Home > Bank of America > Gross Fiduciary and Related Services Income
Bank of America, Gross Fiduciary and Related Services Income
| 2024-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $457,000,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $4,000,000 | 27 |
| YTD Gross Income employee benefit defined benefit | $10,000,000 | 9 |
| YTD Gross Income from other retirement accounts | $218,000,000 | 2 |
| YTD Gross Income corporate trust and agency | $1,000,000 | 34 |
| Investment management and investment advisory agency accounts income | $824,000,000 | 3 |
| Foundation and endowment and agency accounts income | $230,000,000 | 1 |
| YTD Gross income other trust and agency accounts | $1,000,000 | 26 |
| YTD Gross income custody and safekeeping agency accounts | $23,000,000 | 22 |
| YTD Gross income other trust accounts | $0 | 178 |
| Gross Fiduciary activities income | $1,768,000,000 | 7 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $301,000,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $4,000,000 | 21 |
| YTD Gross Income employee benefit defined benefit | $7,000,000 | 9 |
| YTD Gross Income from other retirement accounts | $143,000,000 | 2 |
| YTD Gross Income corporate trust and agency | $1,000,000 | 30 |
| Investment management and investment advisory agency accounts income | $542,000,000 | 3 |
| Foundation and endowment and agency accounts income | $152,000,000 | 1 |
| YTD Gross income other trust and agency accounts | $0 | 116 |
| YTD Gross income custody and safekeeping agency accounts | $15,000,000 | 22 |
| YTD Gross income other trust accounts | $0 | 202 |
| Gross Fiduciary activities income | $1,165,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 9 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $149,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $2,000,000 | 22 |
| YTD Gross Income employee benefit defined benefit | $3,000,000 | 9 |
| YTD Gross Income from other retirement accounts | $71,000,000 | 2 |
| YTD Gross Income corporate trust and agency | $1,000,000 | 25 |
| Investment management and investment advisory agency accounts income | $265,000,000 | 29 |
| Foundation and endowment and agency accounts income | $74,000,000 | 1 |
| YTD Gross income other trust and agency accounts | $0 | 81 |
| YTD Gross income custody and safekeeping agency accounts | $8,000,000 | 21 |
| YTD Gross income other trust accounts | $0 | 168 |
| Gross Fiduciary activities income | $573,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $569,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $8,000,000 | 21 |
| YTD Gross Income employee benefit defined benefit | $15,000,000 | 9 |
| YTD Gross Income from other retirement accounts | $262,000,000 | 2 |
| YTD Gross Income corporate trust and agency | $32,000,000 | 11 |
| Investment management and investment advisory agency accounts income | $983,000,000 | 11 |
| Foundation and endowment and agency accounts income | $276,000,000 | 1 |
| YTD Gross income other trust and agency accounts | $1,000,000 | 20 |
| YTD Gross income custody and safekeeping agency accounts | $48,000,000 | 15 |
| YTD Gross income other trust accounts | $0 | 207 |
| Gross Fiduciary activities income | $2,194,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | $1,954,000,000 | 6 |
| YTD fiduciary net loss (Dec. only) | $12,000,000 | 12 |
| YTD fiduciary intracompany income (Dec. only) | $354,000,000 | 8 |
| YTD net fiduciary income (Dec. only) | $582,000,000 | 9 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $19,000,000 | 7 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $429,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $6,000,000 | 20 |
| YTD Gross Income employee benefit defined benefit | $11,000,000 | 9 |
| YTD Gross Income from other retirement accounts | $197,000,000 | 2 |
| YTD Gross Income corporate trust and agency | $13,000,000 | 15 |
| Investment management and investment advisory agency accounts income | $737,000,000 | 9 |
| Foundation and endowment and agency accounts income | $208,000,000 | 1 |
| YTD Gross income other trust and agency accounts | $1,000,000 | 22 |
| YTD Gross income custody and safekeeping agency accounts | $31,000,000 | 15 |
| YTD Gross income other trust accounts | $0 | 170 |
| Gross Fiduciary activities income | $1,633,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $14,000,000 | 7 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $288,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $4,000,000 | 20 |
| YTD Gross Income employee benefit defined benefit | $8,000,000 | 8 |
| YTD Gross Income from other retirement accounts | $136,000,000 | 2 |
| YTD Gross Income corporate trust and agency | $12,000,000 | 13 |
| Investment management and investment advisory agency accounts income | $491,000,000 | 17 |
| Foundation and endowment and agency accounts income | $147,000,000 | 1 |
| YTD Gross income other trust and agency accounts | $0 | 100 |
| YTD Gross income custody and safekeeping agency accounts | $24,000,000 | 15 |
| YTD Gross income other trust accounts | $0 | 195 |
| Gross Fiduciary activities income | $1,110,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $13,000,000 | 7 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $147,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $3,000,000 | 16 |
| YTD Gross Income employee benefit defined benefit | $4,000,000 | 8 |
| YTD Gross Income from other retirement accounts | $67,000,000 | 2 |
| YTD Gross Income corporate trust and agency | $1,000,000 | 28 |
| Investment management and investment advisory agency accounts income | $247,000,000 | 3 |
| Foundation and endowment and agency accounts income | $61,000,000 | 1 |
| YTD Gross income other trust and agency accounts | $0 | 82 |
| YTD Gross income custody and safekeeping agency accounts | $11,000,000 | 15 |
| YTD Gross income other trust accounts | $0 | 164 |
| Gross Fiduciary activities income | $541,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $2,000,000 | 7 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $617,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $9,000,000 | 22 |
| YTD Gross Income employee benefit defined benefit | $16,000,000 | 9 |
| YTD Gross Income from other retirement accounts | $284,000,000 | 2 |
| YTD Gross Income corporate trust and agency | $11,000,000 | 20 |
| Investment management and investment advisory agency accounts income | $997,000,000 | 3 |
| Foundation and endowment and agency accounts income | $256,000,000 | 1 |
| YTD Gross income other trust and agency accounts | $0 | 118 |
| YTD Gross income custody and safekeeping agency accounts | $67,000,000 | 12 |
| YTD Gross income other trust accounts | $0 | 229 |
| Gross Fiduciary activities income | $2,257,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | $1,434,000,000 | 6 |
| YTD fiduciary net loss (Dec. only) | $15,000,000 | 6 |
| YTD fiduciary intracompany income (Dec. only) | $38,000,000 | 15 |
| YTD net fiduciary income (Dec. only) | $846,000,000 | 6 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $13,000,000 | 7 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $469,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $5,000,000 | 27 |
| YTD Gross Income employee benefit defined benefit | $14,000,000 | 7 |
| YTD Gross Income from other retirement accounts | $219,000,000 | 2 |
| YTD Gross Income corporate trust and agency | $10,000,000 | 18 |
| Investment management and investment advisory agency accounts income | $757,000,000 | 3 |
| Foundation and endowment and agency accounts income | $197,000,000 | 1 |
| YTD Gross income other trust and agency accounts | $0 | 93 |
| YTD Gross income custody and safekeeping agency accounts | $56,000,000 | 9 |
| YTD Gross income other trust accounts | $0 | 184 |
| Gross Fiduciary activities income | $1,727,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $10,000,000 | 7 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $322,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $4,000,000 | 19 |
| YTD Gross Income employee benefit defined benefit | $10,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $150,000,000 | 2 |
| YTD Gross Income corporate trust and agency | $6,000,000 | 15 |
| Investment management and investment advisory agency accounts income | $514,000,000 | 3 |
| Foundation and endowment and agency accounts income | $136,000,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $39,000,000 | 9 |
| YTD Gross income other trust accounts | $0 | 191 |
| Gross Fiduciary activities income | $1,181,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $7,000,000 | 7 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $166,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $2,000,000 | 18 |
| YTD Gross Income employee benefit defined benefit | $6,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $78,000,000 | 2 |
| YTD Gross Income corporate trust and agency | $3,000,000 | 15 |
| Investment management and investment advisory agency accounts income | $261,000,000 | 3 |
| Foundation and endowment and agency accounts income | $69,000,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $19,000,000 | 9 |
| YTD Gross income other trust accounts | $0 | 156 |
| Gross Fiduciary activities income | $604,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $4,000,000 | 7 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $659,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $8,000,000 | 23 |
| YTD Gross Income employee benefit defined benefit | $23,000,000 | 6 |
| YTD Gross Income from other retirement accounts | $306,000,000 | 2 |
| YTD Gross Income corporate trust and agency | $11,000,000 | 16 |
| Investment management and investment advisory agency accounts income | $991,000,000 | 3 |
| Foundation and endowment and agency accounts income | $273,000,000 | 1 |
| YTD Gross income other trust and agency accounts | $0 | 101 |
| YTD Gross income custody and safekeeping agency accounts | $70,000,000 | 11 |
| YTD Gross income other trust accounts | $0 | 211 |
| Gross Fiduciary activities income | $2,341,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | $1,412,000,000 | 6 |
| YTD fiduciary net loss (Dec. only) | $12,000,000 | 8 |
| YTD fiduciary intracompany income (Dec. only) | $8,000,000 | 17 |
| YTD net fiduciary income (Dec. only) | $925,000,000 | 5 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $14,000,000 | 7 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $489,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $6,000,000 | 23 |
| YTD Gross Income employee benefit defined benefit | $18,000,000 | 6 |
| YTD Gross Income from other retirement accounts | $227,000,000 | 2 |
| YTD Gross Income corporate trust and agency | $8,000,000 | 16 |
| Investment management and investment advisory agency accounts income | $731,000,000 | 3 |
| Foundation and endowment and agency accounts income | $203,000,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $53,000,000 | 11 |
| YTD Gross income other trust accounts | $0 | 167 |
| Gross Fiduciary activities income | $1,735,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $11,000,000 | 7 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $320,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $4,000,000 | 23 |
| YTD Gross Income employee benefit defined benefit | $12,000,000 | 6 |
| YTD Gross Income from other retirement accounts | $149,000,000 | 2 |
| YTD Gross Income corporate trust and agency | $5,000,000 | 18 |
| Investment management and investment advisory agency accounts income | $477,000,000 | 3 |
| Foundation and endowment and agency accounts income | $133,000,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $36,000,000 | 11 |
| YTD Gross income other trust accounts | $0 | 197 |
| Gross Fiduciary activities income | $1,136,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $7,000,000 | 7 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $157,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $2,000,000 | 21 |
| YTD Gross Income employee benefit defined benefit | $6,000,000 | 6 |
| YTD Gross Income from other retirement accounts | $73,000,000 | 2 |
| YTD Gross Income corporate trust and agency | $3,000,000 | 17 |
| Investment management and investment advisory agency accounts income | $231,000,000 | 3 |
| Foundation and endowment and agency accounts income | $65,000,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $18,000,000 | 11 |
| YTD Gross income other trust accounts | $0 | 158 |
| Gross Fiduciary activities income | $555,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $3,000,000 | 7 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $591,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $8,000,000 | 19 |
| YTD Gross Income employee benefit defined benefit | $25,000,000 | 6 |
| YTD Gross Income from other retirement accounts | $255,000,000 | 2 |
| YTD Gross Income corporate trust and agency | $12,000,000 | 18 |
| Investment management and investment advisory agency accounts income | $841,000,000 | 3 |
| Foundation and endowment and agency accounts income | $230,000,000 | 1 |
| YTD Gross income other trust and agency accounts | $0 | 108 |
| YTD Gross income custody and safekeeping agency accounts | $61,000,000 | 11 |
| YTD Gross income other trust accounts | $1,000,000 | 50 |
| Gross Fiduciary activities income | $2,024,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | $1,487,000,000 | 6 |
| YTD fiduciary net loss (Dec. only) | $12,000,000 | 9 |
| YTD fiduciary intracompany income (Dec. only) | $33,000,000 | 11 |
| YTD net fiduciary income (Dec. only) | $558,000,000 | 6 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $13,000,000 | 7 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $436,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $6,000,000 | 20 |
| YTD Gross Income employee benefit defined benefit | $18,000,000 | 6 |
| YTD Gross Income from other retirement accounts | $187,000,000 | 2 |
| YTD Gross Income corporate trust and agency | $0 | 122 |
| Investment management and investment advisory agency accounts income | $623,000,000 | 3 |
| Foundation and endowment and agency accounts income | $171,000,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $23,000,000 | 16 |
| YTD Gross income other trust accounts | $1,000,000 | 47 |
| Gross Fiduciary activities income | $1,465,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $10,000,000 | 7 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $288,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $4,000,000 | 18 |
| YTD Gross Income employee benefit defined benefit | $13,000,000 | 6 |
| YTD Gross Income from other retirement accounts | $122,000,000 | 2 |
| YTD Gross Income corporate trust and agency | $7,000,000 | 15 |
| Investment management and investment advisory agency accounts income | $411,000,000 | 3 |
| Foundation and endowment and agency accounts income | $113,000,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $31,000,000 | 11 |
| YTD Gross income other trust accounts | $0 | 205 |
| Gross Fiduciary activities income | $989,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $7,000,000 | 7 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $148,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $2,000,000 | 18 |
| YTD Gross Income employee benefit defined benefit | $6,000,000 | 6 |
| YTD Gross Income from other retirement accounts | $64,000,000 | 2 |
| YTD Gross Income corporate trust and agency | $4,000,000 | 14 |
| Investment management and investment advisory agency accounts income | $211,000,000 | 3 |
| Foundation and endowment and agency accounts income | $58,000,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $15,000,000 | 11 |
| YTD Gross income other trust accounts | $0 | 171 |
| Gross Fiduciary activities income | $508,000,000 | 5 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $3,000,000 | 7 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $599,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $8,000,000 | 18 |
| YTD Gross Income employee benefit defined benefit | $24,000,000 | 6 |
| YTD Gross Income from other retirement accounts | $232,000,000 | 2 |
| YTD Gross Income corporate trust and agency | $14,000,000 | 15 |
| Investment management and investment advisory agency accounts income | $804,000,000 | 3 |
| Foundation and endowment and agency accounts income | $232,000,000 | 1 |
| YTD Gross income other trust and agency accounts | $0 | 108 |
| YTD Gross income custody and safekeeping agency accounts | $58,000,000 | 12 |
| YTD Gross income other trust accounts | $14,000,000 | 15 |
| Gross Fiduciary activities income | $1,985,000,000 | 5 |
| YTD fiduciary expense (Dec. only) | $1,398,000,000 | 7 |
| YTD fiduciary net loss (Dec. only) | $15,000,000 | 7 |
| YTD fiduciary intracompany income (Dec. only) | $28,000,000 | 12 |
| YTD net fiduciary income (Dec. only) | $600,000,000 | 7 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $15,000,000 | 7 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $442,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $6,000,000 | 19 |
| YTD Gross Income employee benefit defined benefit | $19,000,000 | 7 |
| YTD Gross Income from other retirement accounts | $170,000,000 | 2 |
| YTD Gross Income corporate trust and agency | $9,000,000 | 17 |
| Investment management and investment advisory agency accounts income | $597,000,000 | 3 |
| Foundation and endowment and agency accounts income | $174,000,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $44,000,000 | 12 |
| YTD Gross income other trust accounts | $11,000,000 | 14 |
| Gross Fiduciary activities income | $1,472,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $10,000,000 | 7 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $294,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $4,000,000 | 19 |
| YTD Gross Income employee benefit defined benefit | $12,000,000 | 7 |
| YTD Gross Income from other retirement accounts | $111,000,000 | 2 |
| YTD Gross Income corporate trust and agency | $6,000,000 | 18 |
| Investment management and investment advisory agency accounts income | $395,000,000 | 3 |
| Foundation and endowment and agency accounts income | $115,000,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $29,000,000 | 12 |
| YTD Gross income other trust accounts | $7,000,000 | 14 |
| Gross Fiduciary activities income | $973,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $7,000,000 | 7 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $146,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $2,000,000 | 20 |
| YTD Gross Income employee benefit defined benefit | $6,000,000 | 7 |
| YTD Gross Income from other retirement accounts | $54,000,000 | 3 |
| YTD Gross Income corporate trust and agency | $3,000,000 | 17 |
| Investment management and investment advisory agency accounts income | $194,000,000 | 3 |
| Foundation and endowment and agency accounts income | $56,000,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $14,000,000 | 12 |
| YTD Gross income other trust accounts | $4,000,000 | 14 |
| Gross Fiduciary activities income | $479,000,000 | 5 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $4,000,000 | 7 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $628,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $8,000,000 | 20 |
| YTD Gross Income employee benefit defined benefit | $28,000,000 | 7 |
| YTD Gross Income from other retirement accounts | $217,000,000 | 2 |
| YTD Gross Income corporate trust and agency | $14,000,000 | 14 |
| Investment management and investment advisory agency accounts income | $785,000,000 | 3 |
| Foundation and endowment and agency accounts income | $234,000,000 | 1 |
| YTD Gross income other trust and agency accounts | $0 | 139 |
| YTD Gross income custody and safekeeping agency accounts | $58,000,000 | 12 |
| YTD Gross income other trust accounts | $18,000,000 | 13 |
| Gross Fiduciary activities income | $1,990,000,000 | 5 |
| YTD fiduciary expense (Dec. only) | $1,406,000,000 | 7 |
| YTD fiduciary net loss (Dec. only) | $53,000,000 | 2 |
| YTD fiduciary intracompany income (Dec. only) | $33,000,000 | 12 |
| YTD net fiduciary income (Dec. only) | $564,000,000 | 8 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $14,000,000 | 7 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $471,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $6,000,000 | 20 |
| YTD Gross Income employee benefit defined benefit | $22,000,000 | 7 |
| YTD Gross Income from other retirement accounts | $161,000,000 | 2 |
| YTD Gross Income corporate trust and agency | $11,000,000 | 14 |
| Investment management and investment advisory agency accounts income | $586,000,000 | 3 |
| Foundation and endowment and agency accounts income | $176,000,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $43,000,000 | 13 |
| YTD Gross income other trust accounts | $14,000,000 | 13 |
| Gross Fiduciary activities income | $1,490,000,000 | 5 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $11,000,000 | 7 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $314,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $4,000,000 | 20 |
| YTD Gross Income employee benefit defined benefit | $14,000,000 | 7 |
| YTD Gross Income from other retirement accounts | $106,000,000 | 2 |
| YTD Gross Income corporate trust and agency | $7,000,000 | 15 |
| Investment management and investment advisory agency accounts income | $388,000,000 | 3 |
| Foundation and endowment and agency accounts income | $118,000,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $29,000,000 | 13 |
| YTD Gross income other trust accounts | $10,000,000 | 12 |
| Gross Fiduciary activities income | $990,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $8,000,000 | 7 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $160,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $2,000,000 | 20 |
| YTD Gross Income employee benefit defined benefit | $7,000,000 | 7 |
| YTD Gross Income from other retirement accounts | $53,000,000 | 3 |
| YTD Gross Income corporate trust and agency | $4,000,000 | 13 |
| Investment management and investment advisory agency accounts income | $194,000,000 | 3 |
| Foundation and endowment and agency accounts income | $59,000,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $15,000,000 | 12 |
| YTD Gross income other trust accounts | $0 | 191 |
| Gross Fiduciary activities income | $494,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $4,000,000 | 7 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $632,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $8,000,000 | 19 |
| YTD Gross Income employee benefit defined benefit | $26,000,000 | 7 |
| YTD Gross Income from other retirement accounts | $184,000,000 | 3 |
| YTD Gross Income corporate trust and agency | $11,000,000 | 18 |
| Investment management and investment advisory agency accounts income | $720,000,000 | 3 |
| Foundation and endowment and agency accounts income | $221,000,000 | 1 |
| YTD Gross income other trust and agency accounts | $0 | 159 |
| YTD Gross income custody and safekeeping agency accounts | $50,000,000 | 13 |
| YTD Gross income other trust accounts | $1,000,000 | 49 |
| Gross Fiduciary activities income | $1,853,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | $1,432,000,000 | 6 |
| YTD fiduciary net loss (Dec. only) | $42,000,000 | 2 |
| YTD fiduciary intracompany income (Dec. only) | $48,000,000 | 11 |
| YTD net fiduciary income (Dec. only) | $427,000,000 | 8 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $11,000,000 | 7 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $473,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $6,000,000 | 19 |
| YTD Gross Income employee benefit defined benefit | $19,000,000 | 7 |
| YTD Gross Income from other retirement accounts | $134,000,000 | 3 |
| YTD Gross Income corporate trust and agency | $7,000,000 | 18 |
| Investment management and investment advisory agency accounts income | $531,000,000 | 3 |
| Foundation and endowment and agency accounts income | $164,000,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $36,000,000 | 14 |
| YTD Gross income other trust accounts | $1,000,000 | 41 |
| Gross Fiduciary activities income | $1,371,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $8,000,000 | 7 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $315,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $4,000,000 | 19 |
| YTD Gross Income employee benefit defined benefit | $13,000,000 | 7 |
| YTD Gross Income from other retirement accounts | $87,000,000 | 3 |
| YTD Gross Income corporate trust and agency | $5,000,000 | 17 |
| Investment management and investment advisory agency accounts income | $350,000,000 | 3 |
| Foundation and endowment and agency accounts income | $109,000,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $24,000,000 | 14 |
| YTD Gross income other trust accounts | $1,000,000 | 33 |
| Gross Fiduciary activities income | $908,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $5,000,000 | 7 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $157,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $2,000,000 | 17 |
| YTD Gross Income employee benefit defined benefit | $6,000,000 | 7 |
| YTD Gross Income from other retirement accounts | $42,000,000 | 3 |
| YTD Gross Income corporate trust and agency | $3,000,000 | 14 |
| Investment management and investment advisory agency accounts income | $173,000,000 | 3 |
| Foundation and endowment and agency accounts income | $52,000,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $12,000,000 | 14 |
| YTD Gross income other trust accounts | $0 | 186 |
| Gross Fiduciary activities income | $447,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $3,000,000 | 7 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $645,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $8,000,000 | 18 |
| YTD Gross Income employee benefit defined benefit | $24,000,000 | 7 |
| YTD Gross Income from other retirement accounts | $155,000,000 | 3 |
| YTD Gross Income corporate trust and agency | $13,000,000 | 14 |
| Investment management and investment advisory agency accounts income | $683,000,000 | 3 |
| Foundation and endowment and agency accounts income | $188,000,000 | 1 |
| YTD Gross income other trust and agency accounts | $0 | 162 |
| YTD Gross income custody and safekeeping agency accounts | $50,000,000 | 14 |
| YTD Gross income other trust accounts | $1,000,000 | 45 |
| Gross Fiduciary activities income | $1,767,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | $1,456,000,000 | 6 |
| YTD fiduciary net loss (Dec. only) | $29,000,000 | 5 |
| YTD fiduciary intracompany income (Dec. only) | $53,000,000 | 10 |
| YTD net fiduciary income (Dec. only) | $335,000,000 | 8 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $9,000,000 | 7 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $487,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $6,000,000 | 17 |
| YTD Gross Income employee benefit defined benefit | $18,000,000 | 7 |
| YTD Gross Income from other retirement accounts | $115,000,000 | 3 |
| YTD Gross Income corporate trust and agency | $11,000,000 | 12 |
| Investment management and investment advisory agency accounts income | $510,000,000 | 3 |
| Foundation and endowment and agency accounts income | $141,000,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $37,000,000 | 14 |
| YTD Gross income other trust accounts | $1,000,000 | 36 |
| Gross Fiduciary activities income | $1,326,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $7,000,000 | 7 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $327,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $4,000,000 | 18 |
| YTD Gross Income employee benefit defined benefit | $12,000,000 | 7 |
| YTD Gross Income from other retirement accounts | $77,000,000 | 3 |
| YTD Gross Income corporate trust and agency | $9,000,000 | 10 |
| Investment management and investment advisory agency accounts income | $336,000,000 | 3 |
| Foundation and endowment and agency accounts income | $95,000,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $26,000,000 | 14 |
| YTD Gross income other trust accounts | $1,000,000 | 31 |
| Gross Fiduciary activities income | $887,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $5,000,000 | 7 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $164,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $2,000,000 | 19 |
| YTD Gross Income employee benefit defined benefit | $6,000,000 | 7 |
| YTD Gross Income from other retirement accounts | $38,000,000 | 3 |
| YTD Gross Income corporate trust and agency | $4,000,000 | 11 |
| Investment management and investment advisory agency accounts income | $168,000,000 | 3 |
| Foundation and endowment and agency accounts income | $47,000,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $13,000,000 | 14 |
| YTD Gross income other trust accounts | $0 | 200 |
| Gross Fiduciary activities income | $442,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $2,000,000 | 7 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $681,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $9,000,000 | 18 |
| YTD Gross Income employee benefit defined benefit | $25,000,000 | 7 |
| YTD Gross Income from other retirement accounts | $144,000,000 | 3 |
| YTD Gross Income corporate trust and agency | $11,000,000 | 15 |
| Investment management and investment advisory agency accounts income | $677,000,000 | 3 |
| Foundation and endowment and agency accounts income | $199,000,000 | 1 |
| YTD Gross income other trust and agency accounts | $0 | 179 |
| YTD Gross income custody and safekeeping agency accounts | $52,000,000 | 13 |
| YTD Gross income other trust accounts | $1,000,000 | 46 |
| Gross Fiduciary activities income | $1,799,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | $1,439,000,000 | 7 |
| YTD fiduciary net loss (Dec. only) | $13,000,000 | 5 |
| YTD fiduciary intracompany income (Dec. only) | $32,000,000 | 10 |
| YTD net fiduciary income (Dec. only) | $379,000,000 | 6 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $9,000,000 | 7 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $516,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $6,000,000 | 19 |
| YTD Gross Income employee benefit defined benefit | $19,000,000 | 7 |
| YTD Gross Income from other retirement accounts | $108,000,000 | 3 |
| YTD Gross Income corporate trust and agency | $7,000,000 | 16 |
| Investment management and investment advisory agency accounts income | $509,000,000 | 3 |
| Foundation and endowment and agency accounts income | $151,000,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $38,000,000 | 14 |
| YTD Gross income other trust accounts | $1,000,000 | 37 |
| Gross Fiduciary activities income | $1,355,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $7,000,000 | 7 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $349,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $4,000,000 | 19 |
| YTD Gross Income employee benefit defined benefit | $13,000,000 | 8 |
| YTD Gross Income from other retirement accounts | $71,000,000 | 3 |
| YTD Gross Income corporate trust and agency | $4,000,000 | 16 |
| Investment management and investment advisory agency accounts income | $339,000,000 | 3 |
| Foundation and endowment and agency accounts income | $101,000,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $26,000,000 | 13 |
| YTD Gross income other trust accounts | $0 | 208 |
| Gross Fiduciary activities income | $907,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $4,000,000 | 7 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $173,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $2,000,000 | 19 |
| YTD Gross Income employee benefit defined benefit | $7,000,000 | 7 |
| YTD Gross Income from other retirement accounts | $35,000,000 | 3 |
| YTD Gross Income corporate trust and agency | $2,000,000 | 16 |
| Investment management and investment advisory agency accounts income | $167,000,000 | 3 |
| Foundation and endowment and agency accounts income | $47,000,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $13,000,000 | 13 |
| YTD Gross income other trust accounts | $0 | 198 |
| Gross Fiduciary activities income | $446,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $2,000,000 | 7 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $707,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $9,000,000 | 19 |
| YTD Gross Income employee benefit defined benefit | $24,000,000 | 8 |
| YTD Gross Income from other retirement accounts | $129,000,000 | 3 |
| YTD Gross Income corporate trust and agency | $8,000,000 | 16 |
| Investment management and investment advisory agency accounts income | $649,000,000 | 3 |
| Foundation and endowment and agency accounts income | $196,000,000 | 1 |
| YTD Gross income other trust and agency accounts | $0 | 174 |
| YTD Gross income custody and safekeeping agency accounts | $51,000,000 | 13 |
| YTD Gross income other trust accounts | $1,000,000 | 44 |
| Gross Fiduciary activities income | $1,774,000,000 | 5 |
| YTD fiduciary expense (Dec. only) | $1,460,000,000 | 7 |
| YTD fiduciary net loss (Dec. only) | $46,000,000 | 1 |
| YTD fiduciary intracompany income (Dec. only) | $26,000,000 | 10 |
| YTD net fiduciary income (Dec. only) | $294,000,000 | 7 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $10,000,000 | 7 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $533,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $7,000,000 | 19 |
| YTD Gross Income employee benefit defined benefit | $18,000,000 | 8 |
| YTD Gross Income from other retirement accounts | $95,000,000 | 3 |
| YTD Gross Income corporate trust and agency | $6,000,000 | 16 |
| Investment management and investment advisory agency accounts income | $481,000,000 | 3 |
| Foundation and endowment and agency accounts income | $150,000,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $38,000,000 | 13 |
| YTD Gross income other trust accounts | $1,000,000 | 42 |
| Gross Fiduciary activities income | $1,329,000,000 | 5 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $8,000,000 | 7 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $357,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $5,000,000 | 19 |
| YTD Gross Income employee benefit defined benefit | $13,000,000 | 8 |
| YTD Gross Income from other retirement accounts | $62,000,000 | 3 |
| YTD Gross Income corporate trust and agency | $5,000,000 | 13 |
| Investment management and investment advisory agency accounts income | $316,000,000 | 3 |
| Foundation and endowment and agency accounts income | $102,000,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $25,000,000 | 13 |
| YTD Gross income other trust accounts | $0 | 209 |
| Gross Fiduciary activities income | $885,000,000 | 5 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $6,000,000 | 7 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $179,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $2,000,000 | 21 |
| YTD Gross Income employee benefit defined benefit | $6,000,000 | 8 |
| YTD Gross Income from other retirement accounts | $30,000,000 | 3 |
| YTD Gross Income corporate trust and agency | $3,000,000 | 11 |
| Investment management and investment advisory agency accounts income | $154,000,000 | 3 |
| Foundation and endowment and agency accounts income | $48,000,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $12,000,000 | 14 |
| YTD Gross income other trust accounts | $0 | 197 |
| Gross Fiduciary activities income | $434,000,000 | 5 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $3,000,000 | 7 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $686,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $9,000,000 | 21 |
| YTD Gross Income employee benefit defined benefit | $22,000,000 | 8 |
| YTD Gross Income from other retirement accounts | $113,000,000 | 3 |
| YTD Gross Income corporate trust and agency | $6,000,000 | 16 |
| Investment management and investment advisory agency accounts income | $569,000,000 | 3 |
| Foundation and endowment and agency accounts income | $197,000,000 | 1 |
| YTD Gross income other trust and agency accounts | $0 | 172 |
| YTD Gross income custody and safekeeping agency accounts | $49,000,000 | 15 |
| YTD Gross income other trust accounts | $1,000,000 | 42 |
| Gross Fiduciary activities income | $1,652,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | $1,398,000,000 | 7 |
| YTD fiduciary net loss (Dec. only) | $48,000,000 | 1 |
| YTD fiduciary intracompany income (Dec. only) | $25,000,000 | 9 |
| YTD net fiduciary income (Dec. only) | $231,000,000 | 6 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $8,000,000 | 7 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $523,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $7,000,000 | 20 |
| YTD Gross Income employee benefit defined benefit | $17,000,000 | 7 |
| YTD Gross Income from other retirement accounts | $82,000,000 | 3 |
| YTD Gross Income corporate trust and agency | $7,000,000 | 13 |
| Investment management and investment advisory agency accounts income | $444,000,000 | 3 |
| Foundation and endowment and agency accounts income | $116,000,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $37,000,000 | 14 |
| YTD Gross income other trust accounts | $0 | 209 |
| Gross Fiduciary activities income | $1,233,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $7,000,000 | 7 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $352,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $5,000,000 | 19 |
| YTD Gross Income employee benefit defined benefit | $11,000,000 | 7 |
| YTD Gross Income from other retirement accounts | $54,000,000 | 3 |
| YTD Gross Income corporate trust and agency | $5,000,000 | 11 |
| Investment management and investment advisory agency accounts income | $294,000,000 | 3 |
| Foundation and endowment and agency accounts income | $78,000,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $25,000,000 | 14 |
| YTD Gross income other trust accounts | $0 | 203 |
| Gross Fiduciary activities income | $824,000,000 | 7 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $5,000,000 | 7 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $170,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $2,000,000 | 21 |
| YTD Gross Income employee benefit defined benefit | $6,000,000 | 7 |
| YTD Gross Income from other retirement accounts | $27,000,000 | 3 |
| YTD Gross Income corporate trust and agency | $3,000,000 | 11 |
| Investment management and investment advisory agency accounts income | $143,000,000 | 3 |
| Foundation and endowment and agency accounts income | $38,000,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $13,000,000 | 14 |
| YTD Gross income other trust accounts | $0 | 188 |
| Gross Fiduciary activities income | $402,000,000 | 7 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $2,000,000 | 7 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $677,802,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $11,799,000 | 19 |
| YTD Gross Income employee benefit defined benefit | $21,466,000 | 8 |
| YTD Gross Income from other retirement accounts | $101,064,000 | 2 |
| YTD Gross Income corporate trust and agency | $8,245,000 | 15 |
| Investment management and investment advisory agency accounts income | $540,404,000 | 3 |
| Foundation and endowment and agency accounts income | $143,206,000 | 1 |
| YTD Gross income other trust and agency accounts | $0 | 169 |
| YTD Gross income custody and safekeeping agency accounts | $43,838,000 | 15 |
| YTD Gross income other trust accounts | $1,130,000 | 38 |
| Gross Fiduciary activities income | $1,548,954,000 | 6 |
| YTD fiduciary expense (Dec. only) | $1,386,214,000 | 7 |
| YTD fiduciary net loss (Dec. only) | $38,559,000 | 3 |
| YTD fiduciary intracompany income (Dec. only) | $26,402,000 | 10 |
| YTD net fiduciary income (Dec. only) | $150,583,000 | 8 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $6,840,000 | 9 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $484,916,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $10,385,000 | 16 |
| YTD Gross Income employee benefit defined benefit | $15,393,000 | 8 |
| YTD Gross Income from other retirement accounts | $65,355,000 | 4 |
| YTD Gross Income corporate trust and agency | $4,069,000 | 17 |
| Investment management and investment advisory agency accounts income | $387,023,000 | 3 |
| Foundation and endowment and agency accounts income | $91,577,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $30,683,000 | 14 |
| YTD Gross income other trust accounts | $721,000 | 39 |
| Gross Fiduciary activities income | $1,090,122,000 | 7 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $2,730,000 | 9 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $327,531,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $6,395,000 | 16 |
| YTD Gross Income employee benefit defined benefit | $10,343,000 | 8 |
| YTD Gross Income from other retirement accounts | $43,202,000 | 4 |
| YTD Gross Income corporate trust and agency | $1,857,000 | 18 |
| Investment management and investment advisory agency accounts income | $257,633,000 | 3 |
| Foundation and endowment and agency accounts income | $62,266,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $19,125,000 | 14 |
| YTD Gross income other trust accounts | $463,000 | 43 |
| Gross Fiduciary activities income | $728,815,000 | 7 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,862,000 | 9 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $155,723,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $3,769,000 | 15 |
| YTD Gross Income employee benefit defined benefit | $5,274,000 | 7 |
| YTD Gross Income from other retirement accounts | $21,436,000 | 4 |
| YTD Gross Income corporate trust and agency | $725,000 | 21 |
| Investment management and investment advisory agency accounts income | $126,761,000 | 3 |
| Foundation and endowment and agency accounts income | $30,779,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $9,481,000 | 14 |
| YTD Gross income other trust accounts | $229,000 | 39 |
| Gross Fiduciary activities income | $354,177,000 | 7 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $665,018,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $18,186,000 | 13 |
| YTD Gross Income employee benefit defined benefit | $22,344,000 | 8 |
| YTD Gross Income from other retirement accounts | $85,412,000 | 4 |
| YTD Gross Income corporate trust and agency | $3,088,000 | 18 |
| Investment management and investment advisory agency accounts income | $511,778,000 | 2 |
| Foundation and endowment and agency accounts income | $129,326,000 | 1 |
| YTD Gross income other trust and agency accounts | $31,000 | 94 |
| YTD Gross income custody and safekeeping agency accounts | $42,070,000 | 13 |
| YTD Gross income other trust accounts | $1,840,000 | 33 |
| Gross Fiduciary activities income | $1,479,093,000 | 6 |
| YTD fiduciary expense (Dec. only) | $1,326,786,000 | 6 |
| YTD fiduciary net loss (Dec. only) | $17,565,000 | 4 |
| YTD fiduciary intracompany income (Dec. only) | $32,802,000 | 9 |
| YTD net fiduciary income (Dec. only) | $167,544,000 | 9 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $502,069,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $13,945,000 | 13 |
| YTD Gross Income employee benefit defined benefit | $17,319,000 | 8 |
| YTD Gross Income from other retirement accounts | $64,259,000 | 4 |
| YTD Gross Income corporate trust and agency | $2,002,000 | 18 |
| Investment management and investment advisory agency accounts income | $387,147,000 | 2 |
| Foundation and endowment and agency accounts income | $98,843,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $32,487,000 | 13 |
| YTD Gross income other trust accounts | $1,631,000 | 33 |
| Gross Fiduciary activities income | $1,119,736,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $341,653,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $9,649,000 | 14 |
| YTD Gross Income employee benefit defined benefit | $11,472,000 | 8 |
| YTD Gross Income from other retirement accounts | $42,726,000 | 3 |
| YTD Gross Income corporate trust and agency | $1,305,000 | 19 |
| Investment management and investment advisory agency accounts income | $258,200,000 | 2 |
| Foundation and endowment and agency accounts income | $67,403,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $22,147,000 | 12 |
| YTD Gross income other trust accounts | $1,404,000 | 29 |
| Gross Fiduciary activities income | $755,990,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $162,335,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $4,787,000 | 14 |
| YTD Gross Income employee benefit defined benefit | $5,597,000 | 8 |
| YTD Gross Income from other retirement accounts | $20,865,000 | 4 |
| YTD Gross Income corporate trust and agency | $644,000 | 23 |
| Investment management and investment advisory agency accounts income | $125,348,000 | 2 |
| Foundation and endowment and agency accounts income | $32,484,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $10,658,000 | 13 |
| YTD Gross income other trust accounts | $1,126,000 | 24 |
| Gross Fiduciary activities income | $363,879,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 9 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $668,717,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $36,100,000 | 9 |
| YTD Gross Income employee benefit defined benefit | $20,747,000 | 8 |
| YTD Gross Income from other retirement accounts | $76,270,000 | 3 |
| YTD Gross Income corporate trust and agency | $58,580,000 | 7 |
| Investment management and investment advisory agency accounts income | $474,483,000 | 2 |
| Foundation and endowment and agency accounts income | $119,453,000 | 1 |
| YTD Gross income other trust and agency accounts | $120,000 | 54 |
| YTD Gross income custody and safekeeping agency accounts | $42,916,000 | 12 |
| YTD Gross income other trust accounts | $8,256,000 | 19 |
| Gross Fiduciary activities income | $1,505,642,000 | 7 |
| YTD fiduciary expense (Dec. only) | $1,406,802,000 | 4 |
| YTD fiduciary net loss (Dec. only) | $111,362,000 | 1 |
| YTD fiduciary intracompany income (Dec. only) | $91,684,000 | 7 |
| YTD net fiduciary income (Dec. only) | $79,162,000 | 12 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,000 | 10 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $495,921,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $29,592,000 | 7 |
| YTD Gross Income employee benefit defined benefit | $15,351,000 | 9 |
| YTD Gross Income from other retirement accounts | $55,933,000 | 3 |
| YTD Gross Income corporate trust and agency | $43,420,000 | 7 |
| Investment management and investment advisory agency accounts income | $352,047,000 | 2 |
| Foundation and endowment and agency accounts income | $88,833,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $31,567,000 | 12 |
| YTD Gross income other trust accounts | $6,594,000 | 18 |
| Gross Fiduciary activities income | $1,119,363,000 | 7 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,000 | 10 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $342,794,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $20,058,000 | 7 |
| YTD Gross Income employee benefit defined benefit | $10,390,000 | 8 |
| YTD Gross Income from other retirement accounts | $36,434,000 | 3 |
| YTD Gross Income corporate trust and agency | $29,328,000 | 7 |
| Investment management and investment advisory agency accounts income | $237,463,000 | 2 |
| Foundation and endowment and agency accounts income | $60,640,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $21,985,000 | 12 |
| YTD Gross income other trust accounts | $4,483,000 | 20 |
| Gross Fiduciary activities income | $763,630,000 | 7 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,000 | 10 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $165,400,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $10,176,000 | 7 |
| YTD Gross Income employee benefit defined benefit | $5,289,000 | 10 |
| YTD Gross Income from other retirement accounts | $18,022,000 | 4 |
| YTD Gross Income corporate trust and agency | $15,342,000 | 7 |
| Investment management and investment advisory agency accounts income | $118,150,000 | 2 |
| Foundation and endowment and agency accounts income | $27,954,000 | 1 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $10,537,000 | 12 |
| YTD Gross income other trust accounts | $2,375,000 | 19 |
| Gross Fiduciary activities income | $373,245,000 | 7 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,000 | 10 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $718,757,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $49,422,000 | 5 |
| YTD Gross Income employee benefit defined benefit | $19,599,000 | 10 |
| YTD Gross Income from other retirement accounts | $66,318,000 | 3 |
| YTD Gross Income corporate trust and agency | $56,044,000 | 8 |
| Investment management and investment advisory agency accounts income | $472,207,000 | 1 |
| Foundation and endowment and agency accounts income | $33,098,000 | 2 |
| YTD Gross income other trust and agency accounts | $0 | 173 |
| YTD Gross income custody and safekeeping agency accounts | $47,019,000 | 12 |
| YTD Gross income other trust accounts | $6,237,000 | 22 |
| Gross Fiduciary activities income | $1,468,701,000 | 6 |
| YTD fiduciary expense (Dec. only) | $1,487,447,000 | 4 |
| YTD fiduciary net loss (Dec. only) | $73,825,000 | 2 |
| YTD fiduciary intracompany income (Dec. only) | $140,250,000 | 5 |
| YTD net fiduciary income (Dec. only) | $47,679,000 | 19 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,000 | 10 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $520,113,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $4,385,000 | 26 |
| YTD Gross Income employee benefit defined benefit | $13,567,000 | 11 |
| YTD Gross Income from other retirement accounts | $39,375,000 | 4 |
| YTD Gross Income corporate trust and agency | $41,381,000 | 8 |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $32,442,000 | 11 |
| YTD Gross income other trust accounts | $4,886,000 | 23 |
| Gross Fiduciary activities income | $984,520,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,000 | 10 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $343,725,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $2,981,000 | 28 |
| YTD Gross Income employee benefit defined benefit | $8,762,000 | 11 |
| YTD Gross Income from other retirement accounts | $24,983,000 | 4 |
| YTD Gross Income corporate trust and agency | $41,320,000 | 8 |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $23,954,000 | 11 |
| YTD Gross income other trust accounts | $4,642,000 | 18 |
| Gross Fiduciary activities income | $669,397,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,000 | 10 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $164,367,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $1,568,000 | 29 |
| YTD Gross Income employee benefit defined benefit | $4,272,000 | 11 |
| YTD Gross Income from other retirement accounts | $12,672,000 | 4 |
| YTD Gross Income corporate trust and agency | $21,308,000 | 8 |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $11,513,000 | 11 |
| YTD Gross income other trust accounts | $2,602,000 | 16 |
| Gross Fiduciary activities income | $326,928,000 | 5 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,000 | 10 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $224,000 | 53 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $1,643,154,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $1,162,328,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $797,292,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $403,298,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $0 | 197 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $1,151,676,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $866,204,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $584,144,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $282,377,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $8,000 | 148 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $1,208,677,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $855,141,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $631,314,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $303,885,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $3,279,000 | 25 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $1,192,089,000 | 5 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $899,547,000 | 5 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $605,382,000 | 5 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $171,858,000 | 9 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $980,000 | 36 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $686,279,000 | 9 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $519,739,000 | 9 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $358,715,000 | 8 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $168,274,000 | 9 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $1,122,000 | 36 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $647,303,000 | 8 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $488,358,000 | 7 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $335,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $158,000,000 | 7 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $1,000,000 | 46 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $704,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $2,000,000 | 32 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $796,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $1,090,000,000 | 4 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $1,018,000,000 | 4 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $271,000,000 | 16 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $241,000,000 | 15 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $113,000,000 | 24 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $141,000,000 | 16 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $165,000,000 | 12 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $201,000,000 | 11 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $146,000,000 | 12 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |