Home > CIBC Bank USA > Total Fiduciary and Related Assets

CIBC Bank USA, Total Fiduciary and Related Assets

2024-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,099
Fiduciary or related activity$01,035
Total fiduciary and related assets$01,015
Managed Assets ($)$0970
Personal trust and agency accounts, managed assets$0944
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0394
Employee benefit-defined benefit accounts, managed assets$0264
Other employee benefit and retirement-related accounts, managed assets$0626
Corporate trust and agency accounts, managed assets$0178
Investment management and investment advisory agency accounts, managed assets$0645
Foundation and endowment trust and agency accounts, managed assets$0503
Other fiduciary accounts, managed assets$0237
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0593
Investments of managed fiduciary accts in advised or sponsored mutual funds$047
Non-managed Assets ($)$0802
Personal trust and agency accounts, non-managed assets$0624
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0370
Employee benefit-defined benefit accounts, non-managed Assets$0123
Other retirement accounts, non-managed assets$0608
Corporate trust and agency accounts, non-managed assets$0219
Investment management and advisory agency accounts, non-managed assets$0335
Foundation and endowment trust and agency accounts, non-managed assets$0200
Other fiduciary accounts, non-managed assets$0161
Memoranda
Custody and safekeeping accounts, non-managed assets$0655
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0604
2024-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,109
Fiduciary or related activity$01,051
Total fiduciary and related assets$0379
Managed Assets ($)$0371
Personal trust and agency accounts, managed assets$0358
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0277
Employee benefit-defined benefit accounts, managed assets$0215
Other employee benefit and retirement-related accounts, managed assets$0375
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$0382
Foundation and endowment trust and agency accounts, managed assets$0303
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0365
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0366
Personal trust and agency accounts, non-managed assets$0308
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0269
Employee benefit-defined benefit accounts, non-managed Assets$0121
Other retirement accounts, non-managed assets$0335
Corporate trust and agency accounts, non-managed assets$0111
Investment management and advisory agency accounts, non-managed assets$0203
Foundation and endowment trust and agency accounts, non-managed assets$0150
Other fiduciary accounts, non-managed assets$093
Memoranda
Custody and safekeeping accounts, non-managed assets$0384
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0314
2024-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,115
Fiduciary or related activity$01,054
Total fiduciary and related assets$0457
Managed Assets ($)$0450
Personal trust and agency accounts, managed assets$0438
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0324
Employee benefit-defined benefit accounts, managed assets$0230
Other employee benefit and retirement-related accounts, managed assets$0452
Corporate trust and agency accounts, managed assets$0113
Investment management and investment advisory agency accounts, managed assets$0458
Foundation and endowment trust and agency accounts, managed assets$0361
Other fiduciary accounts, managed assets$0154
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0435
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0436
Personal trust and agency accounts, non-managed assets$0363
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0303
Employee benefit-defined benefit accounts, non-managed Assets$0127
Other retirement accounts, non-managed assets$0388
Corporate trust and agency accounts, non-managed assets$0159
Investment management and advisory agency accounts, non-managed assets$0248
Foundation and endowment trust and agency accounts, non-managed assets$0169
Other fiduciary accounts, non-managed assets$0123
Memoranda
Custody and safekeeping accounts, non-managed assets$0454
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0376
2024-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,128
Fiduciary or related activity$01,058
Total fiduciary and related assets$0384
Managed Assets ($)$0376
Personal trust and agency accounts, managed assets$0363
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0286
Employee benefit-defined benefit accounts, managed assets$0217
Other employee benefit and retirement-related accounts, managed assets$0380
Corporate trust and agency accounts, managed assets$066
Investment management and investment advisory agency accounts, managed assets$0342
Foundation and endowment trust and agency accounts, managed assets$0307
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0367
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0371
Personal trust and agency accounts, non-managed assets$0321
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0257
Employee benefit-defined benefit accounts, non-managed Assets$0123
Other retirement accounts, non-managed assets$0334
Corporate trust and agency accounts, non-managed assets$0111
Investment management and advisory agency accounts, non-managed assets$0256
Foundation and endowment trust and agency accounts, non-managed assets$0195
Other fiduciary accounts, non-managed assets$092
Memoranda
Custody and safekeeping accounts, non-managed assets$0348
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0314
2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,128
Fiduciary or related activity$01,058
Total fiduciary and related assets$01,034
Managed Assets ($)$0982
Personal trust and agency accounts, managed assets$0954
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0407
Employee benefit-defined benefit accounts, managed assets$0271
Other employee benefit and retirement-related accounts, managed assets$0633
Corporate trust and agency accounts, managed assets$0182
Investment management and investment advisory agency accounts, managed assets$0612
Foundation and endowment trust and agency accounts, managed assets$0500
Other fiduciary accounts, managed assets$0236
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0594
Investments of managed fiduciary accts in advised or sponsored mutual funds$050
Non-managed Assets ($)$0820
Personal trust and agency accounts, non-managed assets$0630
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$0140
Other retirement accounts, non-managed assets$0603
Corporate trust and agency accounts, non-managed assets$0227
Investment management and advisory agency accounts, non-managed assets$0392
Foundation and endowment trust and agency accounts, non-managed assets$0245
Other fiduciary accounts, non-managed assets$0179
Memoranda
Custody and safekeeping accounts, non-managed assets$0620
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0597
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,127
Fiduciary or related activity$01,071
Total fiduciary and related assets$0376
Managed Assets ($)$0366
Personal trust and agency accounts, managed assets$0355
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0280
Employee benefit-defined benefit accounts, managed assets$0208
Other employee benefit and retirement-related accounts, managed assets$0371
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$0333
Foundation and endowment trust and agency accounts, managed assets$0298
Other fiduciary accounts, managed assets$0109
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0360
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0363
Personal trust and agency accounts, non-managed assets$0310
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0247
Employee benefit-defined benefit accounts, non-managed Assets$0118
Other retirement accounts, non-managed assets$0324
Corporate trust and agency accounts, non-managed assets$0110
Investment management and advisory agency accounts, non-managed assets$0251
Foundation and endowment trust and agency accounts, non-managed assets$0192
Other fiduciary accounts, non-managed assets$093
Memoranda
Custody and safekeeping accounts, non-managed assets$0340
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0303
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,118
Fiduciary or related activity$01,073
Total fiduciary and related assets$0448
Managed Assets ($)$0438
Personal trust and agency accounts, managed assets$0427
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0326
Employee benefit-defined benefit accounts, managed assets$0228
Other employee benefit and retirement-related accounts, managed assets$0437
Corporate trust and agency accounts, managed assets$0119
Investment management and investment advisory agency accounts, managed assets$0399
Foundation and endowment trust and agency accounts, managed assets$0348
Other fiduciary accounts, managed assets$0152
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0428
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0433
Personal trust and agency accounts, non-managed assets$0364
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0282
Employee benefit-defined benefit accounts, non-managed Assets$0119
Other retirement accounts, non-managed assets$0379
Corporate trust and agency accounts, non-managed assets$0159
Investment management and advisory agency accounts, non-managed assets$0288
Foundation and endowment trust and agency accounts, non-managed assets$0207
Other fiduciary accounts, non-managed assets$0128
Memoranda
Custody and safekeeping accounts, non-managed assets$0402
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0369
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,140
Fiduciary or related activity$01,085
Total fiduciary and related assets$0384
Managed Assets ($)$0375
Personal trust and agency accounts, managed assets$0365
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0244
Employee benefit-defined benefit accounts, managed assets$0170
Other employee benefit and retirement-related accounts, managed assets$0335
Corporate trust and agency accounts, managed assets$069
Investment management and investment advisory agency accounts, managed assets$0341
Foundation and endowment trust and agency accounts, managed assets$0305
Other fiduciary accounts, managed assets$0106
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0325
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0373
Personal trust and agency accounts, non-managed assets$0305
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0229
Employee benefit-defined benefit accounts, non-managed Assets$0121
Other retirement accounts, non-managed assets$0296
Corporate trust and agency accounts, non-managed assets$099
Investment management and advisory agency accounts, non-managed assets$0209
Foundation and endowment trust and agency accounts, non-managed assets$0145
Other fiduciary accounts, non-managed assets$086
Memoranda
Custody and safekeeping accounts, non-managed assets$0347
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0313
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,156
Fiduciary or related activity$01,094
Total fiduciary and related assets$01,076
Managed Assets ($)$01,021
Personal trust and agency accounts, managed assets$0993
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0385
Employee benefit-defined benefit accounts, managed assets$0236
Other employee benefit and retirement-related accounts, managed assets$0617
Corporate trust and agency accounts, managed assets$0150
Investment management and investment advisory agency accounts, managed assets$0644
Foundation and endowment trust and agency accounts, managed assets$0513
Other fiduciary accounts, managed assets$0208
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0573
Investments of managed fiduciary accts in advised or sponsored mutual funds$051
Non-managed Assets ($)$0864
Personal trust and agency accounts, non-managed assets$0641
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$0145
Other retirement accounts, non-managed assets$0587
Corporate trust and agency accounts, non-managed assets$0184
Investment management and advisory agency accounts, non-managed assets$0356
Foundation and endowment trust and agency accounts, non-managed assets$0205
Other fiduciary accounts, non-managed assets$0163
Memoranda
Custody and safekeeping accounts, non-managed assets$0643
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0641
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,157
Fiduciary or related activity$01,097
Total fiduciary and related assets$0399
Managed Assets ($)$0389
Personal trust and agency accounts, managed assets$0377
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0260
Employee benefit-defined benefit accounts, managed assets$0180
Other employee benefit and retirement-related accounts, managed assets$0351
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$0357
Foundation and endowment trust and agency accounts, managed assets$0319
Other fiduciary accounts, managed assets$0103
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0340
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0385
Personal trust and agency accounts, non-managed assets$0308
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0246
Employee benefit-defined benefit accounts, non-managed Assets$0126
Other retirement accounts, non-managed assets$0309
Corporate trust and agency accounts, non-managed assets$0106
Investment management and advisory agency accounts, non-managed assets$0210
Foundation and endowment trust and agency accounts, non-managed assets$0152
Other fiduciary accounts, non-managed assets$091
Memoranda
Custody and safekeeping accounts, non-managed assets$0362
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0326
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,125
Fiduciary or related activity$01,066
Total fiduciary and related assets$0430
Managed Assets ($)$0422
Personal trust and agency accounts, managed assets$0416
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0284
Employee benefit-defined benefit accounts, managed assets$0188
Other employee benefit and retirement-related accounts, managed assets$0396
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$0397
Foundation and endowment trust and agency accounts, managed assets$0337
Other fiduciary accounts, managed assets$0122
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0384
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0417
Personal trust and agency accounts, non-managed assets$0335
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$0121
Other retirement accounts, non-managed assets$0345
Corporate trust and agency accounts, non-managed assets$0113
Investment management and advisory agency accounts, non-managed assets$0229
Foundation and endowment trust and agency accounts, non-managed assets$0156
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$0397
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0371
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,130
Fiduciary or related activity$01,072
Total fiduciary and related assets$0358
Managed Assets ($)$0350
Personal trust and agency accounts, managed assets$0343
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0250
Employee benefit-defined benefit accounts, managed assets$0174
Other employee benefit and retirement-related accounts, managed assets$0329
Corporate trust and agency accounts, managed assets$068
Investment management and investment advisory agency accounts, managed assets$0329
Foundation and endowment trust and agency accounts, managed assets$0291
Other fiduciary accounts, managed assets$0100
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0319
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0346
Personal trust and agency accounts, non-managed assets$0283
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$0118
Other retirement accounts, non-managed assets$0294
Corporate trust and agency accounts, non-managed assets$096
Investment management and advisory agency accounts, non-managed assets$0187
Foundation and endowment trust and agency accounts, non-managed assets$0136
Other fiduciary accounts, non-managed assets$087
Memoranda
Custody and safekeeping accounts, non-managed assets$0334
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0310
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,136
Fiduciary or related activity$01,082
Total fiduciary and related assets$01,062
Managed Assets ($)$01,004
Personal trust and agency accounts, managed assets$0984
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0387
Employee benefit-defined benefit accounts, managed assets$0237
Other employee benefit and retirement-related accounts, managed assets$0602
Corporate trust and agency accounts, managed assets$0151
Investment management and investment advisory agency accounts, managed assets$0624
Foundation and endowment trust and agency accounts, managed assets$0487
Other fiduciary accounts, managed assets$0216
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0552
Investments of managed fiduciary accts in advised or sponsored mutual funds$040
Non-managed Assets ($)$0841
Personal trust and agency accounts, non-managed assets$0617
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$0142
Other retirement accounts, non-managed assets$0593
Corporate trust and agency accounts, non-managed assets$0183
Investment management and advisory agency accounts, non-managed assets$0338
Foundation and endowment trust and agency accounts, non-managed assets$0184
Other fiduciary accounts, non-managed assets$0161
Memoranda
Custody and safekeeping accounts, non-managed assets$0635
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0638
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,156
Fiduciary or related activity$01,101
Total fiduciary and related assets$0343
Managed Assets ($)$0335
Personal trust and agency accounts, managed assets$0333
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0249
Employee benefit-defined benefit accounts, managed assets$0174
Other employee benefit and retirement-related accounts, managed assets$0315
Corporate trust and agency accounts, managed assets$068
Investment management and investment advisory agency accounts, managed assets$0312
Foundation and endowment trust and agency accounts, managed assets$0274
Other fiduciary accounts, managed assets$094
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0306
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0330
Personal trust and agency accounts, non-managed assets$0272
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$0116
Other retirement accounts, non-managed assets$0283
Corporate trust and agency accounts, non-managed assets$098
Investment management and advisory agency accounts, non-managed assets$0182
Foundation and endowment trust and agency accounts, non-managed assets$0131
Other fiduciary accounts, non-managed assets$086
Memoranda
Custody and safekeeping accounts, non-managed assets$0318
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0296
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,161
Fiduciary or related activity$01,108
Total fiduciary and related assets$0409
Managed Assets ($)$0401
Personal trust and agency accounts, managed assets$0399
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0291
Employee benefit-defined benefit accounts, managed assets$0191
Other employee benefit and retirement-related accounts, managed assets$0378
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$0375
Foundation and endowment trust and agency accounts, managed assets$0320
Other fiduciary accounts, managed assets$0110
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0367
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0395
Personal trust and agency accounts, non-managed assets$0318
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$0125
Other retirement accounts, non-managed assets$0332
Corporate trust and agency accounts, non-managed assets$0115
Investment management and advisory agency accounts, non-managed assets$0215
Foundation and endowment trust and agency accounts, non-managed assets$0145
Other fiduciary accounts, non-managed assets$094
Memoranda
Custody and safekeeping accounts, non-managed assets$0375
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0352
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,168
Fiduciary or related activity$01,114
Total fiduciary and related assets$0345
Managed Assets ($)$0337
Personal trust and agency accounts, managed assets$0334
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0256
Employee benefit-defined benefit accounts, managed assets$0176
Other employee benefit and retirement-related accounts, managed assets$0319
Corporate trust and agency accounts, managed assets$065
Investment management and investment advisory agency accounts, managed assets$0315
Foundation and endowment trust and agency accounts, managed assets$0277
Other fiduciary accounts, managed assets$095
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0309
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0332
Personal trust and agency accounts, non-managed assets$0272
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$0118
Other retirement accounts, non-managed assets$0288
Corporate trust and agency accounts, non-managed assets$0101
Investment management and advisory agency accounts, non-managed assets$0186
Foundation and endowment trust and agency accounts, non-managed assets$0126
Other fiduciary accounts, non-managed assets$081
Memoranda
Custody and safekeeping accounts, non-managed assets$0321
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
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$01,099
Managed Assets ($)$01,038
Personal trust and agency accounts, managed assets$01,012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0398
Employee benefit-defined benefit accounts, managed assets$0245
Other employee benefit and retirement-related accounts, managed assets$0614
Corporate trust and agency accounts, managed assets$0149
Investment management and investment advisory agency accounts, managed assets$0638
Foundation and endowment trust and agency accounts, managed assets$0489
Other fiduciary accounts, managed assets$0209
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0565
Investments of managed fiduciary accts in advised or sponsored mutual funds$044
Non-managed Assets ($)$0869
Personal trust and agency accounts, non-managed assets$0640
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$0148
Other retirement accounts, non-managed assets$0602
Corporate trust and agency accounts, non-managed assets$0198
Investment management and advisory agency accounts, non-managed assets$0352
Foundation and endowment trust and agency accounts, non-managed assets$0194
Other fiduciary accounts, non-managed assets$0156
Memoranda
Custody and safekeeping accounts, non-managed assets$0653
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
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$0346
Managed Assets ($)$0338
Personal trust and agency accounts, managed assets$0336
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0256
Employee benefit-defined benefit accounts, managed assets$0178
Other employee benefit and retirement-related accounts, managed assets$0320
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$0318
Foundation and endowment trust and agency accounts, managed assets$0277
Other fiduciary accounts, managed assets$099
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0311
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0335
Personal trust and agency accounts, non-managed assets$0275
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$0122
Other retirement accounts, non-managed assets$0292
Corporate trust and agency accounts, non-managed assets$0105
Investment management and advisory agency accounts, non-managed assets$0192
Foundation and endowment trust and agency accounts, non-managed assets$0134
Other fiduciary accounts, non-managed assets$080
Memoranda
Custody and safekeeping accounts, non-managed assets$0320
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
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$2,276,641,000133
Managed Assets ($)$0397
Personal trust and agency accounts, managed assets$0393
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0291
Employee benefit-defined benefit accounts, managed assets$0197
Other employee benefit and retirement-related accounts, managed assets$0374
Corporate trust and agency accounts, managed assets$077
Investment management and investment advisory agency accounts, managed assets$0373
Foundation and endowment trust and agency accounts, managed assets$0314
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0360
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,276,641,00066
Personal trust and agency accounts, non-managed assets$0316
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,192,831,00028
Employee benefit-defined benefit accounts, non-managed Assets$83,810,00067
Other retirement accounts, non-managed assets$0334
Corporate trust and agency accounts, non-managed assets$0118
Investment management and advisory agency accounts, non-managed assets$0226
Foundation and endowment trust and agency accounts, non-managed assets$0147
Other fiduciary accounts, non-managed assets$093
Memoranda
Custody and safekeeping accounts, non-managed assets$0372
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
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$2,004,621,000135
Managed Assets ($)$0342
Personal trust and agency accounts, managed assets$0338
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0257
Employee benefit-defined benefit accounts, managed assets$0179
Other employee benefit and retirement-related accounts, managed assets$0323
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$0320
Foundation and endowment trust and agency accounts, managed assets$0280
Other fiduciary accounts, managed assets$0108
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0310
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,004,621,00069
Personal trust and agency accounts, non-managed assets$0278
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,930,847,00028
Employee benefit-defined benefit accounts, non-managed Assets$73,774,00065
Other retirement accounts, non-managed assets$0296
Corporate trust and agency accounts, non-managed assets$0103
Investment management and advisory agency accounts, non-managed assets$0191
Foundation and endowment trust and agency accounts, non-managed assets$0139
Other fiduciary accounts, non-managed assets$088
Memoranda
Custody and safekeeping accounts, non-managed assets$0326
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
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$5,332,303,00079
Managed Assets ($)$2,828,271,00090
Personal trust and agency accounts, managed assets$495,724,000131
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$10,610,000223
Employee benefit-defined benefit accounts, managed assets$28,238,000117
Other employee benefit and retirement-related accounts, managed assets$264,561,00089
Corporate trust and agency accounts, managed assets$0152
Investment management and investment advisory agency accounts, managed assets$1,888,889,00058
Foundation and endowment trust and agency accounts, managed assets$100,749,000111
Other fiduciary accounts, managed assets$39,500,00031
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$264,561,00081
Investments of managed fiduciary accts in advised or sponsored mutual funds$049
Non-managed Assets ($)$2,504,032,00064
Personal trust and agency accounts, non-managed assets$15,564,000215
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,269,535,00028
Employee benefit-defined benefit accounts, non-managed Assets$85,944,00065
Other retirement accounts, non-managed assets$703,000524
Corporate trust and agency accounts, non-managed assets$0210
Investment management and advisory agency accounts, non-managed assets$0361
Foundation and endowment trust and agency accounts, non-managed assets$0201
Other fiduciary accounts, non-managed assets$132,286,00034
Memoranda
Custody and safekeeping accounts, non-managed assets$5,027,547,00063
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$149,124,00044
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,211,351,00082
Managed Assets ($)$2,896,805,00088
Personal trust and agency accounts, managed assets$473,306,000130
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$9,986,000180
Employee benefit-defined benefit accounts, managed assets$28,238,000113
Other employee benefit and retirement-related accounts, managed assets$247,045,00089
Corporate trust and agency accounts, managed assets$078
Investment management and investment advisory agency accounts, managed assets$2,007,308,00057
Foundation and endowment trust and agency accounts, managed assets$94,318,000111
Other fiduciary accounts, managed assets$36,604,00029
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$247,045,00084
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,314,546,00067
Personal trust and agency accounts, non-managed assets$30,402,000143
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,071,319,00030
Employee benefit-defined benefit accounts, non-managed Assets$84,961,00065
Other retirement accounts, non-managed assets$671,000276
Corporate trust and agency accounts, non-managed assets$0104
Investment management and advisory agency accounts, non-managed assets$0188
Foundation and endowment trust and agency accounts, non-managed assets$0142
Other fiduciary accounts, non-managed assets$127,193,00034
Memoranda
Custody and safekeeping accounts, non-managed assets$4,699,365,00063
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$147,667,00042
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,024,430,00084
Managed Assets ($)$2,730,203,00091
Personal trust and agency accounts, managed assets$501,334,000124
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$9,908,000188
Employee benefit-defined benefit accounts, managed assets$28,238,000111
Other employee benefit and retirement-related accounts, managed assets$242,360,00089
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$1,818,457,00057
Foundation and endowment trust and agency accounts, managed assets$93,784,000110
Other fiduciary accounts, managed assets$36,122,00032
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$242,360,00083
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,294,227,00066
Personal trust and agency accounts, non-managed assets$0308
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,057,169,00028
Employee benefit-defined benefit accounts, non-managed Assets$83,299,00067
Other retirement accounts, non-managed assets$0324
Corporate trust and agency accounts, non-managed assets$0113
Investment management and advisory agency accounts, non-managed assets$0207
Foundation and endowment trust and agency accounts, non-managed assets$0144
Other fiduciary accounts, non-managed assets$153,759,00032
Memoranda
Custody and safekeeping accounts, non-managed assets$4,746,153,00063
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$148,720,00042
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,001,607,00082
Managed Assets ($)$2,686,420,00089
Personal trust and agency accounts, managed assets$489,145,000124
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$9,901,000187
Employee benefit-defined benefit accounts, managed assets$28,238,000112
Other employee benefit and retirement-related accounts, managed assets$234,315,00087
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$1,792,930,00057
Foundation and endowment trust and agency accounts, managed assets$90,414,000109
Other fiduciary accounts, managed assets$41,477,00033
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$234,315,00082
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,315,187,00065
Personal trust and agency accounts, non-managed assets$0306
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,993,510,00029
Employee benefit-defined benefit accounts, non-managed Assets$83,871,00068
Other retirement accounts, non-managed assets$0326
Corporate trust and agency accounts, non-managed assets$0114
Investment management and advisory agency accounts, non-managed assets$346,000190
Foundation and endowment trust and agency accounts, non-managed assets$0148
Other fiduciary accounts, non-managed assets$237,460,00025
Memoranda
Custody and safekeeping accounts, non-managed assets$4,698,913,00061
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$141,136,00041
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,702,139,00082
Managed Assets ($)$2,530,800,00087
Personal trust and agency accounts, managed assets$425,635,000131
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$9,261,000228
Employee benefit-defined benefit accounts, managed assets$28,264,000112
Other employee benefit and retirement-related accounts, managed assets$214,077,00087
Corporate trust and agency accounts, managed assets$0149
Investment management and investment advisory agency accounts, managed assets$1,730,965,00056
Foundation and endowment trust and agency accounts, managed assets$84,371,000110
Other fiduciary accounts, managed assets$38,227,00033
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$214,077,00081
Investments of managed fiduciary accts in advised or sponsored mutual funds$043
Non-managed Assets ($)$2,171,339,00063
Personal trust and agency accounts, non-managed assets$38,260,000148
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,831,053,00028
Employee benefit-defined benefit accounts, non-managed Assets$77,943,00068
Other retirement accounts, non-managed assets$0632
Corporate trust and agency accounts, non-managed assets$0213
Investment management and advisory agency accounts, non-managed assets$0357
Foundation and endowment trust and agency accounts, non-managed assets$0203
Other fiduciary accounts, non-managed assets$224,083,00026
Memoranda
Custody and safekeeping accounts, non-managed assets$4,809,340,00061
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$128,917,00042
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,186,686,00078
Managed Assets ($)$2,768,515,00085
Personal trust and agency accounts, managed assets$511,106,000120
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$9,826,000192
Employee benefit-defined benefit accounts, managed assets$28,701,000113
Other employee benefit and retirement-related accounts, managed assets$222,691,00086
Corporate trust and agency accounts, managed assets$079
Investment management and investment advisory agency accounts, managed assets$1,869,673,00053
Foundation and endowment trust and agency accounts, managed assets$87,840,000111
Other fiduciary accounts, managed assets$38,678,00033
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$222,691,00081
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,418,171,00063
Personal trust and agency accounts, non-managed assets$0311
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,070,345,00028
Employee benefit-defined benefit accounts, non-managed Assets$98,447,00070
Other retirement accounts, non-managed assets$0328
Corporate trust and agency accounts, non-managed assets$0120
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$0150
Other fiduciary accounts, non-managed assets$249,379,00025
Memoranda
Custody and safekeeping accounts, non-managed assets$5,018,480,00060
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$138,984,00041
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,052,179,00078
Managed Assets ($)$2,760,370,00084
Personal trust and agency accounts, managed assets$505,365,000119
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$10,144,000193
Employee benefit-defined benefit accounts, managed assets$28,701,000114
Other employee benefit and retirement-related accounts, managed assets$217,859,00084
Corporate trust and agency accounts, managed assets$078
Investment management and investment advisory agency accounts, managed assets$1,874,311,00054
Foundation and endowment trust and agency accounts, managed assets$86,160,000112
Other fiduciary accounts, managed assets$37,830,00033
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$217,859,00079
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,291,809,00065
Personal trust and agency accounts, non-managed assets$0314
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$986,757,00042
Employee benefit-defined benefit accounts, non-managed Assets$1,059,801,00032
Other retirement accounts, non-managed assets$0328
Corporate trust and agency accounts, non-managed assets$0116
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$0151
Other fiduciary accounts, non-managed assets$245,251,00025
Memoranda
Custody and safekeeping accounts, non-managed assets$4,890,817,00060
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$131,725,00042
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,008,463,00077
Managed Assets ($)$4,643,368,00053
Personal trust and agency accounts, managed assets$518,189,000115
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$7,295,000212
Employee benefit-defined benefit accounts, managed assets$392,772,00031
Other employee benefit and retirement-related accounts, managed assets$1,701,700,00020
Corporate trust and agency accounts, managed assets$081
Investment management and investment advisory agency accounts, managed assets$1,910,066,00055
Foundation and endowment trust and agency accounts, managed assets$89,272,000111
Other fiduciary accounts, managed assets$24,074,00038
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$218,873,00077
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$365,095,000145
Personal trust and agency accounts, non-managed assets$4,369,000232
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$0135
Other retirement accounts, non-managed assets$56,678,00077
Corporate trust and agency accounts, non-managed assets$0121
Investment management and advisory agency accounts, non-managed assets$1,147,000173
Foundation and endowment trust and agency accounts, non-managed assets$0149
Other fiduciary accounts, non-managed assets$302,901,00021
Memoranda
Custody and safekeeping accounts, non-managed assets$5,075,221,00060
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$153,319,00041
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,633,072,00073
Managed Assets ($)$5,255,188,00051
Personal trust and agency accounts, managed assets$524,687,000118
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$7,372,000260
Employee benefit-defined benefit accounts, managed assets$418,975,00030
Other employee benefit and retirement-related accounts, managed assets$2,267,000,00017
Corporate trust and agency accounts, managed assets$0168
Investment management and investment advisory agency accounts, managed assets$1,901,226,00054
Foundation and endowment trust and agency accounts, managed assets$97,109,000107
Other fiduciary accounts, managed assets$38,819,00035
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$216,676,00078
Investments of managed fiduciary accts in advised or sponsored mutual funds$046
Non-managed Assets ($)$377,884,000141
Personal trust and agency accounts, non-managed assets$1,528,000434
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$0163
Other retirement accounts, non-managed assets$56,563,00077
Corporate trust and agency accounts, non-managed assets$0224
Investment management and advisory agency accounts, non-managed assets$2,558,000215
Foundation and endowment trust and agency accounts, non-managed assets$0204
Other fiduciary accounts, non-managed assets$317,235,00021
Memoranda
Custody and safekeeping accounts, non-managed assets$4,650,627,00062
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$157,174,00043
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,567,982,00073
Managed Assets ($)$5,196,816,00051
Personal trust and agency accounts, managed assets$509,904,000121
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$15,495,000171
Employee benefit-defined benefit accounts, managed assets$356,157,00035
Other employee benefit and retirement-related accounts, managed assets$2,285,759,00016
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$1,826,492,00054
Foundation and endowment trust and agency accounts, managed assets$95,252,000104
Other fiduciary accounts, managed assets$107,757,00025
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$211,839,00079
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$371,166,000141
Personal trust and agency accounts, non-managed assets$4,672,000232
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$0129
Other retirement accounts, non-managed assets$55,825,00074
Corporate trust and agency accounts, non-managed assets$0125
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$310,669,00020
Memoranda
Custody and safekeeping accounts, non-managed assets$4,333,552,00060
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$151,887,00040
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,633,892,00072
Managed Assets ($)$4,976,735,00052
Personal trust and agency accounts, managed assets$506,627,000117
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$15,702,000167
Employee benefit-defined benefit accounts, managed assets$315,658,00035
Other employee benefit and retirement-related accounts, managed assets$2,203,764,00016
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$1,728,872,00052
Foundation and endowment trust and agency accounts, managed assets$101,339,00097
Other fiduciary accounts, managed assets$104,773,00024
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$200,655,00078
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$657,157,000109
Personal trust and agency accounts, non-managed assets$0316
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$0129
Other retirement accounts, non-managed assets$56,135,00074
Corporate trust and agency accounts, non-managed assets$0123
Investment management and advisory agency accounts, non-managed assets$0211
Foundation and endowment trust and agency accounts, non-managed assets$0152
Other fiduciary accounts, non-managed assets$601,022,00017
Memoranda
Custody and safekeeping accounts, non-managed assets$4,295,718,00061
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$163,017,00040
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,746,349,00072
Managed Assets ($)$4,899,570,00051
Personal trust and agency accounts, managed assets$503,959,000112
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$15,862,000172
Employee benefit-defined benefit accounts, managed assets$267,273,00039
Other employee benefit and retirement-related accounts, managed assets$2,123,797,00016
Corporate trust and agency accounts, managed assets$083
Investment management and investment advisory agency accounts, managed assets$1,671,005,00052
Foundation and endowment trust and agency accounts, managed assets$97,373,000101
Other fiduciary accounts, managed assets$220,301,00016
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$192,281,00077
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$846,779,000100
Personal trust and agency accounts, non-managed assets$0316
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$0129
Other retirement accounts, non-managed assets$56,308,00073
Corporate trust and agency accounts, non-managed assets$0120
Investment management and advisory agency accounts, non-managed assets$0213
Foundation and endowment trust and agency accounts, non-managed assets$0152
Other fiduciary accounts, non-managed assets$790,471,00017
Memoranda
Custody and safekeeping accounts, non-managed assets$4,047,623,00061
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$155,166,00039
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,697,409,00071
Managed Assets ($)$4,281,018,00054
Personal trust and agency accounts, managed assets$484,084,000114
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$8,730,000244
Employee benefit-defined benefit accounts, managed assets$29,944,000110
Other employee benefit and retirement-related accounts, managed assets$1,963,565,00017
Corporate trust and agency accounts, managed assets$0178
Investment management and investment advisory agency accounts, managed assets$1,618,263,00051
Foundation and endowment trust and agency accounts, managed assets$85,382,000107
Other fiduciary accounts, managed assets$91,050,00025
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$180,127,00075
Investments of managed fiduciary accts in advised or sponsored mutual funds$054
Non-managed Assets ($)$1,416,391,00086
Personal trust and agency accounts, non-managed assets$0726
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,724,000276
Employee benefit-defined benefit accounts, non-managed Assets$213,304,00047
Other retirement accounts, non-managed assets$57,363,00069
Corporate trust and agency accounts, non-managed assets$0227
Investment management and advisory agency accounts, non-managed assets$0367
Foundation and endowment trust and agency accounts, non-managed assets$0202
Other fiduciary accounts, non-managed assets$1,138,000,00016
Memoranda
Custody and safekeeping accounts, non-managed assets$3,936,052,00062
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$162,992,00042
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,339,137,00078
Managed Assets ($)$2,471,519,00081
Personal trust and agency accounts, managed assets$509,697,000111
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$18,907,000162
Employee benefit-defined benefit accounts, managed assets$27,844,000114
Other employee benefit and retirement-related accounts, managed assets$178,167,00086
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$1,637,247,00050
Foundation and endowment trust and agency accounts, managed assets$82,326,000107
Other fiduciary accounts, managed assets$17,331,00037
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$174,677,00078
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,867,618,00068
Personal trust and agency accounts, non-managed assets$1,294,000274
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,753,000213
Employee benefit-defined benefit accounts, non-managed Assets$204,729,00049
Other retirement accounts, non-managed assets$0332
Corporate trust and agency accounts, non-managed assets$0131
Investment management and advisory agency accounts, non-managed assets$0216
Foundation and endowment trust and agency accounts, non-managed assets$0153
Other fiduciary accounts, non-managed assets$1,653,842,00014
Memoranda
Custody and safekeeping accounts, non-managed assets$3,662,334,00061
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$162,426,00037
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,145,273,00073
Managed Assets ($)$2,446,887,00083
Personal trust and agency accounts, managed assets$500,444,000112
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$20,400,000160
Employee benefit-defined benefit accounts, managed assets$31,285,000102
Other employee benefit and retirement-related accounts, managed assets$172,563,00087
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$1,624,145,00050
Foundation and endowment trust and agency accounts, managed assets$81,214,000108
Other fiduciary accounts, managed assets$16,836,00044
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$172,563,00079
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,698,386,00060
Personal trust and agency accounts, non-managed assets$0325
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,506,000216
Employee benefit-defined benefit accounts, non-managed Assets$183,847,00053
Other retirement accounts, non-managed assets$0336
Corporate trust and agency accounts, non-managed assets$0135
Investment management and advisory agency accounts, non-managed assets$0222
Foundation and endowment trust and agency accounts, non-managed assets$0159
Other fiduciary accounts, non-managed assets$2,507,033,00014
Memoranda
Custody and safekeeping accounts, non-managed assets$3,569,599,00061
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$162,427,00035
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,043,478,00073
Managed Assets ($)$2,517,029,00079
Personal trust and agency accounts, managed assets$466,982,000115
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$20,326,000162
Employee benefit-defined benefit accounts, managed assets$178,343,00050
Other employee benefit and retirement-related accounts, managed assets$169,720,00087
Corporate trust and agency accounts, managed assets$085
Investment management and investment advisory agency accounts, managed assets$1,561,170,00049
Foundation and endowment trust and agency accounts, managed assets$77,503,000111
Other fiduciary accounts, managed assets$42,985,00032
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$169,720,00080
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,526,449,00062
Personal trust and agency accounts, non-managed assets$4,342,000238
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,401,000216
Employee benefit-defined benefit accounts, non-managed Assets$21,924,00092
Other retirement accounts, non-managed assets$0336
Corporate trust and agency accounts, non-managed assets$0137
Investment management and advisory agency accounts, non-managed assets$0225
Foundation and endowment trust and agency accounts, non-managed assets$0158
Other fiduciary accounts, non-managed assets$2,492,782,00013
Memoranda
Custody and safekeeping accounts, non-managed assets$3,573,994,00061
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$156,980,00037
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,854,931,000102
Managed Assets ($)$2,694,304,00067
Personal trust and agency accounts, managed assets$509,409,000110
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$20,021,000175
Employee benefit-defined benefit accounts, managed assets$165,962,00053
Other employee benefit and retirement-related accounts, managed assets$162,184,00090
Corporate trust and agency accounts, managed assets$0186
Investment management and investment advisory agency accounts, managed assets$1,726,316,00048
Foundation and endowment trust and agency accounts, managed assets$75,967,000113
Other fiduciary accounts, managed assets$34,445,00036
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$158,018,00081
Investments of managed fiduciary accts in advised or sponsored mutual funds$062
Non-managed Assets ($)$160,627,000192
Personal trust and agency accounts, non-managed assets$0747
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,230,000287
Employee benefit-defined benefit accounts, non-managed Assets$55,106,00075
Other retirement accounts, non-managed assets$0700
Corporate trust and agency accounts, non-managed assets$0241
Investment management and advisory agency accounts, non-managed assets$0390
Foundation and endowment trust and agency accounts, non-managed assets$0208
Other fiduciary accounts, non-managed assets$98,291,00034
Memoranda
Custody and safekeeping accounts, non-managed assets$3,376,946,00063
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$157,762,00039
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,804,554,000104
Managed Assets ($)$2,651,868,00068
Personal trust and agency accounts, managed assets$505,367,000108
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$19,443,000161
Employee benefit-defined benefit accounts, managed assets$92,277,00068
Other employee benefit and retirement-related accounts, managed assets$160,172,00088
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$1,766,146,00048
Foundation and endowment trust and agency accounts, managed assets$74,549,000109
Other fiduciary accounts, managed assets$33,914,00036
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$160,172,00080
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$152,686,000191
Personal trust and agency accounts, non-managed assets$0321
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,907,000215
Employee benefit-defined benefit accounts, non-managed Assets$51,951,00073
Other retirement accounts, non-managed assets$0330
Corporate trust and agency accounts, non-managed assets$0138
Investment management and advisory agency accounts, non-managed assets$0220
Foundation and endowment trust and agency accounts, non-managed assets$0154
Other fiduciary accounts, non-managed assets$93,828,00032
Memoranda
Custody and safekeeping accounts, non-managed assets$3,360,409,00062
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$162,768,00038
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,964,323,000101
Managed Assets ($)$2,810,603,00070
Personal trust and agency accounts, managed assets$538,397,000108
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$20,445,000165
Employee benefit-defined benefit accounts, managed assets$65,216,00082
Other employee benefit and retirement-related accounts, managed assets$191,618,00080
Corporate trust and agency accounts, managed assets$088
Investment management and investment advisory agency accounts, managed assets$1,878,224,00050
Foundation and endowment trust and agency accounts, managed assets$82,373,000108
Other fiduciary accounts, managed assets$34,330,00040
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$157,599,00083
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$153,720,000193
Personal trust and agency accounts, non-managed assets$0324
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,052,000218
Employee benefit-defined benefit accounts, non-managed Assets$53,971,00073
Other retirement accounts, non-managed assets$0332
Corporate trust and agency accounts, non-managed assets$0137
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$0156
Other fiduciary accounts, non-managed assets$92,697,00032
Memoranda
Custody and safekeeping accounts, non-managed assets$3,507,778,00064
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$171,077,00038
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,909,161,000103
Managed Assets ($)$2,775,198,00070
Personal trust and agency accounts, managed assets$547,529,000108
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$20,450,000166
Employee benefit-defined benefit accounts, managed assets$55,963,00088
Other employee benefit and retirement-related accounts, managed assets$190,437,00080
Corporate trust and agency accounts, managed assets$089
Investment management and investment advisory agency accounts, managed assets$1,834,724,00051
Foundation and endowment trust and agency accounts, managed assets$81,072,000109
Other fiduciary accounts, managed assets$45,023,00035
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$156,420,00083
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$133,963,000205
Personal trust and agency accounts, non-managed assets$0325
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,526,000215
Employee benefit-defined benefit accounts, non-managed Assets$38,954,00084
Other retirement accounts, non-managed assets$0335
Corporate trust and agency accounts, non-managed assets$0143
Investment management and advisory agency accounts, non-managed assets$0218
Foundation and endowment trust and agency accounts, non-managed assets$0155
Other fiduciary accounts, non-managed assets$87,483,00034
Memoranda
Custody and safekeeping accounts, non-managed assets$3,392,893,00065
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$153,682,00044
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,425,723,000108
Managed Assets ($)$2,328,354,00078
Personal trust and agency accounts, managed assets$587,490,00099
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$20,015,000185
Employee benefit-defined benefit accounts, managed assets$35,331,000106
Other employee benefit and retirement-related accounts, managed assets$151,528,00092
Corporate trust and agency accounts, managed assets$0189
Investment management and investment advisory agency accounts, managed assets$1,420,842,00054
Foundation and endowment trust and agency accounts, managed assets$79,776,000108
Other fiduciary accounts, managed assets$33,372,00040
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$151,528,00082
Investments of managed fiduciary accts in advised or sponsored mutual funds$063
Non-managed Assets ($)$97,369,000239
Personal trust and agency accounts, non-managed assets$0782
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,551,000297
Employee benefit-defined benefit accounts, non-managed Assets$38,187,00086
Other retirement accounts, non-managed assets$0732
Corporate trust and agency accounts, non-managed assets$0250
Investment management and advisory agency accounts, non-managed assets$10,729,000124
Foundation and endowment trust and agency accounts, non-managed assets$0218
Other fiduciary accounts, non-managed assets$40,902,00042
Memoranda
Custody and safekeeping accounts, non-managed assets$3,213,928,00065
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$145,201,00047
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,508,036,000106
Managed Assets ($)$2,404,685,00076
Personal trust and agency accounts, managed assets$637,213,00090
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$19,914,000168
Employee benefit-defined benefit accounts, managed assets$30,196,000110
Other employee benefit and retirement-related accounts, managed assets$145,711,00093
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$1,458,654,00055
Foundation and endowment trust and agency accounts, managed assets$79,804,000105
Other fiduciary accounts, managed assets$33,193,00037
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$145,711,00084
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$103,351,000226
Personal trust and agency accounts, non-managed assets$0325
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,236,000220
Employee benefit-defined benefit accounts, non-managed Assets$55,434,00072
Other retirement accounts, non-managed assets$57,000329
Corporate trust and agency accounts, non-managed assets$0140
Investment management and advisory agency accounts, non-managed assets$68,000202
Foundation and endowment trust and agency accounts, non-managed assets$0158
Other fiduciary accounts, non-managed assets$40,556,00036
Memoranda
Custody and safekeeping accounts, non-managed assets$3,085,861,00064
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$148,754,00046
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,555,103,000103
Managed Assets ($)$2,437,031,00075
Personal trust and agency accounts, managed assets$633,406,00089
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$20,364,000168
Employee benefit-defined benefit accounts, managed assets$27,794,000114
Other employee benefit and retirement-related accounts, managed assets$143,430,00092
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$1,487,389,00055
Foundation and endowment trust and agency accounts, managed assets$84,137,00099
Other fiduciary accounts, managed assets$40,511,00035
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$143,430,00082
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$118,072,000211
Personal trust and agency accounts, non-managed assets$14,041,000181
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,144,000222
Employee benefit-defined benefit accounts, non-managed Assets$55,985,00073
Other retirement accounts, non-managed assets$0337
Corporate trust and agency accounts, non-managed assets$0140
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$0154
Other fiduciary accounts, non-managed assets$40,902,00037
Memoranda
Custody and safekeeping accounts, non-managed assets$2,928,059,00065
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$146,925,00047
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,494,400,000104
Managed Assets ($)$2,380,254,00077
Personal trust and agency accounts, managed assets$676,115,00083
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$19,560,000168
Employee benefit-defined benefit accounts, managed assets$27,927,000112
Other employee benefit and retirement-related accounts, managed assets$135,621,00093
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$1,394,143,00054
Foundation and endowment trust and agency accounts, managed assets$88,892,00091
Other fiduciary accounts, managed assets$37,996,00037
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$135,621,00082
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$114,146,000212
Personal trust and agency accounts, non-managed assets$12,174,000183
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,949,000226
Employee benefit-defined benefit accounts, non-managed Assets$56,460,00074
Other retirement accounts, non-managed assets$0341
Corporate trust and agency accounts, non-managed assets$0140
Investment management and advisory agency accounts, non-managed assets$0212
Foundation and endowment trust and agency accounts, non-managed assets$0157
Other fiduciary accounts, non-managed assets$38,563,00038
Memoranda
Custody and safekeeping accounts, non-managed assets$2,663,502,00067
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$130,221,00049
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,390,424,000105
Managed Assets ($)$2,344,277,00079
Personal trust and agency accounts, managed assets$662,257,00080
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$80,266,00087
Employee benefit-defined benefit accounts, managed assets$24,096,000126
Other employee benefit and retirement-related accounts, managed assets$128,211,00097
Corporate trust and agency accounts, managed assets$0203
Investment management and investment advisory agency accounts, managed assets$1,323,255,00055
Foundation and endowment trust and agency accounts, managed assets$88,668,00091
Other fiduciary accounts, managed assets$37,524,00039
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$128,211,00087
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$46,147,000341
Personal trust and agency accounts, non-managed assets$329,000638
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$0266
Investment management and advisory agency accounts, non-managed assets$168,000339
Foundation and endowment trust and agency accounts, non-managed assets$0218
Other fiduciary accounts, non-managed assets$45,650,00037
Memoranda
Custody and safekeeping accounts, non-managed assets$2,497,824,00070
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$135,264,00052
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,378,618,000105
Managed Assets ($)$2,335,296,00077
Personal trust and agency accounts, managed assets$641,945,00076
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$77,205,00086
Employee benefit-defined benefit accounts, managed assets$22,493,000120
Other employee benefit and retirement-related accounts, managed assets$118,046,00096
Corporate trust and agency accounts, managed assets$089
Investment management and investment advisory agency accounts, managed assets$1,352,940,00056
Foundation and endowment trust and agency accounts, managed assets$86,478,00089
Other fiduciary accounts, managed assets$36,189,00036
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$118,046,00086
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$43,322,000282
Personal trust and agency accounts, non-managed assets$13,487,000181
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$0138
Investment management and advisory agency accounts, non-managed assets$0198
Foundation and endowment trust and agency accounts, non-managed assets$0150
Other fiduciary accounts, non-managed assets$29,835,00041
Memoranda
Custody and safekeeping accounts, non-managed assets$2,418,627,00069
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$130,364,00051
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,341,920,000106
Managed Assets ($)$2,303,467,00077
Personal trust and agency accounts, managed assets$638,013,00076
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$74,758,00087
Employee benefit-defined benefit accounts, managed assets$31,098,000109
Other employee benefit and retirement-related accounts, managed assets$108,636,000101
Corporate trust and agency accounts, managed assets$091
Investment management and investment advisory agency accounts, managed assets$1,339,077,00055
Foundation and endowment trust and agency accounts, managed assets$82,532,00092
Other fiduciary accounts, managed assets$29,353,00038
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$108,636,00089
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$38,453,000291
Personal trust and agency accounts, non-managed assets$7,973,000208
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$10,115,000106
Other retirement accounts, non-managed assets$1,169,000274
Corporate trust and agency accounts, non-managed assets$0136
Investment management and advisory agency accounts, non-managed assets$0202
Foundation and endowment trust and agency accounts, non-managed assets$0152
Other fiduciary accounts, non-managed assets$19,196,00044
Memoranda
Custody and safekeeping accounts, non-managed assets$2,342,698,00072
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$127,981,00051
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,311,910,000106
Managed Assets ($)$2,294,348,00078
Personal trust and agency accounts, managed assets$656,015,00075
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$70,821,00091
Employee benefit-defined benefit accounts, managed assets$25,682,000121
Other employee benefit and retirement-related accounts, managed assets$103,757,000103
Corporate trust and agency accounts, managed assets$091
Investment management and investment advisory agency accounts, managed assets$1,323,922,00056
Foundation and endowment trust and agency accounts, managed assets$80,253,00091
Other fiduciary accounts, managed assets$33,898,00038
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$103,757,00091
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$17,562,000327
Personal trust and agency accounts, non-managed assets$5,666,000227
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$10,300,000104
Other retirement accounts, non-managed assets$0323
Corporate trust and agency accounts, non-managed assets$0135
Investment management and advisory agency accounts, non-managed assets$0204
Foundation and endowment trust and agency accounts, non-managed assets$0155
Other fiduciary accounts, non-managed assets$1,596,00062
Memoranda
Custody and safekeeping accounts, non-managed assets$2,438,600,00072
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$125,188,00049
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,170,373,000106
Managed Assets ($)$2,124,408,00078
Personal trust and agency accounts, managed assets$585,222,00077
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$38,333,000126
Employee benefit-defined benefit accounts, managed assets$27,069,000123
Other employee benefit and retirement-related accounts, managed assets$95,000,000105
Corporate trust and agency accounts, managed assets$0218
Investment management and investment advisory agency accounts, managed assets$1,269,574,00056
Foundation and endowment trust and agency accounts, managed assets$76,949,00090
Other fiduciary accounts, managed assets$32,261,00037
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$95,000,00093
Investments of managed fiduciary accts in advised or sponsored mutual funds$072
Non-managed Assets ($)$45,965,000352
Personal trust and agency accounts, non-managed assets$9,082,000277
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$11,413,000274
Employee benefit-defined benefit accounts, non-managed Assets$11,012,000115
Other retirement accounts, non-managed assets$1,442,000549
Corporate trust and agency accounts, non-managed assets$0269
Investment management and advisory agency accounts, non-managed assets$11,401,000107
Foundation and endowment trust and agency accounts, non-managed assets$0216
Other fiduciary accounts, non-managed assets$1,615,00084
Memoranda
Custody and safekeeping accounts, non-managed assets$2,345,409,00071
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$122,002,00049
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,142,812,000105
Managed Assets ($)$2,105,086,00078
Personal trust and agency accounts, managed assets$565,419,00081
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$50,479,000107
Employee benefit-defined benefit accounts, managed assets$26,550,000120
Other employee benefit and retirement-related accounts, managed assets$88,512,000118
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$1,264,550,00056
Foundation and endowment trust and agency accounts, managed assets$77,666,00088
Other fiduciary accounts, managed assets$31,910,00036
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$88,512,000100
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$37,726,000287
Personal trust and agency accounts, non-managed assets$5,141,000214
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$13,768,000192
Employee benefit-defined benefit accounts, non-managed Assets$17,111,00099
Other retirement accounts, non-managed assets$0313
Corporate trust and agency accounts, non-managed assets$0126
Investment management and advisory agency accounts, non-managed assets$1,087,000159
Foundation and endowment trust and agency accounts, non-managed assets$0148
Other fiduciary accounts, non-managed assets$619,00069
Memoranda
Custody and safekeeping accounts, non-managed assets$2,192,530,00070
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$122,983,00047
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,066,089,000105
Managed Assets ($)$2,040,879,00079
Personal trust and agency accounts, managed assets$492,836,00086
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$48,132,000112
Employee benefit-defined benefit accounts, managed assets$55,516,00090
Other employee benefit and retirement-related accounts, managed assets$77,906,000127
Corporate trust and agency accounts, managed assets$083
Investment management and investment advisory agency accounts, managed assets$1,259,945,00055
Foundation and endowment trust and agency accounts, managed assets$74,080,00089
Other fiduciary accounts, managed assets$32,464,00033
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$77,906,000108
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$25,210,000300
Personal trust and agency accounts, non-managed assets$4,932,000216
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$17,352,00098
Other retirement accounts, non-managed assets$470,000286
Corporate trust and agency accounts, non-managed assets$0132
Investment management and advisory agency accounts, non-managed assets$1,847,000145
Foundation and endowment trust and agency accounts, non-managed assets$0146
Other fiduciary accounts, non-managed assets$609,00070
Memoranda
Custody and safekeeping accounts, non-managed assets$2,073,778,00071
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$123,420,00045
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,066,367,000106
Managed Assets ($)$2,006,430,00082
Personal trust and agency accounts, managed assets$462,410,00097
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$52,344,000108
Employee benefit-defined benefit accounts, managed assets$74,954,00075
Other employee benefit and retirement-related accounts, managed assets$78,105,000124
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$1,255,855,00054
Foundation and endowment trust and agency accounts, managed assets$50,498,000113
Other fiduciary accounts, managed assets$32,264,00033
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$78,105,000106
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$59,937,000250
Personal trust and agency accounts, non-managed assets$46,588,000109
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$1,397,000121
Other retirement accounts, non-managed assets$306,000292
Corporate trust and agency accounts, non-managed assets$0135
Investment management and advisory agency accounts, non-managed assets$11,027,00087
Foundation and endowment trust and agency accounts, non-managed assets$0145
Other fiduciary accounts, non-managed assets$619,00070
Memoranda
Custody and safekeeping accounts, non-managed assets$2,060,452,00073
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$126,947,00043
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,015,265,000104
Managed Assets ($)$1,989,756,00080
Personal trust and agency accounts, managed assets$441,602,00095
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$52,197,000107
Employee benefit-defined benefit accounts, managed assets$72,247,00075
Other employee benefit and retirement-related accounts, managed assets$74,635,000119
Corporate trust and agency accounts, managed assets$32,111,00022
Investment management and investment advisory agency accounts, managed assets$1,267,843,00053
Foundation and endowment trust and agency accounts, managed assets$49,121,000109
Other fiduciary accounts, managed assets$0230
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$74,635,000103
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$25,509,000437
Personal trust and agency accounts, non-managed assets$14,014,000217
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$1,334,000152
Other retirement accounts, non-managed assets$0778
Corporate trust and agency accounts, non-managed assets$0303
Investment management and advisory agency accounts, non-managed assets$9,636,000119
Foundation and endowment trust and agency accounts, non-managed assets$0207
Other fiduciary accounts, non-managed assets$525,000116
Memoranda
Custody and safekeeping accounts, non-managed assets$1,599,528,00080
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$122,655,00043
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,050,993,000103
Managed Assets ($)$2,018,679,00077
Personal trust and agency accounts, managed assets$462,328,00090
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$52,985,000101
Employee benefit-defined benefit accounts, managed assets$68,917,00073
Other employee benefit and retirement-related accounts, managed assets$75,950,000118
Corporate trust and agency accounts, managed assets$30,869,00019
Investment management and investment advisory agency accounts, managed assets$1,275,291,00053
Foundation and endowment trust and agency accounts, managed assets$52,339,00099
Other fiduciary accounts, managed assets$0105
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$75,950,000101
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$32,314,000287
Personal trust and agency accounts, non-managed assets$17,770,000151
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$1,461,000124
Other retirement accounts, non-managed assets$0324
Corporate trust and agency accounts, non-managed assets$0141
Investment management and advisory agency accounts, non-managed assets$12,582,00073
Foundation and endowment trust and agency accounts, non-managed assets$0140
Other fiduciary accounts, non-managed assets$501,00074
Memoranda
Custody and safekeeping accounts, non-managed assets$1,524,997,00078
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$118,293,00043
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,155,388,000105
Managed Assets ($)$1,957,023,00083
Personal trust and agency accounts, managed assets$519,595,00085
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$62,383,000100
Employee benefit-defined benefit accounts, managed assets$78,099,00075
Other employee benefit and retirement-related accounts, managed assets$83,820,000118
Corporate trust and agency accounts, managed assets$33,908,00020
Investment management and investment advisory agency accounts, managed assets$1,125,408,00059
Foundation and endowment trust and agency accounts, managed assets$53,810,00097
Other fiduciary accounts, managed assets$0111
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$83,820,000102
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$198,365,000160
Personal trust and agency accounts, non-managed assets$15,897,000164
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$1,409,000124
Other retirement accounts, non-managed assets$508,000298
Corporate trust and agency accounts, non-managed assets$0141
Investment management and advisory agency accounts, non-managed assets$180,551,00013
Foundation and endowment trust and agency accounts, non-managed assets$0137
Other fiduciary accounts, non-managed assets$0103
Memoranda
Custody and safekeeping accounts, non-managed assets$1,623,190,00078
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$130,295,00038
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,989,912,000107
Managed Assets ($)$1,953,031,00082
Personal trust and agency accounts, managed assets$544,551,00078
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$59,874,000101
Employee benefit-defined benefit accounts, managed assets$79,301,00076
Other employee benefit and retirement-related accounts, managed assets$84,733,000114
Corporate trust and agency accounts, managed assets$32,771,00021
Investment management and investment advisory agency accounts, managed assets$1,106,413,00059
Foundation and endowment trust and agency accounts, managed assets$45,388,000109
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$84,733,00096
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$36,881,000285
Personal trust and agency accounts, non-managed assets$18,641,000154
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$1,324,000127
Other retirement accounts, non-managed assets$0333
Corporate trust and agency accounts, non-managed assets$0146
Investment management and advisory agency accounts, non-managed assets$16,916,00059
Foundation and endowment trust and agency accounts, non-managed assets$0134
Other fiduciary accounts, non-managed assets$0105
Memoranda
Custody and safekeeping accounts, non-managed assets$1,724,545,00075
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$126,248,00039
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,945,767,000108
Managed Assets ($)$1,911,065,00082
Personal trust and agency accounts, managed assets$536,641,00079
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$57,831,000105
Employee benefit-defined benefit accounts, managed assets$97,013,00071
Other employee benefit and retirement-related accounts, managed assets$89,246,000104
Corporate trust and agency accounts, managed assets$32,233,00026
Investment management and investment advisory agency accounts, managed assets$1,056,009,00061
Foundation and endowment trust and agency accounts, managed assets$42,092,000113
Other fiduciary accounts, managed assets$0255
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$89,246,00089
Investments of managed fiduciary accts in advised or sponsored mutual funds$081
Non-managed Assets ($)$34,702,000389
Personal trust and agency accounts, non-managed assets$15,706,000194
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$1,189,000172
Other retirement accounts, non-managed assets$0797
Corporate trust and agency accounts, non-managed assets$0324
Investment management and advisory agency accounts, non-managed assets$16,335,00075
Foundation and endowment trust and agency accounts, non-managed assets$0196
Other fiduciary accounts, non-managed assets$1,472,00094
Memoranda
Custody and safekeeping accounts, non-managed assets$1,732,848,00075
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$123,303,00043
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,814,872,000111
Managed Assets ($)$1,791,056,00083
Personal trust and agency accounts, managed assets$608,081,00075
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$53,791,000108
Employee benefit-defined benefit accounts, managed assets$72,332,00077
Other employee benefit and retirement-related accounts, managed assets$93,477,00098
Corporate trust and agency accounts, managed assets$30,383,00020
Investment management and investment advisory agency accounts, managed assets$903,815,00065
Foundation and endowment trust and agency accounts, managed assets$29,177,000133
Other fiduciary accounts, managed assets$0117
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$93,476,00080
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$23,816,000305
Personal trust and agency accounts, non-managed assets$15,326,000158
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$1,188,000135
Other retirement accounts, non-managed assets$0311
Corporate trust and agency accounts, non-managed assets$0157
Investment management and advisory agency accounts, non-managed assets$5,740,00087
Foundation and endowment trust and agency accounts, non-managed assets$0135
Other fiduciary accounts, non-managed assets$1,562,00064
Memoranda
Custody and safekeeping accounts, non-managed assets$1,658,411,00073
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$125,382,00037
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,833,593,000108
Managed Assets ($)$1,814,690,00080
Personal trust and agency accounts, managed assets$629,107,00071
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$53,439,000106
Employee benefit-defined benefit accounts, managed assets$69,447,00076
Other employee benefit and retirement-related accounts, managed assets$79,133,000105
Corporate trust and agency accounts, managed assets$31,318,00020
Investment management and investment advisory agency accounts, managed assets$939,007,00066
Foundation and endowment trust and agency accounts, managed assets$13,239,000174
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$79,133,00084
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$18,903,000316
Personal trust and agency accounts, non-managed assets$10,781,000173
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$1,188,000138
Other retirement accounts, non-managed assets$0312
Corporate trust and agency accounts, non-managed assets$0158
Investment management and advisory agency accounts, non-managed assets$5,298,00087
Foundation and endowment trust and agency accounts, non-managed assets$0132
Other fiduciary accounts, non-managed assets$1,636,00063
Memoranda
Custody and safekeeping accounts, non-managed assets$1,401,340,00079
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$123,129,00037
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,202,844,000100
Managed Assets ($)$2,180,575,00071
Personal trust and agency accounts, managed assets$958,532,00053
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$55,255,000104
Employee benefit-defined benefit accounts, managed assets$68,463,00076
Other employee benefit and retirement-related accounts, managed assets$88,856,000100
Corporate trust and agency accounts, managed assets$090
Investment management and investment advisory agency accounts, managed assets$997,094,00062
Foundation and endowment trust and agency accounts, managed assets$12,375,000178
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0310
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$22,269,000309
Personal trust and agency accounts, non-managed assets$10,874,000177
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$1,189,000134
Other retirement accounts, non-managed assets$0313
Corporate trust and agency accounts, non-managed assets$0159
Investment management and advisory agency accounts, non-managed assets$5,172,00085
Foundation and endowment trust and agency accounts, non-managed assets$0133
Other fiduciary accounts, non-managed assets$5,034,00058
Memoranda
Custody and safekeeping accounts, non-managed assets$1,184,803,00083
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
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$2,172,685,000101
Managed Assets ($)$2,145,072,00072
Personal trust and agency accounts, managed assets$964,570,00052
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$52,483,000114
Employee benefit-defined benefit accounts, managed assets$65,586,00079
Other employee benefit and retirement-related accounts, managed assets$90,093,00090
Corporate trust and agency accounts, managed assets$0245
Investment management and investment advisory agency accounts, managed assets$960,493,00063
Foundation and endowment trust and agency accounts, managed assets$11,847,000204
Other fiduciary accounts, managed assets$0258
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0654
Investments of managed fiduciary accts in advised or sponsored mutual funds$083
Non-managed Assets ($)$27,613,000435
Personal trust and agency accounts, non-managed assets$11,420,000250
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$1,050,000173
Other retirement accounts, non-managed assets$0806
Corporate trust and agency accounts, non-managed assets$0345
Investment management and advisory agency accounts, non-managed assets$8,493,00096
Foundation and endowment trust and agency accounts, non-managed assets$0190
Other fiduciary accounts, non-managed assets$6,650,00064
Memoranda
Custody and safekeeping accounts, non-managed assets$1,162,359,00084
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
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$2,237,525,000103
Managed Assets ($)$2,062,345,00075
Personal trust and agency accounts, managed assets$899,000,00056
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$42,217,000116
Employee benefit-defined benefit accounts, managed assets$42,636,00089
Other employee benefit and retirement-related accounts, managed assets$99,891,00080
Corporate trust and agency accounts, managed assets$096
Investment management and investment advisory agency accounts, managed assets$961,445,00066
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$17,156,00050
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$175,180,000165
Personal trust and agency accounts, non-managed assets$36,052,000130
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$22,870,000182
Employee benefit-defined benefit accounts, non-managed Assets$11,731,000105
Other retirement accounts, non-managed assets$104,527,00051
Corporate trust and agency accounts, non-managed assets$0157
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0116
Memoranda
Custody and safekeeping accounts, non-managed assets$1,127,470,00087
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
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$1,728,367,000111
Managed Assets ($)$1,626,816,00085
Personal trust and agency accounts, managed assets$773,523,00063
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$30,095,000135
Employee benefit-defined benefit accounts, managed assets$42,200,00088
Other employee benefit and retirement-related accounts, managed assets$76,415,00096
Corporate trust and agency accounts, managed assets$099
Investment management and investment advisory agency accounts, managed assets$689,009,00074
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$15,574,00052
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$101,551,000205
Personal trust and agency accounts, non-managed assets$11,287,000182
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,125,000259
Employee benefit-defined benefit accounts, non-managed Assets$10,464,000106
Other retirement accounts, non-managed assets$78,675,00051
Corporate trust and agency accounts, non-managed assets$0161
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0115
Memoranda
Custody and safekeeping accounts, non-managed assets$685,384,000102
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
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$1,439,072,000119
Managed Assets ($)$1,317,521,00090
Personal trust and agency accounts, managed assets$665,969,00071
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$27,721,000132
Employee benefit-defined benefit accounts, managed assets$45,116,00087
Other employee benefit and retirement-related accounts, managed assets$70,552,00096
Corporate trust and agency accounts, managed assets$098
Investment management and investment advisory agency accounts, managed assets$494,776,00084
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$13,387,00052
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$121,551,000188
Personal trust and agency accounts, non-managed assets$40,117,000120
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,014,000265
Employee benefit-defined benefit accounts, non-managed Assets$7,709,000107
Other retirement accounts, non-managed assets$72,711,00052
Corporate trust and agency accounts, non-managed assets$0160
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$631,642,000104
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$889,787,000166
Managed Assets ($)$801,810,000127
Personal trust and agency accounts, managed assets$01,470
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$64,242,00093
Employee benefit-defined benefit accounts, managed assets$1,208,000313
Other employee benefit and retirement-related accounts, managed assets$62,190,000110
Corporate trust and agency accounts, managed assets$0260
Investment management and investment advisory agency accounts, managed assets$674,170,00077
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0281
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$87,977,000234
Personal trust and agency accounts, non-managed assets$7,147,000336
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,040,000329
Employee benefit-defined benefit accounts, non-managed Assets$0233
Other retirement accounts, non-managed assets$74,790,00056
Corporate trust and agency accounts, non-managed assets$0351
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$10,305,000527
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,573,085,000124
Managed Assets ($)$1,472,916,00093
Personal trust and agency accounts, managed assets$633,509,00079
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$66,970,00096
Employee benefit-defined benefit accounts, managed assets$1,284,000207
Other employee benefit and retirement-related accounts, managed assets$71,028,000111
Corporate trust and agency accounts, managed assets$0104
Investment management and investment advisory agency accounts, managed assets$700,125,00079
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$100,169,000214
Personal trust and agency accounts, non-managed assets$10,403,000208
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,830,000243
Employee benefit-defined benefit accounts, non-managed Assets$0162
Other retirement accounts, non-managed assets$82,936,00056
Corporate trust and agency accounts, non-managed assets$0171
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$473,982,000124
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,546,550,000130
Managed Assets ($)$1,452,490,00097
Personal trust and agency accounts, managed assets$681,905,00079
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$67,916,00097
Employee benefit-defined benefit accounts, managed assets$1,305,000210
Other employee benefit and retirement-related accounts, managed assets$72,438,000118
Corporate trust and agency accounts, managed assets$0104
Investment management and investment advisory agency accounts, managed assets$628,926,00091
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$94,060,000226
Personal trust and agency accounts, non-managed assets$6,760,000235
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,854,000249
Employee benefit-defined benefit accounts, non-managed Assets$0167
Other retirement accounts, non-managed assets$80,446,00058
Corporate trust and agency accounts, non-managed assets$0173
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0134
Memoranda
Custody and safekeeping accounts, non-managed assets$525,922,000118
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,574,131,000137
Managed Assets ($)$1,479,668,000101
Personal trust and agency accounts, managed assets$701,660,00079
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$68,116,00096
Employee benefit-defined benefit accounts, managed assets$995,000215
Other employee benefit and retirement-related accounts, managed assets$76,484,000110
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$632,324,00091
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$89,000116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$94,463,000229
Personal trust and agency accounts, non-managed assets$4,541,000257
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,895,000257
Employee benefit-defined benefit accounts, non-managed Assets$0173
Other retirement accounts, non-managed assets$83,021,00056
Corporate trust and agency accounts, non-managed assets$0174
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$6,000126
Memoranda
Custody and safekeeping accounts, non-managed assets$542,936,000122
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,614,300,000135
Managed Assets ($)$1,513,948,00099
Personal trust and agency accounts, managed assets$719,046,00078
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$68,297,000111
Employee benefit-defined benefit accounts, managed assets$1,021,000347
Other employee benefit and retirement-related accounts, managed assets$74,109,000118
Corporate trust and agency accounts, managed assets$0269
Investment management and investment advisory agency accounts, managed assets$651,475,00087
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0297
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$100,352,000246
Personal trust and agency accounts, non-managed assets$5,082,000397
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,101,000365
Employee benefit-defined benefit accounts, non-managed Assets$0243
Other retirement accounts, non-managed assets$88,169,00059
Corporate trust and agency accounts, non-managed assets$0364
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$521,488,000132
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,573,206,000138
Managed Assets ($)$1,466,488,000103
Personal trust and agency accounts, managed assets$640,946,00082
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$68,592,000108
Employee benefit-defined benefit accounts, managed assets$1,052,000212
Other employee benefit and retirement-related accounts, managed assets$72,361,000118
Corporate trust and agency accounts, managed assets$0105
Investment management and investment advisory agency accounts, managed assets$683,537,00087
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$106,718,000221
Personal trust and agency accounts, non-managed assets$10,549,000208
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,283,000252
Employee benefit-defined benefit accounts, non-managed Assets$0169
Other retirement accounts, non-managed assets$88,886,00059
Corporate trust and agency accounts, non-managed assets$0183
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$530,425,000124
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,417,891,000152
Managed Assets ($)$1,320,114,000114
Personal trust and agency accounts, managed assets$568,172,00095
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$67,968,000109
Employee benefit-defined benefit accounts, managed assets$1,031,000218
Other employee benefit and retirement-related accounts, managed assets$65,638,000125
Corporate trust and agency accounts, managed assets$0105
Investment management and investment advisory agency accounts, managed assets$617,305,00091
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$97,777,000232
Personal trust and agency accounts, non-managed assets$8,506,000224
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,040,000258
Employee benefit-defined benefit accounts, non-managed Assets$0172
Other retirement accounts, non-managed assets$82,231,00061
Corporate trust and agency accounts, non-managed assets$0186
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$499,511,000133
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,309,659,000157
Managed Assets ($)$1,208,594,000117
Personal trust and agency accounts, managed assets$569,213,00093
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$65,518,000114
Employee benefit-defined benefit accounts, managed assets$1,423,000213
Other employee benefit and retirement-related accounts, managed assets$59,391,000134
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$513,049,000101
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$101,065,000232
Personal trust and agency accounts, non-managed assets$10,438,000208
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,260,000253
Employee benefit-defined benefit accounts, non-managed Assets$0173
Other retirement accounts, non-managed assets$83,367,00062
Corporate trust and agency accounts, non-managed assets$0184
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$516,608,000133
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,289,056,000157
Managed Assets ($)$1,184,064,000114
Personal trust and agency accounts, managed assets$568,701,00093
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$66,195,000117
Employee benefit-defined benefit accounts, managed assets$1,378,000350
Other employee benefit and retirement-related accounts, managed assets$57,434,000136
Corporate trust and agency accounts, managed assets$0276
Investment management and investment advisory agency accounts, managed assets$490,356,000102
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0286
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$104,992,000246
Personal trust and agency accounts, non-managed assets$7,354,000341
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,120,000362
Employee benefit-defined benefit accounts, non-managed Assets$0258
Other retirement accounts, non-managed assets$89,518,00066
Corporate trust and agency accounts, non-managed assets$0383
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$490,127,000140
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,169,551,000169
Managed Assets ($)$1,053,616,000127
Personal trust and agency accounts, managed assets$523,306,000100
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$66,399,000109
Employee benefit-defined benefit accounts, managed assets$1,354,000219
Other employee benefit and retirement-related accounts, managed assets$52,100,000141
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$410,457,000115
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$115,935,000231
Personal trust and agency accounts, non-managed assets$16,173,000178
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,959,000248
Employee benefit-defined benefit accounts, non-managed Assets$0175
Other retirement accounts, non-managed assets$91,803,00066
Corporate trust and agency accounts, non-managed assets$0189
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$467,078,000139
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,054,926,000183
Managed Assets ($)$954,912,000134
Personal trust and agency accounts, managed assets$438,488,000118
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$66,306,000111
Employee benefit-defined benefit accounts, managed assets$1,316,000223
Other employee benefit and retirement-related accounts, managed assets$47,392,000153
Corporate trust and agency accounts, managed assets$0106
Investment management and investment advisory agency accounts, managed assets$401,410,000114
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$100,014,000245
Personal trust and agency accounts, non-managed assets$11,414,000207
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,776,000251
Employee benefit-defined benefit accounts, non-managed Assets$0184
Other retirement accounts, non-managed assets$80,715,00071
Corporate trust and agency accounts, non-managed assets$0192
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$109,000110
Memoranda
Custody and safekeeping accounts, non-managed assets$547,259,000133
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,067,298,000182
Managed Assets ($)$980,963,000133
Personal trust and agency accounts, managed assets$444,502,000117
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$68,129,000108
Employee benefit-defined benefit accounts, managed assets$1,107,000225
Other employee benefit and retirement-related accounts, managed assets$46,019,000153
Corporate trust and agency accounts, managed assets$0107
Investment management and investment advisory agency accounts, managed assets$421,206,000109
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0137
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$86,335,000251
Personal trust and agency accounts, non-managed assets$9,317,000221
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,769,000254
Employee benefit-defined benefit accounts, non-managed Assets$0184
Other retirement accounts, non-managed assets$69,249,00074
Corporate trust and agency accounts, non-managed assets$0192
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$525,685,000135
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,041,785,000180
Managed Assets ($)$932,202,000138
Personal trust and agency accounts, managed assets$402,398,000125
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$66,689,000115
Employee benefit-defined benefit accounts, managed assets$722,000388
Other employee benefit and retirement-related accounts, managed assets$40,202,000157
Corporate trust and agency accounts, managed assets$0299
Investment management and investment advisory agency accounts, managed assets$422,191,000107
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0314
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$109,583,000247
Personal trust and agency accounts, non-managed assets$30,590,000176
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,273,000370
Employee benefit-defined benefit accounts, non-managed Assets$0281
Other retirement accounts, non-managed assets$71,388,00073
Corporate trust and agency accounts, non-managed assets$0402
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$332,000175
Memoranda
Custody and safekeeping accounts, non-managed assets$377,135,000145
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$871,295,000202
Managed Assets ($)$774,341,000160
Personal trust and agency accounts, managed assets$385,429,000127
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$66,093,000113
Employee benefit-defined benefit accounts, managed assets$707,000233
Other employee benefit and retirement-related accounts, managed assets$40,264,000154
Corporate trust and agency accounts, managed assets$0110
Investment management and investment advisory agency accounts, managed assets$281,848,000142
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0134
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$96,954,000235
Personal trust and agency accounts, non-managed assets$19,795,000175
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,142,000260
Employee benefit-defined benefit accounts, non-managed Assets$0188
Other retirement accounts, non-managed assets$70,017,00071
Corporate trust and agency accounts, non-managed assets$0192
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$3,030,000363
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$853,655,000199
Managed Assets ($)$772,557,000156
Personal trust and agency accounts, managed assets$390,802,000125
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$65,500,000110
Employee benefit-defined benefit accounts, managed assets$460,000243
Other employee benefit and retirement-related accounts, managed assets$36,999,000159
Corporate trust and agency accounts, managed assets$0114
Investment management and investment advisory agency accounts, managed assets$278,796,000138
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0139
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$81,098,000247
Personal trust and agency accounts, non-managed assets$5,838,000241
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,941,000265
Employee benefit-defined benefit accounts, non-managed Assets$0181
Other retirement accounts, non-managed assets$68,319,00068
Corporate trust and agency accounts, non-managed assets$0195
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$362,547,000144
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$799,403,000210
Managed Assets ($)$747,983,000162
Personal trust and agency accounts, managed assets$367,381,000132
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$21,977,000201
Employee benefit-defined benefit accounts, managed assets$453,000245
Other employee benefit and retirement-related accounts, managed assets$116,353,00072
Corporate trust and agency accounts, managed assets$0116
Investment management and investment advisory agency accounts, managed assets$241,819,000148
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0142
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$51,420,000286
Personal trust and agency accounts, non-managed assets$6,893,000234
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$44,527,000163
Employee benefit-defined benefit accounts, non-managed Assets$0184
Other retirement accounts, non-managed assets$0336
Corporate trust and agency accounts, non-managed assets$0199
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$360,612,000146
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$794,737,000208
Managed Assets ($)$794,737,000146
Personal trust and agency accounts, managed assets$359,092,000130
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$67,098,000110
Employee benefit-defined benefit accounts, managed assets$344,000410
Other employee benefit and retirement-related accounts, managed assets$101,081,00081
Corporate trust and agency accounts, managed assets$0309
Investment management and investment advisory agency accounts, managed assets$267,110,000140
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$12,000301
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,358
Personal trust and agency accounts, non-managed assets$01,010
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$361,731,000157
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$739,387,000209
Managed Assets ($)$666,093,000164
Personal trust and agency accounts, managed assets$326,434,000135
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$62,329,000110
Employee benefit-defined benefit accounts, managed assets$115,000239
Other employee benefit and retirement-related accounts, managed assets$29,939,000178
Corporate trust and agency accounts, managed assets$0107
Investment management and investment advisory agency accounts, managed assets$247,276,000137
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$73,294,000257
Personal trust and agency accounts, non-managed assets$9,148,000214
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,246,000283
Employee benefit-defined benefit accounts, non-managed Assets$215,000178
Other retirement accounts, non-managed assets$59,685,00079
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$334,504,000157
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$701,987,000221
Managed Assets ($)$630,224,000171
Personal trust and agency accounts, managed assets$319,709,000139
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$55,511,000124
Employee benefit-defined benefit accounts, managed assets$117,000243
Other employee benefit and retirement-related accounts, managed assets$28,242,000181
Corporate trust and agency accounts, managed assets$0113
Investment management and investment advisory agency accounts, managed assets$226,645,000145
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0126
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$71,763,000263
Personal trust and agency accounts, non-managed assets$9,300,000223
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,998,000299
Employee benefit-defined benefit accounts, non-managed Assets$254,000180
Other retirement accounts, non-managed assets$59,189,00079
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$22,000112
Memoranda
Custody and safekeeping accounts, non-managed assets$337,460,000160
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$688,363,000221
Managed Assets ($)$605,985,000177
Personal trust and agency accounts, managed assets$308,147,000143
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$51,913,000133
Employee benefit-defined benefit accounts, managed assets$0247
Other employee benefit and retirement-related accounts, managed assets$27,938,000183
Corporate trust and agency accounts, managed assets$0109
Investment management and investment advisory agency accounts, managed assets$217,986,000151
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,000125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$82,378,000256
Personal trust and agency accounts, non-managed assets$22,094,000171
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,677,000296
Employee benefit-defined benefit accounts, non-managed Assets$0195
Other retirement accounts, non-managed assets$56,603,00081
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$4,000126
Memoranda
Custody and safekeeping accounts, non-managed assets$83,835,000256
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$649,486,000230
Managed Assets ($)$566,280,000185
Personal trust and agency accounts, managed assets$283,429,000155
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$51,225,000141
Employee benefit-defined benefit accounts, managed assets$0448
Other employee benefit and retirement-related accounts, managed assets$25,599,000201
Corporate trust and agency accounts, managed assets$0336
Investment management and investment advisory agency accounts, managed assets$206,024,000154
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$3,000318
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$83,206,000281
Personal trust and agency accounts, non-managed assets$26,062,000199
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,545,000480
Employee benefit-defined benefit accounts, non-managed Assets$0300
Other retirement accounts, non-managed assets$53,569,00089
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$30,000251
Memoranda
Custody and safekeeping accounts, non-managed assets$314,868,000171
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$559,266,000249
Managed Assets ($)$489,488,000197
Personal trust and agency accounts, managed assets$249,818,000171
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$49,014,000139
Employee benefit-defined benefit accounts, managed assets$1,657,000231
Other employee benefit and retirement-related accounts, managed assets$20,943,000214
Corporate trust and agency accounts, managed assets$0121
Investment management and investment advisory agency accounts, managed assets$168,056,000169
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0143
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$69,778,000272
Personal trust and agency accounts, non-managed assets$15,129,000200
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,752,000306
Employee benefit-defined benefit accounts, non-managed Assets$0213
Other retirement accounts, non-managed assets$50,897,00088
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$264,743,000182
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,052,817,000177
Managed Assets ($)$987,377,000127
Personal trust and agency accounts, managed assets$377,937,000137
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$88,143,00097
Employee benefit-defined benefit accounts, managed assets$1,637,000230
Other employee benefit and retirement-related accounts, managed assets$72,214,00094
Corporate trust and agency accounts, managed assets$0128
Investment management and investment advisory agency accounts, managed assets$376,500,000107
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$70,946,00054
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$65,440,000285
Personal trust and agency accounts, non-managed assets$11,578,000223
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$53,562,000156
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$300,000132
Memoranda
Custody and safekeeping accounts, non-managed assets$254,693,000185
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,004,609,000183
Managed Assets ($)$932,824,000130
Personal trust and agency accounts, managed assets$387,253,000135
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$79,035,000102
Employee benefit-defined benefit accounts, managed assets$1,548,000232
Other employee benefit and retirement-related accounts, managed assets$65,451,00098
Corporate trust and agency accounts, managed assets$0135
Investment management and investment advisory agency accounts, managed assets$347,258,000107
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$52,279,00060
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$71,785,000278
Personal trust and agency accounts, non-managed assets$11,965,000226
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$52,806,000155
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$7,014,00089
Memoranda
Custody and safekeeping accounts, non-managed assets$234,835,000193
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,004,609,000184
Managed Assets ($)$932,824,000132
Personal trust and agency accounts, managed assets$387,253,000134
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$79,035,000104
Employee benefit-defined benefit accounts, managed assets$1,548,000354
Other employee benefit and retirement-related accounts, managed assets$65,451,00099
Corporate trust and agency accounts, managed assets$0371
Investment management and investment advisory agency accounts, managed assets$347,258,000107
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$52,279,00063
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$71,785,000304
Personal trust and agency accounts, non-managed assets$11,965,000292
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$52,806,000157
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$7,014,000104
Memoranda
Custody and safekeeping accounts, non-managed assets$234,835,000193
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$752,188,000202
Managed Assets ($)$415,164,000212
Personal trust and agency accounts, managed assets$205,082,000200
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$46,045,000160
Employee benefit-defined benefit accounts, managed assets$21,802,000150
Other employee benefit and retirement-related accounts, managed assets$18,673,000219
Corporate trust and agency accounts, managed assets$122,161,00018
Investment management and investment advisory agency accounts, managed assets$0857
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,401,000181
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$337,024,000159
Personal trust and agency accounts, non-managed assets$3,175,000465
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,944,000345
Employee benefit-defined benefit accounts, non-managed Assets$55,397,00097
Other retirement accounts, non-managed assets$0833
Corporate trust and agency accounts, non-managed assets$269,073,00081
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$1,435,000149
Memoranda
Custody and safekeeping accounts, non-managed assets$0969
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA