets$1,566,00088
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$130,650,00098
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,537,623,00060
Personal trust and agency accounts, non-managed assets$274,096,00060
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$539,538,00058
Employee benefit-defined benefit accounts, non-managed Assets$599,837,00034
Other retirement accounts, non-managed assets$161,782,00045
Corporate trust and agency accounts, non-managed assets$172,110,00049
Investment management and advisory agency accounts, non-managed assets$776,092,00011
Foundation and endowment trust and agency accounts, non-managed assets$13,670,00070
Other fiduciary accounts, non-managed assets$498,00076
Memoranda
Custody and safekeeping accounts, non-managed assets$211,225,000155
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$154,093,00042
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,733,864,00075
Managed Assets ($)$2,222,978,00084
Personal trust and agency accounts, managed assets$1,069,821,00054
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$304,394,00034
Employee benefit-defined benefit accounts, managed assets$19,613,000125
Other employee benefit and retirement-related accounts, managed assets$126,420,000109
Corporate trust and agency accounts, managed assets$3,401,00053
Investment management and investment advisory agency accounts, managed assets$216,970,000181
Foundation and endowment trust and agency accounts, managed assets$481,020,00039
Other fiduciary accounts, managed assets$1,339,00090
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$125,902,00099
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,510,886,00065
Personal trust and agency accounts, non-managed assets$269,126,00063
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$526,887,00060
Employee benefit-defined benefit accounts, non-managed Assets$598,966,00034
Other retirement accounts, non-managed assets$163,866,00048
Corporate trust and agency accounts, non-managed assets$167,555,00049
Investment management and advisory agency accounts, non-managed assets$770,006,00011
Foundation and endowment trust and agency accounts, non-managed assets$13,973,00070
Other fiduciary accounts, non-managed assets$507,00077
Memoranda
Custody and safekeeping accounts, non-managed assets$218,843,000151
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$156,265,00042
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,668,273,00075
Managed Assets ($)$2,205,985,00084
Personal trust and agency accounts, managed assets$1,074,928,00052
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$300,250,00035
Employee benefit-defined benefit accounts, managed assets$19,162,000137
Other employee benefit and retirement-related accounts, managed assets$119,858,000112
Corporate trust and agency accounts, managed assets$4,355,00073
Investment management and investment advisory agency accounts, managed assets$196,404,000188
Foundation and endowment trust and agency accounts, managed assets$489,052,00038
Other fiduciary accounts, managed assets$1,976,000118
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$119,280,000100
Investments of managed fiduciary accts in advised or sponsored mutual funds$063
Non-managed Assets ($)$2,462,288,00064
Personal trust and agency accounts, non-managed assets$264,568,00062
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$510,958,00060
Employee benefit-defined benefit accounts, non-managed Assets$588,751,00034
Other retirement accounts, non-managed assets$167,880,00048
Corporate trust and agency accounts, non-managed assets$163,481,00049
Investment management and advisory agency accounts, non-managed assets$752,198,0008
Foundation and endowment trust and agency accounts, non-managed assets$13,938,00074
Other fiduciary accounts, non-managed assets$514,000110
Memoranda
Custody and safekeeping accounts, non-managed assets$509,536,000114
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$160,552,00044
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,636,591,00074
Managed Assets ($)$2,187,098,00085
Personal trust and agency accounts, managed assets$1,085,745,00054
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$302,900,00034
Employee benefit-defined benefit accounts, managed assets$12,663,000144
Other employee benefit and retirement-related accounts, managed assets$117,319,000112
Corporate trust and agency accounts, managed assets$2,510,00052
Investment management and investment advisory agency accounts, managed assets$187,588,000193
Foundation and endowment trust and agency accounts, managed assets$476,861,00038
Other fiduciary accounts, managed assets$1,512,00085
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$116,726,000100
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,449,493,00064
Personal trust and agency accounts, non-managed assets$267,506,00063
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$505,139,00059
Employee benefit-defined benefit accounts, non-managed Assets$571,803,00036
Other retirement accounts, non-managed assets$166,360,00046
Corporate trust and agency accounts, non-managed assets$166,633,00049
Investment management and advisory agency accounts, non-managed assets$762,506,0008
Foundation and endowment trust and agency accounts, non-managed assets$9,049,00081
Other fiduciary accounts, non-managed assets$497,00078
Memoranda
Custody and safekeeping accounts, non-managed assets$512,326,000108
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$159,150,00043
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,553,954,00073
Managed Assets ($)$2,233,498,00084
Personal trust and agency accounts, managed assets$1,110,649,00052
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$305,878,00034
Employee benefit-defined benefit accounts, managed assets$12,504,000143
Other employee benefit and retirement-related accounts, managed assets$115,038,000110
Corporate trust and agency accounts, managed assets$2,554,00054
Investment management and investment advisory agency accounts, managed assets$189,059,000192
Foundation and endowment trust and agency accounts, managed assets$496,324,00036
Other fiduciary accounts, managed assets$1,492,00083
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$114,690,00099
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,320,456,00063
Personal trust and agency accounts, non-managed assets$83,910,00097
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$521,063,00057
Employee benefit-defined benefit accounts, non-managed Assets$575,512,00036
Other retirement accounts, non-managed assets$172,093,00043
Corporate trust and agency accounts, non-managed assets$185,264,00047
Investment management and advisory agency accounts, non-managed assets$772,818,0009
Foundation and endowment trust and agency accounts, non-managed assets$9,291,00080
Other fiduciary accounts, non-managed assets$505,00078
Memoranda
Custody and safekeeping accounts, non-managed assets$525,756,000108
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$164,910,00044
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,398,280,00075
Managed Assets ($)$2,176,203,00084
Personal trust and agency accounts, managed assets$1,072,123,00052
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$299,645,00035
Employee benefit-defined benefit accounts, managed assets$10,448,000149
Other employee benefit and retirement-related accounts, managed assets$113,899,000107
Corporate trust and agency accounts, managed assets$2,738,00050
Investment management and investment advisory agency accounts, managed assets$190,338,000191
Foundation and endowment trust and agency accounts, managed assets$482,209,00035
Other fiduciary accounts, managed assets$4,803,00062
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$113,358,00096
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,222,077,00065
Personal trust and agency accounts, non-managed assets$78,648,00095
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$504,316,00059
Employee benefit-defined benefit accounts, non-managed Assets$522,643,00037
Other retirement accounts, non-managed assets$168,390,00044
Corporate trust and agency accounts, non-managed assets$197,519,00045
Investment management and advisory agency accounts, non-managed assets$740,831,0009
Foundation and endowment trust and agency accounts, non-managed assets$9,214,00078
Other fiduciary accounts, non-managed assets$516,00077
Memoranda
Custody and safekeeping accounts, non-managed assets$525,384,000108
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$161,772,00045
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,361,415,00076
Managed Assets ($)$2,130,886,00086
Personal trust and agency accounts, managed assets$1,061,200,00053
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$296,160,00035
Employee benefit-defined benefit accounts, managed assets$11,026,000165
Other employee benefit and retirement-related accounts, managed assets$111,091,000108
Corporate trust and agency accounts, managed assets$4,650,00066
Investment management and investment advisory agency accounts, managed assets$186,300,000192
Foundation and endowment trust and agency accounts, managed assets$457,948,00037
Other fiduciary accounts, managed assets$2,511,000107
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$110,629,00096
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$2,230,529,00065
Personal trust and agency accounts, non-managed assets$76,250,00095
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$514,279,00058
Employee benefit-defined benefit accounts, non-managed Assets$542,947,00037
Other retirement accounts, non-managed assets$159,719,00043
Corporate trust and agency accounts, non-managed assets$197,193,00046
Investment management and advisory agency accounts, non-managed assets$730,591,0009
Foundation and endowment trust and agency accounts, non-managed assets$9,041,00080
Other fiduciary accounts, non-managed assets$509,000107
Memoranda
Custody and safekeeping accounts, non-managed assets$542,240,000108
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$154,011,00046
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,330,329,00076
Managed Assets ($)$2,074,787,00083
Personal trust and agency accounts, managed assets$1,034,261,00053
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$289,546,00038
Employee benefit-defined benefit accounts, managed assets$10,310,000146
Other employee benefit and retirement-related accounts, managed assets$106,648,000106
Corporate trust and agency accounts, managed assets$3,000,00048
Investment management and investment advisory agency accounts, managed assets$190,164,000183
Foundation and endowment trust and agency accounts, managed assets$438,364,00037
Other fiduciary accounts, managed assets$2,494,00076
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$106,097,00095
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,255,542,00064
Personal trust and agency accounts, non-managed assets$73,365,00091
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$485,989,00058
Employee benefit-defined benefit accounts, non-managed Assets$539,063,00038
Other retirement accounts, non-managed assets$153,788,00042
Corporate trust and agency accounts, non-managed assets$265,323,00044
Investment management and advisory agency accounts, non-managed assets$728,819,00011
Foundation and endowment trust and agency accounts, non-managed assets$8,698,00076
Other fiduciary accounts, non-managed assets$497,00076
Memoranda
Custody and safekeeping accounts, non-managed assets$516,199,000106
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$147,939,00046
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,223,068,00076
Managed Assets ($)$2,133,240,00081
Personal trust and agency accounts, managed assets$1,024,902,00052
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$311,555,00033
Employee benefit-defined benefit accounts, managed assets$9,958,000145
Other employee benefit and retirement-related accounts, managed assets$101,122,000106
Corporate trust and agency accounts, managed assets$3,089,00050
Investment management and investment advisory agency accounts, managed assets$255,315,000151
Foundation and endowment trust and agency accounts, managed assets$425,813,00037
Other fiduciary accounts, managed assets$1,486,00079
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$100,637,00094
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,089,828,00066
Personal trust and agency accounts, non-managed assets$76,048,00090
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$477,204,00057
Employee benefit-defined benefit accounts, non-managed Assets$493,849,00038
Other retirement accounts, non-managed assets$145,369,00047
Corporate trust and agency accounts, non-managed assets$274,352,00046
Investment management and advisory agency accounts, non-managed assets$614,102,00011
Foundation and endowment trust and agency accounts, non-managed assets$8,399,00075
Other fiduciary accounts, non-managed assets$505,00073
Memoranda
Custody and safekeeping accounts, non-managed assets$580,480,000104
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$140,043,00049
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,305,382,00073
Managed Assets ($)$2,215,034,00079
Personal trust and agency accounts, managed assets$1,095,359,00049
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$321,234,00032
Employee benefit-defined benefit accounts, managed assets$8,550,000155
Other employee benefit and retirement-related accounts, managed assets$99,005,000108
Corporate trust and agency accounts, managed assets$2,890,00048
Investment management and investment advisory agency accounts, managed assets$255,174,000152
Foundation and endowment trust and agency accounts, managed assets$431,321,00035
Other fiduciary accounts, managed assets$1,501,00081
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$98,365,00099
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,090,348,00067
Personal trust and agency accounts, non-managed assets$77,523,00089
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$470,003,00059
Employee benefit-defined benefit accounts, non-managed Assets$490,378,00040
Other retirement accounts, non-managed assets$141,313,00045
Corporate trust and agency accounts, non-managed assets$275,987,00045
Investment management and advisory agency accounts, non-managed assets$626,149,00012
Foundation and endowment trust and agency accounts, non-managed assets$8,484,00074
Other fiduciary accounts, non-managed assets$511,00077
Memoranda
Custody and safekeeping accounts, non-managed assets$522,895,000105
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$136,283,00048
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,232,424,00071
Managed Assets ($)$2,115,253,00080
Personal trust and agency accounts, managed assets$1,057,114,00050
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$317,777,00030
Employee benefit-defined benefit accounts, managed assets$8,419,000186
Other employee benefit and retirement-related accounts, managed assets$93,553,000106
Corporate trust and agency accounts, managed assets$4,534,00071
Investment management and investment advisory agency accounts, managed assets$234,579,000156
Foundation and endowment trust and agency accounts, managed assets$397,747,00036
Other fiduciary accounts, managed assets$1,530,000112
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$93,061,00095
Investments of managed fiduciary accts in advised or sponsored mutual funds$072
Non-managed Assets ($)$2,117,171,00062
Personal trust and agency accounts, non-managed assets$75,834,00090
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$440,787,00059
Employee benefit-defined benefit accounts, non-managed Assets$463,005,00040
Other retirement accounts, non-managed assets$137,907,00044
Corporate trust and agency accounts, non-managed assets$358,657,00044
Investment management and advisory agency accounts, non-managed assets$632,470,00010
Foundation and endowment trust and agency accounts, non-managed assets$8,004,00079
Other fiduciary accounts, non-managed assets$507,000112
Memoranda
Custody and safekeeping accounts, non-managed assets$502,359,000110
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$133,190,00047
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,211,025,00070
Managed Assets ($)$2,062,634,00080
Personal trust and agency accounts, managed assets$1,008,147,00050
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$330,866,00031
Employee benefit-defined benefit accounts, managed assets$8,353,000158
Other employee benefit and retirement-related accounts, managed assets$88,601,000116
Corporate trust and agency accounts, managed assets$2,866,00051
Investment management and investment advisory agency accounts, managed assets$220,595,000159
Foundation and endowment trust and agency accounts, managed assets$401,560,00033
Other fiduciary accounts, managed assets$1,646,00075
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$87,832,000102
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,148,391,00059
Personal trust and agency accounts, non-managed assets$72,940,00087
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$436,466,00058
Employee benefit-defined benefit accounts, non-managed Assets$450,332,00041
Other retirement accounts, non-managed assets$137,935,00044
Corporate trust and agency accounts, non-managed assets$403,761,00042
Investment management and advisory agency accounts, non-managed assets$638,347,00010
Foundation and endowment trust and agency accounts, non-managed assets$8,119,00073
Other fiduciary accounts, non-managed assets$491,00073
Memoranda
Custody and safekeeping accounts, non-managed assets$461,207,000107
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$133,468,00044
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,221,783,00071
Managed Assets ($)$2,133,560,00077
Personal trust and agency accounts, managed assets$1,104,375,00047
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$323,007,00030
Employee benefit-defined benefit accounts, managed assets$8,207,000158
Other employee benefit and retirement-related accounts, managed assets$86,602,000113
Corporate trust and agency accounts, managed assets$3,101,00049
Investment management and investment advisory agency accounts, managed assets$209,705,000158
Foundation and endowment trust and agency accounts, managed assets$396,125,00032
Other fiduciary accounts, managed assets$2,438,00073
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$86,053,000100
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,088,223,00061
Personal trust and agency accounts, non-managed assets$70,452,00089
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$424,304,00058
Employee benefit-defined benefit accounts, non-managed Assets$426,601,00041
Other retirement accounts, non-managed assets$134,019,00045
Corporate trust and agency accounts, non-managed assets$400,411,00041
Investment management and advisory agency accounts, non-managed assets$624,068,0008
Foundation and endowment trust and agency accounts, non-managed assets$7,872,00074
Other fiduciary accounts, non-managed assets$496,00073
Memoranda
Custody and safekeeping accounts, non-managed assets$454,379,000106
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$129,923,00043
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,169,443,00071
Managed Assets ($)$2,200,957,00074
Personal trust and agency accounts, managed assets$1,149,381,00047
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$325,623,00031
Employee benefit-defined benefit accounts, managed assets$7,791,000159
Other employee benefit and retirement-related accounts, managed assets$86,843,000112
Corporate trust and agency accounts, managed assets$7,456,00037
Investment management and investment advisory agency accounts, managed assets$206,977,000162
Foundation and endowment trust and agency accounts, managed assets$414,469,00032
Other fiduciary accounts, managed assets$2,417,00068
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$86,006,00097
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,968,486,00060
Personal trust and agency accounts, non-managed assets$70,196,00088
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$418,922,00061
Employee benefit-defined benefit accounts, non-managed Assets$430,259,00041
Other retirement accounts, non-managed assets$137,984,00041
Corporate trust and agency accounts, non-managed assets$293,161,00045
Investment management and advisory agency accounts, non-managed assets$609,250,0009
Foundation and endowment trust and agency accounts, non-managed assets$8,211,00071
Other fiduciary accounts, non-managed assets$503,00074
Memoranda
Custody and safekeeping accounts, non-managed assets$467,927,000104
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$134,188,00041
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,867,063,00071
Managed Assets ($)$2,109,948,00074
Personal trust and agency accounts, managed assets$1,117,507,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$312,817,00028
Employee benefit-defined benefit accounts, managed assets$7,904,000187
Other employee benefit and retirement-related accounts, managed assets$82,619,000109
Corporate trust and agency accounts, managed assets$5,572,00068
Investment management and investment advisory agency accounts, managed assets$189,493,000165
Foundation and endowment trust and agency accounts, managed assets$389,620,00033
Other fiduciary accounts, managed assets$4,416,00068
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$81,811,00098
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$1,757,115,00064
Personal trust and agency accounts, non-managed assets$37,833,000128
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$376,248,00061
Employee benefit-defined benefit accounts, non-managed Assets$352,827,00041
Other retirement accounts, non-managed assets$129,200,00040
Corporate trust and agency accounts, non-managed assets$266,473,00045
Investment management and advisory agency accounts, non-managed assets$586,474,0008
Foundation and endowment trust and agency accounts, non-managed assets$7,557,00076
Other fiduciary accounts, non-managed assets$503,000119
Memoranda
Custody and safekeeping accounts, non-managed assets$449,467,000114
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$125,900,00042
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,753,790,00073
Managed Assets ($)$1,997,801,00078
Personal trust and agency accounts, managed assets$1,037,215,00049
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$298,728,00024
Employee benefit-defined benefit accounts, managed assets$8,689,000151
Other employee benefit and retirement-related accounts, managed assets$80,803,000110
Corporate trust and agency accounts, managed assets$3,194,00050
Investment management and investment advisory agency accounts, managed assets$200,387,000155
Foundation and endowment trust and agency accounts, managed assets$364,770,00035
Other fiduciary accounts, managed assets$4,015,00059
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$80,152,00095
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,755,989,00065
Personal trust and agency accounts, non-managed assets$36,253,000114
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$344,685,00061
Employee benefit-defined benefit accounts, non-managed Assets$333,357,00043
Other retirement accounts, non-managed assets$121,564,00044
Corporate trust and agency accounts, non-managed assets$322,240,00042
Investment management and advisory agency accounts, non-managed assets$590,237,0007
Foundation and endowment trust and agency accounts, non-managed assets$7,158,00073
Other fiduciary accounts, non-managed assets$495,00075
Memoranda
Custody and safekeeping accounts, non-managed assets$434,822,000107
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$118,665,00042
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,105,898,00074
Managed Assets ($)$2,191,625,00079
Personal trust and agency accounts, managed assets$1,220,905,00049
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$316,465,00027
Employee benefit-defined benefit accounts, managed assets$7,975,000161
Other employee benefit and retirement-related accounts, managed assets$87,855,000112
Corporate trust and agency accounts, managed assets$2,462,00052
Investment management and investment advisory agency accounts, managed assets$178,788,000176
Foundation and endowment trust and agency accounts, managed assets$373,471,00033
Other fiduciary accounts, managed assets$3,704,00064
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$86,946,00098
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,914,273,00063
Personal trust and agency accounts, non-managed assets$40,663,000115
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$395,035,00061
Employee benefit-defined benefit accounts, non-managed Assets$373,857,00044
Other retirement accounts, non-managed assets$127,914,00044
Corporate trust and agency accounts, non-managed assets$355,671,00042
Investment management and advisory agency accounts, non-managed assets$612,407,0006
Foundation and endowment trust and agency accounts, non-managed assets$8,222,00070
Other fiduciary accounts, non-managed assets$504,00076
Memoranda
Custody and safekeeping accounts, non-managed assets$468,108,000107
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$125,355,00039
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,169,337,00073
Managed Assets ($)$2,218,110,00076
Personal trust and agency accounts, managed assets$1,286,283,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$316,079,00029
Employee benefit-defined benefit accounts, managed assets$7,835,000162
Other employee benefit and retirement-related accounts, managed assets$88,278,000108
Corporate trust and agency accounts, managed assets$2,732,00058
Investment management and investment advisory agency accounts, managed assets$157,743,000190
Foundation and endowment trust and agency accounts, managed assets$356,531,00034
Other fiduciary accounts, managed assets$2,629,00066
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$85,752,00093
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,951,227,00061
Personal trust and agency accounts, non-managed assets$40,589,000116
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$405,219,00062
Employee benefit-defined benefit accounts, non-managed Assets$367,941,00044
Other retirement accounts, non-managed assets$124,646,00045
Corporate trust and agency accounts, non-managed assets$387,230,00041
Investment management and advisory agency accounts, non-managed assets$615,460,0006
Foundation and endowment trust and agency accounts, non-managed assets$9,643,00069
Other fiduciary accounts, non-managed assets$499,00077
Memoranda
Custody and safekeeping accounts, non-managed assets$496,155,000108
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$124,646,00040
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,008,664,00075
Managed Assets ($)$2,101,015,00078
Personal trust and agency accounts, managed assets$1,159,816,00048
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$55,408,000109
Employee benefit-defined benefit accounts, managed assets$267,202,00037
Other employee benefit and retirement-related accounts, managed assets$85,344,000109
Corporate trust and agency accounts, managed assets$4,336,00080
Investment management and investment advisory agency accounts, managed assets$390,083,000106
Foundation and endowment trust and agency accounts, managed assets$134,905,00057
Other fiduciary accounts, managed assets$3,921,00081
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$83,061,00095
Investments of managed fiduciary accts in advised or sponsored mutual funds$081
Non-managed Assets ($)$1,907,649,00061
Personal trust and agency accounts, non-managed assets$40,609,000126
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$365,613,00063
Employee benefit-defined benefit accounts, non-managed Assets$350,198,00044
Other retirement accounts, non-managed assets$121,337,00044
Corporate trust and agency accounts, non-managed assets$437,513,00040
Investment management and advisory agency accounts, non-managed assets$582,593,0007
Foundation and endowment trust and agency accounts, non-managed assets$9,290,00078
Other fiduciary accounts, non-managed assets$496,000125
Memoranda
Custody and safekeeping accounts, non-managed assets$489,366,000115
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$121,377,00044
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,784,320,00075
Managed Assets ($)$1,953,496,00078
Personal trust and agency accounts, managed assets$1,047,756,00047
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$48,092,000114
Employee benefit-defined benefit accounts, managed assets$252,790,00038
Other employee benefit and retirement-related accounts, managed assets$83,070,000108
Corporate trust and agency accounts, managed assets$2,382,00058
Investment management and investment advisory agency accounts, managed assets$382,853,00099
Foundation and endowment trust and agency accounts, managed assets$132,657,00059
Other fiduciary accounts, managed assets$3,896,00062
Memoranda
Fiduciary accounts held in foreign offices, managed assets$08
Individual retirement,health savings and similar accounts, managed assets$80,993,00090
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,830,824,00063
Personal trust and agency accounts, non-managed assets$36,281,000117
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$382,859,00062
Employee benefit-defined benefit accounts, non-managed Assets$325,599,00044
Other retirement accounts, non-managed assets$115,690,00044
Corporate trust and agency accounts, non-managed assets$401,600,00042
Investment management and advisory agency accounts, non-managed assets$559,427,0007
Foundation and endowment trust and agency accounts, non-managed assets$8,874,00069
Other fiduciary accounts, non-managed assets$494,00077
Memoranda
Custody and safekeeping accounts, non-managed assets$460,086,000110
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$115,690,00040
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,659,024,00075
Managed Assets ($)$1,803,588,00081
Personal trust and agency accounts, managed assets$934,316,00052
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$45,828,000113
Employee benefit-defined benefit accounts, managed assets$243,734,00036
Other employee benefit and retirement-related accounts, managed assets$74,283,000109
Corporate trust and agency accounts, managed assets$3,090,00055
Investment management and investment advisory agency accounts, managed assets$379,988,00095
Foundation and endowment trust and agency accounts, managed assets$118,476,00058
Other fiduciary accounts, managed assets$3,873,00062
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assets$72,711,00090
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,855,436,00063
Personal trust and agency accounts, non-managed assets$33,234,000119
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$406,947,00056
Employee benefit-defined benefit accounts, non-managed Assets$298,683,00043
Other retirement accounts, non-managed assets$110,497,00043
Corporate trust and agency accounts, non-managed assets$458,224,00038
Investment management and advisory agency accounts, non-managed assets$539,095,0007
Foundation and endowment trust and agency accounts, non-managed assets$8,249,00068
Other fiduciary accounts, non-managed assets$507,00076
Memoranda
Custody and safekeeping accounts, non-managed assets$438,309,000112
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$110,497,00039
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,812,476,00074
Managed Assets ($)$1,889,520,00079
Personal trust and agency accounts, managed assets$995,083,00051
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$52,414,000107
Employee benefit-defined benefit accounts, managed assets$255,008,00039
Other employee benefit and retirement-related accounts, managed assets$72,345,000112
Corporate trust and agency accounts, managed assets$3,112,00053
Investment management and investment advisory agency accounts, managed assets$386,370,00097
Foundation and endowment trust and agency accounts, managed assets$121,298,00058
Other fiduciary accounts, managed assets$3,890,00058
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assets$70,253,00093
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,922,956,00062
Personal trust and agency accounts, non-managed assets$39,349,000116
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$443,514,00055
Employee benefit-defined benefit accounts, non-managed Assets$318,042,00043
Other retirement accounts, non-managed assets$115,825,00043
Corporate trust and agency accounts, non-managed assets$471,250,00041
Investment management and advisory agency accounts, non-managed assets$525,423,0007
Foundation and endowment trust and agency accounts, non-managed assets$9,043,00071
Other fiduciary accounts, non-managed assets$510,00080
Memoranda
Custody and safekeeping accounts, non-managed assets$415,510,000115
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$115,825,00038
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,644,250,00077
Managed Assets ($)$1,804,826,00084
Personal trust and agency accounts, managed assets$1,041,320,00047
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$57,130,000107
Employee benefit-defined benefit accounts, managed assets$238,947,00041
Other employee benefit and retirement-related accounts, managed assets$71,350,000110
Corporate trust and agency accounts, managed assets$4,987,00067
Investment management and investment advisory agency accounts, managed assets$391,092,00096
Foundation and endowment trust and agency accounts, managed assets$0453
Other fiduciary accounts, managed assets$0258
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assets$66,152,000100
Investments of managed fiduciary accts in advised or sponsored mutual funds$083
Non-managed Assets ($)$1,839,424,00064
Personal trust and agency accounts, non-managed assets$42,135,000124
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$376,805,00061
Employee benefit-defined benefit accounts, non-managed Assets$303,638,00044
Other retirement accounts, non-managed assets$170,888,00040
Corporate trust and agency accounts, non-managed assets$419,998,00044
Investment management and advisory agency accounts, non-managed assets$525,960,0007
Foundation and endowment trust and agency accounts, non-managed assets$0190
Other fiduciary accounts, non-managed assets$0221
Memoranda
Custody and safekeeping accounts, non-managed assets$421,826,000121
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$114,383,00044
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,583,076,00078
Managed Assets ($)$2,252,191,00069
Personal trust and agency accounts, managed assets$980,921,00053
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$51,388,000106
Employee benefit-defined benefit accounts, managed assets$230,785,00043
Other employee benefit and retirement-related accounts, managed assets$60,485,000127
Corporate trust and agency accounts, managed assets$6,084,00048
Investment management and investment advisory agency accounts, managed assets$922,528,00067
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,330,885,00076
Personal trust and agency accounts, non-managed assets$40,472,000124
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$380,019,00058
Employee benefit-defined benefit accounts, non-managed Assets$288,150,00045
Other retirement accounts, non-managed assets$164,908,00044
Corporate trust and agency accounts, non-managed assets$457,336,00042
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0116
Memoranda
Custody and safekeeping accounts, non-managed assets$415,801,000120
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,403,173,00079
Managed Assets ($)$2,082,415,00070
Personal trust and agency accounts, managed assets$937,758,00053
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$47,158,000108
Employee benefit-defined benefit accounts, managed assets$210,720,00045
Other employee benefit and retirement-related accounts, managed assets$54,184,000130
Corporate trust and agency accounts, managed assets$6,403,00048
Investment management and investment advisory agency accounts, managed assets$826,192,00069
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,320,758,00077
Personal trust and agency accounts, non-managed assets$36,764,000128
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$329,425,00061
Employee benefit-defined benefit accounts, non-managed Assets$248,683,00046
Other retirement accounts, non-managed assets$150,241,00043
Corporate trust and agency accounts, non-managed assets$555,645,00039
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0115
Memoranda
Custody and safekeeping accounts, non-managed assets$420,828,000121
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,144,420,00081
Managed Assets ($)$1,893,409,00074
Personal trust and agency accounts, managed assets$859,172,00059
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$47,122,000104
Employee benefit-defined benefit accounts, managed assets$155,772,00048
Other employee benefit and retirement-related accounts, managed assets$49,332,000130
Corporate trust and agency accounts, managed assets$8,261,00045
Investment management and investment advisory agency accounts, managed assets$773,750,00070
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,251,011,00075
Personal trust and agency accounts, non-managed assets$32,477,000131
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$309,424,00059
Employee benefit-defined benefit accounts, non-managed Assets$222,949,00046
Other retirement accounts, non-managed assets$135,665,00044
Corporate trust and agency accounts, non-managed assets$550,496,00040
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0118
Memoranda
Custody and safekeeping accounts, non-managed assets$384,700,000127
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,184,895,00084
Managed Assets ($)$1,905,115,00079
Personal trust and agency accounts, managed assets$866,071,00061
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$51,945,000107
Employee benefit-defined benefit accounts, managed assets$163,932,00047
Other employee benefit and retirement-related accounts, managed assets$51,509,000134
Corporate trust and agency accounts, managed assets$7,811,00069
Investment management and investment advisory agency accounts, managed assets$763,847,00071
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0281
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,279,780,00077
Personal trust and agency accounts, non-managed assets$33,799,000152
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$330,982,00059
Employee benefit-defined benefit accounts, non-managed Assets$228,927,00049
Other retirement accounts, non-managed assets$133,609,00047
Corporate trust and agency accounts, non-managed assets$552,463,00042
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0257
Memoranda
Custody and safekeeping accounts, non-managed assets$417,814,000125
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,471,496,00084
Managed Assets ($)$2,082,339,00079
Personal trust and agency accounts, managed assets$1,043,959,00060
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$58,540,000102
Employee benefit-defined benefit accounts, managed assets$163,836,00048
Other employee benefit and retirement-related accounts, managed assets$55,192,000138
Corporate trust and agency accounts, managed assets$7,525,00047
Investment management and investment advisory agency accounts, managed assets$753,287,00077
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,389,157,00078
Personal trust and agency accounts, non-managed assets$35,655,000140
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$379,595,00060
Employee benefit-defined benefit accounts, non-managed Assets$257,759,00050
Other retirement accounts, non-managed assets$150,585,00046
Corporate trust and agency accounts, non-managed assets$565,563,00041
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$464,032,000127
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,664,406,00088
Managed Assets ($)$2,361,449,00078
Personal trust and agency accounts, managed assets$1,311,716,00052
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$63,088,000101
Employee benefit-defined benefit accounts, managed assets$176,940,00050
Other employee benefit and retirement-related accounts, managed assets$59,521,000143
Corporate trust and agency accounts, managed assets$8,042,00049
Investment management and investment advisory agency accounts, managed assets$742,142,00082
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,302,957,00086
Personal trust and agency accounts, non-managed assets$39,377,000137
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$362,637,00069
Employee benefit-defined benefit accounts, non-managed Assets$278,169,00051
Other retirement accounts, non-managed assets$160,695,00046
Corporate trust and agency accounts, non-managed assets$462,079,00044
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0134
Memoranda
Custody and safekeeping accounts, non-managed assets$501,362,000123
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,555,100,00092
Managed Assets ($)$2,253,355,00081
Personal trust and agency accounts, managed assets$1,217,054,00057
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$63,887,000105
Employee benefit-defined benefit accounts, managed assets$178,303,00049
Other employee benefit and retirement-related accounts, managed assets$61,519,000140
Corporate trust and agency accounts, managed assets$11,183,00045
Investment management and investment advisory agency accounts, managed assets$721,409,00083
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0128
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,301,745,00087
Personal trust and agency accounts, non-managed assets$34,745,000142
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$354,114,00071
Employee benefit-defined benefit accounts, non-managed Assets$277,043,00052
Other retirement accounts, non-managed assets$160,347,00044
Corporate trust and agency accounts, non-managed assets$475,496,00043
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$509,960,000128
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,620,288,00089
Managed Assets ($)$2,284,427,00081
Personal trust and agency accounts, managed assets$1,247,894,00058
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$68,195,000112
Employee benefit-defined benefit accounts, managed assets$184,657,00050
Other employee benefit and retirement-related accounts, managed assets$65,489,000133
Corporate trust and agency accounts, managed assets$8,427,00072
Investment management and investment advisory agency accounts, managed assets$709,765,00082
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0297
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,335,861,00087
Personal trust and agency accounts, non-managed assets$34,261,000165
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$374,041,00070
Employee benefit-defined benefit accounts, non-managed Assets$288,798,00053
Other retirement accounts, non-managed assets$162,506,00044
Corporate trust and agency accounts, non-managed assets$476,255,00041
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0258
Memoranda
Custody and safekeeping accounts, non-managed assets$489,409,000136
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,597,634,00090
Managed Assets ($)$2,234,936,00080
Personal trust and agency accounts, managed assets$1,157,579,00059
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$73,520,000101
Employee benefit-defined benefit accounts, managed assets$225,177,00049
Other employee benefit and retirement-related accounts, managed assets$64,745,000134
Corporate trust and agency accounts, managed assets$6,582,00051
Investment management and investment advisory agency accounts, managed assets$707,333,00085
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,362,698,00087
Personal trust and agency accounts, non-managed assets$35,992,000136
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$430,482,00066
Employee benefit-defined benefit accounts, non-managed Assets$251,416,00056
Other retirement accounts, non-managed assets$169,632,00046
Corporate trust and agency accounts, non-managed assets$475,176,00042
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$504,119,000129
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,540,810,00093
Managed Assets ($)$2,170,893,00081
Personal trust and agency accounts, managed assets$1,103,916,00061
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$71,048,000107
Employee benefit-defined benefit accounts, managed assets$221,980,00049
Other employee benefit and retirement-related accounts, managed assets$63,637,000132
Corporate trust and agency accounts, managed assets$7,787,00048
Investment management and investment advisory agency accounts, managed assets$702,525,00086
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,369,917,00093
Personal trust and agency accounts, non-managed assets$32,709,000147
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$466,383,00065
Employee benefit-defined benefit accounts, non-managed Assets$246,976,00059
Other retirement accounts, non-managed assets$167,140,00047
Corporate trust and agency accounts, non-managed assets$456,709,00046
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0124
Memoranda
Custody and safekeeping accounts, non-managed assets$464,958,000138
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,392,670,00091
Managed Assets ($)$2,042,016,00082
Personal trust and agency accounts, managed assets$1,049,407,00062
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$64,719,000116
Employee benefit-defined benefit accounts, managed assets$174,041,00057
Other employee benefit and retirement-related accounts, managed assets$62,062,000127
Corporate trust and agency accounts, managed assets$5,576,00054
Investment management and investment advisory agency accounts, managed assets$686,211,00085
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,350,654,00090
Personal trust and agency accounts, non-managed assets$37,914,000135
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$448,749,00068
Employee benefit-defined benefit accounts, non-managed Assets$235,123,00058
Other retirement accounts, non-managed assets$158,861,00050
Corporate trust and agency accounts, non-managed assets$470,007,00045
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0120
Memoranda
Custody and safekeeping accounts, non-managed assets$439,482,000139
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,346,978,00091
Managed Assets ($)$2,001,193,00080
Personal trust and agency accounts, managed assets$1,033,210,00062
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$64,180,000120
Employee benefit-defined benefit accounts, managed assets$171,003,00058
Other employee benefit and retirement-related accounts, managed assets$65,706,000116
Corporate trust and agency accounts, managed assets$8,425,00077
Investment management and investment advisory agency accounts, managed assets$658,669,00087
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0286
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,345,785,00090
Personal trust and agency accounts, non-managed assets$41,177,000149
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$463,866,00064
Employee benefit-defined benefit accounts, non-managed Assets$227,666,00058
Other retirement accounts, non-managed assets$154,905,00046
Corporate trust and agency accounts, non-managed assets$458,171,00048
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0257
Memoranda
Custody and safekeeping accounts, non-managed assets$373,387,000152
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,270,581,00095
Managed Assets ($)$1,920,011,00086
Personal trust and agency accounts, managed assets$987,325,00069
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$63,054,000112
Employee benefit-defined benefit accounts, managed assets$162,102,00062
Other employee benefit and retirement-related accounts, managed assets$62,995,000120
Corporate trust and agency accounts, managed assets$5,890,00057
Investment management and investment advisory agency accounts, managed assets$638,645,00087
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,350,570,00094
Personal trust and agency accounts, non-managed assets$42,266,000136
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$463,256,00062
Employee benefit-defined benefit accounts, non-managed Assets$215,761,00064
Other retirement accounts, non-managed assets$149,185,00049
Corporate trust and agency accounts, non-managed assets$480,102,00050
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0118
Memoranda
Custody and safekeeping accounts, non-managed assets$364,944,000148
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,186,591,000101
Managed Assets ($)$1,943,697,00089
Personal trust and agency accounts, managed assets$1,029,051,00069
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$62,212,000115
Employee benefit-defined benefit accounts, managed assets$147,982,00065
Other employee benefit and retirement-related accounts, managed assets$57,231,000132
Corporate trust and agency accounts, managed assets$9,779,00049
Investment management and investment advisory agency accounts, managed assets$637,442,00088
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,242,894,000103
Personal trust and agency accounts, non-managed assets$42,737,000141
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$447,803,00069
Employee benefit-defined benefit accounts, non-managed Assets$204,514,00068
Other retirement accounts, non-managed assets$146,432,00055
Corporate trust and agency accounts, non-managed assets$401,408,00055
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0128
Memoranda
Custody and safekeeping accounts, non-managed assets$364,999,000151
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,243,913,000100
Managed Assets ($)$2,008,049,00087
Personal trust and agency accounts, managed assets$1,078,636,00068
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$62,176,000118
Employee benefit-defined benefit accounts, managed assets$149,692,00066
Other employee benefit and retirement-related accounts, managed assets$56,457,000131
Corporate trust and agency accounts, managed assets$12,292,00049
Investment management and investment advisory agency accounts, managed assets$648,796,00086
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0137
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,235,864,000102
Personal trust and agency accounts, non-managed assets$46,633,000138
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$430,463,00069
Employee benefit-defined benefit accounts, non-managed Assets$204,890,00068
Other retirement accounts, non-managed assets$148,145,00056
Corporate trust and agency accounts, non-managed assets$405,733,00053
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0127
Memoranda
Custody and safekeeping accounts, non-managed assets$357,365,000152
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,174,689,00098
Managed Assets ($)$1,983,970,00086
Personal trust and agency accounts, managed assets$1,110,050,00067
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$59,159,000127
Employee benefit-defined benefit accounts, managed assets$144,735,00066
Other employee benefit and retirement-related accounts, managed assets$54,633,000130
Corporate trust and agency accounts, managed assets$13,576,00069
Investment management and investment advisory agency accounts, managed assets$601,817,00089
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0314
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,190,719,000105
Personal trust and agency accounts, non-managed assets$47,827,000150
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$405,148,00072
Employee benefit-defined benefit accounts, non-managed Assets$196,147,00068
Other retirement accounts, non-managed assets$141,571,00054
Corporate trust and agency accounts, non-managed assets$400,026,00053
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0271
Memoranda
Custody and safekeeping accounts, non-managed assets$338,244,000155
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,114,374,00099
Managed Assets ($)$1,907,639,00090
Personal trust and agency accounts, managed assets$1,067,008,00069
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$57,972,000121
Employee benefit-defined benefit accounts, managed assets$131,117,00067
Other employee benefit and retirement-related accounts, managed assets$54,063,000125
Corporate trust and agency accounts, managed assets$7,992,00057
Investment management and investment advisory agency accounts, managed assets$589,487,00087
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0134
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,206,735,000101
Personal trust and agency accounts, non-managed assets$47,415,000133
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$426,313,00071
Employee benefit-defined benefit accounts, non-managed Assets$191,025,00068
Other retirement accounts, non-managed assets$127,463,00056
Corporate trust and agency accounts, non-managed assets$414,519,00052
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$343,928,000146
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,138,314,00096
Managed Assets ($)$1,909,186,00086
Personal trust and agency accounts, managed assets$1,083,239,00069
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$59,976,000118
Employee benefit-defined benefit accounts, managed assets$120,162,00067
Other employee benefit and retirement-related accounts, managed assets$54,945,000119
Corporate trust and agency accounts, managed assets$10,926,00056
Investment management and investment advisory agency accounts, managed assets$579,938,00084
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0139
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,229,128,00098
Personal trust and agency accounts, non-managed assets$46,406,000133
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$417,397,00069
Employee benefit-defined benefit accounts, non-managed Assets$186,455,00065
Other retirement accounts, non-managed assets$124,422,00054
Corporate trust and agency accounts, non-managed assets$454,448,00053
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0135
Memoranda
Custody and safekeeping accounts, non-managed assets$347,633,000146
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,018,363,000103
Managed Assets ($)$1,861,545,00092
Personal trust and agency accounts, managed assets$1,059,043,00074
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$58,104,000122
Employee benefit-defined benefit accounts, managed assets$118,606,00071
Other employee benefit and retirement-related accounts, managed assets$59,520,000111
Corporate trust and agency accounts, managed assets$5,533,00068
Investment management and investment advisory agency accounts, managed assets$560,739,00089
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0142
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,156,818,000103
Personal trust and agency accounts, non-managed assets$41,105,000141
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$395,341,00072
Employee benefit-defined benefit accounts, non-managed Assets$181,576,00069
Other retirement accounts, non-managed assets$103,351,00061
Corporate trust and agency accounts, non-managed assets$435,445,00054
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$342,999,000147
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,926,209,000108
Managed Assets ($)$1,765,978,00095
Personal trust and agency accounts, managed assets$985,817,00077
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$59,405,000123
Employee benefit-defined benefit accounts, managed assets$102,160,00073
Other employee benefit and retirement-related accounts, managed assets$59,041,000111
Corporate trust and agency accounts, managed assets$6,986,00085
Investment management and investment advisory agency accounts, managed assets$552,569,00091
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0332
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,160,231,000106
Personal trust and agency accounts, non-managed assets$31,927,000184
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$395,771,00075
Employee benefit-defined benefit accounts, non-managed Assets$199,971,00064
Other retirement accounts, non-managed assets$104,835,00063
Corporate trust and agency accounts, non-managed assets$427,727,00052
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0281
Memoranda
Custody and safekeeping accounts, non-managed assets$318,329,000162
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,900,431,000107
Managed Assets ($)$1,765,432,00093
Personal trust and agency accounts, managed assets$999,190,00077
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$56,685,000122
Employee benefit-defined benefit accounts, managed assets$96,395,00077
Other employee benefit and retirement-related accounts, managed assets$59,976,000106
Corporate trust and agency accounts, managed assets$5,494,00063
Investment management and investment advisory agency accounts, managed assets$547,692,00085
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,134,999,000106
Personal trust and agency accounts, non-managed assets$30,481,000154
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$366,432,00076
Employee benefit-defined benefit accounts, non-managed Assets$183,265,00067
Other retirement accounts, non-managed assets$101,445,00060
Corporate trust and agency accounts, non-managed assets$453,376,00054
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$321,760,000159
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,832,881,000110
Managed Assets ($)$1,641,102,00096
Personal trust and agency accounts, managed assets$900,989,00078
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$55,312,000125
Employee benefit-defined benefit accounts, managed assets$85,436,00081
Other employee benefit and retirement-related accounts, managed assets$58,252,000105
Corporate trust and agency accounts, managed assets$6,273,00059
Investment management and investment advisory agency accounts, managed assets$534,840,00086
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0126
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,191,779,000103
Personal trust and agency accounts, non-managed assets$30,648,000157
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$364,577,00078
Employee benefit-defined benefit accounts, non-managed Assets$184,443,00068
Other retirement accounts, non-managed assets$101,897,00061
Corporate trust and agency accounts, non-managed assets$510,214,00058
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$350,534,000157
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,808,527,000110
Managed Assets ($)$1,594,315,00099
Personal trust and agency accounts, managed assets$850,489,00081
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$55,388,000124
Employee benefit-defined benefit accounts, managed assets$85,386,00084
Other employee benefit and retirement-related accounts, managed assets$64,193,00098
Corporate trust and agency accounts, managed assets$6,342,00057
Investment management and investment advisory agency accounts, managed assets$532,517,00089
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0128
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,214,212,000105
Personal trust and agency accounts, non-managed assets$29,718,000158
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$361,247,00080
Employee benefit-defined benefit accounts, non-managed Assets$181,428,00069
Other retirement accounts, non-managed assets$103,285,00064
Corporate trust and agency accounts, non-managed assets$538,534,00056
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0133
Memoranda
Custody and safekeeping accounts, non-managed assets$366,993,000155
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,752,648,000114
Managed Assets ($)$1,579,184,000103
Personal trust and agency accounts, managed assets$845,546,00085
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$60,442,000128
Employee benefit-defined benefit accounts, managed assets$85,097,00084
Other employee benefit and retirement-related accounts, managed assets$58,563,000109
Corporate trust and agency accounts, managed assets$8,918,00083
Investment management and investment advisory agency accounts, managed assets$520,618,00087
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0327
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,173,464,000108
Personal trust and agency accounts, non-managed assets$28,780,000190
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$367,539,00080
Employee benefit-defined benefit accounts, non-managed Assets$137,560,00076
Other retirement accounts, non-managed assets$105,147,00068
Corporate trust and agency accounts, non-managed assets$534,438,00065
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0284
Memoranda
Custody and safekeeping accounts, non-managed assets$348,111,000166
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,622,988,000118
Managed Assets ($)$1,516,880,000106
Personal trust and agency accounts, managed assets$800,587,00087
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$57,611,000132
Employee benefit-defined benefit accounts, managed assets$77,335,00089
Other employee benefit and retirement-related accounts, managed assets$59,610,000107
Corporate trust and agency accounts, managed assets$6,932,00061
Investment management and investment advisory agency accounts, managed assets$514,805,00092
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0143
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,106,108,000117
Personal trust and agency accounts, non-managed assets$24,855,000177
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$340,208,00084
Employee benefit-defined benefit accounts, non-managed Assets$113,152,00082
Other retirement accounts, non-managed assets$101,473,00065
Corporate trust and agency accounts, non-managed assets$526,420,00069
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0151
Memoranda
Custody and safekeeping accounts, non-managed assets$351,850,000167
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,568,365,000122
Managed Assets ($)$1,481,809,000105
Personal trust and agency accounts, managed assets$765,753,00089
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$52,964,000136
Employee benefit-defined benefit accounts, managed assets$80,866,00085
Other employee benefit and retirement-related accounts, managed assets$58,036,000105
Corporate trust and agency accounts, managed assets$7,382,00062
Investment management and investment advisory agency accounts, managed assets$516,808,00096
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0151
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,086,556,000117
Personal trust and agency accounts, non-managed assets$23,091,000180
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$325,922,00084
Employee benefit-defined benefit accounts, non-managed Assets$104,321,00084
Other retirement accounts, non-managed assets$99,218,00070
Corporate trust and agency accounts, non-managed assets$534,004,00069
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0159
Memoranda
Custody and safekeeping accounts, non-managed assets$348,308,000168
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,417,574,000123
Managed Assets ($)$1,396,624,000110
Personal trust and agency accounts, managed assets$700,532,00093
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$48,592,000145
Employee benefit-defined benefit accounts, managed assets$74,898,00086
Other employee benefit and retirement-related accounts, managed assets$59,591,000104
Corporate trust and agency accounts, managed assets$7,264,00068
Investment management and investment advisory agency accounts, managed assets$505,747,00093
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0156
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,020,950,000118
Personal trust and agency accounts, non-managed assets$19,296,000193
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$274,254,00088
Employee benefit-defined benefit accounts, non-managed Assets$89,844,00090
Other retirement accounts, non-managed assets$92,835,00073
Corporate trust and agency accounts, non-managed assets$544,721,00071
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0156
Memoranda
Custody and safekeeping accounts, non-managed assets$332,288,000173
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,421,358,000122
Managed Assets ($)$1,403,160,000112
Personal trust and agency accounts, managed assets$699,494,00096
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$58,036,000141
Employee benefit-defined benefit accounts, managed assets$76,882,00083
Other employee benefit and retirement-related accounts, managed assets$57,841,000107
Corporate trust and agency accounts, managed assets$9,235,00093
Investment management and investment advisory agency accounts, managed assets$501,672,00089
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0349
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,018,198,000119
Personal trust and agency accounts, non-managed assets$23,044,000222
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$256,565,00087
Employee benefit-defined benefit accounts, non-managed Assets$89,076,00090
Other retirement accounts, non-managed assets$93,952,00070
Corporate trust and agency accounts, non-managed assets$555,561,00071
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0299
Memoranda
Custody and safekeeping accounts, non-managed assets$155,758,000233
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,254,759,000116
Managed Assets ($)$1,479,230,000104
Personal trust and agency accounts, managed assets$678,463,00099
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$197,120,00055
Employee benefit-defined benefit accounts, managed assets$87,051,00085
Other employee benefit and retirement-related accounts, managed assets$61,841,000108
Corporate trust and agency accounts, managed assets$10,057,00092
Investment management and investment advisory agency accounts, managed assets$444,698,00087
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0364
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$775,529,000122
Personal trust and agency accounts, non-managed assets$32,054,000188
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$114,070,000108
Employee benefit-defined benefit accounts, non-managed Assets$91,294,00082
Other retirement accounts, non-managed assets$80,025,00078
Corporate trust and agency accounts, non-managed assets$458,086,00074
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0295
Memoranda
Custody and safekeeping accounts, non-managed assets$191,162,000203
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA