Home > BNY Mellon Trust of Delaware > Total Fiduciary and Related Assets

BNY Mellon Trust of Delaware, Total Fiduciary and Related Assets

2025-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
Total fiduciary and related assets$57,229,142,00037
Managed Assets ($)$6,157,058,00071
Personal trust and agency accounts, managed assets$2,582,132,00054
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$294,000263
Employee benefit-defined benefit accounts, managed assets$0218
Other employee benefit and retirement-related accounts, managed assets$24,591,000279
Corporate trust and agency accounts, managed assets$1,468,00058
Investment management and investment advisory agency accounts, managed assets$296,710,000240
Foundation and endowment trust and agency accounts, managed assets$100,981,000141
Other fiduciary accounts, managed assets$3,150,882,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$24,591,000275
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$51,072,084,00021
Personal trust and agency accounts, non-managed assets$15,817,057,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0266
Employee benefit-defined benefit accounts, non-managed Assets$1,025,364,00030
Other retirement accounts, non-managed assets$146,238,00050
Corporate trust and agency accounts, non-managed assets$2,074,036,00025
Investment management and advisory agency accounts, non-managed assets$0199
Foundation and endowment trust and agency accounts, non-managed assets$55,530,00042
Other fiduciary accounts, non-managed assets$31,953,859,0008
Memoranda
Custody and safekeeping accounts, non-managed assets$8,945,794,00059
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managed$0314
2024-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0006
Fiduciary or related activity$1,0001
Total fiduciary and related assets$56,514,180,00036
Managed Assets ($)$6,379,329,00071
Personal trust and agency accounts, managed assets$2,634,089,00051
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,631,000295
Employee benefit-defined benefit accounts, managed assets$0264
Other employee benefit and retirement-related accounts, managed assets$25,454,000363
Corporate trust and agency accounts, managed assets$1,432,000111
Investment management and investment advisory agency accounts, managed assets$304,548,000235
Foundation and endowment trust and agency accounts, managed assets$103,552,000147
Other fiduciary accounts, managed assets$3,307,623,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$25,454,000357
Investments of managed fiduciary accts in advised or sponsored mutual funds$286,679,00027
Non-managed Assets ($)$50,134,851,00021
Personal trust and agency accounts, non-managed assets$15,468,230,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0370
Employee benefit-defined benefit accounts, non-managed Assets$543,012,00029
Other retirement accounts, non-managed assets$150,752,00049
Corporate trust and agency accounts, non-managed assets$2,032,074,00027
Investment management and advisory agency accounts, non-managed assets$0335
Foundation and endowment trust and agency accounts, non-managed assets$55,952,00043
Other fiduciary accounts, non-managed assets$31,884,831,0008
Memoranda
Custody and safekeeping accounts, non-managed assets$6,971,257,00065
Fiduciary accounts held in foreign offices, non-managed Assets$039
Individual retirement,health savings and similar accounts, non-managed$0604
2024-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Total fiduciary and related assets$58,119,439,00035
Managed Assets ($)$6,343,414,00071
Personal trust and agency accounts, managed assets$2,655,132,00051
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,670,000216
Employee benefit-defined benefit accounts, managed assets$0215
Other employee benefit and retirement-related accounts, managed assets$26,169,000276
Corporate trust and agency accounts, managed assets$1,286,00056
Investment management and investment advisory agency accounts, managed assets$317,677,000233
Foundation and endowment trust and agency accounts, managed assets$105,882,000140
Other fiduciary accounts, managed assets$3,234,598,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$26,169,000278
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$51,776,025,00022
Personal trust and agency accounts, non-managed assets$15,523,416,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0269
Employee benefit-defined benefit accounts, non-managed Assets$273,914,00041
Other retirement accounts, non-managed assets$152,331,00051
Corporate trust and agency accounts, non-managed assets$2,012,886,00026
Investment management and advisory agency accounts, non-managed assets$0203
Foundation and endowment trust and agency accounts, non-managed assets$57,768,00043
Other fiduciary accounts, non-managed assets$33,755,710,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$7,308,862,00063
Fiduciary accounts held in foreign offices, non-managed Assets$017
Individual retirement,health savings and similar accounts, non-managed$0314
2024-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0002
Fiduciary or related activity$1,0001
Total fiduciary and related assets$46,547,899,00038
Managed Assets ($)$5,968,825,00074
Personal trust and agency accounts, managed assets$2,464,772,00053
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,528,000250
Employee benefit-defined benefit accounts, managed assets$0230
Other employee benefit and retirement-related accounts, managed assets$25,047,000333
Corporate trust and agency accounts, managed assets$1,369,00087
Investment management and investment advisory agency accounts, managed assets$321,103,000233
Foundation and endowment trust and agency accounts, managed assets$101,242,000145
Other fiduciary accounts, managed assets$3,052,764,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$25,047,000324
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$40,579,074,00028
Personal trust and agency accounts, non-managed assets$6,008,202,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0303
Employee benefit-defined benefit accounts, non-managed Assets$235,176,00041
Other retirement accounts, non-managed assets$146,456,00050
Corporate trust and agency accounts, non-managed assets$2,025,043,00027
Investment management and advisory agency accounts, non-managed assets$0248
Foundation and endowment trust and agency accounts, non-managed assets$55,772,00045
Other fiduciary accounts, non-managed assets$32,108,425,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$7,483,780,00064
Fiduciary accounts held in foreign offices, non-managed Assets$037
Individual retirement,health savings and similar accounts, non-managed$0376
2024-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0007
Fiduciary or related activity$1,0001
Total fiduciary and related assets$46,566,441,00039
Managed Assets ($)$5,872,707,00074
Personal trust and agency accounts, managed assets$2,448,096,00053
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,486,000219
Employee benefit-defined benefit accounts, managed assets$0217
Other employee benefit and retirement-related accounts, managed assets$24,873,000279
Corporate trust and agency accounts, managed assets$1,390,00043
Investment management and investment advisory agency accounts, managed assets$320,755,000206
Foundation and endowment trust and agency accounts, managed assets$102,211,000138
Other fiduciary accounts, managed assets$2,972,896,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$24,873,000279
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$40,693,734,00028
Personal trust and agency accounts, non-managed assets$5,949,043,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0257
Employee benefit-defined benefit accounts, non-managed Assets$71,334,00064
Other retirement accounts, non-managed assets$142,056,00051
Corporate trust and agency accounts, non-managed assets$1,994,317,00027
Investment management and advisory agency accounts, non-managed assets$0256
Foundation and endowment trust and agency accounts, non-managed assets$56,436,00045
Other fiduciary accounts, non-managed assets$32,480,548,0008
Memoranda
Custody and safekeeping accounts, non-managed assets$9,266,639,00058
Fiduciary accounts held in foreign offices, non-managed Assets$015
Individual retirement,health savings and similar accounts, non-managed$0314
2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
Total fiduciary and related assets$46,414,210,00037
Managed Assets ($)$5,518,020,00073
Personal trust and agency accounts, managed assets$2,350,596,00054
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,321,000310
Employee benefit-defined benefit accounts, managed assets$0271
Other employee benefit and retirement-related accounts, managed assets$23,695,000365
Corporate trust and agency accounts, managed assets$2,305,00076
Investment management and investment advisory agency accounts, managed assets$307,855,000210
Foundation and endowment trust and agency accounts, managed assets$96,987,000138
Other fiduciary accounts, managed assets$2,734,261,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$23,695,000363
Investments of managed fiduciary accts in advised or sponsored mutual funds$314,856,00027
Non-managed Assets ($)$40,896,190,00024
Personal trust and agency accounts, non-managed assets$5,777,595,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0356
Employee benefit-defined benefit accounts, non-managed Assets$68,071,00063
Other retirement accounts, non-managed assets$134,640,00056
Corporate trust and agency accounts, non-managed assets$1,991,392,00025
Investment management and advisory agency accounts, non-managed assets$0392
Foundation and endowment trust and agency accounts, non-managed assets$53,281,00045
Other fiduciary accounts, non-managed assets$32,871,211,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$10,535,858,00055
Fiduciary accounts held in foreign offices, non-managed Assets$042
Individual retirement,health savings and similar accounts, non-managed$0597
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
Total fiduciary and related assets$43,589,719,00037
Managed Assets ($)$5,110,352,00074
Personal trust and agency accounts, managed assets$2,191,791,00054
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,158,000218
Employee benefit-defined benefit accounts, managed assets$0208
Other employee benefit and retirement-related accounts, managed assets$22,279,000264
Corporate trust and agency accounts, managed assets$1,938,00043
Investment management and investment advisory agency accounts, managed assets$286,437,000205
Foundation and endowment trust and agency accounts, managed assets$90,168,000136
Other fiduciary accounts, managed assets$2,515,581,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$22,279,000265
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$38,479,367,00023
Personal trust and agency accounts, non-managed assets$5,522,304,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0247
Employee benefit-defined benefit accounts, non-managed Assets$12,562,00085
Other retirement accounts, non-managed assets$123,808,00056
Corporate trust and agency accounts, non-managed assets$1,940,398,00027
Investment management and advisory agency accounts, non-managed assets$0251
Foundation and endowment trust and agency accounts, non-managed assets$52,673,00045
Other fiduciary accounts, non-managed assets$30,827,622,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$9,643,261,00056
Fiduciary accounts held in foreign offices, non-managed Assets$017
Individual retirement,health savings and similar accounts, non-managed$0303
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Total fiduciary and related assets$45,184,327,00037
Managed Assets ($)$5,409,419,00070
Personal trust and agency accounts, managed assets$2,252,169,00052
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,235,000256
Employee benefit-defined benefit accounts, managed assets$0228
Other employee benefit and retirement-related accounts, managed assets$22,972,000320
Corporate trust and agency accounts, managed assets$2,010,00053
Investment management and investment advisory agency accounts, managed assets$304,599,000203
Foundation and endowment trust and agency accounts, managed assets$93,497,000137
Other fiduciary accounts, managed assets$2,731,937,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$22,972,000320
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$39,774,908,00024
Personal trust and agency accounts, non-managed assets$5,364,652,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0282
Employee benefit-defined benefit accounts, non-managed Assets$33,052,00075
Other retirement accounts, non-managed assets$128,596,00052
Corporate trust and agency accounts, non-managed assets$2,394,933,00024
Investment management and advisory agency accounts, non-managed assets$0288
Foundation and endowment trust and agency accounts, non-managed assets$54,264,00044
Other fiduciary accounts, non-managed assets$31,799,411,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$11,187,900,00053
Fiduciary accounts held in foreign offices, non-managed Assets$041
Individual retirement,health savings and similar accounts, non-managed$0369
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$45,392,990,00039
Managed Assets ($)$5,165,623,00076
Personal trust and agency accounts, managed assets$2,219,202,00056
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,112,000207
Employee benefit-defined benefit accounts, managed assets$0170
Other employee benefit and retirement-related accounts, managed assets$22,280,000270
Corporate trust and agency accounts, managed assets$2,179,00044
Investment management and investment advisory agency accounts, managed assets$296,932,000205
Foundation and endowment trust and agency accounts, managed assets$91,690,000138
Other fiduciary accounts, managed assets$2,531,228,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$22,280,000262
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$40,227,367,00025
Personal trust and agency accounts, non-managed assets$5,270,086,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0229
Employee benefit-defined benefit accounts, non-managed Assets$54,828,00073
Other retirement accounts, non-managed assets$122,074,00055
Corporate trust and agency accounts, non-managed assets$2,397,179,00029
Investment management and advisory agency accounts, non-managed assets$0209
Foundation and endowment trust and agency accounts, non-managed assets$53,080,00045
Other fiduciary accounts, non-managed assets$32,330,120,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$13,004,393,00052
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$0313
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$44,292,038,00040
Managed Assets ($)$4,937,145,00079
Personal trust and agency accounts, managed assets$2,168,957,00056
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,029,000310
Employee benefit-defined benefit accounts, managed assets$0236
Other employee benefit and retirement-related accounts, managed assets$21,687,000371
Corporate trust and agency accounts, managed assets$1,771,00083
Investment management and investment advisory agency accounts, managed assets$290,424,000212
Foundation and endowment trust and agency accounts, managed assets$89,259,000148
Other fiduciary accounts, managed assets$2,363,018,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$21,687,000358
Investments of managed fiduciary accts in advised or sponsored mutual funds$318,925,00029
Non-managed Assets ($)$39,354,893,00025
Personal trust and agency accounts, non-managed assets$4,878,962,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0360
Employee benefit-defined benefit accounts, non-managed Assets$105,707,00060
Other retirement accounts, non-managed assets$115,596,00055
Corporate trust and agency accounts, non-managed assets$2,345,426,00028
Investment management and advisory agency accounts, non-managed assets$0356
Foundation and endowment trust and agency accounts, non-managed assets$43,297,00047
Other fiduciary accounts, non-managed assets$31,865,905,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$12,198,337,00056
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$0641
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$42,954,937,00040
Managed Assets ($)$4,624,971,00079
Personal trust and agency accounts, managed assets$2,030,304,00055
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,866,000221
Employee benefit-defined benefit accounts, managed assets$0180
Other employee benefit and retirement-related accounts, managed assets$21,637,000284
Corporate trust and agency accounts, managed assets$1,514,00048
Investment management and investment advisory agency accounts, managed assets$280,941,000205
Foundation and endowment trust and agency accounts, managed assets$84,226,000146
Other fiduciary accounts, managed assets$2,204,483,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$21,637,000275
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$38,329,966,00025
Personal trust and agency accounts, non-managed assets$4,770,945,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0246
Employee benefit-defined benefit accounts, non-managed Assets$464,027,00036
Other retirement accounts, non-managed assets$112,131,00058
Corporate trust and agency accounts, non-managed assets$2,280,397,00030
Investment management and advisory agency accounts, non-managed assets$0210
Foundation and endowment trust and agency accounts, non-managed assets$40,910,00048
Other fiduciary accounts, non-managed assets$30,661,556,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$10,127,306,00060
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$0326
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$45,223,686,00032
Managed Assets ($)$5,153,661,00059
Personal trust and agency accounts, managed assets$2,409,711,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,985,000243
Employee benefit-defined benefit accounts, managed assets$0188
Other employee benefit and retirement-related accounts, managed assets$22,975,000316
Corporate trust and agency accounts, managed assets$1,633,00048
Investment management and investment advisory agency accounts, managed assets$312,917,000180
Foundation and endowment trust and agency accounts, managed assets$89,335,000126
Other fiduciary accounts, managed assets$2,315,105,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$22,975,000306
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$40,070,025,00019
Personal trust and agency accounts, non-managed assets$4,533,482,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0267
Employee benefit-defined benefit accounts, non-managed Assets$403,544,00035
Other retirement accounts, non-managed assets$119,321,00052
Corporate trust and agency accounts, non-managed assets$2,259,084,00025
Investment management and advisory agency accounts, non-managed assets$0229
Foundation and endowment trust and agency accounts, non-managed assets$43,429,00038
Other fiduciary accounts, non-managed assets$32,711,165,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$10,107,675,00050
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$0371
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$47,332,825,00032
Managed Assets ($)$6,010,029,00056
Personal trust and agency accounts, managed assets$2,697,860,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,228,000214
Employee benefit-defined benefit accounts, managed assets$0174
Other employee benefit and retirement-related accounts, managed assets$26,874,000268
Corporate trust and agency accounts, managed assets$1,431,00044
Investment management and investment advisory agency accounts, managed assets$373,715,000167
Foundation and endowment trust and agency accounts, managed assets$105,190,000120
Other fiduciary accounts, managed assets$2,802,731,0004
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$26,874,000261
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$41,322,796,00019
Personal trust and agency accounts, non-managed assets$3,770,273,00019
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0234
Employee benefit-defined benefit accounts, non-managed Assets$426,255,00034
Other retirement accounts, non-managed assets$136,634,00053
Corporate trust and agency accounts, non-managed assets$2,309,599,00025
Investment management and advisory agency accounts, non-managed assets$0187
Foundation and endowment trust and agency accounts, non-managed assets$26,438,00048
Other fiduciary accounts, non-managed assets$34,653,597,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$7,911,618,00058
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$0310
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$49,863,094,00031
Managed Assets ($)$6,376,812,00054
Personal trust and agency accounts, managed assets$2,886,111,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,362,000314
Employee benefit-defined benefit accounts, managed assets$0237
Other employee benefit and retirement-related accounts, managed assets$28,686,000347
Corporate trust and agency accounts, managed assets$1,105,00093
Investment management and investment advisory agency accounts, managed assets$393,476,000167
Foundation and endowment trust and agency accounts, managed assets$110,549,000121
Other fiduciary accounts, managed assets$2,954,523,0004
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$28,686,000334
Investments of managed fiduciary accts in advised or sponsored mutual funds$526,625,00019
Non-managed Assets ($)$43,486,282,00019
Personal trust and agency accounts, non-managed assets$4,620,709,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0354
Employee benefit-defined benefit accounts, non-managed Assets$491,601,00034
Other retirement accounts, non-managed assets$144,060,00052
Corporate trust and agency accounts, non-managed assets$2,323,212,00026
Investment management and advisory agency accounts, non-managed assets$0338
Foundation and endowment trust and agency accounts, non-managed assets$29,458,00052
Other fiduciary accounts, non-managed assets$35,877,242,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$8,367,703,00059
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$0638
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$48,975,509,00031
Managed Assets ($)$5,854,030,00054
Personal trust and agency accounts, managed assets$2,533,127,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,201,000217
Employee benefit-defined benefit accounts, managed assets$0174
Other employee benefit and retirement-related accounts, managed assets$27,805,000267
Corporate trust and agency accounts, managed assets$1,016,00047
Investment management and investment advisory agency accounts, managed assets$356,181,000169
Foundation and endowment trust and agency accounts, managed assets$131,961,000103
Other fiduciary accounts, managed assets$2,801,739,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$27,805,000260
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$43,121,479,00019
Personal trust and agency accounts, non-managed assets$4,456,222,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0232
Employee benefit-defined benefit accounts, non-managed Assets$476,831,00035
Other retirement accounts, non-managed assets$135,916,00055
Corporate trust and agency accounts, non-managed assets$2,093,098,00026
Investment management and advisory agency accounts, non-managed assets$0182
Foundation and endowment trust and agency accounts, non-managed assets$0131
Other fiduciary accounts, non-managed assets$35,959,412,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$8,966,740,00052
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managed$0296
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$49,004,095,00031
Managed Assets ($)$5,870,009,00054
Personal trust and agency accounts, managed assets$2,540,744,00039
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,228,000250
Employee benefit-defined benefit accounts, managed assets$0191
Other employee benefit and retirement-related accounts, managed assets$28,156,000307
Corporate trust and agency accounts, managed assets$1,084,00047
Investment management and investment advisory agency accounts, managed assets$344,870,000175
Foundation and endowment trust and agency accounts, managed assets$137,273,000103
Other fiduciary accounts, managed assets$2,815,654,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$28,156,000299
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$43,134,086,00018
Personal trust and agency accounts, non-managed assets$4,405,524,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0267
Employee benefit-defined benefit accounts, non-managed Assets$559,394,00033
Other retirement accounts, non-managed assets$136,872,00054
Corporate trust and agency accounts, non-managed assets$2,033,557,00026
Investment management and advisory agency accounts, non-managed assets$0215
Foundation and endowment trust and agency accounts, non-managed assets$0145
Other fiduciary accounts, non-managed assets$35,998,739,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$8,603,036,00053
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managed$0352
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$48,151,058,00031
Managed Assets ($)$5,673,100,00054
Personal trust and agency accounts, managed assets$2,533,028,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,051,000225
Employee benefit-defined benefit accounts, managed assets$0176
Other employee benefit and retirement-related accounts, managed assets$26,940,000272
Corporate trust and agency accounts, managed assets$1,079,00040
Investment management and investment advisory agency accounts, managed assets$342,816,000175
Foundation and endowment trust and agency accounts, managed assets$149,386,00093
Other fiduciary accounts, managed assets$2,617,800,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$26,940,000264
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$42,477,958,00019
Personal trust and agency accounts, non-managed assets$4,207,491,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0233
Employee benefit-defined benefit accounts, non-managed Assets$954,226,00029
Other retirement accounts, non-managed assets$0288
Corporate trust and agency accounts, non-managed assets$2,165,561,00025
Investment management and advisory agency accounts, non-managed assets$0186
Foundation and endowment trust and agency accounts, non-managed assets$0126
Other fiduciary accounts, non-managed assets$35,150,680,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$8,071,352,00053
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managed$0298
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$48,385,863,00030
Managed Assets ($)$5,178,113,00057
Personal trust and agency accounts, managed assets$2,437,123,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,989,000327
Employee benefit-defined benefit accounts, managed assets$0245
Other employee benefit and retirement-related accounts, managed assets$26,377,000339
Corporate trust and agency accounts, managed assets$984,00084
Investment management and investment advisory agency accounts, managed assets$338,648,000176
Foundation and endowment trust and agency accounts, managed assets$144,134,00092
Other fiduciary accounts, managed assets$2,228,858,0008
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$26,377,000327
Investments of managed fiduciary accts in advised or sponsored mutual funds$548,482,00024
Non-managed Assets ($)$43,207,750,00020
Personal trust and agency accounts, non-managed assets$3,900,427,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0365
Employee benefit-defined benefit accounts, non-managed Assets$1,218,426,00029
Other retirement accounts, non-managed assets$0602
Corporate trust and agency accounts, non-managed assets$2,204,956,00024
Investment management and advisory agency accounts, non-managed assets$0352
Foundation and endowment trust and agency accounts, non-managed assets$0194
Other fiduciary accounts, non-managed assets$35,883,941,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$13,498,573,00044
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managed$0640
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$45,101,042,00030
Managed Assets ($)$4,590,736,00059
Personal trust and agency accounts, managed assets$2,169,598,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,732,000228
Employee benefit-defined benefit accounts, managed assets$0178
Other employee benefit and retirement-related accounts, managed assets$23,388,000269
Corporate trust and agency accounts, managed assets$906,00050
Investment management and investment advisory agency accounts, managed assets$308,768,000174
Foundation and endowment trust and agency accounts, managed assets$130,322,00094
Other fiduciary accounts, managed assets$1,956,022,0008
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$23,388,000260
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$40,510,306,00020
Personal trust and agency accounts, non-managed assets$3,595,162,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0233
Employee benefit-defined benefit accounts, non-managed Assets$1,236,984,00029
Other retirement accounts, non-managed assets$0292
Corporate trust and agency accounts, non-managed assets$2,103,521,00025
Investment management and advisory agency accounts, non-managed assets$0192
Foundation and endowment trust and agency accounts, non-managed assets$0134
Other fiduciary accounts, non-managed assets$33,574,639,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$10,601,423,00045
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managed$0304
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$43,432,624,00029
Managed Assets ($)$4,740,512,00056
Personal trust and agency accounts, managed assets$2,093,601,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,614,000258
Employee benefit-defined benefit accounts, managed assets$0197
Other employee benefit and retirement-related accounts, managed assets$21,376,000308
Corporate trust and agency accounts, managed assets$972,00052
Investment management and investment advisory agency accounts, managed assets$502,919,000137
Foundation and endowment trust and agency accounts, managed assets$122,655,00095
Other fiduciary accounts, managed assets$1,997,375,0008
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$21,376,000298
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$38,692,112,00020
Personal trust and agency accounts, non-managed assets$2,731,055,00018
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0264
Employee benefit-defined benefit accounts, non-managed Assets$1,285,437,00029
Other retirement accounts, non-managed assets$0334
Corporate trust and agency accounts, non-managed assets$2,223,539,00026
Investment management and advisory agency accounts, non-managed assets$0226
Foundation and endowment trust and agency accounts, non-managed assets$0147
Other fiduciary accounts, non-managed assets$32,452,081,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$8,604,777,00049
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$0353
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$41,510,957,00029
Managed Assets ($)$4,845,076,00054
Personal trust and agency accounts, managed assets$2,664,838,00032
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,389,000230
Employee benefit-defined benefit accounts, managed assets$0179
Other employee benefit and retirement-related accounts, managed assets$18,824,000276
Corporate trust and agency accounts, managed assets$1,313,00045
Investment management and investment advisory agency accounts, managed assets$448,676,000137
Foundation and endowment trust and agency accounts, managed assets$73,610,000121
Other fiduciary accounts, managed assets$1,636,426,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$18,824,000268
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$36,665,881,00020
Personal trust and agency accounts, non-managed assets$2,715,051,00017
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0234
Employee benefit-defined benefit accounts, non-managed Assets$1,399,502,00027
Other retirement accounts, non-managed assets$0296
Corporate trust and agency accounts, non-managed assets$2,143,713,00027
Investment management and advisory agency accounts, non-managed assets$0191
Foundation and endowment trust and agency accounts, non-managed assets$19,465,00053
Other fiduciary accounts, non-managed assets$30,388,150,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$5,874,782,00057
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$0309
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$44,454,043,00028
Managed Assets ($)$5,583,666,00053
Personal trust and agency accounts, managed assets$2,929,459,00033
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,618,000336
Employee benefit-defined benefit accounts, managed assets$0257
Other employee benefit and retirement-related accounts, managed assets$22,808,000354
Corporate trust and agency accounts, managed assets$1,289,00084
Investment management and investment advisory agency accounts, managed assets$480,453,000141
Foundation and endowment trust and agency accounts, managed assets$77,915,000130
Other fiduciary accounts, managed assets$2,070,124,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$22,808,000332
Investments of managed fiduciary accts in advised or sponsored mutual funds$531,601,00024
Non-managed Assets ($)$38,870,377,00020
Personal trust and agency accounts, non-managed assets$3,214,525,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0378
Employee benefit-defined benefit accounts, non-managed Assets$1,346,045,00029
Other retirement accounts, non-managed assets$0615
Corporate trust and agency accounts, non-managed assets$2,139,658,00027
Investment management and advisory agency accounts, non-managed assets$0361
Foundation and endowment trust and agency accounts, non-managed assets$32,989,00053
Other fiduciary accounts, non-managed assets$32,137,160,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$5,702,162,00060
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0659
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$43,208,258,00030
Managed Assets ($)$5,247,127,00054
Personal trust and agency accounts, managed assets$2,741,168,00035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,482,000222
Employee benefit-defined benefit accounts, managed assets$0183
Other employee benefit and retirement-related accounts, managed assets$22,101,000277
Corporate trust and agency accounts, managed assets$1,392,00050
Investment management and investment advisory agency accounts, managed assets$496,669,000137
Foundation and endowment trust and agency accounts, managed assets$77,754,000125
Other fiduciary accounts, managed assets$1,905,561,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$22,101,000265
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$37,961,131,00019
Personal trust and agency accounts, non-managed assets$3,204,380,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0241
Employee benefit-defined benefit accounts, non-managed Assets$1,496,862,00029
Other retirement accounts, non-managed assets$0299
Corporate trust and agency accounts, non-managed assets$2,181,700,00028
Investment management and advisory agency accounts, non-managed assets$0188
Foundation and endowment trust and agency accounts, non-managed assets$13,380,00063
Other fiduciary accounts, non-managed assets$31,064,809,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$8,337,907,00052
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0312
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$43,440,874,00029
Managed Assets ($)$5,201,413,00051
Personal trust and agency accounts, managed assets$2,946,344,00034
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$6,826,000204
Employee benefit-defined benefit accounts, managed assets$0196
Other employee benefit and retirement-related accounts, managed assets$26,979,000292
Corporate trust and agency accounts, managed assets$1,430,00051
Investment management and investment advisory agency accounts, managed assets$252,824,000192
Foundation and endowment trust and agency accounts, managed assets$80,172,000120
Other fiduciary accounts, managed assets$1,886,838,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$26,979,000280
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$38,239,461,00018
Personal trust and agency accounts, non-managed assets$2,971,311,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0263
Employee benefit-defined benefit accounts, non-managed Assets$1,622,810,00029
Other retirement accounts, non-managed assets$0324
Corporate trust and agency accounts, non-managed assets$2,447,881,00027
Investment management and advisory agency accounts, non-managed assets$0207
Foundation and endowment trust and agency accounts, non-managed assets$0144
Other fiduciary accounts, non-managed assets$31,197,459,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$8,573,080,00052
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0346
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$41,636,337,00028
Managed Assets ($)$5,023,851,00051
Personal trust and agency accounts, managed assets$2,845,778,00034
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$6,689,000207
Employee benefit-defined benefit accounts, managed assets$0197
Other employee benefit and retirement-related accounts, managed assets$26,276,000291
Corporate trust and agency accounts, managed assets$1,785,00050
Investment management and investment advisory agency accounts, managed assets$243,426,000193
Foundation and endowment trust and agency accounts, managed assets$79,520,000119
Other fiduciary accounts, managed assets$1,820,377,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$26,276,000282
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$36,612,486,00018
Personal trust and agency accounts, non-managed assets$3,154,798,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0268
Employee benefit-defined benefit accounts, non-managed Assets$1,563,541,00028
Other retirement accounts, non-managed assets$0326
Corporate trust and agency accounts, non-managed assets$2,363,269,00026
Investment management and advisory agency accounts, non-managed assets$4,000211
Foundation and endowment trust and agency accounts, non-managed assets$0148
Other fiduciary accounts, non-managed assets$29,530,874,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$7,858,926,00053
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0349
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$40,040,309,00028
Managed Assets ($)$4,608,029,00051
Personal trust and agency accounts, managed assets$2,673,699,00034
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$5,925,000264
Employee benefit-defined benefit accounts, managed assets$0267
Other employee benefit and retirement-related accounts, managed assets$24,397,000322
Corporate trust and agency accounts, managed assets$2,379,00072
Investment management and investment advisory agency accounts, managed assets$228,382,000191
Foundation and endowment trust and agency accounts, managed assets$76,633,000112
Other fiduciary accounts, managed assets$1,596,614,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$24,397,000308
Investments of managed fiduciary accts in advised or sponsored mutual funds$550,079,00022
Non-managed Assets ($)$35,432,280,00018
Personal trust and agency accounts, non-managed assets$3,040,044,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0398
Employee benefit-defined benefit accounts, non-managed Assets$1,503,029,00029
Other retirement accounts, non-managed assets$0632
Corporate trust and agency accounts, non-managed assets$2,332,397,00026
Investment management and advisory agency accounts, non-managed assets$4,000349
Foundation and endowment trust and agency accounts, non-managed assets$0203
Other fiduciary accounts, non-managed assets$28,556,806,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$7,105,272,00054
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0671
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$32,523,894,00034
Managed Assets ($)$4,419,628,00055
Personal trust and agency accounts, managed assets$2,164,451,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$7,044,000210
Employee benefit-defined benefit accounts, managed assets$0200
Other employee benefit and retirement-related accounts, managed assets$27,455,000288
Corporate trust and agency accounts, managed assets$2,172,00050
Investment management and investment advisory agency accounts, managed assets$264,855,000184
Foundation and endowment trust and agency accounts, managed assets$86,403,000112
Other fiduciary accounts, managed assets$1,867,248,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$27,455,000279
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$28,104,266,00021
Personal trust and agency accounts, non-managed assets$4,044,637,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0268
Employee benefit-defined benefit accounts, non-managed Assets$1,452,634,00029
Other retirement accounts, non-managed assets$0328
Corporate trust and agency accounts, non-managed assets$2,310,551,00026
Investment management and advisory agency accounts, non-managed assets$1,000215
Foundation and endowment trust and agency accounts, non-managed assets$0150
Other fiduciary accounts, non-managed assets$20,296,443,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$8,274,617,00050
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0350
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$32,331,677,00034
Managed Assets ($)$4,217,846,00057
Personal trust and agency accounts, managed assets$2,084,093,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$6,772,000214
Employee benefit-defined benefit accounts, managed assets$0205
Other employee benefit and retirement-related accounts, managed assets$31,184,000282
Corporate trust and agency accounts, managed assets$2,226,00049
Investment management and investment advisory agency accounts, managed assets$264,857,000183
Foundation and endowment trust and agency accounts, managed assets$83,781,000113
Other fiduciary accounts, managed assets$1,744,933,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$31,184,000273
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$28,113,831,00022
Personal trust and agency accounts, non-managed assets$4,224,294,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0269
Employee benefit-defined benefit accounts, non-managed Assets$1,615,791,00030
Other retirement accounts, non-managed assets$0328
Corporate trust and agency accounts, non-managed assets$2,331,900,00026
Investment management and advisory agency accounts, non-managed assets$1,000215
Foundation and endowment trust and agency accounts, non-managed assets$0151
Other fiduciary accounts, non-managed assets$19,941,845,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$9,181,298,00047
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0352
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$32,435,220,00034
Managed Assets ($)$3,959,739,00059
Personal trust and agency accounts, managed assets$2,026,291,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$6,494,000218
Employee benefit-defined benefit accounts, managed assets$0204
Other employee benefit and retirement-related accounts, managed assets$26,717,000288
Corporate trust and agency accounts, managed assets$3,044,00047
Investment management and investment advisory agency accounts, managed assets$262,597,000180
Foundation and endowment trust and agency accounts, managed assets$87,012,000113
Other fiduciary accounts, managed assets$1,547,584,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$26,717,000277
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$28,475,481,00021
Personal trust and agency accounts, non-managed assets$4,149,428,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0274
Employee benefit-defined benefit accounts, non-managed Assets$1,668,277,00030
Other retirement accounts, non-managed assets$0332
Corporate trust and agency accounts, non-managed assets$2,370,566,00027
Investment management and advisory agency accounts, non-managed assets$0216
Foundation and endowment trust and agency accounts, non-managed assets$0149
Other fiduciary accounts, non-managed assets$20,287,210,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$7,718,126,00051
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0354
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$32,205,943,00033
Managed Assets ($)$3,975,237,00059
Personal trust and agency accounts, managed assets$2,036,993,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$6,511,000266
Employee benefit-defined benefit accounts, managed assets$0275
Other employee benefit and retirement-related accounts, managed assets$27,307,000317
Corporate trust and agency accounts, managed assets$2,175,00084
Investment management and investment advisory agency accounts, managed assets$259,871,000179
Foundation and endowment trust and agency accounts, managed assets$88,645,000113
Other fiduciary accounts, managed assets$1,553,735,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$27,307,000302
Investments of managed fiduciary accts in advised or sponsored mutual funds$610,708,00020
Non-managed Assets ($)$28,230,706,00022
Personal trust and agency accounts, non-managed assets$4,639,493,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0412
Employee benefit-defined benefit accounts, non-managed Assets$1,677,690,00031
Other retirement accounts, non-managed assets$0646
Corporate trust and agency accounts, non-managed assets$2,398,683,00027
Investment management and advisory agency accounts, non-managed assets$0369
Foundation and endowment trust and agency accounts, non-managed assets$0204
Other fiduciary accounts, non-managed assets$19,514,840,00010
Memoranda
Custody and safekeeping accounts, non-managed assets$6,647,666,00055
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0682
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$31,618,664,00034
Managed Assets ($)$3,860,955,00060
Personal trust and agency accounts, managed assets$1,897,789,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$6,251,000217
Employee benefit-defined benefit accounts, managed assets$0206
Other employee benefit and retirement-related accounts, managed assets$26,496,000286
Corporate trust and agency accounts, managed assets$1,770,00053
Investment management and investment advisory agency accounts, managed assets$228,648,000192
Foundation and endowment trust and agency accounts, managed assets$90,193,000107
Other fiduciary accounts, managed assets$1,609,808,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$26,496,000274
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$27,757,709,00021
Personal trust and agency accounts, non-managed assets$4,936,350,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0272
Employee benefit-defined benefit accounts, non-managed Assets$598,290,00035
Other retirement accounts, non-managed assets$0323
Corporate trust and agency accounts, non-managed assets$2,342,907,00027
Investment management and advisory agency accounts, non-managed assets$0210
Foundation and endowment trust and agency accounts, non-managed assets$0151
Other fiduciary accounts, non-managed assets$19,880,162,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$8,047,039,00048
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0347
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$30,861,043,00034
Managed Assets ($)$3,952,474,00058
Personal trust and agency accounts, managed assets$1,892,411,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$6,231,000216
Employee benefit-defined benefit accounts, managed assets$0205
Other employee benefit and retirement-related accounts, managed assets$25,630,000289
Corporate trust and agency accounts, managed assets$1,820,00056
Investment management and investment advisory agency accounts, managed assets$222,715,000188
Foundation and endowment trust and agency accounts, managed assets$87,315,000109
Other fiduciary accounts, managed assets$1,716,352,0004
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$25,630,000276
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$26,908,569,00021
Personal trust and agency accounts, non-managed assets$4,727,976,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0273
Employee benefit-defined benefit accounts, non-managed Assets$568,144,00035
Other retirement accounts, non-managed assets$0326
Corporate trust and agency accounts, non-managed assets$2,373,062,00027
Investment management and advisory agency accounts, non-managed assets$0211
Foundation and endowment trust and agency accounts, non-managed assets$0152
Other fiduciary accounts, non-managed assets$19,239,387,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$7,906,603,00048
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0348
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$30,571,218,00033
Managed Assets ($)$3,993,271,00058
Personal trust and agency accounts, managed assets$1,908,114,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$5,862,000219
Employee benefit-defined benefit accounts, managed assets$0207
Other employee benefit and retirement-related accounts, managed assets$23,240,000295
Corporate trust and agency accounts, managed assets$1,575,00052
Investment management and investment advisory agency accounts, managed assets$243,191,000173
Foundation and endowment trust and agency accounts, managed assets$89,012,000103
Other fiduciary accounts, managed assets$1,722,277,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$23,240,000285
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$26,577,947,00021
Personal trust and agency accounts, non-managed assets$4,775,156,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0273
Employee benefit-defined benefit accounts, non-managed Assets$476,679,00037
Other retirement accounts, non-managed assets$0329
Corporate trust and agency accounts, non-managed assets$2,353,682,00027
Investment management and advisory agency accounts, non-managed assets$0213
Foundation and endowment trust and agency accounts, non-managed assets$0152
Other fiduciary accounts, non-managed assets$18,972,430,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$6,659,795,00053
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0351
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$29,352,486,00033
Managed Assets ($)$3,825,795,00058
Personal trust and agency accounts, managed assets$1,818,980,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$5,567,000277
Employee benefit-defined benefit accounts, managed assets$0280
Other employee benefit and retirement-related accounts, managed assets$22,476,000324
Corporate trust and agency accounts, managed assets$1,767,00087
Investment management and investment advisory agency accounts, managed assets$247,982,000169
Foundation and endowment trust and agency accounts, managed assets$85,492,000106
Other fiduciary accounts, managed assets$1,643,531,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$22,476,000306
Investments of managed fiduciary accts in advised or sponsored mutual funds$516,204,00024
Non-managed Assets ($)$25,526,691,00021
Personal trust and agency accounts, non-managed assets$4,668,415,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0433
Employee benefit-defined benefit accounts, non-managed Assets$298,602,00041
Other retirement accounts, non-managed assets$0684
Corporate trust and agency accounts, non-managed assets$2,373,536,00026
Investment management and advisory agency accounts, non-managed assets$0367
Foundation and endowment trust and agency accounts, non-managed assets$0202
Other fiduciary accounts, non-managed assets$18,186,138,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$5,253,031,00056
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0706
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$30,594,825,00032
Managed Assets ($)$3,757,023,00057
Personal trust and agency accounts, managed assets$1,786,006,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$5,560,000225
Employee benefit-defined benefit accounts, managed assets$0214
Other employee benefit and retirement-related accounts, managed assets$21,282,000293
Corporate trust and agency accounts, managed assets$1,495,00057
Investment management and investment advisory agency accounts, managed assets$248,852,000163
Foundation and endowment trust and agency accounts, managed assets$84,221,000104
Other fiduciary accounts, managed assets$1,609,607,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$21,282,000281
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$26,837,802,00021
Personal trust and agency accounts, non-managed assets$5,066,861,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0276
Employee benefit-defined benefit accounts, non-managed Assets$412,755,00039
Other retirement accounts, non-managed assets$0332
Corporate trust and agency accounts, non-managed assets$2,400,875,00025
Investment management and advisory agency accounts, non-managed assets$0216
Foundation and endowment trust and agency accounts, non-managed assets$0153
Other fiduciary accounts, non-managed assets$18,957,311,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$6,773,649,00051
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0347
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$28,969,410,00033
Managed Assets ($)$3,636,909,00058
Personal trust and agency accounts, managed assets$1,807,292,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$5,338,000229
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$20,529,000296
Corporate trust and agency accounts, managed assets$1,542,00058
Investment management and investment advisory agency accounts, managed assets$179,469,000200
Foundation and endowment trust and agency accounts, managed assets$81,925,000106
Other fiduciary accounts, managed assets$1,540,814,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$20,529,000285
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$25,332,501,00020
Personal trust and agency accounts, non-managed assets$4,879,708,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0280
Employee benefit-defined benefit accounts, non-managed Assets$429,670,00038
Other retirement accounts, non-managed assets$0336
Corporate trust and agency accounts, non-managed assets$2,388,393,00025
Investment management and advisory agency accounts, non-managed assets$0222
Foundation and endowment trust and agency accounts, non-managed assets$0159
Other fiduciary accounts, non-managed assets$17,634,730,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$7,353,807,00048
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0351
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$27,194,804,00033
Managed Assets ($)$3,554,871,00059
Personal trust and agency accounts, managed assets$1,754,898,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$5,031,000228
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$20,059,000301
Corporate trust and agency accounts, managed assets$1,468,00058
Investment management and investment advisory agency accounts, managed assets$178,685,000203
Foundation and endowment trust and agency accounts, managed assets$87,114,000101
Other fiduciary accounts, managed assets$1,507,616,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$20,059,000287
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$23,639,933,00023
Personal trust and agency accounts, non-managed assets$4,529,649,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0282
Employee benefit-defined benefit accounts, non-managed Assets$436,068,00037
Other retirement accounts, non-managed assets$0336
Corporate trust and agency accounts, non-managed assets$2,377,358,00023
Investment management and advisory agency accounts, non-managed assets$0225
Foundation and endowment trust and agency accounts, non-managed assets$0158
Other fiduciary accounts, non-managed assets$16,296,858,00010
Memoranda
Custody and safekeeping accounts, non-managed assets$8,436,230,00046
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0348
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$25,752,716,00033
Managed Assets ($)$3,441,982,00059
Personal trust and agency accounts, managed assets$1,659,227,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$5,004,000295
Employee benefit-defined benefit accounts, managed assets$0298
Other employee benefit and retirement-related accounts, managed assets$20,267,000332
Corporate trust and agency accounts, managed assets$1,731,00090
Investment management and investment advisory agency accounts, managed assets$178,886,000200
Foundation and endowment trust and agency accounts, managed assets$87,283,00099
Other fiduciary accounts, managed assets$1,489,584,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$20,267,000314
Investments of managed fiduciary accts in advised or sponsored mutual funds$492,968,00026
Non-managed Assets ($)$22,310,734,00022
Personal trust and agency accounts, non-managed assets$4,113,998,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0461
Employee benefit-defined benefit accounts, non-managed Assets$0174
Other retirement accounts, non-managed assets$0700
Corporate trust and agency accounts, non-managed assets$2,413,550,00023
Investment management and advisory agency accounts, non-managed assets$0390
Foundation and endowment trust and agency accounts, non-managed assets$30,364,00050
Other fiduciary accounts, non-managed assets$15,752,822,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$7,990,558,00049
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0728
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$25,189,622,00033
Managed Assets ($)$3,475,174,00059
Personal trust and agency accounts, managed assets$1,580,613,00039
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$4,890,000234
Employee benefit-defined benefit accounts, managed assets$0218
Other employee benefit and retirement-related accounts, managed assets$19,729,000299
Corporate trust and agency accounts, managed assets$1,484,00061
Investment management and investment advisory agency accounts, managed assets$164,877,000206
Foundation and endowment trust and agency accounts, managed assets$86,299,00098
Other fiduciary accounts, managed assets$1,617,282,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$19,729,000286
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$21,714,448,00023
Personal trust and agency accounts, non-managed assets$3,447,576,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0284
Employee benefit-defined benefit accounts, non-managed Assets$0141
Other retirement accounts, non-managed assets$0330
Corporate trust and agency accounts, non-managed assets$2,329,628,00025
Investment management and advisory agency accounts, non-managed assets$0220
Foundation and endowment trust and agency accounts, non-managed assets$30,357,00051
Other fiduciary accounts, non-managed assets$15,906,887,00010
Memoranda
Custody and safekeeping accounts, non-managed assets$8,517,986,00049
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0346
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$26,542,923,00034
Managed Assets ($)$3,854,456,00059
Personal trust and agency accounts, managed assets$1,675,273,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$5,235,000234
Employee benefit-defined benefit accounts, managed assets$0218
Other employee benefit and retirement-related accounts, managed assets$21,059,000301
Corporate trust and agency accounts, managed assets$1,555,00059
Investment management and investment advisory agency accounts, managed assets$164,353,000209
Foundation and endowment trust and agency accounts, managed assets$89,197,000100
Other fiduciary accounts, managed assets$1,897,784,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$21,059,000283
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$22,688,467,00022
Personal trust and agency accounts, non-managed assets$3,116,318,00018
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0289
Employee benefit-defined benefit accounts, non-managed Assets$0140
Other retirement accounts, non-managed assets$0332
Corporate trust and agency accounts, non-managed assets$2,282,247,00024
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$220,754,00020
Other fiduciary accounts, non-managed assets$17,069,148,00010
Memoranda
Custody and safekeeping accounts, non-managed assets$9,244,438,00051
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0344
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$26,180,762,00034
Managed Assets ($)$3,925,972,00057
Personal trust and agency accounts, managed assets$1,779,360,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$5,047,000238
Employee benefit-defined benefit accounts, managed assets$0219
Other employee benefit and retirement-related accounts, managed assets$20,193,000302
Corporate trust and agency accounts, managed assets$1,488,00061
Investment management and investment advisory agency accounts, managed assets$159,916,000210
Foundation and endowment trust and agency accounts, managed assets$78,872,000111
Other fiduciary accounts, managed assets$1,881,096,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$20,193,000284
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$22,254,790,00023
Personal trust and agency accounts, non-managed assets$2,312,012,00019
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0287
Employee benefit-defined benefit accounts, non-managed Assets$0139
Other retirement accounts, non-managed assets$0335
Corporate trust and agency accounts, non-managed assets$2,310,475,00024
Investment management and advisory agency accounts, non-managed assets$0218
Foundation and endowment trust and agency accounts, non-managed assets$181,816,00020
Other fiduciary accounts, non-managed assets$17,450,487,00010
Memoranda
Custody and safekeeping accounts, non-managed assets$11,427,134,00046
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0346
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$26,930,190,00033
Managed Assets ($)$4,071,343,00054
Personal trust and agency accounts, managed assets$1,755,577,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$4,887,000313
Employee benefit-defined benefit accounts, managed assets$0307
Other employee benefit and retirement-related accounts, managed assets$20,951,000335
Corporate trust and agency accounts, managed assets$1,770,00094
Investment management and investment advisory agency accounts, managed assets$153,756,000220
Foundation and endowment trust and agency accounts, managed assets$77,167,000112
Other fiduciary accounts, managed assets$2,057,235,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$20,951,000314
Investments of managed fiduciary accts in advised or sponsored mutual funds$506,793,00025
Non-managed Assets ($)$22,858,847,00023
Personal trust and agency accounts, non-managed assets$2,021,705,00019
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0494
Employee benefit-defined benefit accounts, non-managed Assets$0180
Other retirement accounts, non-managed assets$0732
Corporate trust and agency accounts, non-managed assets$3,586,402,00022
Investment management and advisory agency accounts, non-managed assets$0381
Foundation and endowment trust and agency accounts, non-managed assets$219,365,00020
Other fiduciary accounts, non-managed assets$17,031,375,00010
Memoranda
Custody and safekeeping accounts, non-managed assets$9,400,987,00048
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0750
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$26,833,626,00034
Managed Assets ($)$4,837,307,00049
Personal trust and agency accounts, managed assets$1,730,044,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$4,860,000239
Employee benefit-defined benefit accounts, managed assets$0224
Other employee benefit and retirement-related accounts, managed assets$20,188,000303
Corporate trust and agency accounts, managed assets$1,500,00055
Investment management and investment advisory agency accounts, managed assets$139,297,000225
Foundation and endowment trust and agency accounts, managed assets$75,825,000109
Other fiduciary accounts, managed assets$2,865,593,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$20,188,000283
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$21,996,319,00023
Personal trust and agency accounts, non-managed assets$1,954,494,00019
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0292
Employee benefit-defined benefit accounts, non-managed Assets$0143
Other retirement accounts, non-managed assets$0336
Corporate trust and agency accounts, non-managed assets$3,215,100,00023
Investment management and advisory agency accounts, non-managed assets$0214
Foundation and endowment trust and agency accounts, non-managed assets$213,843,00020
Other fiduciary accounts, non-managed assets$16,612,882,00010
Memoranda
Custody and safekeeping accounts, non-managed assets$8,747,017,00048
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0343
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$27,008,800,00032
Managed Assets ($)$5,255,127,00048
Personal trust and agency accounts, managed assets$1,759,746,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$4,910,000245
Employee benefit-defined benefit accounts, managed assets$0225
Other employee benefit and retirement-related accounts, managed assets$19,949,000302
Corporate trust and agency accounts, managed assets$1,544,00057
Investment management and investment advisory agency accounts, managed assets$134,442,000229
Foundation and endowment trust and agency accounts, managed assets$77,320,000106
Other fiduciary accounts, managed assets$3,257,216,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$19,949,000281
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$21,753,673,00023
Personal trust and agency accounts, non-managed assets$1,960,336,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0295
Employee benefit-defined benefit accounts, non-managed Assets$0143
Other retirement accounts, non-managed assets$0337
Corporate trust and agency accounts, non-managed assets$3,086,602,00021
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$0154
Other fiduciary accounts, non-managed assets$16,706,735,00011
Memoranda
Custody and safekeeping accounts, non-managed assets$10,832,819,00044
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0343
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$24,598,112,00033
Managed Assets ($)$5,271,312,00049
Personal trust and agency accounts, managed assets$1,727,013,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$4,575,000246
Employee benefit-defined benefit accounts, managed assets$0228
Other employee benefit and retirement-related accounts, managed assets$17,123,000309
Corporate trust and agency accounts, managed assets$1,489,00055
Investment management and investment advisory agency accounts, managed assets$126,366,000231
Foundation and endowment trust and agency accounts, managed assets$76,224,000106
Other fiduciary accounts, managed assets$3,318,522,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$17,123,000290
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$19,326,800,00025
Personal trust and agency accounts, non-managed assets$1,952,058,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0298
Employee benefit-defined benefit accounts, non-managed Assets$0144
Other retirement accounts, non-managed assets$0341
Corporate trust and agency accounts, non-managed assets$3,136,118,00021
Investment management and advisory agency accounts, non-managed assets$0212
Foundation and endowment trust and agency accounts, non-managed assets$10,000150
Other fiduciary accounts, non-managed assets$14,238,614,00011
Memoranda
Custody and safekeeping accounts, non-managed assets$12,034,777,00042
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0345
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$24,837,448,00033
Managed Assets ($)$4,956,429,00049
Personal trust and agency accounts, managed assets$1,671,932,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$4,538,000322
Employee benefit-defined benefit accounts, managed assets$0318
Other employee benefit and retirement-related accounts, managed assets$17,211,000351
Corporate trust and agency accounts, managed assets$2,184,00085
Investment management and investment advisory agency accounts, managed assets$129,786,000229
Foundation and endowment trust and agency accounts, managed assets$75,908,000107
Other fiduciary accounts, managed assets$3,054,870,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$17,211,000322
Investments of managed fiduciary accts in advised or sponsored mutual funds$491,412,00026
Non-managed Assets ($)$19,881,019,00025
Personal trust and agency accounts, non-managed assets$1,926,563,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0514
Employee benefit-defined benefit accounts, non-managed Assets$0186
Other retirement accounts, non-managed assets$0759
Corporate trust and agency accounts, non-managed assets$3,621,674,00018
Investment management and advisory agency accounts, non-managed assets$0386
Foundation and endowment trust and agency accounts, non-managed assets$169,000188
Other fiduciary accounts, non-managed assets$14,332,613,00011
Memoranda
Custody and safekeeping accounts, non-managed assets$9,560,544,00046
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0768
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$24,200,510,00034
Managed Assets ($)$5,072,140,00049
Personal trust and agency accounts, managed assets$1,595,456,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$4,286,000240
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$17,293,000289
Corporate trust and agency accounts, managed assets$1,805,00055
Investment management and investment advisory agency accounts, managed assets$131,639,000223
Foundation and endowment trust and agency accounts, managed assets$71,680,000105
Other fiduciary accounts, managed assets$3,249,981,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$17,293,000271
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$19,128,370,00025
Personal trust and agency accounts, non-managed assets$1,823,354,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0293
Employee benefit-defined benefit accounts, non-managed Assets$0141
Other retirement accounts, non-managed assets$0323
Corporate trust and agency accounts, non-managed assets$3,232,600,00017
Investment management and advisory agency accounts, non-managed assets$0198
Foundation and endowment trust and agency accounts, non-managed assets$163,000140
Other fiduciary accounts, non-managed assets$14,072,253,00011
Memoranda
Custody and safekeeping accounts, non-managed assets$10,353,720,00044
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0331
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$23,350,952,00034
Managed Assets ($)$4,509,509,00050
Personal trust and agency accounts, managed assets$1,542,877,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$4,073,000242
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$16,524,000289
Corporate trust and agency accounts, managed assets$1,852,00057
Investment management and investment advisory agency accounts, managed assets$123,598,000223
Foundation and endowment trust and agency accounts, managed assets$71,213,000103
Other fiduciary accounts, managed assets$2,749,372,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$16,524,000266
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$18,841,443,00025
Personal trust and agency accounts, non-managed assets$1,759,519,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0293
Employee benefit-defined benefit accounts, non-managed Assets$0143
Other retirement accounts, non-managed assets$0326
Corporate trust and agency accounts, non-managed assets$3,318,203,00017
Investment management and advisory agency accounts, non-managed assets$0202
Foundation and endowment trust and agency accounts, non-managed assets$149,000143
Other fiduciary accounts, non-managed assets$13,763,572,00011
Memoranda
Custody and safekeeping accounts, non-managed assets$10,031,254,00045
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0331
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$23,545,495,00034
Managed Assets ($)$4,745,850,00049
Personal trust and agency accounts, managed assets$1,539,832,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,930,000241
Employee benefit-defined benefit accounts, managed assets$0219
Other employee benefit and retirement-related accounts, managed assets$15,031,000291
Corporate trust and agency accounts, managed assets$1,790,00055
Investment management and investment advisory agency accounts, managed assets$131,747,000219
Foundation and endowment trust and agency accounts, managed assets$67,856,000106
Other fiduciary accounts, managed assets$2,985,664,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$15,031,000267
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$18,799,645,00026
Personal trust and agency accounts, non-managed assets$1,450,774,00022
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0298
Employee benefit-defined benefit accounts, non-managed Assets$0147
Other retirement accounts, non-managed assets$0323
Corporate trust and agency accounts, non-managed assets$3,280,368,00017
Investment management and advisory agency accounts, non-managed assets$0204
Foundation and endowment trust and agency accounts, non-managed assets$139,000144
Other fiduciary accounts, non-managed assets$14,068,364,00011
Memoranda
Custody and safekeeping accounts, non-managed assets$9,647,370,00045
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0334
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$23,433,851,00034
Managed Assets ($)$4,647,470,00050
Personal trust and agency accounts, managed assets$1,452,866,00039
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,700,000335
Employee benefit-defined benefit accounts, managed assets$0330
Other employee benefit and retirement-related accounts, managed assets$14,671,000360
Corporate trust and agency accounts, managed assets$2,404,00086
Investment management and investment advisory agency accounts, managed assets$123,698,000228
Foundation and endowment trust and agency accounts, managed assets$64,715,000105
Other fiduciary accounts, managed assets$2,985,416,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$14,671,000326
Investments of managed fiduciary accts in advised or sponsored mutual funds$243,698,00035
Non-managed Assets ($)$18,786,381,00026
Personal trust and agency accounts, non-managed assets$1,751,769,00019
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0547
Employee benefit-defined benefit accounts, non-managed Assets$0199
Other retirement accounts, non-managed assets$0765
Corporate trust and agency accounts, non-managed assets$3,182,929,00019
Investment management and advisory agency accounts, non-managed assets$0412
Foundation and endowment trust and agency accounts, non-managed assets$133,000190
Other fiduciary accounts, non-managed assets$13,851,550,00011
Memoranda
Custody and safekeeping accounts, non-managed assets$7,819,356,00048
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$0776
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$17,975,605,00036
Managed Assets ($)$1,601,270,00094
Personal trust and agency accounts, managed assets$1,388,941,00042
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0293
Employee benefit-defined benefit accounts, managed assets$0212
Other employee benefit and retirement-related accounts, managed assets$16,243,000288
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$157,542,000198
Foundation and endowment trust and agency accounts, managed assets$38,544,000134
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$12,828,000274
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$16,374,335,00023
Personal trust and agency accounts, non-managed assets$1,476,927,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0289
Employee benefit-defined benefit accounts, non-managed Assets$0147
Other retirement accounts, non-managed assets$174,000296
Corporate trust and agency accounts, non-managed assets$2,985,496,00018
Investment management and advisory agency accounts, non-managed assets$0208
Foundation and endowment trust and agency accounts, non-managed assets$97,951,00021
Other fiduciary accounts, non-managed assets$11,813,787,00010
Memoranda
Custody and safekeeping accounts, non-managed assets$14,771,264,00038
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$174,000312
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$19,574,982,00037
Managed Assets ($)$1,524,714,00095
Personal trust and agency accounts, managed assets$1,326,330,00042
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0294
Employee benefit-defined benefit accounts, managed assets$0214
Other employee benefit and retirement-related accounts, managed assets$16,168,000281
Corporate trust and agency accounts, managed assets$083
Investment management and investment advisory agency accounts, managed assets$145,115,000203
Foundation and endowment trust and agency accounts, managed assets$37,101,000131
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$16,168,000257
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$18,050,268,00023
Personal trust and agency accounts, non-managed assets$1,502,357,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0288
Employee benefit-defined benefit accounts, non-managed Assets$0145
Other retirement accounts, non-managed assets$164,000299
Corporate trust and agency accounts, non-managed assets$3,126,961,00018
Investment management and advisory agency accounts, non-managed assets$0201
Foundation and endowment trust and agency accounts, non-managed assets$97,927,00021
Other fiduciary accounts, non-managed assets$13,322,859,0008
Memoranda
Custody and safekeeping accounts, non-managed assets$13,535,799,00038
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$164,000312
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$17,276,261,00037
Managed Assets ($)$1,548,139,00095
Personal trust and agency accounts, managed assets$1,337,221,00042
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0294
Employee benefit-defined benefit accounts, managed assets$0213
Other employee benefit and retirement-related accounts, managed assets$16,861,000281
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$155,160,000196
Foundation and endowment trust and agency accounts, managed assets$38,897,000130
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$14,492,000266
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$15,728,122,00025
Personal trust and agency accounts, non-managed assets$1,504,833,00019
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0286
Employee benefit-defined benefit accounts, non-managed Assets$0149
Other retirement accounts, non-managed assets$173,000303
Corporate trust and agency accounts, non-managed assets$3,497,008,00018
Investment management and advisory agency accounts, non-managed assets$0198
Foundation and endowment trust and agency accounts, non-managed assets$97,936,00021
Other fiduciary accounts, non-managed assets$10,628,172,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$19,488,642,00036
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$0322
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$18,578,358,00036
Managed Assets ($)$1,275,766,000102
Personal trust and agency accounts, managed assets$1,082,072,00047
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0547
Employee benefit-defined benefit accounts, managed assets$0330
Other employee benefit and retirement-related accounts, managed assets$15,583,000332
Corporate trust and agency accounts, managed assets$0222
Investment management and investment advisory agency accounts, managed assets$144,079,000202
Foundation and endowment trust and agency accounts, managed assets$34,032,000135
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$12,080,000343
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$17,302,592,00024
Personal trust and agency accounts, non-managed assets$1,626,555,00018
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0559
Employee benefit-defined benefit accounts, non-managed Assets$0200
Other retirement accounts, non-managed assets$152,000722
Corporate trust and agency accounts, non-managed assets$5,801,381,00014
Investment management and advisory agency accounts, non-managed assets$0408
Foundation and endowment trust and agency accounts, non-managed assets$97,999,00020
Other fiduciary accounts, non-managed assets$9,776,505,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$7,900,396,00044
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$0786
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$13,972,690,00040
Managed Assets ($)$1,247,259,000104
Personal trust and agency accounts, managed assets$1,064,820,00048
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0292
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$14,172,000281
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$135,442,000203
Foundation and endowment trust and agency accounts, managed assets$32,825,000130
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$10,095,000271
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$12,725,431,00027
Personal trust and agency accounts, non-managed assets$1,681,884,00017
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0296
Employee benefit-defined benefit accounts, non-managed Assets$0153
Other retirement accounts, non-managed assets$314,000302
Corporate trust and agency accounts, non-managed assets$3,139,059,00020
Investment management and advisory agency accounts, non-managed assets$0186
Foundation and endowment trust and agency accounts, non-managed assets$98,011,00019
Other fiduciary accounts, non-managed assets$7,806,163,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$8,562,438,00043
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$0320
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$16,002,553,00040
Managed Assets ($)$1,371,502,000103
Personal trust and agency accounts, managed assets$1,166,321,00051
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0297
Employee benefit-defined benefit accounts, managed assets$0223
Other employee benefit and retirement-related accounts, managed assets$13,565,000291
Corporate trust and agency accounts, managed assets$093
Investment management and investment advisory agency accounts, managed assets$155,264,000195
Foundation and endowment trust and agency accounts, managed assets$36,352,000127
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$10,986,000271
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$14,631,051,00027
Personal trust and agency accounts, non-managed assets$1,893,483,00017
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0295
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$393,000302
Corporate trust and agency accounts, non-managed assets$3,164,076,00020
Investment management and advisory agency accounts, non-managed assets$0182
Foundation and endowment trust and agency accounts, non-managed assets$98,060,00020
Other fiduciary accounts, non-managed assets$9,475,039,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$8,148,161,00044
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$0322
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$15,341,774,00041
Managed Assets ($)$1,313,177,000102
Personal trust and agency accounts, managed assets$1,111,589,00051
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0305
Employee benefit-defined benefit accounts, managed assets$0230
Other employee benefit and retirement-related accounts, managed assets$13,767,000290
Corporate trust and agency accounts, managed assets$094
Investment management and investment advisory agency accounts, managed assets$152,192,000196
Foundation and endowment trust and agency accounts, managed assets$35,629,000125
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$9,704,000275
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$14,028,597,00027
Personal trust and agency accounts, non-managed assets$1,691,304,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0294
Employee benefit-defined benefit accounts, non-managed Assets$0155
Other retirement accounts, non-managed assets$397,000305
Corporate trust and agency accounts, non-managed assets$3,147,977,00020
Investment management and advisory agency accounts, non-managed assets$0179
Foundation and endowment trust and agency accounts, non-managed assets$98,054,00021
Other fiduciary accounts, non-managed assets$9,090,865,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$9,569,273,00041
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$0324
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$15,931,664,00042
Managed Assets ($)$1,283,567,000103
Personal trust and agency accounts, managed assets$1,087,375,00050
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0583
Employee benefit-defined benefit accounts, managed assets$0356
Other employee benefit and retirement-related accounts, managed assets$14,570,000355
Corporate trust and agency accounts, managed assets$0242
Investment management and investment advisory agency accounts, managed assets$146,845,000199
Foundation and endowment trust and agency accounts, managed assets$34,777,000127
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$11,520,000344
Investments of managed fiduciary accts in advised or sponsored mutual funds$081
Non-managed Assets ($)$14,648,097,00027
Personal trust and agency accounts, non-managed assets$1,716,535,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0577
Employee benefit-defined benefit accounts, non-managed Assets$0217
Other retirement accounts, non-managed assets$0797
Corporate trust and agency accounts, non-managed assets$3,242,934,00020
Investment management and advisory agency accounts, non-managed assets$0404
Foundation and endowment trust and agency accounts, non-managed assets$87,118,00023
Other fiduciary accounts, non-managed assets$9,601,510,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$8,189,198,00041
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$0793
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$16,923,210,00039
Managed Assets ($)$1,011,021,000115
Personal trust and agency accounts, managed assets$825,741,00062
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0296
Employee benefit-defined benefit accounts, managed assets$0231
Other employee benefit and retirement-related accounts, managed assets$14,041,000275
Corporate trust and agency accounts, managed assets$092
Investment management and investment advisory agency accounts, managed assets$138,091,000196
Foundation and endowment trust and agency accounts, managed assets$33,148,000120
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$11,100,000255
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$15,912,189,00026
Personal trust and agency accounts, non-managed assets$1,914,918,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0296
Employee benefit-defined benefit accounts, non-managed Assets$0151
Other retirement accounts, non-managed assets$0311
Corporate trust and agency accounts, non-managed assets$3,034,309,00023
Investment management and advisory agency accounts, non-managed assets$0165
Foundation and endowment trust and agency accounts, non-managed assets$87,127,00022
Other fiduciary accounts, non-managed assets$10,875,835,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$10,646,032,00039
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$0306
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$16,441,998,00039
Managed Assets ($)$948,137,000114
Personal trust and agency accounts, managed assets$771,036,00061
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0299
Employee benefit-defined benefit accounts, managed assets$0229
Other employee benefit and retirement-related accounts, managed assets$13,078,000274
Corporate trust and agency accounts, managed assets$093
Investment management and investment advisory agency accounts, managed assets$133,246,000196
Foundation and endowment trust and agency accounts, managed assets$30,777,000122
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$10,107,000250
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$15,493,861,00026
Personal trust and agency accounts, non-managed assets$1,827,541,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0296
Employee benefit-defined benefit accounts, non-managed Assets$0155
Other retirement accounts, non-managed assets$0312
Corporate trust and agency accounts, non-managed assets$3,066,955,00021
Investment management and advisory agency accounts, non-managed assets$0167
Foundation and endowment trust and agency accounts, non-managed assets$87,078,00022
Other fiduciary accounts, non-managed assets$10,512,287,0008
Memoranda
Custody and safekeeping accounts, non-managed assets$10,614,486,00040
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$0303
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$16,906,423,00038
Managed Assets ($)$996,392,000114
Personal trust and agency accounts, managed assets$807,485,00061
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0303
Employee benefit-defined benefit accounts, managed assets$0230
Other employee benefit and retirement-related accounts, managed assets$14,141,000275
Corporate trust and agency accounts, managed assets$090
Investment management and investment advisory agency accounts, managed assets$141,763,000197
Foundation and endowment trust and agency accounts, managed assets$33,003,000121
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$11,002,000251
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$15,910,031,00026
Personal trust and agency accounts, non-managed assets$1,871,131,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0299
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$0313
Corporate trust and agency accounts, non-managed assets$3,121,271,00020
Investment management and advisory agency accounts, non-managed assets$0163
Foundation and endowment trust and agency accounts, non-managed assets$87,106,00026
Other fiduciary accounts, non-managed assets$10,830,523,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$9,693,677,00041
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$0303
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$16,829,732,00039
Managed Assets ($)$964,093,000117
Personal trust and agency accounts, managed assets$782,583,00061
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0604
Employee benefit-defined benefit accounts, managed assets$0372
Other employee benefit and retirement-related accounts, managed assets$12,865,000349
Corporate trust and agency accounts, managed assets$0245
Investment management and investment advisory agency accounts, managed assets$138,595,000205
Foundation and endowment trust and agency accounts, managed assets$30,050,000130
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$9,781,000336
Investments of managed fiduciary accts in advised or sponsored mutual funds$083
Non-managed Assets ($)$15,865,639,00027
Personal trust and agency accounts, non-managed assets$1,849,267,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0594
Employee benefit-defined benefit accounts, non-managed Assets$0224
Other retirement accounts, non-managed assets$0806
Corporate trust and agency accounts, non-managed assets$3,165,220,00022
Investment management and advisory agency accounts, non-managed assets$0351
Foundation and endowment trust and agency accounts, non-managed assets$87,059,00025
Other fiduciary accounts, non-managed assets$10,764,093,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$8,781,477,00041
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$0794
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$16,780,426,00043
Managed Assets ($)$892,310,000120
Personal trust and agency accounts, managed assets$717,777,00068
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0294
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$12,451,000260
Corporate trust and agency accounts, managed assets$096
Investment management and investment advisory agency accounts, managed assets$135,227,000206
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$26,855,00044
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$15,888,116,00029
Personal trust and agency accounts, non-managed assets$1,783,284,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0288
Employee benefit-defined benefit accounts, non-managed Assets$0155
Other retirement accounts, non-managed assets$0306
Corporate trust and agency accounts, non-managed assets$3,273,387,00022
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$10,831,445,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$9,336,816,00042
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$15,781,300,00041
Managed Assets ($)$844,673,000119
Personal trust and agency accounts, managed assets$682,263,00072
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0304
Employee benefit-defined benefit accounts, managed assets$0225
Other employee benefit and retirement-related accounts, managed assets$12,698,000260
Corporate trust and agency accounts, managed assets$099
Investment management and investment advisory agency accounts, managed assets$125,032,000212
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$24,680,00045
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$14,936,627,00027
Personal trust and agency accounts, non-managed assets$1,686,486,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0295
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$0311
Corporate trust and agency accounts, non-managed assets$3,195,713,00022
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$10,054,428,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$8,272,037,00047
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$14,582,847,00040
Managed Assets ($)$779,143,000126
Personal trust and agency accounts, managed assets$626,661,00075
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0306
Employee benefit-defined benefit accounts, managed assets$0226
Other employee benefit and retirement-related accounts, managed assets$11,896,000260
Corporate trust and agency accounts, managed assets$098
Investment management and investment advisory agency accounts, managed assets$117,922,000216
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$22,664,00046
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$13,803,704,00028
Personal trust and agency accounts, non-managed assets$1,614,189,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0296
Employee benefit-defined benefit accounts, non-managed Assets$0153
Other retirement accounts, non-managed assets$0312
Corporate trust and agency accounts, non-managed assets$3,635,700,00022
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$8,553,815,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$8,415,145,00045
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$15,123,631,00041
Managed Assets ($)$787,566,000128
Personal trust and agency accounts, managed assets$624,702,00075
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0632
Employee benefit-defined benefit accounts, managed assets$0370
Other employee benefit and retirement-related accounts, managed assets$13,632,000313
Corporate trust and agency accounts, managed assets$0260
Investment management and investment advisory agency accounts, managed assets$125,181,000219
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$24,051,00051
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$14,336,065,00029
Personal trust and agency accounts, non-managed assets$1,619,011,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0603
Employee benefit-defined benefit accounts, non-managed Assets$0233
Other retirement accounts, non-managed assets$0811
Corporate trust and agency accounts, non-managed assets$3,276,103,00025
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$9,440,951,0008
Memoranda
Custody and safekeeping accounts, non-managed assets$8,488,039,00047
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$18,573,568,00041
Managed Assets ($)$852,809,000133
Personal trust and agency accounts, managed assets$665,068,00077
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0321
Employee benefit-defined benefit accounts, managed assets$0234
Other employee benefit and retirement-related accounts, managed assets$15,131,000269
Corporate trust and agency accounts, managed assets$0104
Investment management and investment advisory agency accounts, managed assets$145,213,000209
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$27,397,00046
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$17,720,759,00026
Personal trust and agency accounts, non-managed assets$1,871,116,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0313
Employee benefit-defined benefit accounts, non-managed Assets$0162
Other retirement accounts, non-managed assets$0330
Corporate trust and agency accounts, non-managed assets$4,678,389,00022
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$11,171,254,0008
Memoranda
Custody and safekeeping accounts, non-managed assets$11,650,359,00044
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$19,810,443,00043
Managed Assets ($)$950,870,000129
Personal trust and agency accounts, managed assets$749,968,00073
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0324
Employee benefit-defined benefit accounts, managed assets$0240
Other employee benefit and retirement-related accounts, managed assets$17,005,000264
Corporate trust and agency accounts, managed assets$0104
Investment management and investment advisory agency accounts, managed assets$154,165,000205
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$29,732,00046
Memoranda
Fiduciary accounts held in foreign offices, managed assets$011
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$18,859,573,00029
Personal trust and agency accounts, non-managed assets$1,999,879,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0320
Employee benefit-defined benefit accounts, non-managed Assets$0167
Other retirement accounts, non-managed assets$0336
Corporate trust and agency accounts, non-managed assets$4,818,175,00023
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$12,041,519,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$11,867,707,00048
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$20,372,156,00040
Managed Assets ($)$966,798,000134
Personal trust and agency accounts, managed assets$779,888,00074
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0327
Employee benefit-defined benefit accounts, managed assets$0239
Other employee benefit and retirement-related accounts, managed assets$16,801,000265
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$139,329,000226
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$30,780,00049
Memoranda
Fiduciary accounts held in foreign offices, managed assets$012
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$19,405,358,00027
Personal trust and agency accounts, non-managed assets$2,063,293,00017
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0327
Employee benefit-defined benefit accounts, non-managed Assets$0173
Other retirement accounts, non-managed assets$0341
Corporate trust and agency accounts, non-managed assets$4,630,947,00024
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$12,711,118,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$12,787,311,00047
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$2,857,289,000100
Managed Assets ($)$275,540,000283
Personal trust and agency accounts, managed assets$275,540,000156
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0666
Employee benefit-defined benefit accounts, managed assets$0395
Other employee benefit and retirement-related accounts, managed assets$0790
Corporate trust and agency accounts, managed assets$0269
Investment management and investment advisory agency accounts, managed assets$0880
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0297
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,581,749,00065
Personal trust and agency accounts, non-managed assets$729,515,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0633
Employee benefit-defined benefit accounts, non-managed Assets$0243
Other retirement accounts, non-managed assets$0860
Corporate trust and agency accounts, non-managed assets$1,852,234,00029
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$4,224,210,00070
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$2,291,999,000114
Managed Assets ($)$227,098,000318
Personal trust and agency accounts, managed assets$227,098,000182
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0317
Employee benefit-defined benefit accounts, managed assets$0234
Other employee benefit and retirement-related accounts, managed assets$0368
Corporate trust and agency accounts, managed assets$0105
Investment management and investment advisory agency accounts, managed assets$0380
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,064,901,00071
Personal trust and agency accounts, non-managed assets$764,009,00035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0322
Employee benefit-defined benefit accounts, non-managed Assets$0169
Other retirement accounts, non-managed assets$0332
Corporate trust and agency accounts, non-managed assets$1,300,892,00032
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$3,703,481,00073
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$2,875,825,000102
Managed Assets ($)$220,674,000326
Personal trust and agency accounts, managed assets$220,674,000186
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0323
Employee benefit-defined benefit accounts, managed assets$0242
Other employee benefit and retirement-related accounts, managed assets$0372
Corporate trust and agency accounts, managed assets$0105
Investment management and investment advisory agency accounts, managed assets$0384
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,655,151,00065
Personal trust and agency accounts, non-managed assets$753,799,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0332
Employee benefit-defined benefit accounts, non-managed Assets$0172
Other retirement accounts, non-managed assets$0340
Corporate trust and agency accounts, non-managed assets$1,901,352,00030
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$3,758,622,00071
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$2,852,700,000100
Managed Assets ($)$216,709,000330
Personal trust and agency accounts, managed assets$216,709,000182
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0324
Employee benefit-defined benefit accounts, managed assets$0244
Other employee benefit and retirement-related accounts, managed assets$0374
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$0386
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,635,991,00065
Personal trust and agency accounts, non-managed assets$734,801,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0332
Employee benefit-defined benefit accounts, non-managed Assets$0173
Other retirement accounts, non-managed assets$0340
Corporate trust and agency accounts, non-managed assets$1,901,190,00031
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$2,538,003,00076
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$2,826,511,000100
Managed Assets ($)$216,557,000338
Personal trust and agency accounts, managed assets$216,557,000185
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0706
Employee benefit-defined benefit accounts, managed assets$0424
Other employee benefit and retirement-related accounts, managed assets$0788
Corporate trust and agency accounts, managed assets$0276
Investment management and investment advisory agency accounts, managed assets$0891
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0286
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,609,954,00064
Personal trust and agency accounts, non-managed assets$709,220,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0653
Employee benefit-defined benefit accounts, non-managed Assets$0258
Other retirement accounts, non-managed assets$0853
Corporate trust and agency accounts, non-managed assets$1,900,734,00031
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$2,508,082,00076
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$2,726,233,000104
Managed Assets ($)$206,031,000318
Personal trust and agency accounts, managed assets$206,031,000190
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0320
Employee benefit-defined benefit accounts, managed assets$0242
Other employee benefit and retirement-related accounts, managed assets$0356
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$0365
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assets$012
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,520,202,00067
Personal trust and agency accounts, non-managed assets$619,031,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0322
Employee benefit-defined benefit accounts, non-managed Assets$0175
Other retirement accounts, non-managed assets$0326
Corporate trust and agency accounts, non-managed assets$1,901,171,00032
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$3,251,896,00073
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$2,809,524,000107
Managed Assets ($)$198,565,000323
Personal trust and agency accounts, managed assets$198,565,000197
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0328
Employee benefit-defined benefit accounts, managed assets$0248
Other employee benefit and retirement-related accounts, managed assets$0358
Corporate trust and agency accounts, managed assets$0106
Investment management and investment advisory agency accounts, managed assets$0369
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,610,959,00069
Personal trust and agency accounts, non-managed assets$601,395,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0325
Employee benefit-defined benefit accounts, non-managed Assets$0184
Other retirement accounts, non-managed assets$0330
Corporate trust and agency accounts, non-managed assets$2,009,564,00031
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$3,159,420,00071
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$2,816,588,000107
Managed Assets ($)$185,831,000330
Personal trust and agency accounts, managed assets$185,831,000208
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0337
Employee benefit-defined benefit accounts, managed assets$0249
Other employee benefit and retirement-related accounts, managed assets$0369
Corporate trust and agency accounts, managed assets$0107
Investment management and investment advisory agency accounts, managed assets$0379
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0137
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,630,757,00069
Personal trust and agency accounts, non-managed assets$620,974,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0329
Employee benefit-defined benefit accounts, non-managed Assets$0184
Other retirement accounts, non-managed assets$0333
Corporate trust and agency accounts, non-managed assets$2,009,783,00032
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$3,830,574,00069
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$2,768,638,000106
Managed Assets ($)$174,322,000368
Personal trust and agency accounts, managed assets$174,322,000217
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0755
Employee benefit-defined benefit accounts, managed assets$0446
Other employee benefit and retirement-related accounts, managed assets$0819
Corporate trust and agency accounts, managed assets$0299
Investment management and investment advisory agency accounts, managed assets$0918
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0314
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,594,316,00071
Personal trust and agency accounts, non-managed assets$582,487,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0688
Employee benefit-defined benefit accounts, non-managed Assets$0281
Other retirement accounts, non-managed assets$0867
Corporate trust and agency accounts, non-managed assets$2,011,829,00032
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$3,830,574,00068
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$2,649,622,000110
Managed Assets ($)$129,133,000339
Personal trust and agency accounts, managed assets$129,133,000240
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0329
Employee benefit-defined benefit accounts, managed assets$0246
Other employee benefit and retirement-related accounts, managed assets$0357
Corporate trust and agency accounts, managed assets$0110
Investment management and investment advisory agency accounts, managed assets$0370
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0134
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,520,489,00072
Personal trust and agency accounts, non-managed assets$616,381,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0332
Employee benefit-defined benefit accounts, non-managed Assets$0188
Other retirement accounts, non-managed assets$0324
Corporate trust and agency accounts, non-managed assets$1,904,108,00031
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$2,912,885,00073
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$2,479,989,000110
Managed Assets ($)$119,460,000353
Personal trust and agency accounts, managed assets$119,460,000245
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0344
Employee benefit-defined benefit accounts, managed assets$0251
Other employee benefit and retirement-related accounts, managed assets$0373
Corporate trust and agency accounts, managed assets$0114
Investment management and investment advisory agency accounts, managed assets$0384
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0139
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,360,529,00070
Personal trust and agency accounts, non-managed assets$457,149,00047
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0346
Employee benefit-defined benefit accounts, non-managed Assets$0181
Other retirement accounts, non-managed assets$0334
Corporate trust and agency accounts, non-managed assets$1,903,380,00029
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$3,079,235,00071
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$2,250,646,000117
Managed Assets ($)$102,792,000364
Personal trust and agency accounts, managed assets$102,792,000267
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0343
Employee benefit-defined benefit accounts, managed assets$0253
Other employee benefit and retirement-related accounts, managed assets$0372
Corporate trust and agency accounts, managed assets$0116
Investment management and investment advisory agency accounts, managed assets$0383
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0142
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,147,854,00078
Personal trust and agency accounts, non-managed assets$445,309,00049
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0342
Employee benefit-defined benefit accounts, non-managed Assets$0184
Other retirement accounts, non-managed assets$0336
Corporate trust and agency accounts, non-managed assets$1,702,545,00032
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$2,719,014,00079
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$549,840,000243
Managed Assets ($)$100,049,000483
Personal trust and agency accounts, managed assets$100,049,000291
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0765
Employee benefit-defined benefit accounts, managed assets$0442
Other employee benefit and retirement-related accounts, managed assets$0797
Corporate trust and agency accounts, managed assets$0309
Investment management and investment advisory agency accounts, managed assets$0911
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0332
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$449,791,000148
Personal trust and agency accounts, non-managed assets$449,791,00049
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0699
Employee benefit-defined benefit accounts, non-managed Assets$0291
Other retirement accounts, non-managed assets$0862
Corporate trust and agency accounts, non-managed assets$0395
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$2,734,825,00083
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$522,386,000241
Managed Assets ($)$93,874,000354
Personal trust and agency accounts, managed assets$93,874,000271
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0338
Employee benefit-defined benefit accounts, managed assets$0243
Other employee benefit and retirement-related accounts, managed assets$0356
Corporate trust and agency accounts, managed assets$0107
Investment management and investment advisory agency accounts, managed assets$0367
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$428,512,000149
Personal trust and agency accounts, non-managed assets$428,512,00048
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0334
Employee benefit-defined benefit accounts, non-managed Assets$0189
Other retirement accounts, non-managed assets$0327
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$2,265,614,00089
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$527,808,000243
Managed Assets ($)$96,128,000356
Personal trust and agency accounts, managed assets$96,128,000275
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0338
Employee benefit-defined benefit accounts, managed assets$0247
Other employee benefit and retirement-related accounts, managed assets$0357
Corporate trust and agency accounts, managed assets$0113
Investment management and investment advisory agency accounts, managed assets$0372
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0126
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$431,680,000149
Personal trust and agency accounts, non-managed assets$431,680,00050
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0343
Employee benefit-defined benefit accounts, non-managed Assets$0195
Other retirement accounts, non-managed assets$0338
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$1,928,293,00093
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$535,803,000244
Managed Assets ($)$132,771,000350
Personal trust and agency accounts, managed assets$132,771,000244
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0344
Employee benefit-defined benefit accounts, managed assets$0247
Other employee benefit and retirement-related accounts, managed assets$0363
Corporate trust and agency accounts, managed assets$0109
Investment management and investment advisory agency accounts, managed assets$0380
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0128
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$403,032,000147
Personal trust and agency accounts, non-managed assets$403,032,00052
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0347
Employee benefit-defined benefit accounts, non-managed Assets$0195
Other retirement accounts, non-managed assets$0340
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$2,199,192,00092
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$540,756,000250
Managed Assets ($)$135,468,000404
Personal trust and agency accounts, managed assets$135,468,000243
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0794
Employee benefit-defined benefit accounts, managed assets$0448
Other employee benefit and retirement-related accounts, managed assets$0809
Corporate trust and agency accounts, managed assets$0336
Investment management and investment advisory agency accounts, managed assets$0932
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0327
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$405,288,000154
Personal trust and agency accounts, non-managed assets$405,288,00050
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0727
Employee benefit-defined benefit accounts, non-managed Assets$0300
Other retirement accounts, non-managed assets$0879
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$2,045,733,00092
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$329,326,000316
Managed Assets ($)$130,555,000346
Personal trust and agency accounts, managed assets$130,555,000244
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0347
Employee benefit-defined benefit accounts, managed assets$0256
Other employee benefit and retirement-related accounts, managed assets$0364
Corporate trust and agency accounts, managed assets$0121
Investment management and investment advisory agency accounts, managed assets$0379
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0143
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$198,771,000203
Personal trust and agency accounts, non-managed assets$198,771,00074
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0350
Employee benefit-defined benefit accounts, non-managed Assets$0213
Other retirement accounts, non-managed assets$0350
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$1,677,675,00099
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$320,391,000323
Managed Assets ($)$129,392,000350
Personal trust and agency accounts, managed assets$129,392,000247
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0353
Employee benefit-defined benefit accounts, managed assets$0257
Other employee benefit and retirement-related accounts, managed assets$0369
Corporate trust and agency accounts, managed assets$0128
Investment management and investment advisory agency accounts, managed assets$0387
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0151
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$190,999,000203
Personal trust and agency accounts, non-managed assets$190,999,00076
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0354
Employee benefit-defined benefit accounts, non-managed Assets$0214
Other retirement accounts, non-managed assets$0349
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$1,636,962,000100
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$279,358,000343
Managed Assets ($)$122,217,000361
Personal trust and agency accounts, managed assets$122,217,000261
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0360
Employee benefit-defined benefit accounts, managed assets$0261
Other employee benefit and retirement-related accounts, managed assets$0376
Corporate trust and agency accounts, managed assets$0135
Investment management and investment advisory agency accounts, managed assets$0391
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0156
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$157,141,000223
Personal trust and agency accounts, non-managed assets$157,141,00085
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0359
Employee benefit-defined benefit accounts, non-managed Assets$0214
Other retirement accounts, non-managed assets$0354
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$1,464,711,000105
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$289,546,000340
Managed Assets ($)$123,789,000424
Personal trust and agency accounts, managed assets$123,789,000269
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0832
Employee benefit-defined benefit accounts, managed assets$0476
Other employee benefit and retirement-related accounts, managed assets$0820
Corporate trust and agency accounts, managed assets$0371
Investment management and investment advisory agency accounts, managed assets$0941
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0349
Memoranda
Fiduciary accounts held in foreign offices, managed assets$017
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$165,757,000219
Personal trust and agency accounts, non-managed assets$165,757,00083
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0762
Employee benefit-defined benefit accounts, non-managed Assets$0308
Other retirement accounts, non-managed assets$0883
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$1,493,413,000107
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$288,177,000332
Managed Assets ($)$119,442,000419
Personal trust and agency accounts, managed assets$119,442,000272
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0814
Employee benefit-defined benefit accounts, managed assets$0446
Other employee benefit and retirement-related accounts, managed assets$0769
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 assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$168,735,000201
Personal trust and agency accounts, non-managed assets$168,735,00076
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0725
Employee benefit-defined benefit accounts, non-managed Assets$0282
Other retirement accounts, non-managed assets$0833
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$1,728,215,00090
Fiduciary accounts held in foreign offices, non-managed Assets$016
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