Home > Bank of the West > Total Fiduciary and Related Assets

Bank of the West, Total Fiduciary and Related Assets

2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,871,406,00094
Managed Assets ($)$4,792,818,00065
Personal trust and agency accounts, managed assets$1,862,269,00052
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$39,201,000120
Employee benefit-defined benefit accounts, managed assets$0237
Other employee benefit and retirement-related accounts, managed assets$350,012,00085
Corporate trust and agency accounts, managed assets$0151
Investment management and investment advisory agency accounts, managed assets$2,313,464,00057
Foundation and endowment trust and agency accounts, managed assets$227,872,00082
Other fiduciary accounts, managed assets$0216
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$304,811,00089
Investments of managed fiduciary accts in advised or sponsored mutual funds$040
Non-managed Assets ($)$78,588,000291
Personal trust and agency accounts, non-managed assets$13,947,000240
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$39,315,000174
Employee benefit-defined benefit accounts, non-managed Assets$0142
Other retirement accounts, non-managed assets$9,988,000239
Corporate trust and agency accounts, non-managed assets$0183
Investment management and advisory agency accounts, non-managed assets$0338
Foundation and endowment trust and agency accounts, non-managed assets$15,338,00065
Other fiduciary accounts, non-managed assets$0161
Memoranda
Custody and safekeeping accounts, non-managed assets$216,583,000176
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$9,988,000282
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,656,797,00095
Managed Assets ($)$4,579,694,00066
Personal trust and agency accounts, managed assets$1,804,865,00051
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$36,578,000114
Employee benefit-defined benefit accounts, managed assets$0174
Other employee benefit and retirement-related accounts, managed assets$349,085,00083
Corporate trust and agency accounts, managed assets$068
Investment management and investment advisory agency accounts, managed assets$2,187,632,00058
Foundation and endowment trust and agency accounts, managed assets$201,534,00083
Other fiduciary accounts, managed assets$094
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$299,031,00090
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$77,103,000233
Personal trust and agency accounts, non-managed assets$13,369,000183
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$37,690,000152
Employee benefit-defined benefit accounts, non-managed Assets$0116
Other retirement accounts, non-managed assets$11,049,000157
Corporate trust and agency accounts, non-managed assets$098
Investment management and advisory agency accounts, non-managed assets$0182
Foundation and endowment trust and agency accounts, non-managed assets$14,995,00057
Other fiduciary accounts, non-managed assets$086
Memoranda
Custody and safekeeping accounts, non-managed assets$218,698,000154
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managed$11,049,000177
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,638,938,00096
Managed Assets ($)$4,560,702,00067
Personal trust and agency accounts, managed assets$1,841,300,00049
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$36,378,000120
Employee benefit-defined benefit accounts, managed assets$0191
Other employee benefit and retirement-related accounts, managed assets$350,857,00080
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$2,119,854,00059
Foundation and endowment trust and agency accounts, managed assets$212,313,00080
Other fiduciary accounts, managed assets$0110
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$294,640,00091
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$78,236,000268
Personal trust and agency accounts, non-managed assets$13,520,000201
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$37,861,000167
Employee benefit-defined benefit accounts, non-managed Assets$0125
Other retirement accounts, non-managed assets$11,141,000174
Corporate trust and agency accounts, non-managed assets$0115
Investment management and advisory agency accounts, non-managed assets$0215
Foundation and endowment trust and agency accounts, non-managed assets$15,714,00059
Other fiduciary accounts, non-managed assets$094
Memoranda
Custody and safekeeping accounts, non-managed assets$222,613,000159
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managed$11,141,000203
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,412,571,00096
Managed Assets ($)$4,307,995,00068
Personal trust and agency accounts, managed assets$1,767,206,00049
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$35,856,000114
Employee benefit-defined benefit accounts, managed assets$0176
Other employee benefit and retirement-related accounts, managed assets$337,397,00080
Corporate trust and agency accounts, managed assets$065
Investment management and investment advisory agency accounts, managed assets$1,991,708,00060
Foundation and endowment trust and agency accounts, managed assets$175,828,00088
Other fiduciary accounts, managed assets$095
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$278,082,00091
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$104,576,000217
Personal trust and agency accounts, non-managed assets$40,545,000136
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$37,549,000155
Employee benefit-defined benefit accounts, non-managed Assets$0118
Other retirement accounts, non-managed assets$10,770,000160
Corporate trust and agency accounts, non-managed assets$0101
Investment management and advisory agency accounts, non-managed assets$0186
Foundation and endowment trust and agency accounts, non-managed assets$15,712,00056
Other fiduciary accounts, non-managed assets$081
Memoranda
Custody and safekeeping accounts, non-managed assets$218,574,000155
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managed$10,770,000180
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,343,361,00098
Managed Assets ($)$4,239,301,00070
Personal trust and agency accounts, managed assets$1,745,732,00047
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$33,679,000128
Employee benefit-defined benefit accounts, managed assets$0245
Other employee benefit and retirement-related accounts, managed assets$335,026,00081
Corporate trust and agency accounts, managed assets$0149
Investment management and investment advisory agency accounts, managed assets$1,939,186,00062
Foundation and endowment trust and agency accounts, managed assets$185,678,00083
Other fiduciary accounts, managed assets$0209
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$274,595,00090
Investments of managed fiduciary accts in advised or sponsored mutual funds$044
Non-managed Assets ($)$104,060,000250
Personal trust and agency accounts, non-managed assets$39,727,000161
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$37,433,000180
Employee benefit-defined benefit accounts, non-managed Assets$0148
Other retirement accounts, non-managed assets$11,012,000230
Corporate trust and agency accounts, non-managed assets$0198
Investment management and advisory agency accounts, non-managed assets$0352
Foundation and endowment trust and agency accounts, non-managed assets$15,888,00063
Other fiduciary accounts, non-managed assets$0156
Memoranda
Custody and safekeeping accounts, non-managed assets$184,155,000182
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managed$11,012,000278
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,080,553,00099
Managed Assets ($)$3,978,200,00069
Personal trust and agency accounts, managed assets$1,628,549,00046
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$30,890,000115
Employee benefit-defined benefit accounts, managed assets$0178
Other employee benefit and retirement-related accounts, managed assets$311,828,00081
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$1,859,433,00060
Foundation and endowment trust and agency accounts, managed assets$147,500,00087
Other fiduciary accounts, managed assets$099
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$255,144,00091
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$102,353,000214
Personal trust and agency accounts, non-managed assets$38,875,000132
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$37,208,000154
Employee benefit-defined benefit accounts, non-managed Assets$0122
Other retirement accounts, non-managed assets$10,623,000158
Corporate trust and agency accounts, non-managed assets$0105
Investment management and advisory agency accounts, non-managed assets$0192
Foundation and endowment trust and agency accounts, non-managed assets$15,647,00059
Other fiduciary accounts, non-managed assets$080
Memoranda
Custody and safekeeping accounts, non-managed assets$166,454,000162
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managed$10,623,000182
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,031,979,00097
Managed Assets ($)$3,930,238,00069
Personal trust and agency accounts, managed assets$1,600,651,00046
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$28,448,000132
Employee benefit-defined benefit accounts, managed assets$0197
Other employee benefit and retirement-related accounts, managed assets$298,675,00082
Corporate trust and agency accounts, managed assets$077
Investment management and investment advisory agency accounts, managed assets$1,855,521,00060
Foundation and endowment trust and agency accounts, managed assets$146,943,00085
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$244,419,00088
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$101,741,000234
Personal trust and agency accounts, non-managed assets$43,828,000135
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$36,855,000166
Employee benefit-defined benefit accounts, non-managed Assets$0134
Other retirement accounts, non-managed assets$10,237,000177
Corporate trust and agency accounts, non-managed assets$0118
Investment management and advisory agency accounts, non-managed assets$0226
Foundation and endowment trust and agency accounts, non-managed assets$10,821,00068
Other fiduciary accounts, non-managed assets$093
Memoranda
Custody and safekeeping accounts, non-managed assets$162,858,000173
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$10,237,000203
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,820,985,00094
Managed Assets ($)$3,720,982,00067
Personal trust and agency accounts, managed assets$1,575,835,00046
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$25,343,000121
Employee benefit-defined benefit accounts, managed assets$0179
Other employee benefit and retirement-related accounts, managed assets$269,970,00079
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$1,724,806,00060
Foundation and endowment trust and agency accounts, managed assets$125,028,00089
Other fiduciary accounts, managed assets$0108
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$220,854,00086
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$100,003,000211
Personal trust and agency accounts, non-managed assets$43,631,000121
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$36,768,000152
Employee benefit-defined benefit accounts, non-managed Assets$0126
Other retirement accounts, non-managed assets$9,516,000163
Corporate trust and agency accounts, non-managed assets$0103
Investment management and advisory agency accounts, non-managed assets$0191
Foundation and endowment trust and agency accounts, non-managed assets$10,088,00069
Other fiduciary accounts, non-managed assets$088
Memoranda
Custody and safekeeping accounts, non-managed assets$243,298,000141
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$9,516,000189
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,959,294,000100
Managed Assets ($)$3,857,163,00069
Personal trust and agency accounts, managed assets$1,712,539,00047
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$32,969,000132
Employee benefit-defined benefit accounts, managed assets$0257
Other employee benefit and retirement-related accounts, managed assets$310,912,00081
Corporate trust and agency accounts, managed assets$0152
Investment management and investment advisory agency accounts, managed assets$1,654,084,00062
Foundation and endowment trust and agency accounts, managed assets$146,659,00089
Other fiduciary accounts, managed assets$0218
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$256,583,00085
Investments of managed fiduciary accts in advised or sponsored mutual funds$049
Non-managed Assets ($)$102,131,000246
Personal trust and agency accounts, non-managed assets$44,636,000144
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$36,764,000180
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$10,603,000227
Corporate trust and agency accounts, non-managed assets$0210
Investment management and advisory agency accounts, non-managed assets$0361
Foundation and endowment trust and agency accounts, non-managed assets$10,128,00078
Other fiduciary accounts, non-managed assets$0165
Memoranda
Custody and safekeeping accounts, non-managed assets$297,893,000154
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$10,603,000273
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,899,495,000100
Managed Assets ($)$3,786,843,00069
Personal trust and agency accounts, managed assets$1,668,998,00047
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$32,469,000120
Employee benefit-defined benefit accounts, managed assets$0183
Other employee benefit and retirement-related accounts, managed assets$303,971,00079
Corporate trust and agency accounts, managed assets$078
Investment management and investment advisory agency accounts, managed assets$1,642,362,00063
Foundation and endowment trust and agency accounts, managed assets$139,043,00091
Other fiduciary accounts, managed assets$0109
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$251,313,00081
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$112,652,000210
Personal trust and agency accounts, non-managed assets$55,869,000117
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$36,225,000157
Employee benefit-defined benefit accounts, non-managed Assets$0124
Other retirement accounts, non-managed assets$10,555,000161
Corporate trust and agency accounts, non-managed assets$0104
Investment management and advisory agency accounts, non-managed assets$0188
Foundation and endowment trust and agency accounts, non-managed assets$10,003,00073
Other fiduciary accounts, non-managed assets$089
Memoranda
Custody and safekeeping accounts, non-managed assets$324,612,000136
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$10,555,000185
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,961,176,00098
Managed Assets ($)$3,848,293,00066
Personal trust and agency accounts, managed assets$1,642,667,00047
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$32,869,000118
Employee benefit-defined benefit accounts, managed assets$0196
Other employee benefit and retirement-related accounts, managed assets$299,720,00077
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$1,725,986,00059
Foundation and endowment trust and agency accounts, managed assets$147,051,00086
Other fiduciary accounts, managed assets$0122
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$247,754,00081
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$112,883,000223
Personal trust and agency accounts, non-managed assets$56,299,000123
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$36,159,000167
Employee benefit-defined benefit accounts, non-managed Assets$0132
Other retirement accounts, non-managed assets$10,506,000168
Corporate trust and agency accounts, non-managed assets$0113
Investment management and advisory agency accounts, non-managed assets$0207
Foundation and endowment trust and agency accounts, non-managed assets$9,919,00071
Other fiduciary accounts, non-managed assets$097
Memoranda
Custody and safekeeping accounts, non-managed assets$374,211,000132
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$10,506,000199
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,753,279,000100
Managed Assets ($)$3,653,173,00069
Personal trust and agency accounts, managed assets$1,703,538,00046
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$33,397,000121
Employee benefit-defined benefit accounts, managed assets$0197
Other employee benefit and retirement-related accounts, managed assets$284,506,00078
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$1,483,316,00064
Foundation and endowment trust and agency accounts, managed assets$148,416,00083
Other fiduciary accounts, managed assets$0130
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$234,389,00081
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$100,106,000236
Personal trust and agency accounts, non-managed assets$44,585,000132
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$36,064,000171
Employee benefit-defined benefit accounts, non-managed Assets$0134
Other retirement accounts, non-managed assets$10,332,000170
Corporate trust and agency accounts, non-managed assets$0114
Investment management and advisory agency accounts, non-managed assets$0212
Foundation and endowment trust and agency accounts, non-managed assets$9,125,00072
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$474,159,000117
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$10,332,000198
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,577,875,00096
Managed Assets ($)$3,498,602,00066
Personal trust and agency accounts, managed assets$1,649,760,00046
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$33,988,000123
Employee benefit-defined benefit accounts, managed assets$0267
Other employee benefit and retirement-related accounts, managed assets$263,383,00077
Corporate trust and agency accounts, managed assets$0149
Investment management and investment advisory agency accounts, managed assets$1,411,808,00063
Foundation and endowment trust and agency accounts, managed assets$139,663,00081
Other fiduciary accounts, managed assets$0224
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$215,872,00080
Investments of managed fiduciary accts in advised or sponsored mutual funds$043
Non-managed Assets ($)$79,273,000264
Personal trust and agency accounts, non-managed assets$24,166,000183
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$35,799,000179
Employee benefit-defined benefit accounts, non-managed Assets$0166
Other retirement accounts, non-managed assets$9,896,000222
Corporate trust and agency accounts, non-managed assets$0213
Investment management and advisory agency accounts, non-managed assets$0357
Foundation and endowment trust and agency accounts, non-managed assets$9,412,00078
Other fiduciary accounts, non-managed assets$0166
Memoranda
Custody and safekeeping accounts, non-managed assets$557,660,000114
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$9,896,000275
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,821,001,00095
Managed Assets ($)$3,723,102,00068
Personal trust and agency accounts, managed assets$1,704,571,00046
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$44,420,000108
Employee benefit-defined benefit accounts, managed assets$0200
Other employee benefit and retirement-related accounts, managed assets$281,945,00078
Corporate trust and agency accounts, managed assets$079
Investment management and investment advisory agency accounts, managed assets$1,541,178,00059
Foundation and endowment trust and agency accounts, managed assets$150,988,00083
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$234,645,00079
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$97,899,000242
Personal trust and agency accounts, non-managed assets$42,649,000134
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$35,024,000175
Employee benefit-defined benefit accounts, non-managed Assets$0134
Other retirement accounts, non-managed assets$10,834,000166
Corporate trust and agency accounts, non-managed assets$0120
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$9,392,00075
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$635,720,000101
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$10,834,000199
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,738,180,00096
Managed Assets ($)$3,639,175,00066
Personal trust and agency accounts, managed assets$1,674,522,00044
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$43,537,000110
Employee benefit-defined benefit accounts, managed assets$0205
Other employee benefit and retirement-related accounts, managed assets$267,436,00075
Corporate trust and agency accounts, managed assets$078
Investment management and investment advisory agency accounts, managed assets$1,505,971,00060
Foundation and endowment trust and agency accounts, managed assets$147,709,00084
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$220,392,00078
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$99,005,000238
Personal trust and agency accounts, non-managed assets$43,655,000128
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$34,823,000175
Employee benefit-defined benefit accounts, non-managed Assets$0135
Other retirement accounts, non-managed assets$10,491,000167
Corporate trust and agency accounts, non-managed assets$0116
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$10,036,00073
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$741,386,00094
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$10,491,000197
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,717,707,00097
Managed Assets ($)$3,619,037,00067
Personal trust and agency accounts, managed assets$1,634,083,00044
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$43,837,000110
Employee benefit-defined benefit accounts, managed assets$0204
Other employee benefit and retirement-related accounts, managed assets$265,521,00076
Corporate trust and agency accounts, managed assets$081
Investment management and investment advisory agency accounts, managed assets$1,512,663,00061
Foundation and endowment trust and agency accounts, managed assets$162,933,00077
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$218,326,00078
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$98,670,000240
Personal trust and agency accounts, non-managed assets$43,300,000127
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$34,740,000174
Employee benefit-defined benefit accounts, non-managed Assets$0135
Other retirement accounts, non-managed assets$10,607,000170
Corporate trust and agency accounts, non-managed assets$0121
Investment management and advisory agency accounts, non-managed assets$0216
Foundation and endowment trust and agency accounts, non-managed assets$10,023,00074
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$574,304,000107
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$10,607,000195
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,714,095,00098
Managed Assets ($)$3,609,826,00065
Personal trust and agency accounts, managed assets$1,646,022,00044
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$41,499,000121
Employee benefit-defined benefit accounts, managed assets$0275
Other employee benefit and retirement-related accounts, managed assets$268,696,00075
Corporate trust and agency accounts, managed assets$0168
Investment management and investment advisory agency accounts, managed assets$1,517,275,00060
Foundation and endowment trust and agency accounts, managed assets$136,334,00087
Other fiduciary accounts, managed assets$0221
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$221,037,00077
Investments of managed fiduciary accts in advised or sponsored mutual funds$046
Non-managed Assets ($)$104,269,000243
Personal trust and agency accounts, non-managed assets$48,072,000131
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$34,726,000182
Employee benefit-defined benefit accounts, non-managed Assets$0163
Other retirement accounts, non-managed assets$10,689,000231
Corporate trust and agency accounts, non-managed assets$0224
Investment management and advisory agency accounts, non-managed assets$0369
Foundation and endowment trust and agency accounts, non-managed assets$10,782,00078
Other fiduciary accounts, non-managed assets$0176
Memoranda
Custody and safekeeping accounts, non-managed assets$604,512,000109
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$10,689,000276
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,634,794,00097
Managed Assets ($)$3,548,965,00064
Personal trust and agency accounts, managed assets$1,654,224,00044
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$37,954,000120
Employee benefit-defined benefit accounts, managed assets$225,000199
Other employee benefit and retirement-related accounts, managed assets$263,903,00075
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$1,458,859,00060
Foundation and endowment trust and agency accounts, managed assets$133,800,00087
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$216,056,00077
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$85,829,000241
Personal trust and agency accounts, non-managed assets$38,877,000135
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$34,638,000171
Employee benefit-defined benefit accounts, non-managed Assets$0129
Other retirement accounts, non-managed assets$10,619,000171
Corporate trust and agency accounts, non-managed assets$10,000117
Investment management and advisory agency accounts, non-managed assets$0210
Foundation and endowment trust and agency accounts, non-managed assets$1,685,000108
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$646,110,00098
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$10,619,000193
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,576,562,00095
Managed Assets ($)$3,468,026,00062
Personal trust and agency accounts, managed assets$1,602,608,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$36,143,000120
Employee benefit-defined benefit accounts, managed assets$0205
Other employee benefit and retirement-related accounts, managed assets$259,302,00074
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$1,435,638,00057
Foundation and endowment trust and agency accounts, managed assets$134,335,00087
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$212,770,00074
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$108,536,000227
Personal trust and agency accounts, non-managed assets$38,878,000131
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$57,709,000149
Employee benefit-defined benefit accounts, non-managed Assets$0129
Other retirement accounts, non-managed assets$10,747,000171
Corporate trust and agency accounts, non-managed assets$0123
Investment management and advisory agency accounts, non-managed assets$0211
Foundation and endowment trust and agency accounts, non-managed assets$1,202,000113
Other fiduciary accounts, non-managed assets$097
Memoranda
Custody and safekeeping accounts, non-managed assets$637,753,00098
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$10,747,000190
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,463,163,00095
Managed Assets ($)$3,369,537,00063
Personal trust and agency accounts, managed assets$1,540,368,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$32,150,000126
Employee benefit-defined benefit accounts, managed assets$0207
Other employee benefit and retirement-related accounts, managed assets$249,729,00073
Corporate trust and agency accounts, managed assets$083
Investment management and investment advisory agency accounts, managed assets$1,414,124,00058
Foundation and endowment trust and agency accounts, managed assets$133,166,00086
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$204,332,00075
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$93,626,000234
Personal trust and agency accounts, non-managed assets$20,863,000159
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$59,984,000144
Employee benefit-defined benefit accounts, non-managed Assets$0129
Other retirement accounts, non-managed assets$11,611,000166
Corporate trust and agency accounts, non-managed assets$0120
Investment management and advisory agency accounts, non-managed assets$0213
Foundation and endowment trust and agency accounts, non-managed assets$1,168,000113
Other fiduciary accounts, non-managed assets$0100
Memoranda
Custody and safekeeping accounts, non-managed assets$455,180,000112
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$11,611,000184
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,422,441,00095
Managed Assets ($)$3,327,971,00063
Personal trust and agency accounts, managed assets$1,459,427,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$28,464,000144
Employee benefit-defined benefit accounts, managed assets$0280
Other employee benefit and retirement-related accounts, managed assets$247,304,00073
Corporate trust and agency accounts, managed assets$0178
Investment management and investment advisory agency accounts, managed assets$1,428,955,00056
Foundation and endowment trust and agency accounts, managed assets$163,821,00075
Other fiduciary accounts, managed assets$0214
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$203,406,00070
Investments of managed fiduciary accts in advised or sponsored mutual funds$054
Non-managed Assets ($)$94,470,000251
Personal trust and agency accounts, non-managed assets$18,828,000198
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$60,669,000149
Employee benefit-defined benefit accounts, non-managed Assets$0166
Other retirement accounts, non-managed assets$13,505,000204
Corporate trust and agency accounts, non-managed assets$0227
Investment management and advisory agency accounts, non-managed assets$0367
Foundation and endowment trust and agency accounts, non-managed assets$1,468,000131
Other fiduciary accounts, non-managed assets$0181
Memoranda
Custody and safekeeping accounts, non-managed assets$425,594,000119
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$13,505,000230
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,392,674,00094
Managed Assets ($)$3,300,485,00060
Personal trust and agency accounts, managed assets$1,437,480,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$30,934,000126
Employee benefit-defined benefit accounts, managed assets$0214
Other employee benefit and retirement-related accounts, managed assets$248,411,00072
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$1,418,666,00058
Foundation and endowment trust and agency accounts, managed assets$164,994,00073
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$202,759,00067
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$92,189,000236
Personal trust and agency accounts, non-managed assets$18,642,000166
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$58,290,000142
Employee benefit-defined benefit accounts, non-managed Assets$0137
Other retirement accounts, non-managed assets$13,891,000151
Corporate trust and agency accounts, non-managed assets$0131
Investment management and advisory agency accounts, non-managed assets$0216
Foundation and endowment trust and agency accounts, non-managed assets$1,366,000111
Other fiduciary accounts, non-managed assets$098
Memoranda
Custody and safekeeping accounts, non-managed assets$201,950,000148
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$13,891,000164
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,360,889,00095
Managed Assets ($)$3,266,165,00061
Personal trust and agency accounts, managed assets$1,402,363,00044
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$29,728,000128
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$234,943,00072
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$1,436,361,00058
Foundation and endowment trust and agency accounts, managed assets$162,770,00072
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$190,565,00076
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$94,724,000237
Personal trust and agency accounts, non-managed assets$18,713,000165
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$59,032,000144
Employee benefit-defined benefit accounts, non-managed Assets$0138
Other retirement accounts, non-managed assets$15,568,000139
Corporate trust and agency accounts, non-managed assets$0135
Investment management and advisory agency accounts, non-managed assets$0222
Foundation and endowment trust and agency accounts, non-managed assets$1,411,000115
Other fiduciary accounts, non-managed assets$097
Memoranda
Custody and safekeeping accounts, non-managed assets$198,717,000151
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$15,568,000152
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,202,802,00097
Managed Assets ($)$3,107,819,00063
Personal trust and agency accounts, managed assets$1,374,732,00044
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$29,281,000130
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$223,969,00076
Corporate trust and agency accounts, managed assets$085
Investment management and investment advisory agency accounts, managed assets$1,317,872,00059
Foundation and endowment trust and agency accounts, managed assets$161,965,00073
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$180,242,00078
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$94,983,000233
Personal trust and agency accounts, non-managed assets$18,656,000163
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$58,025,000143
Employee benefit-defined benefit accounts, non-managed Assets$0136
Other retirement accounts, non-managed assets$16,893,000134
Corporate trust and agency accounts, non-managed assets$0137
Investment management and advisory agency accounts, non-managed assets$0225
Foundation and endowment trust and agency accounts, non-managed assets$1,409,000112
Other fiduciary accounts, non-managed assets$095
Memoranda
Custody and safekeeping accounts, non-managed assets$228,228,000141
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$16,893,000146
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,213,287,00096
Managed Assets ($)$3,113,998,00060
Personal trust and agency accounts, managed assets$1,405,718,00042
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$30,230,000141
Employee benefit-defined benefit accounts, managed assets$0298
Other employee benefit and retirement-related accounts, managed assets$221,826,00073
Corporate trust and agency accounts, managed assets$0186
Investment management and investment advisory agency accounts, managed assets$1,291,374,00058
Foundation and endowment trust and agency accounts, managed assets$164,850,00072
Other fiduciary accounts, managed assets$0235
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$178,524,00075
Investments of managed fiduciary accts in advised or sponsored mutual funds$062
Non-managed Assets ($)$99,289,000238
Personal trust and agency accounts, non-managed assets$18,644,000193
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$58,616,000148
Employee benefit-defined benefit accounts, non-managed Assets$0174
Other retirement accounts, non-managed assets$19,974,000143
Corporate trust and agency accounts, non-managed assets$0241
Investment management and advisory agency accounts, non-managed assets$0390
Foundation and endowment trust and agency accounts, non-managed assets$2,055,000125
Other fiduciary accounts, non-managed assets$0183
Memoranda
Custody and safekeeping accounts, non-managed assets$234,082,000150
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$19,974,000168
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,182,183,00096
Managed Assets ($)$3,080,530,00061
Personal trust and agency accounts, managed assets$1,378,317,00043
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$29,347,000132
Employee benefit-defined benefit accounts, managed assets$0218
Other employee benefit and retirement-related accounts, managed assets$218,242,00072
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$1,299,234,00055
Foundation and endowment trust and agency accounts, managed assets$155,390,00071
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$174,813,00072
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$101,653,000223
Personal trust and agency accounts, non-managed assets$16,891,000168
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$63,263,000137
Employee benefit-defined benefit accounts, non-managed Assets$0141
Other retirement accounts, non-managed assets$19,468,000123
Corporate trust and agency accounts, non-managed assets$11,000127
Investment management and advisory agency accounts, non-managed assets$0220
Foundation and endowment trust and agency accounts, non-managed assets$2,020,000109
Other fiduciary accounts, non-managed assets$0100
Memoranda
Custody and safekeeping accounts, non-managed assets$242,101,000140
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$19,468,000134
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,272,295,00098
Managed Assets ($)$3,169,705,00066
Personal trust and agency accounts, managed assets$1,428,037,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$32,159,000136
Employee benefit-defined benefit accounts, managed assets$0218
Other employee benefit and retirement-related accounts, managed assets$220,533,00074
Corporate trust and agency accounts, managed assets$088
Investment management and investment advisory agency accounts, managed assets$1,323,353,00057
Foundation and endowment trust and agency accounts, managed assets$165,623,00072
Other fiduciary accounts, managed assets$0132
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$174,390,00076
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$102,590,000223
Personal trust and agency accounts, non-managed assets$15,272,000174
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$64,072,000138
Employee benefit-defined benefit accounts, non-managed Assets$0140
Other retirement accounts, non-managed assets$21,136,000124
Corporate trust and agency accounts, non-managed assets$0137
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$2,110,000106
Other fiduciary accounts, non-managed assets$0107
Memoranda
Custody and safekeeping accounts, non-managed assets$257,339,000143
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$21,136,000135
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,145,173,000100
Managed Assets ($)$3,044,591,00066
Personal trust and agency accounts, managed assets$1,466,301,00044
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$33,341,000135
Employee benefit-defined benefit accounts, managed assets$0219
Other employee benefit and retirement-related accounts, managed assets$222,445,00072
Corporate trust and agency accounts, managed assets$089
Investment management and investment advisory agency accounts, managed assets$1,156,568,00067
Foundation and endowment trust and agency accounts, managed assets$165,936,00071
Other fiduciary accounts, managed assets$0127
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$175,862,00073
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$100,582,000227
Personal trust and agency accounts, non-managed assets$12,567,000183
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$63,540,000141
Employee benefit-defined benefit accounts, non-managed Assets$0139
Other retirement accounts, non-managed assets$22,337,000123
Corporate trust and agency accounts, non-managed assets$1,000133
Investment management and advisory agency accounts, non-managed assets$0218
Foundation and endowment trust and agency accounts, non-managed assets$2,137,000110
Other fiduciary accounts, non-managed assets$0105
Memoranda
Custody and safekeeping accounts, non-managed assets$264,619,000142
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$22,337,000132
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,100,839,00098
Managed Assets ($)$2,986,865,00066
Personal trust and agency accounts, managed assets$1,499,173,00043
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$31,801,000150
Employee benefit-defined benefit accounts, managed assets$0307
Other employee benefit and retirement-related accounts, managed assets$214,632,00072
Corporate trust and agency accounts, managed assets$0189
Investment management and investment advisory agency accounts, managed assets$1,126,173,00065
Foundation and endowment trust and agency accounts, managed assets$115,086,00078
Other fiduciary accounts, managed assets$0232
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$168,727,00076
Investments of managed fiduciary accts in advised or sponsored mutual funds$063
Non-managed Assets ($)$113,974,000217
Personal trust and agency accounts, non-managed assets$12,840,000235
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$63,280,000144
Employee benefit-defined benefit accounts, non-managed Assets$0180
Other retirement accounts, non-managed assets$26,954,000123
Corporate trust and agency accounts, non-managed assets$0250
Investment management and advisory agency accounts, non-managed assets$0381
Foundation and endowment trust and agency accounts, non-managed assets$10,900,00084
Other fiduciary accounts, non-managed assets$0200
Memoranda
Custody and safekeeping accounts, non-managed assets$269,827,000153
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$26,954,000136
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,048,006,00095
Managed Assets ($)$2,935,593,00067
Personal trust and agency accounts, managed assets$1,514,110,00042
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$30,107,000140
Employee benefit-defined benefit accounts, managed assets$0224
Other employee benefit and retirement-related accounts, managed assets$213,245,00072
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$1,063,081,00068
Foundation and endowment trust and agency accounts, managed assets$115,050,00079
Other fiduciary accounts, managed assets$0126
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$166,378,00074
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$112,413,000214
Personal trust and agency accounts, non-managed assets$12,245,000183
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$63,041,000137
Employee benefit-defined benefit accounts, non-managed Assets$0143
Other retirement accounts, non-managed assets$26,253,000112
Corporate trust and agency accounts, non-managed assets$11,000127
Investment management and advisory agency accounts, non-managed assets$0214
Foundation and endowment trust and agency accounts, non-managed assets$10,863,00077
Other fiduciary accounts, non-managed assets$0102
Memoranda
Custody and safekeeping accounts, non-managed assets$322,016,000134
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$26,253,000113
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,106,615,00092
Managed Assets ($)$2,993,523,00066
Personal trust and agency accounts, managed assets$1,666,405,00039
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$33,421,000134
Employee benefit-defined benefit accounts, managed assets$0225
Other employee benefit and retirement-related accounts, managed assets$162,124,00081
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$1,014,575,00069
Foundation and endowment trust and agency accounts, managed assets$116,998,00079
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$162,124,00073
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$113,092,000214
Personal trust and agency accounts, non-managed assets$13,359,000184
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$62,403,000138
Employee benefit-defined benefit accounts, non-managed Assets$0143
Other retirement accounts, non-managed assets$26,391,000112
Corporate trust and agency accounts, non-managed assets$0140
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$10,939,00075
Other fiduciary accounts, non-managed assets$0106
Memoranda
Custody and safekeeping accounts, non-managed assets$340,990,000132
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$26,391,000114
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,996,946,00094
Managed Assets ($)$2,894,290,00067
Personal trust and agency accounts, managed assets$1,618,539,00039
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$34,823,000131
Employee benefit-defined benefit accounts, managed assets$0228
Other employee benefit and retirement-related accounts, managed assets$154,141,00084
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$962,030,00070
Foundation and endowment trust and agency accounts, managed assets$124,757,00071
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$154,141,00073
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$102,656,000222
Personal trust and agency accounts, non-managed assets$14,934,000175
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$61,317,000138
Employee benefit-defined benefit accounts, non-managed Assets$0144
Other retirement accounts, non-managed assets$25,870,000112
Corporate trust and agency accounts, non-managed assets$0140
Investment management and advisory agency accounts, non-managed assets$0212
Foundation and endowment trust and agency accounts, non-managed assets$535,000129
Other fiduciary accounts, non-managed assets$0108
Memoranda
Custody and safekeeping accounts, non-managed assets$310,255,000135
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$25,870,000115
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,920,351,00095
Managed Assets ($)$2,812,683,00068
Personal trust and agency accounts, managed assets$1,500,180,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$34,263,000140
Employee benefit-defined benefit accounts, managed assets$0318
Other employee benefit and retirement-related accounts, managed assets$151,056,00085
Corporate trust and agency accounts, managed assets$0203
Investment management and investment advisory agency accounts, managed assets$1,003,654,00069
Foundation and endowment trust and agency accounts, managed assets$123,530,00071
Other fiduciary accounts, managed assets$0236
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$151,056,00075
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$107,668,000227
Personal trust and agency accounts, non-managed assets$18,041,000199
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$61,263,000142
Employee benefit-defined benefit accounts, non-managed Assets$0186
Other retirement accounts, non-managed assets$26,621,000129
Corporate trust and agency accounts, non-managed assets$0266
Investment management and advisory agency accounts, non-managed assets$1,211,000251
Foundation and endowment trust and agency accounts, non-managed assets$532,000167
Other fiduciary accounts, non-managed assets$0197
Memoranda
Custody and safekeeping accounts, non-managed assets$292,810,000142
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$26,492,000139
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,866,613,00094
Managed Assets ($)$2,760,919,00067
Personal trust and agency accounts, managed assets$1,470,044,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$32,648,000138
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$145,730,00081
Corporate trust and agency accounts, managed assets$089
Investment management and investment advisory agency accounts, managed assets$990,403,00068
Foundation and endowment trust and agency accounts, managed assets$122,094,00070
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$145,730,00072
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$105,694,000214
Personal trust and agency accounts, non-managed assets$16,764,000165
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$60,996,000133
Employee benefit-defined benefit accounts, non-managed Assets$0141
Other retirement accounts, non-managed assets$26,327,000112
Corporate trust and agency accounts, non-managed assets$0138
Investment management and advisory agency accounts, non-managed assets$1,109,000156
Foundation and endowment trust and agency accounts, non-managed assets$498,000128
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$264,215,000141
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$26,186,000119
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,816,570,00095
Managed Assets ($)$2,709,890,00068
Personal trust and agency accounts, managed assets$1,468,179,00039
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$29,016,000142
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$137,357,00082
Corporate trust and agency accounts, managed assets$091
Investment management and investment advisory agency accounts, managed assets$969,094,00068
Foundation and endowment trust and agency accounts, managed assets$106,244,00075
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$137,157,00072
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$106,680,000214
Personal trust and agency accounts, non-managed assets$17,080,000164
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$61,111,000133
Employee benefit-defined benefit accounts, non-managed Assets$0143
Other retirement accounts, non-managed assets$26,912,000111
Corporate trust and agency accounts, non-managed assets$0136
Investment management and advisory agency accounts, non-managed assets$1,041,000161
Foundation and endowment trust and agency accounts, non-managed assets$536,000128
Other fiduciary accounts, non-managed assets$0101
Memoranda
Custody and safekeeping accounts, non-managed assets$266,735,000136
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$26,695,000117
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,838,955,00094
Managed Assets ($)$2,729,135,00067
Personal trust and agency accounts, managed assets$1,566,918,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$25,991,000151
Employee benefit-defined benefit accounts, managed assets$0219
Other employee benefit and retirement-related accounts, managed assets$130,600,00087
Corporate trust and agency accounts, managed assets$091
Investment management and investment advisory agency accounts, managed assets$897,355,00071
Foundation and endowment trust and agency accounts, managed assets$108,271,00073
Other fiduciary accounts, managed assets$0115
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$130,600,00076
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$109,820,000217
Personal trust and agency accounts, non-managed assets$18,986,000162
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$61,526,000138
Employee benefit-defined benefit accounts, non-managed Assets$0147
Other retirement accounts, non-managed assets$27,713,000109
Corporate trust and agency accounts, non-managed assets$1,000127
Investment management and advisory agency accounts, non-managed assets$1,048,000164
Foundation and endowment trust and agency accounts, non-managed assets$546,000130
Other fiduciary accounts, non-managed assets$0103
Memoranda
Custody and safekeeping accounts, non-managed assets$271,652,000138
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$27,530,000115
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,761,523,00092
Managed Assets ($)$2,652,165,00068
Personal trust and agency accounts, managed assets$1,562,257,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$25,798,000154
Employee benefit-defined benefit accounts, managed assets$0330
Other employee benefit and retirement-related accounts, managed assets$122,644,00085
Corporate trust and agency accounts, managed assets$0218
Investment management and investment advisory agency accounts, managed assets$847,134,00070
Foundation and endowment trust and agency accounts, managed assets$94,332,00080
Other fiduciary accounts, managed assets$0239
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$122,644,00074
Investments of managed fiduciary accts in advised or sponsored mutual funds$072
Non-managed Assets ($)$109,358,000231
Personal trust and agency accounts, non-managed assets$19,602,000192
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$61,082,000144
Employee benefit-defined benefit accounts, non-managed Assets$0199
Other retirement accounts, non-managed assets$27,098,000120
Corporate trust and agency accounts, non-managed assets$0269
Investment management and advisory agency accounts, non-managed assets$1,056,000272
Foundation and endowment trust and agency accounts, non-managed assets$520,000163
Other fiduciary accounts, non-managed assets$0202
Memoranda
Custody and safekeeping accounts, non-managed assets$275,864,000146
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$26,893,000133
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,766,387,00090
Managed Assets ($)$2,653,547,00067
Personal trust and agency accounts, managed assets$1,582,591,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$25,442,000148
Employee benefit-defined benefit accounts, managed assets$0212
Other employee benefit and retirement-related accounts, managed assets$118,959,00086
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$832,639,00072
Foundation and endowment trust and agency accounts, managed assets$93,916,00079
Other fiduciary accounts, managed assets$0111
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$118,959,00076
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$112,840,000205
Personal trust and agency accounts, non-managed assets$22,502,000147
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$61,133,000136
Employee benefit-defined benefit accounts, non-managed Assets$0147
Other retirement accounts, non-managed assets$27,588,000107
Corporate trust and agency accounts, non-managed assets$0126
Investment management and advisory agency accounts, non-managed assets$1,101,000158
Foundation and endowment trust and agency accounts, non-managed assets$516,000130
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$287,819,000134
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$27,371,000113
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,709,445,00091
Managed Assets ($)$2,598,239,00066
Personal trust and agency accounts, managed assets$1,566,430,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$25,189,000148
Employee benefit-defined benefit accounts, managed assets$0214
Other employee benefit and retirement-related accounts, managed assets$111,273,00088
Corporate trust and agency accounts, managed assets$083
Investment management and investment advisory agency accounts, managed assets$793,466,00071
Foundation and endowment trust and agency accounts, managed assets$101,881,00072
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$111,273,00075
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$111,206,000203
Personal trust and agency accounts, non-managed assets$18,437,000155
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$60,112,000136
Employee benefit-defined benefit accounts, non-managed Assets$0145
Other retirement accounts, non-managed assets$28,045,000102
Corporate trust and agency accounts, non-managed assets$0132
Investment management and advisory agency accounts, non-managed assets$4,055,000116
Foundation and endowment trust and agency accounts, non-managed assets$557,000122
Other fiduciary accounts, non-managed assets$0103
Memoranda
Custody and safekeeping accounts, non-managed assets$286,590,000134
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$27,907,000106
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,723,711,00089
Managed Assets ($)$2,610,991,00065
Personal trust and agency accounts, managed assets$1,587,913,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$26,850,000145
Employee benefit-defined benefit accounts, managed assets$0213
Other employee benefit and retirement-related accounts, managed assets$113,710,00087
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$781,125,00071
Foundation and endowment trust and agency accounts, managed assets$101,393,00073
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$113,710,00074
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$112,720,000198
Personal trust and agency accounts, non-managed assets$20,416,000152
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$59,906,000135
Employee benefit-defined benefit accounts, non-managed Assets$0149
Other retirement accounts, non-managed assets$28,528,000101
Corporate trust and agency accounts, non-managed assets$0135
Investment management and advisory agency accounts, non-managed assets$3,287,000117
Foundation and endowment trust and agency accounts, non-managed assets$583,000121
Other fiduciary accounts, non-managed assets$0101
Memoranda
Custody and safekeeping accounts, non-managed assets$300,881,000132
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$28,332,000103
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,641,347,00089
Managed Assets ($)$2,525,634,00065
Personal trust and agency accounts, managed assets$1,535,197,00035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$26,342,000149
Employee benefit-defined benefit accounts, managed assets$0330
Other employee benefit and retirement-related accounts, managed assets$110,415,00084
Corporate trust and agency accounts, managed assets$0222
Investment management and investment advisory agency accounts, managed assets$761,249,00072
Foundation and endowment trust and agency accounts, managed assets$92,431,00072
Other fiduciary accounts, managed assets$0230
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$110,415,00073
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$115,713,000206
Personal trust and agency accounts, non-managed assets$23,246,000171
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$59,952,000137
Employee benefit-defined benefit accounts, non-managed Assets$0200
Other retirement accounts, non-managed assets$27,890,000111
Corporate trust and agency accounts, non-managed assets$0303
Investment management and advisory agency accounts, non-managed assets$4,092,000173
Foundation and endowment trust and agency accounts, non-managed assets$533,000153
Other fiduciary accounts, non-managed assets$0219
Memoranda
Custody and safekeeping accounts, non-managed assets$315,274,000142
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$27,719,000125
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,525,429,00091
Managed Assets ($)$2,408,697,00067
Personal trust and agency accounts, managed assets$1,503,700,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$25,174,000141
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$102,099,00092
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$690,615,00072
Foundation and endowment trust and agency accounts, managed assets$87,109,00073
Other fiduciary accounts, managed assets$0105
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$102,099,00077
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$116,732,000198
Personal trust and agency accounts, non-managed assets$24,131,000138
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$61,111,000131
Employee benefit-defined benefit accounts, non-managed Assets$0153
Other retirement accounts, non-managed assets$26,673,00098
Corporate trust and agency accounts, non-managed assets$0141
Investment management and advisory agency accounts, non-managed assets$3,845,000105
Foundation and endowment trust and agency accounts, non-managed assets$972,000106
Other fiduciary accounts, non-managed assets$0101
Memoranda
Custody and safekeeping accounts, non-managed assets$305,809,000129
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$26,483,000102
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,601,555,00093
Managed Assets ($)$2,480,547,00068
Personal trust and agency accounts, managed assets$1,607,393,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$19,399,000166
Employee benefit-defined benefit accounts, managed assets$0223
Other employee benefit and retirement-related accounts, managed assets$105,706,00098
Corporate trust and agency accounts, managed assets$093
Investment management and investment advisory agency accounts, managed assets$646,365,00078
Foundation and endowment trust and agency accounts, managed assets$101,684,00072
Other fiduciary accounts, managed assets$0111
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$105,706,00085
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$121,008,000198
Personal trust and agency accounts, non-managed assets$25,595,000139
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$61,677,000136
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$28,775,000100
Corporate trust and agency accounts, non-managed assets$0141
Investment management and advisory agency accounts, non-managed assets$3,843,000100
Foundation and endowment trust and agency accounts, non-managed assets$1,118,000103
Other fiduciary accounts, non-managed assets$0103
Memoranda
Custody and safekeeping accounts, non-managed assets$319,176,000131
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$28,572,00098
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,545,487,00092
Managed Assets ($)$2,421,587,00067
Personal trust and agency accounts, managed assets$1,576,443,00039
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$17,215,000175
Employee benefit-defined benefit accounts, managed assets$0230
Other employee benefit and retirement-related accounts, managed assets$106,086,00091
Corporate trust and agency accounts, managed assets$094
Investment management and investment advisory agency accounts, managed assets$623,160,00079
Foundation and endowment trust and agency accounts, managed assets$98,683,00070
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$106,086,00079
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$123,900,000197
Personal trust and agency accounts, non-managed assets$28,100,000135
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$61,355,000139
Employee benefit-defined benefit accounts, non-managed Assets$0155
Other retirement accounts, non-managed assets$29,386,000100
Corporate trust and agency accounts, non-managed assets$2,000141
Investment management and advisory agency accounts, non-managed assets$3,864,00097
Foundation and endowment trust and agency accounts, non-managed assets$1,193,000101
Other fiduciary accounts, non-managed assets$0105
Memoranda
Custody and safekeeping accounts, non-managed assets$355,848,000124
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$29,164,000100
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,786,064,00088
Managed Assets ($)$2,661,060,00064
Personal trust and agency accounts, managed assets$1,571,351,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$17,779,000199
Employee benefit-defined benefit accounts, managed assets$0356
Other employee benefit and retirement-related accounts, managed assets$102,815,00090
Corporate trust and agency accounts, managed assets$0242
Investment management and investment advisory agency accounts, managed assets$878,157,00070
Foundation and endowment trust and agency accounts, managed assets$90,958,00070
Other fiduciary accounts, managed assets$0255
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$102,815,00078
Investments of managed fiduciary accts in advised or sponsored mutual funds$081
Non-managed Assets ($)$125,004,000207
Personal trust and agency accounts, non-managed assets$27,853,000154
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$61,424,000143
Employee benefit-defined benefit accounts, non-managed Assets$0217
Other retirement accounts, non-managed assets$30,712,000111
Corporate trust and agency accounts, non-managed assets$0324
Investment management and advisory agency accounts, non-managed assets$3,865,000169
Foundation and endowment trust and agency accounts, non-managed assets$1,150,000127
Other fiduciary accounts, non-managed assets$0232
Memoranda
Custody and safekeeping accounts, non-managed assets$332,827,000139
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$30,496,000114
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,758,028,00087
Managed Assets ($)$2,624,943,00064
Personal trust and agency accounts, managed assets$1,583,887,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$13,450,000189
Employee benefit-defined benefit accounts, managed assets$0231
Other employee benefit and retirement-related accounts, managed assets$95,604,00096
Corporate trust and agency accounts, managed assets$092
Investment management and investment advisory agency accounts, managed assets$843,746,00069
Foundation and endowment trust and agency accounts, managed assets$88,256,00070
Other fiduciary accounts, managed assets$0117
Memoranda
Fiduciary accounts held in foreign offices, managed assets$08
Individual retirement,health savings and similar accounts, managed assets$95,604,00079
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$133,085,000192
Personal trust and agency accounts, non-managed assets$29,123,000129
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$68,498,000129
Employee benefit-defined benefit accounts, non-managed Assets$0151
Other retirement accounts, non-managed assets$30,532,00097
Corporate trust and agency accounts, non-managed assets$12,000146
Investment management and advisory agency accounts, non-managed assets$3,843,00098
Foundation and endowment trust and agency accounts, non-managed assets$1,077,000104
Other fiduciary accounts, non-managed assets$0108
Memoranda
Custody and safekeeping accounts, non-managed assets$339,847,000129
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$30,532,00091
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,713,077,00086
Managed Assets ($)$2,576,872,00061
Personal trust and agency accounts, managed assets$1,590,248,00035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$14,542,000185
Employee benefit-defined benefit accounts, managed assets$0229
Other employee benefit and retirement-related accounts, managed assets$93,876,00088
Corporate trust and agency accounts, managed assets$093
Investment management and investment advisory agency accounts, managed assets$804,330,00069
Foundation and endowment trust and agency accounts, managed assets$73,876,00072
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assets$93,876,00073
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$136,205,000190
Personal trust and agency accounts, non-managed assets$35,235,000117
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$67,243,000126
Employee benefit-defined benefit accounts, non-managed Assets$0155
Other retirement accounts, non-managed assets$29,883,00095
Corporate trust and agency accounts, non-managed assets$0158
Investment management and advisory agency accounts, non-managed assets$3,844,00096
Foundation and endowment trust and agency accounts, non-managed assets$0132
Other fiduciary accounts, non-managed assets$0110
Memoranda
Custody and safekeeping accounts, non-managed assets$350,248,000124
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$29,883,00088
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,686,839,00089
Managed Assets ($)$2,542,718,00062
Personal trust and agency accounts, managed assets$1,635,291,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$13,397,000193
Employee benefit-defined benefit accounts, managed assets$640,000215
Other employee benefit and retirement-related accounts, managed assets$90,802,00096
Corporate trust and agency accounts, managed assets$090
Investment management and investment advisory agency accounts, managed assets$724,700,00074
Foundation and endowment trust and agency accounts, managed assets$77,888,00072
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assets$90,802,00077
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$144,121,000189
Personal trust and agency accounts, non-managed assets$37,814,000119
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$67,020,000131
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$32,346,00091
Corporate trust and agency accounts, non-managed assets$2,000150
Investment management and advisory agency accounts, non-managed assets$6,939,00075
Foundation and endowment trust and agency accounts, non-managed assets$0133
Other fiduciary accounts, non-managed assets$0113
Memoranda
Custody and safekeeping accounts, non-managed assets$311,043,000130
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$32,346,00081
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,683,486,00090
Managed Assets ($)$2,532,109,00064
Personal trust and agency accounts, managed assets$1,610,238,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$14,033,000223
Employee benefit-defined benefit accounts, managed assets$648,000334
Other employee benefit and retirement-related accounts, managed assets$86,913,00099
Corporate trust and agency accounts, managed assets$0245
Investment management and investment advisory agency accounts, managed assets$743,391,00069
Foundation and endowment trust and agency accounts, managed assets$76,886,00071
Other fiduciary accounts, managed assets$0258
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assets$86,913,00081
Investments of managed fiduciary accts in advised or sponsored mutual funds$083
Non-managed Assets ($)$151,377,000190
Personal trust and agency accounts, non-managed assets$39,464,000130
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$65,815,000132
Employee benefit-defined benefit accounts, non-managed Assets$0224
Other retirement accounts, non-managed assets$35,336,000104
Corporate trust and agency accounts, non-managed assets$0345
Investment management and advisory agency accounts, non-managed assets$10,762,00086
Foundation and endowment trust and agency accounts, non-managed assets$0190
Other fiduciary accounts, non-managed assets$0221
Memoranda
Custody and safekeeping accounts, non-managed assets$304,502,000140
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$35,336,000105
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,319,996,00099
Managed Assets ($)$2,177,064,00070
Personal trust and agency accounts, managed assets$1,675,572,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$12,894,000192
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$85,569,00093
Corporate trust and agency accounts, managed assets$096
Investment management and investment advisory agency accounts, managed assets$403,029,000101
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$142,932,000184
Personal trust and agency accounts, non-managed assets$39,781,000126
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$65,553,000125
Employee benefit-defined benefit accounts, non-managed Assets$649,000141
Other retirement accounts, non-managed assets$36,937,00079
Corporate trust and agency accounts, non-managed assets$12,000149
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0116
Memoranda
Custody and safekeeping accounts, non-managed assets$2,334,374,00072
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,221,632,000102
Managed Assets ($)$2,059,751,00072
Personal trust and agency accounts, managed assets$1,561,908,00043
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$11,526,000198
Employee benefit-defined benefit accounts, managed assets$0225
Other employee benefit and retirement-related accounts, managed assets$78,247,00094
Corporate trust and agency accounts, managed assets$099
Investment management and investment advisory agency accounts, managed assets$408,070,000100
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$161,881,000166
Personal trust and agency accounts, non-managed assets$60,747,00099
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$64,171,000126
Employee benefit-defined benefit accounts, non-managed Assets$607,000142
Other retirement accounts, non-managed assets$35,907,00081
Corporate trust and agency accounts, non-managed assets$449,000123
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0115
Memoranda
Custody and safekeeping accounts, non-managed assets$2,270,810,00075
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,711,248,00087
Managed Assets ($)$2,545,079,00065
Personal trust and agency accounts, managed assets$1,902,236,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$8,005,000208
Employee benefit-defined benefit accounts, managed assets$580,000211
Other employee benefit and retirement-related accounts, managed assets$73,091,00091
Corporate trust and agency accounts, managed assets$098
Investment management and investment advisory agency accounts, managed assets$561,167,00078
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$166,169,000158
Personal trust and agency accounts, non-managed assets$67,515,00095
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$61,492,000128
Employee benefit-defined benefit accounts, non-managed Assets$81,000147
Other retirement accounts, non-managed assets$35,904,00073
Corporate trust and agency accounts, non-managed assets$1,177,000113
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0118
Memoranda
Custody and safekeeping accounts, non-managed assets$1,976,988,00078
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,174,722,000106
Managed Assets ($)$2,003,407,00076
Personal trust and agency accounts, managed assets$1,295,615,00046
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$9,645,000270
Employee benefit-defined benefit accounts, managed assets$891,000324
Other employee benefit and retirement-related accounts, managed assets$77,729,00092
Corporate trust and agency accounts, managed assets$0260
Investment management and investment advisory agency accounts, managed assets$619,527,00080
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0281
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$171,315,000172
Personal trust and agency accounts, non-managed assets$68,540,000103
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$63,339,000136
Employee benefit-defined benefit accounts, non-managed Assets$95,000223
Other retirement accounts, non-managed assets$38,166,00090
Corporate trust and agency accounts, non-managed assets$1,175,000196
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0257
Memoranda
Custody and safekeeping accounts, non-managed assets$1,826,205,00082
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,329,098,000103
Managed Assets ($)$2,142,662,00077
Personal trust and agency accounts, managed assets$1,388,294,00047
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$10,533,000214
Employee benefit-defined benefit accounts, managed assets$936,000212
Other employee benefit and retirement-related accounts, managed assets$84,480,00094
Corporate trust and agency accounts, managed assets$0104
Investment management and investment advisory agency accounts, managed assets$658,419,00082
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$186,436,000170
Personal trust and agency accounts, non-managed assets$78,606,00098
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$63,902,000132
Employee benefit-defined benefit accounts, non-managed Assets$0162
Other retirement accounts, non-managed assets$42,705,00079
Corporate trust and agency accounts, non-managed assets$1,223,000124
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$1,923,699,00083
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,478,686,000104
Managed Assets ($)$2,251,055,00079
Personal trust and agency accounts, managed assets$1,443,274,00049
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$12,959,000211
Employee benefit-defined benefit accounts, managed assets$945,000218
Other employee benefit and retirement-related accounts, managed assets$87,895,00098
Corporate trust and agency accounts, managed assets$0104
Investment management and investment advisory agency accounts, managed assets$705,982,00087
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assets$011
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$227,631,000161
Personal trust and agency accounts, non-managed assets$104,648,00087
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$78,237,000132
Employee benefit-defined benefit accounts, non-managed Assets$0167
Other retirement accounts, non-managed assets$43,512,00084
Corporate trust and agency accounts, non-managed assets$1,234,000127
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0134
Memoranda
Custody and safekeeping accounts, non-managed assets$1,963,740,00087
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managedNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,519,748,000108
Managed Assets ($)$2,270,566,00080
Personal trust and agency accounts, managed assets$1,376,673,00051
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$15,970,000198
Employee benefit-defined benefit accounts, managed assets$944,000217
Other employee benefit and retirement-related accounts, managed assets$91,262,00095
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$785,717,00078
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0128
Memoranda
Fiduciary accounts held in foreign offices, managed assets$012
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$249,182,000162
Personal trust and agency accounts, non-managed assets$108,640,00084
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$94,981,000122
Employee benefit-defined benefit accounts, non-managed Assets$0173
Other retirement accounts, non-managed assets$44,300,00081
Corporate trust and agency accounts, non-managed assets$1,261,000126
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$1,954,093,00088
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managedNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,577,223,000106
Managed Assets ($)$2,320,364,00080
Personal trust and agency accounts, managed assets$1,450,415,00052
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$15,728,000249
Employee benefit-defined benefit accounts, managed assets$308,000379
Other employee benefit and retirement-related accounts, managed assets$94,441,00088
Corporate trust and agency accounts, managed assets$0269
Investment management and investment advisory agency accounts, managed assets$759,472,00078
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0297
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$256,859,000162
Personal trust and agency accounts, non-managed assets$111,519,00086
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$96,994,000123
Employee benefit-defined benefit accounts, non-managed Assets$0243
Other retirement accounts, non-managed assets$47,061,00086
Corporate trust and agency accounts, non-managed assets$1,285,000205
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0258
Memoranda
Custody and safekeeping accounts, non-managed assets$2,034,150,00086
Fiduciary accounts held in foreign offices, non-managed Assets$012
Individual retirement,health savings and similar accounts, non-managedNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,662,587,000105
Managed Assets ($)$2,401,228,00075
Personal trust and agency accounts, managed assets$1,484,078,00052
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$16,874,000204
Employee benefit-defined benefit accounts, managed assets$301,000227
Other employee benefit and retirement-related accounts, managed assets$97,896,00086
Corporate trust and agency accounts, managed assets$0105
Investment management and investment advisory agency accounts, managed assets$802,079,00077
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$261,359,000159
Personal trust and agency accounts, non-managed assets$112,951,00082
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$99,529,000119
Employee benefit-defined benefit accounts, non-managed Assets$0169
Other retirement accounts, non-managed assets$47,558,00077
Corporate trust and agency accounts, non-managed assets$1,321,000125
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$1,976,242,00085
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managedNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,720,939,000109
Managed Assets ($)$2,452,815,00073
Personal trust and agency accounts, managed assets$1,475,215,00053
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$14,969,000214
Employee benefit-defined benefit accounts, managed assets$299,000234
Other employee benefit and retirement-related accounts, managed assets$97,433,00087
Corporate trust and agency accounts, managed assets$0105
Investment management and investment advisory agency accounts, managed assets$864,899,00074
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$268,124,000160
Personal trust and agency accounts, non-managed assets$112,561,00087
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$105,813,000120
Employee benefit-defined benefit accounts, non-managed Assets$0172
Other retirement accounts, non-managed assets$48,816,00080
Corporate trust and agency accounts, non-managed assets$934,000139
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0124
Memoranda
Custody and safekeeping accounts, non-managed assets$1,906,462,00087
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,650,988,000106
Managed Assets ($)$2,368,769,00073
Personal trust and agency accounts, managed assets$1,424,645,00053
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$15,370,000209
Employee benefit-defined benefit accounts, managed assets$297,000235
Other employee benefit and retirement-related accounts, managed assets$94,434,00085
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$834,023,00077
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$282,219,000155
Personal trust and agency accounts, non-managed assets$111,879,00089
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$119,034,000113
Employee benefit-defined benefit accounts, non-managed Assets$0173
Other retirement accounts, non-managed assets$50,346,00081
Corporate trust and agency accounts, non-managed assets$960,000141
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0120
Memoranda
Custody and safekeeping accounts, non-managed assets$1,901,313,00085
Fiduciary accounts held in foreign offices, non-managed Assets$012
Individual retirement,health savings and similar accounts, non-managedNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,635,063,000103
Managed Assets ($)$2,368,035,00073
Personal trust and agency accounts, managed assets$1,460,915,00053
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$15,583,000253
Employee benefit-defined benefit accounts, managed assets$295,000402
Other employee benefit and retirement-related accounts, managed assets$91,641,00088
Corporate trust and agency accounts, managed assets$0276
Investment management and investment advisory agency accounts, managed assets$799,601,00078
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0286
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$267,028,000156
Personal trust and agency accounts, non-managed assets$106,630,00094
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$108,892,000114
Employee benefit-defined benefit accounts, non-managed Assets$127,000239
Other retirement accounts, non-managed assets$50,397,00091
Corporate trust and agency accounts, non-managed assets$982,000227
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0257
Memoranda
Custody and safekeeping accounts, non-managed assets$1,715,691,00092
Fiduciary accounts held in foreign offices, non-managed Assets$014
Individual retirement,health savings and similar accounts, non-managedNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,662,089,000106
Managed Assets ($)$2,345,452,00076
Personal trust and agency accounts, managed assets$1,459,224,00058
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$15,094,000211
Employee benefit-defined benefit accounts, managed assets$286,000236
Other employee benefit and retirement-related accounts, managed assets$89,203,00087
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$781,645,00078
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assets$012
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$316,637,000150
Personal trust and agency accounts, non-managed assets$111,474,00088
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$106,545,000114
Employee benefit-defined benefit accounts, non-managed Assets$47,686,00098
Other retirement accounts, non-managed assets$50,695,00086
Corporate trust and agency accounts, non-managed assets$237,000156
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0118
Memoranda
Custody and safekeeping accounts, non-managed assets$1,581,495,00092
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,575,631,000112
Managed Assets ($)$2,260,784,00081
Personal trust and agency accounts, managed assets$1,358,444,00062
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$14,932,000215
Employee benefit-defined benefit accounts, managed assets$1,817,000217
Other employee benefit and retirement-related accounts, managed assets$90,082,00090
Corporate trust and agency accounts, managed assets$0106
Investment management and investment advisory agency accounts, managed assets$795,509,00081
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$314,847,000155
Personal trust and agency accounts, non-managed assets$115,425,00096
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$104,807,000119
Employee benefit-defined benefit accounts, non-managed Assets$42,312,000106
Other retirement accounts, non-managed assets$52,050,00089
Corporate trust and agency accounts, non-managed assets$253,000158
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0128
Memoranda
Custody and safekeeping accounts, non-managed assets$1,535,776,00091
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,602,333,000110
Managed Assets ($)$2,283,727,00082
Personal trust and agency accounts, managed assets$1,340,442,00064
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$14,886,000223
Employee benefit-defined benefit accounts, managed assets$2,414,000212
Other employee benefit and retirement-related accounts, managed assets$94,639,00084
Corporate trust and agency accounts, managed assets$0107
Investment management and investment advisory agency accounts, managed assets$831,346,00079
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0137
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$318,606,000160
Personal trust and agency accounts, non-managed assets$121,359,00095
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$103,118,000121
Employee benefit-defined benefit accounts, non-managed Assets$42,899,000104
Other retirement accounts, non-managed assets$50,953,00088
Corporate trust and agency accounts, non-managed assets$277,000159
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0127
Memoranda
Custody and safekeeping accounts, non-managed assets$1,547,535,00091
Fiduciary accounts held in foreign offices, non-managed Assets$014
Individual retirement,health savings and similar accounts, non-managedNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,587,390,000109
Managed Assets ($)$2,243,626,00082
Personal trust and agency accounts, managed assets$1,311,118,00064
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$17,004,000256
Employee benefit-defined benefit accounts, managed assets$3,751,000273
Other employee benefit and retirement-related accounts, managed assets$94,058,00082
Corporate trust and agency accounts, managed assets$0299
Investment management and investment advisory agency accounts, managed assets$817,695,00079
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0314
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$343,764,000155
Personal trust and agency accounts, non-managed assets$147,642,00091
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$101,720,000124
Employee benefit-defined benefit accounts, non-managed Assets$42,192,000106
Other retirement accounts, non-managed assets$51,912,00091
Corporate trust and agency accounts, non-managed assets$298,000278
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0271
Memoranda
Custody and safekeeping accounts, non-managed assets$1,442,909,00090
Fiduciary accounts held in foreign offices, non-managed Assets$014
Individual retirement,health savings and similar accounts, non-managedNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,579,439,000111
Managed Assets ($)$2,237,615,00082
Personal trust and agency accounts, managed assets$1,312,815,00065
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$18,446,000206
Employee benefit-defined benefit accounts, managed assets$3,736,000200
Other employee benefit and retirement-related accounts, managed assets$90,531,00080
Corporate trust and agency accounts, managed assets$0110
Investment management and investment advisory agency accounts, managed assets$812,087,00079
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0134
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$341,824,000154
Personal trust and agency accounts, non-managed assets$149,058,00086
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$97,933,000120
Employee benefit-defined benefit accounts, non-managed Assets$40,685,000104
Other retirement accounts, non-managed assets$53,828,00082
Corporate trust and agency accounts, non-managed assets$320,000156
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$1,499,125,00090
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,608,781,000109
Managed Assets ($)$2,259,098,00079
Personal trust and agency accounts, managed assets$1,319,865,00062
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$18,177,000209
Employee benefit-defined benefit accounts, managed assets$5,934,000191
Other employee benefit and retirement-related accounts, managed assets$87,552,00080
Corporate trust and agency accounts, managed assets$0114
Investment management and investment advisory agency accounts, managed assets$827,570,00077
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0139
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$349,683,000150
Personal trust and agency accounts, non-managed assets$151,184,00081
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$100,776,000109
Employee benefit-defined benefit accounts, non-managed Assets$43,115,000102
Other retirement accounts, non-managed assets$54,218,00081
Corporate trust and agency accounts, non-managed assets$390,000160
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0135
Memoranda
Custody and safekeeping accounts, non-managed assets$1,461,079,00089
Fiduciary accounts held in foreign offices, non-managed Assets$014
Individual retirement,health savings and similar accounts, non-managedNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,567,525,000112
Managed Assets ($)$2,217,767,00084
Personal trust and agency accounts, managed assets$1,317,093,00063
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$19,481,000206
Employee benefit-defined benefit accounts, managed assets$5,831,000193
Other employee benefit and retirement-related accounts, managed assets$87,470,00084
Corporate trust and agency accounts, managed assets$0116
Investment management and investment advisory agency accounts, managed assets$787,892,00082
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0142
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$349,758,000154
Personal trust and agency accounts, non-managed assets$149,535,00087
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$103,932,000109
Employee benefit-defined benefit accounts, non-managed Assets$41,253,000105
Other retirement accounts, non-managed assets$54,587,00084
Corporate trust and agency accounts, non-managed assets$451,000152
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$1,553,185,00089
Fiduciary accounts held in foreign offices, non-managed Assets$015
Individual retirement,health savings and similar accounts, non-managedNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,269,027,000118
Managed Assets ($)$1,963,790,00087
Personal trust and agency accounts, managed assets$1,240,874,00068
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$43,149,000165
Employee benefit-defined benefit accounts, managed assets$12,088,000176
Other employee benefit and retirement-related accounts, managed assets$76,094,00094
Corporate trust and agency accounts, managed assets$0309
Investment management and investment advisory agency accounts, managed assets$591,585,00087
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0332
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$305,237,000164
Personal trust and agency accounts, non-managed assets$148,745,00095
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$66,051,000143
Employee benefit-defined benefit accounts, non-managed Assets$37,690,000113
Other retirement accounts, non-managed assets$52,239,00090
Corporate trust and agency accounts, non-managed assets$512,000251
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0281
Memoranda
Custody and safekeeping accounts, non-managed assets$1,398,956,00096
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,633,643,000140
Managed Assets ($)$1,404,035,000104
Personal trust and agency accounts, managed assets$953,685,00078
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$4,153,000278
Employee benefit-defined benefit accounts, managed assets$0243
Other employee benefit and retirement-related accounts, managed assets$26,583,000188
Corporate trust and agency accounts, managed assets$0107
Investment management and investment advisory agency accounts, managed assets$419,614,00097
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$229,608,000183
Personal trust and agency accounts, non-managed assets$123,068,000101
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$46,708,000159
Employee benefit-defined benefit accounts, non-managed Assets$33,744,000111
Other retirement accounts, non-managed assets$26,088,000121
Corporate trust and agency accounts, non-managed assets$0194
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$1,245,001,000106
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,594,552,000142
Managed Assets ($)$1,369,246,000104
Personal trust and agency accounts, managed assets$959,021,00077
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$4,158,000284
Employee benefit-defined benefit accounts, managed assets$0247
Other employee benefit and retirement-related accounts, managed assets$26,713,000185
Corporate trust and agency accounts, managed assets$0113
Investment management and investment advisory agency accounts, managed assets$379,354,000104
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0126
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$225,306,000183
Personal trust and agency accounts, non-managed assets$122,240,00099
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$44,097,000161
Employee benefit-defined benefit accounts, non-managed Assets$32,629,000114
Other retirement accounts, non-managed assets$26,340,000124
Corporate trust and agency accounts, non-managed assets$0198
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$1,238,238,000103
Fiduciary accounts held in foreign offices, non-managed Assets$017
Individual retirement,health savings and similar accounts, non-managedNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,573,117,000145
Managed Assets ($)$1,354,954,000110
Personal trust and agency accounts, managed assets$954,163,00077
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$5,223,000278
Employee benefit-defined benefit accounts, managed assets$0247
Other employee benefit and retirement-related accounts, managed assets$25,926,000192
Corporate trust and agency accounts, managed assets$0109
Investment management and investment advisory agency accounts, managed assets$369,642,000108
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0128
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$218,163,000188
Personal trust and agency accounts, non-managed assets$124,274,00095
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$31,915,000185
Employee benefit-defined benefit accounts, non-managed Assets$32,581,000115
Other retirement accounts, non-managed assets$29,393,000115
Corporate trust and agency accounts, non-managed assets$0198
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0133
Memoranda
Custody and safekeeping accounts, non-managed assets$1,174,031,000104
Fiduciary accounts held in foreign offices, non-managed Assets$017
Individual retirement,health savings and similar accounts, non-managedNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,549,387,000149
Managed Assets ($)$1,343,710,000110
Personal trust and agency accounts, managed assets$952,948,00081
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$5,697,000430
Employee benefit-defined benefit accounts, managed assets$0448
Other employee benefit and retirement-related accounts, managed assets$26,216,000197
Corporate trust and agency accounts, managed assets$0336
Investment management and investment advisory agency accounts, managed assets$358,849,000109
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0327
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$205,677,000205
Personal trust and agency accounts, non-managed assets$125,247,00096
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$18,302,000268
Employee benefit-defined benefit accounts, non-managed Assets$32,753,000119
Other retirement accounts, non-managed assets$29,375,000136
Corporate trust and agency accounts, non-managed assets$0431
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0284
Memoranda
Custody and safekeeping accounts, non-managed assets$1,327,047,000107
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,526,649,000154
Managed Assets ($)$1,326,079,000110
Personal trust and agency accounts, managed assets$930,901,00082
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$7,718,000273
Employee benefit-defined benefit accounts, managed assets$0256
Other employee benefit and retirement-related accounts, managed assets$26,041,000191
Corporate trust and agency accounts, managed assets$0121
Investment management and investment advisory agency accounts, managed assets$361,419,000110
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0143
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$200,570,000201
Personal trust and agency accounts, non-managed assets$119,316,000100
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$17,720,000228
Employee benefit-defined benefit accounts, non-managed Assets$29,098,000122
Other retirement accounts, non-managed assets$34,436,000114
Corporate trust and agency accounts, non-managed assets$0201
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0151
Memoranda
Custody and safekeeping accounts, non-managed assets$1,271,099,000106
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,517,624,000158
Managed Assets ($)$1,311,568,000112
Personal trust and agency accounts, managed assets$931,407,00084
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$9,907,000266
Employee benefit-defined benefit accounts, managed assets$0257
Other employee benefit and retirement-related accounts, managed assets$24,917,000193
Corporate trust and agency accounts, managed assets$0128
Investment management and investment advisory agency accounts, managed assets$345,337,000115
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0151
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$206,056,000195
Personal trust and agency accounts, non-managed assets$127,200,00095
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$17,390,000231
Employee benefit-defined benefit accounts, non-managed Assets$29,543,000123
Other retirement accounts, non-managed assets$31,923,000121
Corporate trust and agency accounts, non-managed assets$0205
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0159
Memoranda
Custody and safekeeping accounts, non-managed assets$1,446,506,000104
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,461,625,000154
Managed Assets ($)$1,264,524,000113
Personal trust and agency accounts, managed assets$899,607,00086
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$10,402,000266
Employee benefit-defined benefit accounts, managed assets$0261
Other employee benefit and retirement-related accounts, managed assets$23,370,000195
Corporate trust and agency accounts, managed assets$0135
Investment management and investment advisory agency accounts, managed assets$331,145,000112
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0156
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$197,101,000204
Personal trust and agency accounts, non-managed assets$121,541,00097
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$15,954,000239
Employee benefit-defined benefit accounts, non-managed Assets$27,500,000124
Other retirement accounts, non-managed assets$32,106,000120
Corporate trust and agency accounts, non-managed assets$0208
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0156
Memoranda
Custody and safekeeping accounts, non-managed assets$1,449,512,000106
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,513,491,000154
Managed Assets ($)$1,309,099,000115
Personal trust and agency accounts, managed assets$917,760,00086
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$10,317,000341
Employee benefit-defined benefit accounts, managed assets$0476
Other employee benefit and retirement-related accounts, managed assets$23,372,000205
Corporate trust and agency accounts, managed assets$0371
Investment management and investment advisory agency accounts, managed assets$357,650,000105
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0349
Memoranda
Fiduciary accounts held in foreign offices, managed assets$017
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$204,392,000205
Personal trust and agency accounts, non-managed assets$130,245,00095
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$13,388,000299
Employee benefit-defined benefit accounts, non-managed Assets$28,211,000124
Other retirement accounts, non-managed assets$32,548,000123
Corporate trust and agency accounts, non-managed assets$0429
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0299
Memoranda
Custody and safekeeping accounts, non-managed assets$1,439,887,000109
Fiduciary accounts held in foreign offices, non-managed Assets$017
Individual retirement,health savings and similar accounts, non-managedNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$631,500,000219
Managed Assets ($)$241,768,000287
Personal trust and agency accounts, managed assets$191,651,000214
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,015,000526
Employee benefit-defined benefit accounts, managed assets$37,007,000122
Other employee benefit and retirement-related accounts, managed assets$10,095,000310
Corporate trust and agency accounts, managed assets$0349
Investment management and investment advisory agency accounts, managed assets$0857
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0364
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$389,732,000153
Personal trust and agency accounts, non-managed assets$335,542,00055
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,701,000432
Employee benefit-defined benefit accounts, non-managed Assets$39,739,000110
Other retirement accounts, non-managed assets$10,750,000237
Corporate trust and agency accounts, non-managed assets$0429
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0295
Memoranda
Custody and safekeeping accounts, non-managed assets$33,738,000389
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA