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Citibank, Total Fiduciary and Related Assets

2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,088,182,000,0006
Managed Assets ($)$175,143,000,0005
Personal trust and agency accounts, managed assets$9,594,000,00017
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$377,000,00075
Corporate trust and agency accounts, managed assets$1,969,000,0003
Investment management and investment advisory agency accounts, managed assets$61,356,000,0009
Foundation and endowment trust and agency accounts, managed assets$1,048,000,00032
Other fiduciary accounts, managed assets$100,799,000,0001
Memoranda
Fiduciary accounts held in foreign offices, managed assets$59,677,000,0002
Individual retirement,health savings and similar accounts, managed assets$377,000,00071
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$913,039,000,0005
Personal trust and agency accounts, non-managed assets$60,852,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$13,597,000,00014
Employee benefit-defined benefit accounts, non-managed Assets$0118
Other retirement accounts, non-managed assets$82,000,00062
Corporate trust and agency accounts, non-managed assets$44,663,000,0008
Investment management and advisory agency accounts, non-managed assets$162,000,00032
Foundation and endowment trust and agency accounts, non-managed assets$25,000,00051
Other fiduciary accounts, non-managed assets$793,658,000,0001
Memoranda
Custody and safekeeping accounts, non-managed assets$20,042,595,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$12,079,524,000,0002
Individual retirement,health savings and similar accounts, non-managed$652,000,00022
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,167,002,000,0006
Managed Assets ($)$158,436,000,0008
Personal trust and agency accounts, managed assets$10,315,000,00017
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$361,000,00081
Corporate trust and agency accounts, managed assets$1,712,000,0004
Investment management and investment advisory agency accounts, managed assets$67,142,000,0008
Foundation and endowment trust and agency accounts, managed assets$664,000,00043
Other fiduciary accounts, managed assets$78,242,000,0001
Memoranda
Fiduciary accounts held in foreign offices, managed assets$54,390,000,0002
Individual retirement,health savings and similar accounts, managed assets$361,000,00074
Investments of managed fiduciary accts in advised or sponsored mutual funds$040
Non-managed Assets ($)$1,008,566,000,0005
Personal trust and agency accounts, non-managed assets$60,935,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$15,613,000,00014
Employee benefit-defined benefit accounts, non-managed Assets$0142
Other retirement accounts, non-managed assets$88,000,00060
Corporate trust and agency accounts, non-managed assets$47,697,000,0008
Investment management and advisory agency accounts, non-managed assets$187,000,00032
Foundation and endowment trust and agency accounts, non-managed assets$0184
Other fiduciary accounts, non-managed assets$884,046,000,0001
Memoranda
Custody and safekeeping accounts, non-managed assets$20,620,193,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$12,733,102,000,0002
Individual retirement,health savings and similar accounts, non-managed$1,241,000,00019
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,165,018,000,0006
Managed Assets ($)$160,855,000,0006
Personal trust and agency accounts, managed assets$10,160,000,00016
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$317,000,00089
Corporate trust and agency accounts, managed assets$1,750,000,0004
Investment management and investment advisory agency accounts, managed assets$65,841,000,0007
Foundation and endowment trust and agency accounts, managed assets$634,000,00042
Other fiduciary accounts, managed assets$82,153,000,0001
Memoranda
Fiduciary accounts held in foreign offices, managed assets$57,000,000,0002
Individual retirement,health savings and similar accounts, managed assets$317,000,00084
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,004,163,000,0005
Personal trust and agency accounts, non-managed assets$59,388,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$15,472,000,00014
Employee benefit-defined benefit accounts, non-managed Assets$0116
Other retirement accounts, non-managed assets$87,000,00062
Corporate trust and agency accounts, non-managed assets$44,974,000,0008
Investment management and advisory agency accounts, non-managed assets$178,000,00030
Foundation and endowment trust and agency accounts, non-managed assets$0131
Other fiduciary accounts, non-managed assets$884,064,000,0001
Memoranda
Custody and safekeeping accounts, non-managed assets$19,824,083,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$12,296,062,000,0002
Individual retirement,health savings and similar accounts, non-managed$1,344,000,00019
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,196,146,000,0006
Managed Assets ($)$160,405,000,0006
Personal trust and agency accounts, managed assets$10,066,000,00016
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$299,000,00094
Corporate trust and agency accounts, managed assets$1,644,000,0004
Investment management and investment advisory agency accounts, managed assets$67,323,000,0007
Foundation and endowment trust and agency accounts, managed assets$651,000,00041
Other fiduciary accounts, managed assets$80,422,000,0001
Memoranda
Fiduciary accounts held in foreign offices, managed assets$56,247,000,0002
Individual retirement,health savings and similar accounts, managed assets$299,000,00090
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,035,741,000,0005
Personal trust and agency accounts, non-managed assets$58,332,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$16,155,000,00015
Employee benefit-defined benefit accounts, non-managed Assets$0125
Other retirement accounts, non-managed assets$92,000,00061
Corporate trust and agency accounts, non-managed assets$42,322,000,0008
Investment management and advisory agency accounts, non-managed assets$176,000,00032
Foundation and endowment trust and agency accounts, non-managed assets$0145
Other fiduciary accounts, non-managed assets$918,664,000,0001
Memoranda
Custody and safekeeping accounts, non-managed assets$19,940,799,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$12,438,134,000,0001
Individual retirement,health savings and similar accounts, non-managed$1,407,000,00019
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,134,092,000,0006
Managed Assets ($)$143,929,000,0008
Personal trust and agency accounts, managed assets$9,633,000,00016
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$229,000,000110
Corporate trust and agency accounts, managed assets$1,776,000,0004
Investment management and investment advisory agency accounts, managed assets$62,929,000,0007
Foundation and endowment trust and agency accounts, managed assets$619,000,00041
Other fiduciary accounts, managed assets$68,743,000,0001
Memoranda
Fiduciary accounts held in foreign offices, managed assets$51,188,000,0002
Individual retirement,health savings and similar accounts, managed assets$229,000,000102
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$990,163,000,0005
Personal trust and agency accounts, non-managed assets$55,920,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$15,523,000,00015
Employee benefit-defined benefit accounts, non-managed Assets$0118
Other retirement accounts, non-managed assets$134,000,00054
Corporate trust and agency accounts, non-managed assets$36,675,000,0008
Investment management and advisory agency accounts, non-managed assets$177,000,00029
Foundation and endowment trust and agency accounts, non-managed assets$0126
Other fiduciary accounts, non-managed assets$881,734,000,0001
Memoranda
Custody and safekeeping accounts, non-managed assets$18,658,453,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$11,834,426,000,0001
Individual retirement,health savings and similar accounts, non-managed$1,331,000,00019
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,129,403,000,0006
Managed Assets ($)$136,720,000,0008
Personal trust and agency accounts, managed assets$9,223,000,00016
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$193,000,000120
Corporate trust and agency accounts, managed assets$2,076,000,0003
Investment management and investment advisory agency accounts, managed assets$60,485,000,0007
Foundation and endowment trust and agency accounts, managed assets$594,000,00043
Other fiduciary accounts, managed assets$64,149,000,0001
Memoranda
Fiduciary accounts held in foreign offices, managed assets$51,836,000,0002
Individual retirement,health savings and similar accounts, managed assets$193,000,000111
Investments of managed fiduciary accts in advised or sponsored mutual funds$044
Non-managed Assets ($)$992,683,000,0005
Personal trust and agency accounts, non-managed assets$54,646,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$14,811,000,00015
Employee benefit-defined benefit accounts, non-managed Assets$0148
Other retirement accounts, non-managed assets$68,000,00067
Corporate trust and agency accounts, non-managed assets$37,290,000,0008
Investment management and advisory agency accounts, non-managed assets$177,000,00032
Foundation and endowment trust and agency accounts, non-managed assets$0194
Other fiduciary accounts, non-managed assets$885,691,000,0001
Memoranda
Custody and safekeeping accounts, non-managed assets$18,547,266,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$11,791,403,000,0001
Individual retirement,health savings and similar accounts, non-managed$1,295,000,00019
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,020,222,000,0006
Managed Assets ($)$122,940,000,0008
Personal trust and agency accounts, managed assets$8,540,000,00016
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$150,000,000136
Corporate trust and agency accounts, managed assets$1,457,000,0004
Investment management and investment advisory agency accounts, managed assets$55,297,000,0007
Foundation and endowment trust and agency accounts, managed assets$539,000,00043
Other fiduciary accounts, managed assets$56,957,000,0001
Memoranda
Fiduciary accounts held in foreign offices, managed assets$43,561,000,0002
Individual retirement,health savings and similar accounts, managed assets$150,000,000129
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$897,282,000,0005
Personal trust and agency accounts, non-managed assets$51,362,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$12,667,000,00015
Employee benefit-defined benefit accounts, non-managed Assets$0122
Other retirement accounts, non-managed assets$62,000,00065
Corporate trust and agency accounts, non-managed assets$31,184,000,0008
Investment management and advisory agency accounts, non-managed assets$164,000,00031
Foundation and endowment trust and agency accounts, non-managed assets$16,000,00057
Other fiduciary accounts, non-managed assets$801,827,000,0001
Memoranda
Custody and safekeeping accounts, non-managed assets$16,784,969,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$10,445,189,000,0001
Individual retirement,health savings and similar accounts, non-managed$1,177,000,00019
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$982,129,000,0006
Managed Assets ($)$117,009,000,0008
Personal trust and agency accounts, managed assets$8,166,000,00017
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$159,000,000128
Corporate trust and agency accounts, managed assets$1,333,000,0005
Investment management and investment advisory agency accounts, managed assets$50,814,000,0007
Foundation and endowment trust and agency accounts, managed assets$515,000,00042
Other fiduciary accounts, managed assets$56,022,000,0001
Memoranda
Fiduciary accounts held in foreign offices, managed assets$40,306,000,0002
Individual retirement,health savings and similar accounts, managed assets$159,000,000120
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$865,120,000,0005
Personal trust and agency accounts, non-managed assets$49,363,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$11,707,000,00016
Employee benefit-defined benefit accounts, non-managed Assets$0134
Other retirement accounts, non-managed assets$59,000,00066
Corporate trust and agency accounts, non-managed assets$28,679,000,0008
Investment management and advisory agency accounts, non-managed assets$152,000,00032
Foundation and endowment trust and agency accounts, non-managed assets$16,000,00059
Other fiduciary accounts, non-managed assets$775,144,000,0001
Memoranda
Custody and safekeeping accounts, non-managed assets$15,889,579,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$9,808,668,000,0001
Individual retirement,health savings and similar accounts, non-managed$1,034,000,00020
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$905,220,000,0007
Managed Assets ($)$112,215,000,0007
Personal trust and agency accounts, managed assets$7,514,000,00017
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$145,000,000123
Corporate trust and agency accounts, managed assets$1,180,000,0005
Investment management and investment advisory agency accounts, managed assets$44,867,000,0007
Foundation and endowment trust and agency accounts, managed assets$449,000,00042
Other fiduciary accounts, managed assets$58,060,000,0001
Memoranda
Fiduciary accounts held in foreign offices, managed assets$37,895,000,0002
Individual retirement,health savings and similar accounts, managed assets$145,000,000116
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$793,005,000,0005
Personal trust and agency accounts, non-managed assets$47,613,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$10,391,000,00016
Employee benefit-defined benefit accounts, non-managed Assets$0126
Other retirement accounts, non-managed assets$54,000,00065
Corporate trust and agency accounts, non-managed assets$26,251,000,0008
Investment management and advisory agency accounts, non-managed assets$165,000,00027
Foundation and endowment trust and agency accounts, non-managed assets$6,000,00077
Other fiduciary accounts, non-managed assets$708,525,000,0002
Memoranda
Custody and safekeeping accounts, non-managed assets$14,207,255,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$8,730,826,000,0001
Individual retirement,health savings and similar accounts, non-managed$825,000,00022
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,023,020,000,0007
Managed Assets ($)$106,089,000,0009
Personal trust and agency accounts, managed assets$8,400,000,00017
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0410
Employee benefit-defined benefit accounts, managed assets$0257
Other employee benefit and retirement-related accounts, managed assets$160,000,000129
Corporate trust and agency accounts, managed assets$1,925,000,0003
Investment management and investment advisory agency accounts, managed assets$46,716,000,0008
Foundation and endowment trust and agency accounts, managed assets$549,000,00039
Other fiduciary accounts, managed assets$48,339,000,0001
Memoranda
Fiduciary accounts held in foreign offices, managed assets$37,033,000,0002
Individual retirement,health savings and similar accounts, managed assets$160,000,000121
Investments of managed fiduciary accts in advised or sponsored mutual funds$049
Non-managed Assets ($)$916,931,000,0005
Personal trust and agency accounts, non-managed assets$50,322,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$11,759,000,00016
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$66,000,00067
Corporate trust and agency accounts, non-managed assets$29,750,000,0008
Investment management and advisory agency accounts, non-managed assets$207,000,00025
Foundation and endowment trust and agency accounts, non-managed assets$6,000,00089
Other fiduciary accounts, non-managed assets$824,821,000,0002
Memoranda
Custody and safekeeping accounts, non-managed assets$15,981,462,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$10,111,006,000,0001
Individual retirement,health savings and similar accounts, non-managed$1,010,000,00021
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$968,083,000,0007
Managed Assets ($)$107,362,000,00010
Personal trust and agency accounts, managed assets$8,125,000,00018
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0259
Employee benefit-defined benefit accounts, managed assets$0183
Other employee benefit and retirement-related accounts, managed assets$145,000,000131
Corporate trust and agency accounts, managed assets$1,660,000,0004
Investment management and investment advisory agency accounts, managed assets$44,291,000,0009
Foundation and endowment trust and agency accounts, managed assets$564,000,00039
Other fiduciary accounts, managed assets$52,577,000,0001
Memoranda
Fiduciary accounts held in foreign offices, managed assets$34,791,000,0002
Individual retirement,health savings and similar accounts, managed assets$145,000,000125
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$860,721,000,0005
Personal trust and agency accounts, non-managed assets$48,649,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$10,673,000,00016
Employee benefit-defined benefit accounts, non-managed Assets$0124
Other retirement accounts, non-managed assets$67,000,00065
Corporate trust and agency accounts, non-managed assets$27,506,000,0008
Investment management and advisory agency accounts, non-managed assets$223,000,00025
Foundation and endowment trust and agency accounts, non-managed assets$7,000,00076
Other fiduciary accounts, non-managed assets$773,596,000,0002
Memoranda
Custody and safekeeping accounts, non-managed assets$15,122,641,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$9,539,895,000,0001
Individual retirement,health savings and similar accounts, non-managed$963,000,00022
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$978,145,000,0007
Managed Assets ($)$108,268,000,0009
Personal trust and agency accounts, managed assets$7,836,000,00017
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0283
Employee benefit-defined benefit accounts, managed assets$0196
Other employee benefit and retirement-related accounts, managed assets$101,000,000171
Corporate trust and agency accounts, managed assets$1,672,000,0004
Investment management and investment advisory agency accounts, managed assets$43,729,000,0008
Foundation and endowment trust and agency accounts, managed assets$514,000,00040
Other fiduciary accounts, managed assets$54,416,000,0001
Memoranda
Fiduciary accounts held in foreign offices, managed assets$34,534,000,0002
Individual retirement,health savings and similar accounts, managed assets$101,000,000164
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$869,877,000,0005
Personal trust and agency accounts, non-managed assets$48,508,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$10,562,000,00016
Employee benefit-defined benefit accounts, non-managed Assets$0132
Other retirement accounts, non-managed assets$63,000,00070
Corporate trust and agency accounts, non-managed assets$29,047,000,0008
Investment management and advisory agency accounts, non-managed assets$218,000,00025
Foundation and endowment trust and agency accounts, non-managed assets$7,000,00078
Other fiduciary accounts, non-managed assets$781,472,000,0002
Memoranda
Custody and safekeeping accounts, non-managed assets$15,093,131,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$9,683,970,000,0001
Individual retirement,health savings and similar accounts, non-managed$953,000,00021
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$983,204,000,0007
Managed Assets ($)$105,051,000,0009
Personal trust and agency accounts, managed assets$7,784,000,00019
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0282
Employee benefit-defined benefit accounts, managed assets$0197
Other employee benefit and retirement-related accounts, managed assets$97,000,000172
Corporate trust and agency accounts, managed assets$1,639,000,0004
Investment management and investment advisory agency accounts, managed assets$41,504,000,0008
Foundation and endowment trust and agency accounts, managed assets$502,000,00041
Other fiduciary accounts, managed assets$53,525,000,0001
Memoranda
Fiduciary accounts held in foreign offices, managed assets$34,728,000,0002
Individual retirement,health savings and similar accounts, managed assets$97,000,000166
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$878,153,000,0005
Personal trust and agency accounts, non-managed assets$46,941,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$10,086,000,00016
Employee benefit-defined benefit accounts, non-managed Assets$0134
Other retirement accounts, non-managed assets$62,000,00071
Corporate trust and agency accounts, non-managed assets$28,655,000,0008
Investment management and advisory agency accounts, non-managed assets$179,000,00028
Foundation and endowment trust and agency accounts, non-managed assets$7,000,00077
Other fiduciary accounts, non-managed assets$792,223,000,0002
Memoranda
Custody and safekeeping accounts, non-managed assets$14,565,281,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$9,336,021,000,0001
Individual retirement,health savings and similar accounts, non-managed$1,008,000,00020
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$934,908,000,0007
Managed Assets ($)$103,587,000,0008
Personal trust and agency accounts, managed assets$7,327,000,00017
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0422
Employee benefit-defined benefit accounts, managed assets$0267
Other employee benefit and retirement-related accounts, managed assets$91,000,000170
Corporate trust and agency accounts, managed assets$1,293,000,0005
Investment management and investment advisory agency accounts, managed assets$43,669,000,0007
Foundation and endowment trust and agency accounts, managed assets$468,000,00042
Other fiduciary accounts, managed assets$50,739,000,0001
Memoranda
Fiduciary accounts held in foreign offices, managed assets$35,826,000,0002
Individual retirement,health savings and similar accounts, managed assets$91,000,000163
Investments of managed fiduciary accts in advised or sponsored mutual funds$043
Non-managed Assets ($)$831,321,000,0005
Personal trust and agency accounts, non-managed assets$44,533,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,260,000,00016
Employee benefit-defined benefit accounts, non-managed Assets$0166
Other retirement accounts, non-managed assets$56,000,00073
Corporate trust and agency accounts, non-managed assets$27,650,000,0008
Investment management and advisory agency accounts, non-managed assets$155,000,00029
Foundation and endowment trust and agency accounts, non-managed assets$7,000,00085
Other fiduciary accounts, non-managed assets$749,660,000,0002
Memoranda
Custody and safekeeping accounts, non-managed assets$13,770,533,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$8,840,763,000,0001
Individual retirement,health savings and similar accounts, non-managed$879,000,00020
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,006,858,000,0007
Managed Assets ($)$115,206,000,0008
Personal trust and agency accounts, managed assets$8,008,000,00017
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0287
Employee benefit-defined benefit accounts, managed assets$0200
Other employee benefit and retirement-related accounts, managed assets$101,000,000168
Corporate trust and agency accounts, managed assets$1,501,000,0003
Investment management and investment advisory agency accounts, managed assets$46,257,000,0007
Foundation and endowment trust and agency accounts, managed assets$524,000,00040
Other fiduciary accounts, managed assets$58,815,000,0001
Memoranda
Fiduciary accounts held in foreign offices, managed assets$41,539,000,0002
Individual retirement,health savings and similar accounts, managed assets$101,000,000161
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$891,652,000,0005
Personal trust and agency accounts, non-managed assets$39,589,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,351,000,00016
Employee benefit-defined benefit accounts, non-managed Assets$0134
Other retirement accounts, non-managed assets$65,000,00064
Corporate trust and agency accounts, non-managed assets$27,938,000,0008
Investment management and advisory agency accounts, non-managed assets$156,000,00032
Foundation and endowment trust and agency accounts, non-managed assets$6,000,00081
Other fiduciary accounts, non-managed assets$814,547,000,0002
Memoranda
Custody and safekeeping accounts, non-managed assets$13,920,203,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$9,005,371,000,0001
Individual retirement,health savings and similar accounts, non-managed$872,000,00020
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,013,935,000,0006
Managed Assets ($)$115,572,000,0008
Personal trust and agency accounts, managed assets$8,052,000,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0290
Employee benefit-defined benefit accounts, managed assets$0205
Other employee benefit and retirement-related accounts, managed assets$100,000,000164
Corporate trust and agency accounts, managed assets$1,495,000,0004
Investment management and investment advisory agency accounts, managed assets$47,436,000,0007
Foundation and endowment trust and agency accounts, managed assets$540,000,00040
Other fiduciary accounts, managed assets$57,949,000,0001
Memoranda
Fiduciary accounts held in foreign offices, managed assets$43,650,000,0002
Individual retirement,health savings and similar accounts, managed assets$100,000,000157
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$898,363,000,0005
Personal trust and agency accounts, non-managed assets$39,427,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,385,000,00016
Employee benefit-defined benefit accounts, non-managed Assets$0135
Other retirement accounts, non-managed assets$64,000,00065
Corporate trust and agency accounts, non-managed assets$32,188,000,0007
Investment management and advisory agency accounts, non-managed assets$133,000,00033
Foundation and endowment trust and agency accounts, non-managed assets$6,000,00081
Other fiduciary accounts, non-managed assets$817,160,000,0002
Memoranda
Custody and safekeeping accounts, non-managed assets$13,692,247,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$8,997,773,000,0001
Individual retirement,health savings and similar accounts, non-managed$565,000,00022
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,021,423,000,0007
Managed Assets ($)$113,013,000,0008
Personal trust and agency accounts, managed assets$9,297,000,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0292
Employee benefit-defined benefit accounts, managed assets$0204
Other employee benefit and retirement-related accounts, managed assets$101,000,000162
Corporate trust and agency accounts, managed assets$1,340,000,0004
Investment management and investment advisory agency accounts, managed assets$50,202,000,0007
Foundation and endowment trust and agency accounts, managed assets$544,000,00040
Other fiduciary accounts, managed assets$51,529,000,0001
Memoranda
Fiduciary accounts held in foreign offices, managed assets$45,888,000,0002
Individual retirement,health savings and similar accounts, managed assets$101,000,000154
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$908,410,000,0005
Personal trust and agency accounts, non-managed assets$35,683,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,711,000,00016
Employee benefit-defined benefit accounts, non-managed Assets$0135
Other retirement accounts, non-managed assets$63,000,00069
Corporate trust and agency accounts, non-managed assets$32,272,000,0007
Investment management and advisory agency accounts, non-managed assets$133,000,00032
Foundation and endowment trust and agency accounts, non-managed assets$41,000,00044
Other fiduciary accounts, non-managed assets$830,507,000,0002
Memoranda
Custody and safekeeping accounts, non-managed assets$13,907,509,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$9,331,545,000,0001
Individual retirement,health savings and similar accounts, non-managed$1,607,000,00018
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,033,472,000,0007
Managed Assets ($)$120,616,000,0007
Personal trust and agency accounts, managed assets$7,255,000,00018
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0439
Employee benefit-defined benefit accounts, managed assets$0275
Other employee benefit and retirement-related accounts, managed assets$107,000,000156
Corporate trust and agency accounts, managed assets$1,243,000,0005
Investment management and investment advisory agency accounts, managed assets$61,290,000,0007
Foundation and endowment trust and agency accounts, managed assets$553,000,00039
Other fiduciary accounts, managed assets$50,168,000,0001
Memoranda
Fiduciary accounts held in foreign offices, managed assets$54,433,000,0002
Individual retirement,health savings and similar accounts, managed assets$107,000,000147
Investments of managed fiduciary accts in advised or sponsored mutual funds$046
Non-managed Assets ($)$912,856,000,0005
Personal trust and agency accounts, non-managed assets$36,154,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,831,000,00016
Employee benefit-defined benefit accounts, non-managed Assets$0163
Other retirement accounts, non-managed assets$64,000,00066
Corporate trust and agency accounts, non-managed assets$32,090,000,0007
Investment management and advisory agency accounts, non-managed assets$135,000,00032
Foundation and endowment trust and agency accounts, non-managed assets$41,000,00046
Other fiduciary accounts, non-managed assets$834,541,000,0002
Memoranda
Custody and safekeeping accounts, non-managed assets$13,834,279,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$9,265,747,000,0001
Individual retirement,health savings and similar accounts, non-managed$1,422,000,00019
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$980,964,000,0006
Managed Assets ($)$122,227,000,0006
Personal trust and agency accounts, managed assets$7,075,000,00017
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0290
Employee benefit-defined benefit accounts, managed assets$0206
Other employee benefit and retirement-related accounts, managed assets$104,000,000154
Corporate trust and agency accounts, managed assets$1,245,000,0005
Investment management and investment advisory agency accounts, managed assets$61,370,000,0006
Foundation and endowment trust and agency accounts, managed assets$539,000,00041
Other fiduciary accounts, managed assets$51,894,000,0001
Memoranda
Fiduciary accounts held in foreign offices, managed assets$59,034,000,0002
Individual retirement,health savings and similar accounts, managed assets$104,000,000147
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$858,737,000,0005
Personal trust and agency accounts, non-managed assets$33,497,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,754,000,00022
Employee benefit-defined benefit accounts, non-managed Assets$0129
Other retirement accounts, non-managed assets$67,000,00064
Corporate trust and agency accounts, non-managed assets$29,840,000,0007
Investment management and advisory agency accounts, non-managed assets$158,000,00028
Foundation and endowment trust and agency accounts, non-managed assets$46,000,00039
Other fiduciary accounts, non-managed assets$790,375,000,0002
Memoranda
Custody and safekeeping accounts, non-managed assets$13,352,058,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$8,826,783,000,0001
Individual retirement,health savings and similar accounts, non-managed$1,328,000,00019
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$913,492,000,0007
Managed Assets ($)$119,234,000,0006
Personal trust and agency accounts, managed assets$7,146,000,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0295
Employee benefit-defined benefit accounts, managed assets$0205
Other employee benefit and retirement-related accounts, managed assets$103,000,000151
Corporate trust and agency accounts, managed assets$1,133,000,0005
Investment management and investment advisory agency accounts, managed assets$60,042,000,0006
Foundation and endowment trust and agency accounts, managed assets$523,000,00043
Other fiduciary accounts, managed assets$50,287,000,0001
Memoranda
Fiduciary accounts held in foreign offices, managed assets$57,912,000,0002
Individual retirement,health savings and similar accounts, managed assets$103,000,000143
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$794,258,000,0006
Personal trust and agency accounts, non-managed assets$42,402,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,462,000,00022
Employee benefit-defined benefit accounts, non-managed Assets$0129
Other retirement accounts, non-managed assets$65,000,00066
Corporate trust and agency accounts, non-managed assets$31,560,000,0007
Investment management and advisory agency accounts, non-managed assets$106,000,00035
Foundation and endowment trust and agency accounts, non-managed assets$46,000,00041
Other fiduciary accounts, non-managed assets$715,617,000,0002
Memoranda
Custody and safekeeping accounts, non-managed assets$12,922,107,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$8,472,786,000,0001
Individual retirement,health savings and similar accounts, non-managed$1,302,000,00020
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$909,780,000,0007
Managed Assets ($)$121,699,000,0007
Personal trust and agency accounts, managed assets$7,047,000,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0299
Employee benefit-defined benefit accounts, managed assets$0207
Other employee benefit and retirement-related accounts, managed assets$99,000,000149
Corporate trust and agency accounts, managed assets$1,053,000,0007
Investment management and investment advisory agency accounts, managed assets$61,113,000,0006
Foundation and endowment trust and agency accounts, managed assets$514,000,00044
Other fiduciary accounts, managed assets$51,873,000,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assets$59,564,000,0002
Individual retirement,health savings and similar accounts, managed assets$99,000,000142
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$788,081,000,0006
Personal trust and agency accounts, non-managed assets$30,211,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,948,000,00024
Employee benefit-defined benefit accounts, non-managed Assets$0129
Other retirement accounts, non-managed assets$65,000,00063
Corporate trust and agency accounts, non-managed assets$30,452,000,0007
Investment management and advisory agency accounts, non-managed assets$22,000,00074
Foundation and endowment trust and agency accounts, non-managed assets$46,000,00042
Other fiduciary accounts, non-managed assets$723,337,000,0002
Memoranda
Custody and safekeeping accounts, non-managed assets$12,428,616,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$8,118,385,000,0001
Individual retirement,health savings and similar accounts, non-managed$1,231,000,00019
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$846,822,000,0007
Managed Assets ($)$114,408,000,0007
Personal trust and agency accounts, managed assets$6,820,000,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0455
Employee benefit-defined benefit accounts, managed assets$0280
Other employee benefit and retirement-related accounts, managed assets$101,000,000144
Corporate trust and agency accounts, managed assets$916,000,0007
Investment management and investment advisory agency accounts, managed assets$56,453,000,0006
Foundation and endowment trust and agency accounts, managed assets$499,000,00043
Other fiduciary accounts, managed assets$49,619,000,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assets$56,404,000,0002
Individual retirement,health savings and similar accounts, managed assets$101,000,000135
Investments of managed fiduciary accts in advised or sponsored mutual funds$054
Non-managed Assets ($)$732,414,000,0006
Personal trust and agency accounts, non-managed assets$32,102,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,559,000,00024
Employee benefit-defined benefit accounts, non-managed Assets$0166
Other retirement accounts, non-managed assets$63,000,00066
Corporate trust and agency accounts, non-managed assets$29,525,000,0007
Investment management and advisory agency accounts, non-managed assets$119,000,00034
Foundation and endowment trust and agency accounts, non-managed assets$46,000,00041
Other fiduciary accounts, non-managed assets$667,000,000,0002
Memoranda
Custody and safekeeping accounts, non-managed assets$11,813,144,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$7,631,343,000,0001
Individual retirement,health savings and similar accounts, non-managed$1,108,000,00021
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$859,206,000,0007
Managed Assets ($)$120,198,000,0006
Personal trust and agency accounts, managed assets$7,046,000,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0301
Employee benefit-defined benefit accounts, managed assets$0214
Other employee benefit and retirement-related accounts, managed assets$102,000,000143
Corporate trust and agency accounts, managed assets$940,000,0005
Investment management and investment advisory agency accounts, managed assets$56,858,000,0006
Foundation and endowment trust and agency accounts, managed assets$503,000,00038
Other fiduciary accounts, managed assets$54,749,000,0001
Memoranda
Fiduciary accounts held in foreign offices, managed assets$56,895,000,0002
Individual retirement,health savings and similar accounts, managed assets$102,000,000131
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$739,008,000,0006
Personal trust and agency accounts, non-managed assets$32,579,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,611,000,00024
Employee benefit-defined benefit accounts, non-managed Assets$0137
Other retirement accounts, non-managed assets$62,000,00066
Corporate trust and agency accounts, non-managed assets$27,430,000,0007
Investment management and advisory agency accounts, non-managed assets$122,000,00034
Foundation and endowment trust and agency accounts, non-managed assets$43,000,00042
Other fiduciary accounts, non-managed assets$675,161,000,0002
Memoranda
Custody and safekeeping accounts, non-managed assets$12,089,162,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$7,910,799,000,0002
Individual retirement,health savings and similar accounts, non-managed$1,125,000,00020
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$832,021,000,0007
Managed Assets ($)$117,898,000,0006
Personal trust and agency accounts, managed assets$6,909,000,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0306
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$89,000,000154
Corporate trust and agency accounts, managed assets$833,000,0005
Investment management and investment advisory agency accounts, managed assets$56,077,000,0006
Foundation and endowment trust and agency accounts, managed assets$493,000,00039
Other fiduciary accounts, managed assets$53,497,000,0001
Memoranda
Fiduciary accounts held in foreign offices, managed assets$56,435,000,0002
Individual retirement,health savings and similar accounts, managed assets$89,000,000146
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$714,123,000,0006
Personal trust and agency accounts, non-managed assets$33,453,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,436,000,00024
Employee benefit-defined benefit accounts, non-managed Assets$0138
Other retirement accounts, non-managed assets$61,000,00067
Corporate trust and agency accounts, non-managed assets$25,888,000,0007
Investment management and advisory agency accounts, non-managed assets$145,000,00031
Foundation and endowment trust and agency accounts, non-managed assets$43,000,00041
Other fiduciary accounts, non-managed assets$651,097,000,0002
Memoranda
Custody and safekeeping accounts, non-managed assets$11,624,760,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$7,657,600,000,0002
Individual retirement,health savings and similar accounts, non-managed$1,006,000,00021
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$843,447,000,0006
Managed Assets ($)$118,136,000,0006
Personal trust and agency accounts, managed assets$6,986,000,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0307
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$22,000,000289
Corporate trust and agency accounts, managed assets$802,000,0007
Investment management and investment advisory agency accounts, managed assets$55,278,000,0006
Foundation and endowment trust and agency accounts, managed assets$495,000,00039
Other fiduciary accounts, managed assets$54,553,000,0001
Memoranda
Fiduciary accounts held in foreign offices, managed assets$56,798,000,0002
Individual retirement,health savings and similar accounts, managed assets$22,000,000278
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$725,311,000,0006
Personal trust and agency accounts, non-managed assets$33,272,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,396,000,00025
Employee benefit-defined benefit accounts, non-managed Assets$0136
Other retirement accounts, non-managed assets$61,000,00068
Corporate trust and agency accounts, non-managed assets$24,351,000,0009
Investment management and advisory agency accounts, non-managed assets$166,000,00023
Foundation and endowment trust and agency accounts, non-managed assets$43,000,00041
Other fiduciary accounts, non-managed assets$664,022,000,0002
Memoranda
Custody and safekeeping accounts, non-managed assets$11,357,763,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$7,509,757,000,0002
Individual retirement,health savings and similar accounts, non-managed$730,000,00022
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$853,291,000,0006
Managed Assets ($)$114,797,000,0006
Personal trust and agency accounts, managed assets$7,312,000,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0474
Employee benefit-defined benefit accounts, managed assets$0298
Other employee benefit and retirement-related accounts, managed assets$23,000,000314
Corporate trust and agency accounts, managed assets$736,000,0007
Investment management and investment advisory agency accounts, managed assets$52,208,000,0006
Foundation and endowment trust and agency accounts, managed assets$296,000,00054
Other fiduciary accounts, managed assets$54,222,000,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assets$53,265,000,0002
Individual retirement,health savings and similar accounts, managed assets$23,000,000296
Investments of managed fiduciary accts in advised or sponsored mutual funds$062
Non-managed Assets ($)$738,494,000,0005
Personal trust and agency accounts, non-managed assets$34,134,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0461
Employee benefit-defined benefit accounts, non-managed Assets$0174
Other retirement accounts, non-managed assets$3,397,000,00013
Corporate trust and agency accounts, non-managed assets$25,143,000,0009
Investment management and advisory agency accounts, non-managed assets$1,116,000,0008
Foundation and endowment trust and agency accounts, non-managed assets$0208
Other fiduciary accounts, non-managed assets$674,704,000,0002
Memoranda
Custody and safekeeping accounts, non-managed assets$11,130,443,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$7,411,256,000,0002
Individual retirement,health savings and similar accounts, non-managed$4,171,000,00014
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$813,562,000,0006
Managed Assets ($)$117,491,000,0006
Personal trust and agency accounts, managed assets$8,623,000,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0305
Employee benefit-defined benefit accounts, managed assets$0218
Other employee benefit and retirement-related accounts, managed assets$21,000,000293
Corporate trust and agency accounts, managed assets$1,474,000,0005
Investment management and investment advisory agency accounts, managed assets$52,558,000,0006
Foundation and endowment trust and agency accounts, managed assets$351,000,00050
Other fiduciary accounts, managed assets$54,464,000,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assets$53,972,000,0002
Individual retirement,health savings and similar accounts, managed assets$21,000,000281
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$696,071,000,0006
Personal trust and agency accounts, non-managed assets$32,665,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0284
Employee benefit-defined benefit accounts, non-managed Assets$0141
Other retirement accounts, non-managed assets$3,243,000,00012
Corporate trust and agency accounts, non-managed assets$24,582,000,0009
Investment management and advisory agency accounts, non-managed assets$1,186,000,0006
Foundation and endowment trust and agency accounts, non-managed assets$8,000,00085
Other fiduciary accounts, non-managed assets$634,387,000,0002
Memoranda
Custody and safekeeping accounts, non-managed assets$10,841,328,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$7,364,546,000,0002
Individual retirement,health savings and similar accounts, non-managed$4,097,000,00015
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$869,666,000,0006
Managed Assets ($)$130,177,000,0006
Personal trust and agency accounts, managed assets$9,049,000,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0310
Employee benefit-defined benefit accounts, managed assets$0218
Other employee benefit and retirement-related accounts, managed assets$22,000,000298
Corporate trust and agency accounts, managed assets$3,060,000,0002
Investment management and investment advisory agency accounts, managed assets$57,977,000,0006
Foundation and endowment trust and agency accounts, managed assets$376,000,00051
Other fiduciary accounts, managed assets$59,693,000,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assets$66,797,000,0002
Individual retirement,health savings and similar accounts, managed assets$22,000,000281
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$739,489,000,0005
Personal trust and agency accounts, non-managed assets$33,627,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0289
Employee benefit-defined benefit accounts, non-managed Assets$0140
Other retirement accounts, non-managed assets$3,481,000,00011
Corporate trust and agency accounts, non-managed assets$27,828,000,0007
Investment management and advisory agency accounts, non-managed assets$1,221,000,0006
Foundation and endowment trust and agency accounts, non-managed assets$8,000,00085
Other fiduciary accounts, non-managed assets$673,324,000,0002
Memoranda
Custody and safekeeping accounts, non-managed assets$11,431,515,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$7,944,192,000,0001
Individual retirement,health savings and similar accounts, non-managed$4,406,000,00014
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$860,499,000,0006
Managed Assets ($)$140,211,000,0006
Personal trust and agency accounts, managed assets$8,943,000,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0308
Employee benefit-defined benefit accounts, managed assets$0219
Other employee benefit and retirement-related accounts, managed assets$4,394,000,00011
Corporate trust and agency accounts, managed assets$3,702,000,0002
Investment management and investment advisory agency accounts, managed assets$56,255,000,0006
Foundation and endowment trust and agency accounts, managed assets$386,000,00046
Other fiduciary accounts, managed assets$66,531,000,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assets$71,986,000,0002
Individual retirement,health savings and similar accounts, managed assets$4,394,000,00011
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$720,288,000,0006
Personal trust and agency accounts, non-managed assets$33,472,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0287
Employee benefit-defined benefit accounts, non-managed Assets$0139
Other retirement accounts, non-managed assets$3,519,000,00014
Corporate trust and agency accounts, non-managed assets$27,053,000,0007
Investment management and advisory agency accounts, non-managed assets$1,184,000,0007
Foundation and endowment trust and agency accounts, non-managed assets$3,000,000102
Other fiduciary accounts, non-managed assets$655,057,000,0002
Memoranda
Custody and safekeeping accounts, non-managed assets$11,781,663,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$7,877,917,000,0001
Individual retirement,health savings and similar accounts, non-managed$4,432,000,00015
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$683,019,000,0007
Managed Assets ($)$140,958,000,0006
Personal trust and agency accounts, managed assets$8,919,000,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0486
Employee benefit-defined benefit accounts, managed assets$0307
Other employee benefit and retirement-related accounts, managed assets$4,315,000,00011
Corporate trust and agency accounts, managed assets$4,394,000,0002
Investment management and investment advisory agency accounts, managed assets$58,672,000,0006
Foundation and endowment trust and agency accounts, managed assets$384,000,00045
Other fiduciary accounts, managed assets$64,274,000,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assets$75,457,000,0002
Individual retirement,health savings and similar accounts, managed assets$4,315,000,00011
Investments of managed fiduciary accts in advised or sponsored mutual funds$34,075,000,0003
Non-managed Assets ($)$542,061,000,0007
Personal trust and agency accounts, non-managed assets$34,728,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0494
Employee benefit-defined benefit accounts, non-managed Assets$0180
Other retirement accounts, non-managed assets$3,437,000,00014
Corporate trust and agency accounts, non-managed assets$28,799,000,0007
Investment management and advisory agency accounts, non-managed assets$1,176,000,0007
Foundation and endowment trust and agency accounts, non-managed assets$3,000,000115
Other fiduciary accounts, non-managed assets$473,918,000,0003
Memoranda
Custody and safekeeping accounts, non-managed assets$11,913,129,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$7,885,295,000,0002
Individual retirement,health savings and similar accounts, non-managed$4,677,000,00015
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$678,422,000,0006
Managed Assets ($)$132,467,000,0006
Personal trust and agency accounts, managed assets$9,019,000,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0306
Employee benefit-defined benefit accounts, managed assets$0224
Other employee benefit and retirement-related accounts, managed assets$4,254,000,00011
Corporate trust and agency accounts, managed assets$5,957,000,0002
Investment management and investment advisory agency accounts, managed assets$60,424,000,0006
Foundation and endowment trust and agency accounts, managed assets$376,000,00044
Other fiduciary accounts, managed assets$52,437,000,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assets$53,725,000,0002
Individual retirement,health savings and similar accounts, managed assets$4,254,000,00011
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$545,955,000,0007
Personal trust and agency accounts, non-managed assets$34,883,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0292
Employee benefit-defined benefit accounts, non-managed Assets$0143
Other retirement accounts, non-managed assets$3,364,000,00014
Corporate trust and agency accounts, non-managed assets$28,610,000,0007
Investment management and advisory agency accounts, non-managed assets$1,140,000,0007
Foundation and endowment trust and agency accounts, non-managed assets$3,000,000102
Other fiduciary accounts, non-managed assets$477,955,000,0003
Memoranda
Custody and safekeeping accounts, non-managed assets$10,900,620,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$7,772,642,000,0003
Individual retirement,health savings and similar accounts, non-managed$4,496,000,00015
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$678,666,000,0006
Managed Assets ($)$131,847,000,0007
Personal trust and agency accounts, managed assets$8,909,000,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0311
Employee benefit-defined benefit accounts, managed assets$0225
Other employee benefit and retirement-related accounts, managed assets$4,158,000,00012
Corporate trust and agency accounts, managed assets$6,372,000,0001
Investment management and investment advisory agency accounts, managed assets$62,645,000,0006
Foundation and endowment trust and agency accounts, managed assets$378,000,00045
Other fiduciary accounts, managed assets$49,385,000,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assets$56,111,000,0002
Individual retirement,health savings and similar accounts, managed assets$4,158,000,00011
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$546,819,000,0007
Personal trust and agency accounts, non-managed assets$35,313,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0295
Employee benefit-defined benefit accounts, non-managed Assets$0143
Other retirement accounts, non-managed assets$3,608,000,00013
Corporate trust and agency accounts, non-managed assets$28,891,000,0007
Investment management and advisory agency accounts, non-managed assets$1,162,000,0008
Foundation and endowment trust and agency accounts, non-managed assets$4,000,00093
Other fiduciary accounts, non-managed assets$477,841,000,0003
Memoranda
Custody and safekeeping accounts, non-managed assets$11,180,806,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$8,045,874,000,0003
Individual retirement,health savings and similar accounts, non-managed$4,639,000,00015
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$610,153,000,0008
Managed Assets ($)$132,988,000,0007
Personal trust and agency accounts, managed assets$8,937,000,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0314
Employee benefit-defined benefit accounts, managed assets$0228
Other employee benefit and retirement-related accounts, managed assets$4,030,000,00012
Corporate trust and agency accounts, managed assets$6,606,000,0001
Investment management and investment advisory agency accounts, managed assets$62,841,000,0006
Foundation and endowment trust and agency accounts, managed assets$368,000,00043
Other fiduciary accounts, managed assets$50,206,000,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assets$57,126,000,0002
Individual retirement,health savings and similar accounts, managed assets$4,030,000,00011
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$477,165,000,0009
Personal trust and agency accounts, non-managed assets$32,935,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0298
Employee benefit-defined benefit accounts, non-managed Assets$0144
Other retirement accounts, non-managed assets$3,418,000,00015
Corporate trust and agency accounts, non-managed assets$29,670,000,0007
Investment management and advisory agency accounts, non-managed assets$1,015,000,0008
Foundation and endowment trust and agency accounts, non-managed assets$4,000,00092
Other fiduciary accounts, non-managed assets$410,123,000,0003
Memoranda
Custody and safekeeping accounts, non-managed assets$10,718,715,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$7,650,890,000,0003
Individual retirement,health savings and similar accounts, non-managed$4,323,000,00016
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$592,453,000,0008
Managed Assets ($)$122,145,000,0007
Personal trust and agency accounts, managed assets$8,721,000,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0514
Employee benefit-defined benefit accounts, managed assets$0318
Other employee benefit and retirement-related accounts, managed assets$3,975,000,00011
Corporate trust and agency accounts, managed assets$6,629,000,0001
Investment management and investment advisory agency accounts, managed assets$64,747,000,0006
Foundation and endowment trust and agency accounts, managed assets$364,000,00042
Other fiduciary accounts, managed assets$37,709,000,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assets$57,869,000,0002
Individual retirement,health savings and similar accounts, managed assets$3,975,000,00011
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$470,308,000,0009
Personal trust and agency accounts, non-managed assets$33,675,000,0003
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$3,422,000,00015
Corporate trust and agency accounts, non-managed assets$29,633,000,0007
Investment management and advisory agency accounts, non-managed assets$943,000,0008
Foundation and endowment trust and agency accounts, non-managed assets$5,000,00097
Other fiduciary accounts, non-managed assets$402,630,000,0003
Memoranda
Custody and safekeeping accounts, non-managed assets$10,534,081,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$7,573,829,000,0003
Individual retirement,health savings and similar accounts, non-managed$4,276,000,00016
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$575,243,000,0008
Managed Assets ($)$119,429,000,0007
Personal trust and agency accounts, managed assets$8,914,000,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0302
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$3,909,000,00012
Corporate trust and agency accounts, managed assets$6,946,000,0001
Investment management and investment advisory agency accounts, managed assets$65,921,000,0006
Foundation and endowment trust and agency accounts, managed assets$294,000,00047
Other fiduciary accounts, managed assets$33,445,000,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assets$59,557,000,0002
Individual retirement,health savings and similar accounts, managed assets$3,909,000,00011
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$455,814,000,0009
Personal trust and agency accounts, non-managed assets$32,842,000,0003
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$3,305,000,00015
Corporate trust and agency accounts, non-managed assets$28,090,000,0007
Investment management and advisory agency accounts, non-managed assets$839,000,00010
Foundation and endowment trust and agency accounts, non-managed assets$4,000,00090
Other fiduciary accounts, non-managed assets$390,734,000,0003
Memoranda
Custody and safekeeping accounts, non-managed assets$10,293,951,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$7,445,067,000,0003
Individual retirement,health savings and similar accounts, non-managed$3,649,000,00018
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$549,718,000,0009
Managed Assets ($)$118,170,000,0007
Personal trust and agency accounts, managed assets$8,530,000,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0304
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$3,841,000,00012
Corporate trust and agency accounts, managed assets$8,091,000,0002
Investment management and investment advisory agency accounts, managed assets$65,354,000,0006
Foundation and endowment trust and agency accounts, managed assets$281,000,00047
Other fiduciary accounts, managed assets$32,073,000,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assets$61,056,000,0002
Individual retirement,health savings and similar accounts, managed assets$3,841,000,00011
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$431,548,000,0009
Personal trust and agency accounts, non-managed assets$35,007,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0293
Employee benefit-defined benefit accounts, non-managed Assets$0143
Other retirement accounts, non-managed assets$3,246,000,00015
Corporate trust and agency accounts, non-managed assets$25,939,000,0007
Investment management and advisory agency accounts, non-managed assets$880,000,0009
Foundation and endowment trust and agency accounts, non-managed assets$5,000,00085
Other fiduciary accounts, non-managed assets$366,471,000,0003
Memoranda
Custody and safekeeping accounts, non-managed assets$9,800,501,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$6,987,408,000,0002
Individual retirement,health savings and similar accounts, non-managed$3,700,000,00017
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$559,648,000,0009
Managed Assets ($)$139,937,000,0007
Personal trust and agency accounts, managed assets$9,939,000,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0303
Employee benefit-defined benefit accounts, managed assets$0219
Other employee benefit and retirement-related accounts, managed assets$3,823,000,00012
Corporate trust and agency accounts, managed assets$8,810,000,0001
Investment management and investment advisory agency accounts, managed assets$73,690,000,0005
Foundation and endowment trust and agency accounts, managed assets$244,000,00051
Other fiduciary accounts, managed assets$43,431,000,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assets$80,025,000,0002
Individual retirement,health savings and similar accounts, managed assets$3,822,000,00010
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$419,711,000,0009
Personal trust and agency accounts, non-managed assets$34,028,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0298
Employee benefit-defined benefit accounts, non-managed Assets$0147
Other retirement accounts, non-managed assets$3,541,000,00015
Corporate trust and agency accounts, non-managed assets$26,055,000,0007
Investment management and advisory agency accounts, non-managed assets$896,000,00011
Foundation and endowment trust and agency accounts, non-managed assets$3,000,00094
Other fiduciary accounts, non-managed assets$355,188,000,0003
Memoranda
Custody and safekeeping accounts, non-managed assets$9,990,690,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$7,112,331,000,0003
Individual retirement,health savings and similar accounts, non-managed$291,000,00036
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$527,977,000,0009
Managed Assets ($)$120,171,000,0007
Personal trust and agency accounts, managed assets$9,670,000,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0530
Employee benefit-defined benefit accounts, managed assets$0330
Other employee benefit and retirement-related accounts, managed assets$3,714,000,00011
Corporate trust and agency accounts, managed assets$9,140,000,0001
Investment management and investment advisory agency accounts, managed assets$69,449,000,0005
Foundation and endowment trust and agency accounts, managed assets$248,000,00050
Other fiduciary accounts, managed assets$27,950,000,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assets$78,282,000,0002
Individual retirement,health savings and similar accounts, managed assets$3,710,000,0009
Investments of managed fiduciary accts in advised or sponsored mutual funds$072
Non-managed Assets ($)$407,806,000,0009
Personal trust and agency accounts, non-managed assets$35,760,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,000,000413
Employee benefit-defined benefit accounts, non-managed Assets$40,000,00084
Other retirement accounts, non-managed assets$3,197,000,00015
Corporate trust and agency accounts, non-managed assets$28,563,000,0007
Investment management and advisory agency accounts, non-managed assets$898,000,0008
Foundation and endowment trust and agency accounts, non-managed assets$3,000,000106
Other fiduciary accounts, non-managed assets$339,343,000,0003
Memoranda
Custody and safekeeping accounts, non-managed assets$10,277,466,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$7,511,053,000,0002
Individual retirement,health savings and similar accounts, non-managed$51,000,00085
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$530,146,000,0008
Managed Assets ($)$128,975,000,0007
Personal trust and agency accounts, managed assets$10,759,000,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0293
Employee benefit-defined benefit accounts, managed assets$0212
Other employee benefit and retirement-related accounts, managed assets$3,638,000,00011
Corporate trust and agency accounts, managed assets$10,241,000,0001
Investment management and investment advisory agency accounts, managed assets$67,174,000,0005
Foundation and endowment trust and agency accounts, managed assets$204,000,00052
Other fiduciary accounts, managed assets$36,959,000,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assets$74,385,000,0002
Individual retirement,health savings and similar accounts, managed assets$3,634,000,0009
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$401,171,000,0009
Personal trust and agency accounts, non-managed assets$38,380,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,000,000211
Employee benefit-defined benefit accounts, non-managed Assets$76,000,00070
Other retirement accounts, non-managed assets$3,055,000,00015
Corporate trust and agency accounts, non-managed assets$26,004,000,0007
Investment management and advisory agency accounts, non-managed assets$911,000,0009
Foundation and endowment trust and agency accounts, non-managed assets$3,000,00090
Other fiduciary accounts, non-managed assets$332,734,000,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$10,006,141,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$7,308,836,000,0002
Individual retirement,health savings and similar accounts, non-managed$53,000,00072
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$504,567,000,0009
Managed Assets ($)$125,113,000,0007
Personal trust and agency accounts, managed assets$10,974,000,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0294
Employee benefit-defined benefit accounts, managed assets$0214
Other employee benefit and retirement-related accounts, managed assets$3,519,000,00012
Corporate trust and agency accounts, managed assets$9,661,000,0001
Investment management and investment advisory agency accounts, managed assets$62,368,000,0006
Foundation and endowment trust and agency accounts, managed assets$204,000,00050
Other fiduciary accounts, managed assets$38,387,000,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assets$71,134,000,0001
Individual retirement,health savings and similar accounts, managed assets$3,515,000,0009
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$379,454,000,0009
Personal trust and agency accounts, non-managed assets$37,881,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$11,000,000205
Employee benefit-defined benefit accounts, non-managed Assets$90,000,00059
Other retirement accounts, non-managed assets$2,871,000,00015
Corporate trust and agency accounts, non-managed assets$24,540,000,0007
Investment management and advisory agency accounts, non-managed assets$181,000,00018
Foundation and endowment trust and agency accounts, non-managed assets$3,000,00090
Other fiduciary accounts, non-managed assets$313,877,000,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$9,494,556,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$6,892,427,000,0002
Individual retirement,health savings and similar accounts, non-managed$52,000,00073
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$519,586,000,0009
Managed Assets ($)$125,465,000,0007
Personal trust and agency accounts, managed assets$11,936,000,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0294
Employee benefit-defined benefit accounts, managed assets$0213
Other employee benefit and retirement-related accounts, managed assets$3,449,000,00013
Corporate trust and agency accounts, managed assets$10,250,000,0001
Investment management and investment advisory agency accounts, managed assets$62,035,000,0006
Foundation and endowment trust and agency accounts, managed assets$259,000,00046
Other fiduciary accounts, managed assets$37,536,000,0002
Memoranda
Fiduciary accounts held in foreign offices, managed assets$71,540,000,0001
Individual retirement,health savings and similar accounts, managed assets$3,442,000,0009
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$394,121,000,0009
Personal trust and agency accounts, non-managed assets$36,773,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$11,000,000205
Employee benefit-defined benefit accounts, non-managed Assets$112,000,00057
Other retirement accounts, non-managed assets$2,866,000,00015
Corporate trust and agency accounts, non-managed assets$24,473,000,0007
Investment management and advisory agency accounts, non-managed assets$160,000,00021
Foundation and endowment trust and agency accounts, non-managed assets$3,000,00089
Other fiduciary accounts, non-managed assets$329,723,000,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$9,855,097,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$7,310,086,000,0002
Individual retirement,health savings and similar accounts, non-managed$52,000,00070
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$485,869,000,0009
Managed Assets ($)$114,806,000,0006
Personal trust and agency accounts, managed assets$11,655,000,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0547
Employee benefit-defined benefit accounts, managed assets$0330
Other employee benefit and retirement-related accounts, managed assets$3,370,000,00010
Corporate trust and agency accounts, managed assets$9,097,000,0001
Investment management and investment advisory agency accounts, managed assets$57,187,000,0006
Foundation and endowment trust and agency accounts, managed assets$256,000,00044
Other fiduciary accounts, managed assets$33,241,000,0001
Memoranda
Fiduciary accounts held in foreign offices, managed assets$66,891,000,0001
Individual retirement,health savings and similar accounts, managed assets$3,363,000,0007
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$371,063,000,0009
Personal trust and agency accounts, non-managed assets$39,269,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,000,000282
Employee benefit-defined benefit accounts, non-managed Assets$113,000,00058
Other retirement accounts, non-managed assets$2,552,000,00013
Corporate trust and agency accounts, non-managed assets$24,139,000,0007
Investment management and advisory agency accounts, non-managed assets$145,000,00020
Foundation and endowment trust and agency accounts, non-managed assets$3,000,00098
Other fiduciary accounts, non-managed assets$304,833,000,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$9,413,861,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$6,984,974,000,0002
Individual retirement,health savings and similar accounts, non-managed$51,000,00081
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$482,500,000,0009
Managed Assets ($)$109,511,000,0005
Personal trust and agency accounts, managed assets$11,574,000,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0292
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$3,305,000,00010
Corporate trust and agency accounts, managed assets$3,840,000,0003
Investment management and investment advisory agency accounts, managed assets$57,385,000,0005
Foundation and endowment trust and agency accounts, managed assets$221,000,00049
Other fiduciary accounts, managed assets$33,186,000,0001
Memoranda
Fiduciary accounts held in foreign offices, managed assets$66,632,000,0001
Individual retirement,health savings and similar accounts, managed assets$3,298,000,0007
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$372,989,000,0009
Personal trust and agency accounts, non-managed assets$35,992,000,0001
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,000,000216
Employee benefit-defined benefit accounts, non-managed Assets$90,000,00061
Other retirement accounts, non-managed assets$6,817,000,0009
Corporate trust and agency accounts, non-managed assets$24,752,000,0007
Investment management and advisory agency accounts, non-managed assets$155,000,00019
Foundation and endowment trust and agency accounts, non-managed assets$2,000,00092
Other fiduciary accounts, non-managed assets$305,174,000,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$6,244,690,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$3,846,149,000,0004
Individual retirement,health savings and similar accounts, non-managed$51,000,00068
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$516,200,000,00010
Managed Assets ($)$115,150,000,0005
Personal trust and agency accounts, managed assets$12,188,000,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0297
Employee benefit-defined benefit accounts, managed assets$0223
Other employee benefit and retirement-related accounts, managed assets$3,242,000,00013
Corporate trust and agency accounts, managed assets$2,388,000,0003
Investment management and investment advisory agency accounts, managed assets$61,827,000,0005
Foundation and endowment trust and agency accounts, managed assets$253,000,00045
Other fiduciary accounts, managed assets$35,252,000,0001
Memoranda
Fiduciary accounts held in foreign offices, managed assets$69,567,000,0001
Individual retirement,health savings and similar accounts, managed assets$3,234,000,0009
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$401,050,000,0009
Personal trust and agency accounts, non-managed assets$32,720,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,000,000226
Employee benefit-defined benefit accounts, non-managed Assets$88,000,00060
Other retirement accounts, non-managed assets$7,229,000,0009
Corporate trust and agency accounts, non-managed assets$25,382,000,0009
Investment management and advisory agency accounts, non-managed assets$149,000,00017
Foundation and endowment trust and agency accounts, non-managed assets$2,000,00092
Other fiduciary accounts, non-managed assets$335,474,000,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$6,852,813,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$4,396,007,000,0004
Individual retirement,health savings and similar accounts, non-managed$54,000,00066
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$507,060,000,00010
Managed Assets ($)$105,346,000,0005
Personal trust and agency accounts, managed assets$11,212,000,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0305
Employee benefit-defined benefit accounts, managed assets$0230
Other employee benefit and retirement-related accounts, managed assets$3,170,000,00013
Corporate trust and agency accounts, managed assets$2,155,000,0003
Investment management and investment advisory agency accounts, managed assets$50,706,000,0005
Foundation and endowment trust and agency accounts, managed assets$242,000,00048
Other fiduciary accounts, managed assets$37,861,000,0001
Memoranda
Fiduciary accounts held in foreign offices, managed assets$58,434,000,0001
Individual retirement,health savings and similar accounts, managed assets$3,157,000,0009
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$401,714,000,0009
Personal trust and agency accounts, non-managed assets$28,307,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,000,000232
Employee benefit-defined benefit accounts, non-managed Assets$35,000,00085
Other retirement accounts, non-managed assets$7,051,000,0009
Corporate trust and agency accounts, non-managed assets$26,491,000,0009
Investment management and advisory agency accounts, non-managed assets$132,000,00016
Foundation and endowment trust and agency accounts, non-managed assets$0134
Other fiduciary accounts, non-managed assets$339,693,000,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$6,582,535,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$4,161,998,000,0004
Individual retirement,health savings and similar accounts, non-managed$53,000,00067
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,238,440,000,0005
Managed Assets ($)$54,279,000,0009
Personal trust and agency accounts, managed assets$11,225,000,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0583
Employee benefit-defined benefit accounts, managed assets$0356
Other employee benefit and retirement-related accounts, managed assets$3,112,000,00012
Corporate trust and agency accounts, managed assets$1,962,000,0003
Investment management and investment advisory agency accounts, managed assets$37,048,000,0006
Foundation and endowment trust and agency accounts, managed assets$105,000,00064
Other fiduciary accounts, managed assets$827,000,00011
Memoranda
Fiduciary accounts held in foreign offices, managed assets$35,929,000,0001
Individual retirement,health savings and similar accounts, managed assets$25,000,000231
Investments of managed fiduciary accts in advised or sponsored mutual funds$081
Non-managed Assets ($)$1,184,161,000,0005
Personal trust and agency accounts, non-managed assets$35,029,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,000,000372
Employee benefit-defined benefit accounts, non-managed Assets$30,000,00094
Other retirement accounts, non-managed assets$5,557,000,00011
Corporate trust and agency accounts, non-managed assets$857,315,000,0001
Investment management and advisory agency accounts, non-managed assets$7,000,000132
Foundation and endowment trust and agency accounts, non-managed assets$0196
Other fiduciary accounts, non-managed assets$286,219,000,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$6,189,068,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$4,780,269,000,0004
Individual retirement,health savings and similar accounts, non-managed$50,000,00080
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$429,802,000,00010
Managed Assets ($)$93,574,000,0005
Personal trust and agency accounts, managed assets$10,755,000,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0296
Employee benefit-defined benefit accounts, managed assets$0231
Other employee benefit and retirement-related accounts, managed assets$3,042,000,00011
Corporate trust and agency accounts, managed assets$2,169,000,0003
Investment management and investment advisory agency accounts, managed assets$55,674,000,0005
Foundation and endowment trust and agency accounts, managed assets$240,000,00045
Other fiduciary accounts, managed assets$21,694,000,0001
Memoranda
Fiduciary accounts held in foreign offices, managed assets$41,288,000,0002
Individual retirement,health savings and similar accounts, managed assets$27,000,000191
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$336,228,000,00010
Personal trust and agency accounts, non-managed assets$29,110,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,000,000260
Employee benefit-defined benefit accounts, non-managed Assets$4,000,000118
Other retirement accounts, non-managed assets$5,813,000,00010
Corporate trust and agency accounts, non-managed assets$22,162,000,0009
Investment management and advisory agency accounts, non-managed assets$7,000,00081
Foundation and endowment trust and agency accounts, non-managed assets$0135
Other fiduciary accounts, non-managed assets$279,131,000,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$5,993,052,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$3,863,015,000,0004
Individual retirement,health savings and similar accounts, non-managed$49,000,00067
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,098,947,000,0005
Managed Assets ($)$40,994,000,00013
Personal trust and agency accounts, managed assets$10,568,000,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0299
Employee benefit-defined benefit accounts, managed assets$0229
Other employee benefit and retirement-related accounts, managed assets$2,974,000,00011
Corporate trust and agency accounts, managed assets$4,000,00050
Investment management and investment advisory agency accounts, managed assets$25,678,000,0007
Foundation and endowment trust and agency accounts, managed assets$96,000,00061
Other fiduciary accounts, managed assets$1,674,000,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assets$16,898,000,0003
Individual retirement,health savings and similar accounts, managed assets$26,000,000182
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,057,953,000,0005
Personal trust and agency accounts, non-managed assets$33,289,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,000,000256
Employee benefit-defined benefit accounts, non-managed Assets$4,000,000119
Other retirement accounts, non-managed assets$5,659,000,00011
Corporate trust and agency accounts, non-managed assets$771,102,000,0002
Investment management and advisory agency accounts, non-managed assets$1,000,000123
Foundation and endowment trust and agency accounts, non-managed assets$0132
Other fiduciary accounts, non-managed assets$247,897,000,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$5,379,661,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$4,042,290,000,0004
Individual retirement,health savings and similar accounts, non-managed$48,000,00065
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,139,004,000,0005
Managed Assets ($)$47,001,000,00012
Personal trust and agency accounts, managed assets$11,216,000,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0303
Employee benefit-defined benefit accounts, managed assets$0230
Other employee benefit and retirement-related accounts, managed assets$2,906,000,00011
Corporate trust and agency accounts, managed assets$6,000,00044
Investment management and investment advisory agency accounts, managed assets$30,908,000,0006
Foundation and endowment trust and agency accounts, managed assets$96,000,00063
Other fiduciary accounts, managed assets$1,869,000,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assets$9,811,000,0003
Individual retirement,health savings and similar accounts, managed assets$28,000,000184
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,092,003,000,0005
Personal trust and agency accounts, non-managed assets$33,583,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,000,000261
Employee benefit-defined benefit accounts, non-managed Assets$3,000,000124
Other retirement accounts, non-managed assets$5,504,000,00010
Corporate trust and agency accounts, non-managed assets$843,570,000,0001
Investment management and advisory agency accounts, non-managed assets$1,000,000118
Foundation and endowment trust and agency accounts, non-managed assets$0133
Other fiduciary accounts, non-managed assets$209,341,000,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$6,039,455,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$4,284,411,000,0003
Individual retirement,health savings and similar accounts, non-managed$50,000,00061
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,202,872,000,0005
Managed Assets ($)$36,049,000,00016
Personal trust and agency accounts, managed assets$11,368,000,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,000,000437
Employee benefit-defined benefit accounts, managed assets$0372
Other employee benefit and retirement-related accounts, managed assets$2,813,000,00012
Corporate trust and agency accounts, managed assets$13,000,00043
Investment management and investment advisory agency accounts, managed assets$19,783,000,00010
Foundation and endowment trust and agency accounts, managed assets$93,000,00061
Other fiduciary accounts, managed assets$1,977,000,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assets$16,272,000,0003
Individual retirement,health savings and similar accounts, managed assets$0654
Investments of managed fiduciary accts in advised or sponsored mutual funds$083
Non-managed Assets ($)$1,166,823,000,0005
Personal trust and agency accounts, non-managed assets$38,122,000,0001
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,000,000482
Employee benefit-defined benefit accounts, non-managed Assets$3,000,000150
Other retirement accounts, non-managed assets$7,092,000,0008
Corporate trust and agency accounts, non-managed assets$926,328,000,0001
Investment management and advisory agency accounts, non-managed assets$3,000,000159
Foundation and endowment trust and agency accounts, non-managed assets$0190
Other fiduciary accounts, non-managed assets$195,274,000,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$5,537,323,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$4,313,485,000,0003
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$1,265,032,000,0004
Managed Assets ($)$35,936,000,00016
Personal trust and agency accounts, managed assets$11,601,000,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,000,000258
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$2,743,000,00013
Corporate trust and agency accounts, managed assets$17,000,00029
Investment management and investment advisory agency accounts, managed assets$18,761,000,00011
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$2,812,000,00010
Memoranda
Fiduciary accounts held in foreign offices, managed assets$16,579,000,0004
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,229,096,000,0004
Personal trust and agency accounts, non-managed assets$39,833,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0288
Employee benefit-defined benefit accounts, non-managed Assets$0155
Other retirement accounts, non-managed assets$74,620,000,0003
Corporate trust and agency accounts, non-managed assets$928,136,000,0002
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$186,507,000,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$5,425,488,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$4,178,626,000,0003
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$1,097,680,000,0004
Managed Assets ($)$29,705,000,00018
Personal trust and agency accounts, managed assets$10,821,000,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,000,000263
Employee benefit-defined benefit accounts, managed assets$0225
Other employee benefit and retirement-related accounts, managed assets$2,640,000,00011
Corporate trust and agency accounts, managed assets$23,000,00030
Investment management and investment advisory agency accounts, managed assets$13,459,000,00013
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$2,760,000,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$14,413,000,0004
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,067,975,000,0004
Personal trust and agency accounts, non-managed assets$38,523,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0295
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$59,742,000,0003
Corporate trust and agency accounts, non-managed assets$795,893,000,0002
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$173,817,000,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$5,097,177,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$3,913,324,000,0003
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$1,019,969,000,0004
Managed Assets ($)$34,617,000,00016
Personal trust and agency accounts, managed assets$10,669,000,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,000,000261
Employee benefit-defined benefit accounts, managed assets$0226
Other employee benefit and retirement-related accounts, managed assets$2,548,000,0009
Corporate trust and agency accounts, managed assets$26,000,00029
Investment management and investment advisory agency accounts, managed assets$18,840,000,00010
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$2,532,000,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$19,870,000,0004
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$985,352,000,0004
Personal trust and agency accounts, non-managed assets$36,793,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0296
Employee benefit-defined benefit accounts, non-managed Assets$0153
Other retirement accounts, non-managed assets$59,610,000,0003
Corporate trust and agency accounts, non-managed assets$752,919,000,0002
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$136,030,000,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$4,936,984,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$3,743,482,000,0003
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$1,379,844,000,0003
Managed Assets ($)$37,846,000,00016
Personal trust and agency accounts, managed assets$11,372,000,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,000,000443
Employee benefit-defined benefit accounts, managed assets$0370
Other employee benefit and retirement-related accounts, managed assets$2,487,000,00010
Corporate trust and agency accounts, managed assets$27,000,00037
Investment management and investment advisory agency accounts, managed assets$20,819,000,0009
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$3,139,000,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$21,584,000,0003
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,341,998,000,0003
Personal trust and agency accounts, non-managed assets$42,378,000,0001
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$600,000,00046
Employee benefit-defined benefit accounts, non-managed Assets$3,580,000,00021
Other retirement accounts, non-managed assets$62,371,000,0004
Corporate trust and agency accounts, non-managed assets$1,072,837,000,0001
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$160,232,000,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$5,230,835,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$3,871,062,000,0003
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$1,531,644,000,0004
Managed Assets ($)$79,687,000,0007
Personal trust and agency accounts, managed assets$12,511,000,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0321
Employee benefit-defined benefit accounts, managed assets$0234
Other employee benefit and retirement-related accounts, managed assets$2,439,000,00012
Corporate trust and agency accounts, managed assets$39,000,00028
Investment management and investment advisory agency accounts, managed assets$62,117,000,0005
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$2,581,000,00010
Memoranda
Fiduciary accounts held in foreign offices, managed assets$60,858,000,0002
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,451,957,000,0004
Personal trust and agency accounts, non-managed assets$46,952,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,773,000,00024
Employee benefit-defined benefit accounts, non-managed Assets$22,613,000,0009
Other retirement accounts, non-managed assets$76,126,000,0003
Corporate trust and agency accounts, non-managed assets$1,087,126,000,0001
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$215,367,000,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$5,817,360,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$4,206,648,000,0003
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$1,686,985,000,0003
Managed Assets ($)$86,937,000,0007
Personal trust and agency accounts, managed assets$12,672,000,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0324
Employee benefit-defined benefit accounts, managed assets$0240
Other employee benefit and retirement-related accounts, managed assets$2,382,000,00014
Corporate trust and agency accounts, managed assets$41,000,00030
Investment management and investment advisory agency accounts, managed assets$58,881,000,0006
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$12,961,000,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assets$70,520,000,0002
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,600,048,000,0003
Personal trust and agency accounts, non-managed assets$49,097,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,118,000,00023
Employee benefit-defined benefit accounts, non-managed Assets$27,296,000,0009
Other retirement accounts, non-managed assets$86,221,000,0003
Corporate trust and agency accounts, non-managed assets$1,150,631,000,0001
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$281,685,000,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$6,683,353,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$4,645,889,000,0003
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$1,588,311,000,0003
Managed Assets ($)$97,460,000,0006
Personal trust and agency accounts, managed assets$13,295,000,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0327
Employee benefit-defined benefit accounts, managed assets$0239
Other employee benefit and retirement-related accounts, managed assets$2,307,000,00013
Corporate trust and agency accounts, managed assets$46,000,00029
Investment management and investment advisory agency accounts, managed assets$68,206,000,0005
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$13,606,000,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assets$80,260,000,0002
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,490,851,000,0003
Personal trust and agency accounts, non-managed assets$49,679,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,929,000,00024
Employee benefit-defined benefit accounts, non-managed Assets$26,656,000,0009
Other retirement accounts, non-managed assets$78,850,000,0003
Corporate trust and agency accounts, non-managed assets$1,053,598,000,0001
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$277,139,000,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$6,509,019,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$4,528,845,000,0003
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$1,769,747,000,0003
Managed Assets ($)$105,464,000,0007
Personal trust and agency accounts, managed assets$14,232,000,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0666
Employee benefit-defined benefit accounts, managed assets$0395
Other employee benefit and retirement-related accounts, managed assets$49,000,000164
Corporate trust and agency accounts, managed assets$44,000,00034
Investment management and investment advisory agency accounts, managed assets$76,558,000,0004
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$14,581,000,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assets$87,470,000,0002
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,664,283,000,0003
Personal trust and agency accounts, non-managed assets$51,938,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,514,000,00021
Employee benefit-defined benefit accounts, non-managed Assets$28,562,000,0009
Other retirement accounts, non-managed assets$78,377,000,0003
Corporate trust and agency accounts, non-managed assets$1,208,931,000,0001
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$290,961,000,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$7,037,817,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$4,891,677,000,0003
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$1,547,265,000,0003
Managed Assets ($)$124,349,000,0005
Personal trust and agency accounts, managed assets$14,715,000,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0317
Employee benefit-defined benefit accounts, managed assets$0234
Other employee benefit and retirement-related accounts, managed assets$49,000,000164
Corporate trust and agency accounts, managed assets$0105
Investment management and investment advisory agency accounts, managed assets$94,940,000,0003
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$14,645,000,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assets$107,173,000,0002
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,422,916,000,0003
Personal trust and agency accounts, non-managed assets$48,082,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,988,000,00020
Employee benefit-defined benefit accounts, non-managed Assets$28,071,000,0009
Other retirement accounts, non-managed assets$73,896,000,0003
Corporate trust and agency accounts, non-managed assets$993,010,000,0001
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$273,869,000,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$6,756,947,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$4,579,529,000,0003
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$1,365,536,000,0004
Managed Assets ($)$133,281,000,0005
Personal trust and agency accounts, managed assets$15,299,000,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0323
Employee benefit-defined benefit accounts, managed assets$0242
Other employee benefit and retirement-related accounts, managed assets$51,000,000154
Corporate trust and agency accounts, managed assets$0105
Investment management and investment advisory agency accounts, managed assets$111,226,000,0003
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$6,705,000,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$113,872,000,0002
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,232,255,000,0004
Personal trust and agency accounts, non-managed assets$48,837,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,409,000,00022
Employee benefit-defined benefit accounts, non-managed Assets$28,560,000,0009
Other retirement accounts, non-managed assets$81,116,000,0003
Corporate trust and agency accounts, non-managed assets$795,271,000,0001
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$272,062,000,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$6,294,346,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$4,248,502,000,0003
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$1,249,337,000,0004
Managed Assets ($)$119,497,000,0006
Personal trust and agency accounts, managed assets$10,579,000,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0324
Employee benefit-defined benefit accounts, managed assets$0244
Other employee benefit and retirement-related accounts, managed assets$3,000,000336
Corporate trust and agency accounts, managed assets$3,644,000,0002
Investment management and investment advisory agency accounts, managed assets$99,554,000,0003
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$5,717,000,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$103,662,000,0002
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,129,840,000,0004
Personal trust and agency accounts, non-managed assets$41,334,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,031,000,00023
Employee benefit-defined benefit accounts, non-managed Assets$27,156,000,0009
Other retirement accounts, non-managed assets$72,768,000,0004
Corporate trust and agency accounts, non-managed assets$725,433,000,0001
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$257,118,000,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$5,946,673,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$3,826,316,000,0003
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$975,004,000,0005
Managed Assets ($)$118,539,000,0007
Personal trust and agency accounts, managed assets$10,963,000,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0706
Employee benefit-defined benefit accounts, managed assets$0424
Other employee benefit and retirement-related accounts, managed assets$3,000,000572
Corporate trust and agency accounts, managed assets$3,735,000,0002
Investment management and investment advisory agency accounts, managed assets$91,411,000,0003
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$12,427,000,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$95,998,000,0002
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$856,465,000,0005
Personal trust and agency accounts, non-managed assets$41,998,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$11,010,000,00018
Employee benefit-defined benefit accounts, non-managed Assets$46,461,000,0007
Other retirement accounts, non-managed assets$71,377,000,0004
Corporate trust and agency accounts, non-managed assets$482,941,000,0003
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$202,678,000,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$5,745,353,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$3,576,345,000,0003
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$765,441,000,0007
Managed Assets ($)$101,486,000,0009
Personal trust and agency accounts, managed assets$10,934,000,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0320
Employee benefit-defined benefit accounts, managed assets$0242
Other employee benefit and retirement-related accounts, managed assets$3,000,000323
Corporate trust and agency accounts, managed assets$3,870,000,0002
Investment management and investment advisory agency accounts, managed assets$82,573,000,0003
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$4,106,000,00010
Memoranda
Fiduciary accounts held in foreign offices, managed assets$86,588,000,0002
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$663,955,000,0007
Personal trust and agency accounts, non-managed assets$43,623,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,933,000,00024
Employee benefit-defined benefit accounts, non-managed Assets$42,282,000,0006
Other retirement accounts, non-managed assets$75,798,000,0004
Corporate trust and agency accounts, non-managed assets$399,545,000,0003
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$96,774,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$4,732,238,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$3,143,406,000,0002
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$796,179,000,0006
Managed Assets ($)$95,716,000,00010
Personal trust and agency accounts, managed assets$11,003,000,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$5,000,000265
Employee benefit-defined benefit accounts, managed assets$0248
Other employee benefit and retirement-related accounts, managed assets$3,000,000326
Corporate trust and agency accounts, managed assets$3,795,000,0003
Investment management and investment advisory agency accounts, managed assets$76,392,000,0004
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$4,518,000,00010
Memoranda
Fiduciary accounts held in foreign offices, managed assets$76,823,000,0002
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$700,463,000,0006
Personal trust and agency accounts, non-managed assets$40,707,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,924,000,00023
Employee benefit-defined benefit accounts, non-managed Assets$41,408,000,0006
Other retirement accounts, non-managed assets$83,478,000,0004
Corporate trust and agency accounts, non-managed assets$355,344,000,0004
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$173,602,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$4,562,366,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$3,094,313,0009
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$730,602,000,0007
Managed Assets ($)$92,113,000,00010
Personal trust and agency accounts, managed assets$11,123,000,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$22,000,000199
Employee benefit-defined benefit accounts, managed assets$0249
Other employee benefit and retirement-related accounts, managed assets$3,000,000329
Corporate trust and agency accounts, managed assets$4,518,000,0003
Investment management and investment advisory agency accounts, managed assets$70,323,000,0004
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$6,124,000,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$69,514,000,0002
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$638,489,000,0007
Personal trust and agency accounts, non-managed assets$40,431,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,827,000,00023
Employee benefit-defined benefit accounts, non-managed Assets$41,565,000,0006
Other retirement accounts, non-managed assets$72,498,000,0004
Corporate trust and agency accounts, non-managed assets$310,634,000,0004
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$167,534,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$4,427,661,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$2,936,217,000,0002
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$722,416,000,0007
Managed Assets ($)$86,058,000,00010
Personal trust and agency accounts, managed assets$10,826,000,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$20,000,000234
Employee benefit-defined benefit accounts, managed assets$0446
Other employee benefit and retirement-related accounts, managed assets$76,000,00095
Corporate trust and agency accounts, managed assets$3,162,000,0003
Investment management and investment advisory agency accounts, managed assets$67,524,000,0004
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$4,450,000,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$66,324,000,0002
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$636,358,000,0007
Personal trust and agency accounts, non-managed assets$41,464,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,640,000,00020
Employee benefit-defined benefit accounts, non-managed Assets$43,615,000,0006
Other retirement accounts, non-managed assets$101,390,000,0004
Corporate trust and agency accounts, non-managed assets$301,741,000,0004
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$139,508,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$4,263,807,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$2,913,196,000,0002
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$738,618,000,0006
Managed Assets ($)$173,740,000,0004
Personal trust and agency accounts, managed assets$10,915,000,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$445,000,00030
Employee benefit-defined benefit accounts, managed assets$0246
Other employee benefit and retirement-related accounts, managed assets$73,000,00094
Corporate trust and agency accounts, managed assets$2,330,000,0005
Investment management and investment advisory agency accounts, managed assets$144,716,000,0002
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$15,261,000,0005
Memoranda
Fiduciary accounts held in foreign offices, managed assets$145,603,000,0002
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$564,878,000,0007
Personal trust and agency accounts, non-managed assets$48,921,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,837,000,00021
Employee benefit-defined benefit accounts, non-managed Assets$37,837,000,0006
Other retirement accounts, non-managed assets$92,793,000,0004
Corporate trust and agency accounts, non-managed assets$250,402,000,0004
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$127,088,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$4,225,070,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$2,831,975,000,0002
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$716,363,000,0006
Managed Assets ($)$166,029,000,0004
Personal trust and agency accounts, managed assets$10,791,000,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$493,000,00024
Employee benefit-defined benefit accounts, managed assets$252,000,00049
Other employee benefit and retirement-related accounts, managed assets$65,000,00099
Corporate trust and agency accounts, managed assets$133,000,00020
Investment management and investment advisory agency accounts, managed assets$142,471,000,0002
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$11,824,000,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$140,669,000,0002
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$550,334,000,0007
Personal trust and agency accounts, non-managed assets$48,149,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0346
Employee benefit-defined benefit accounts, non-managed Assets$180,974,000,0006
Other retirement accounts, non-managed assets$463,000,00029
Corporate trust and agency accounts, non-managed assets$204,563,000,0004
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$116,185,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$3,853,158,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$2,585,344,000,0003
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$694,945,000,0006
Managed Assets ($)$157,870,000,0003
Personal trust and agency accounts, managed assets$11,231,000,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$496,000,00028
Employee benefit-defined benefit accounts, managed assets$1,083,000,00028
Other employee benefit and retirement-related accounts, managed assets$66,000,000101
Corporate trust and agency accounts, managed assets$141,000,00018
Investment management and investment advisory agency accounts, managed assets$133,364,000,0002
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$11,489,000,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$133,096,000,0002
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$537,075,000,0007
Personal trust and agency accounts, non-managed assets$47,708,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0342
Employee benefit-defined benefit accounts, non-managed Assets$159,410,000,0006
Other retirement accounts, non-managed assets$426,000,00031
Corporate trust and agency accounts, non-managed assets$207,581,000,0004
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$121,950,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$3,285,078,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$2,269,581,000,0003
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$694,739,000,0006
Managed Assets ($)$156,706,000,0003
Personal trust and agency accounts, managed assets$16,107,000,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$506,000,00025
Employee benefit-defined benefit accounts, managed assets$1,553,000,00027
Other employee benefit and retirement-related accounts, managed assets$90,000,00085
Corporate trust and agency accounts, managed assets$149,000,00019
Investment management and investment advisory agency accounts, managed assets$126,463,000,0002
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$11,838,000,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$126,920,000,0002
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$538,033,000,0007
Personal trust and agency accounts, non-managed assets$43,641,000,0002
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$159,036,000,0006
Other retirement accounts, non-managed assets$428,000,00036
Corporate trust and agency accounts, non-managed assets$203,198,000,0004
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$131,730,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$3,101,199,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$2,233,698,000,0003
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$659,788,000,0006
Managed Assets ($)$159,446,000,0003
Personal trust and agency accounts, managed assets$17,983,000,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$473,000,00031
Employee benefit-defined benefit accounts, managed assets$10,366,000,0009
Other employee benefit and retirement-related accounts, managed assets$86,000,00083
Corporate trust and agency accounts, managed assets$113,000,00019
Investment management and investment advisory agency accounts, managed assets$119,257,000,0002
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$11,168,000,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$131,424,000,0002
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$500,342,000,0007
Personal trust and agency accounts, non-managed assets$42,154,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0334
Employee benefit-defined benefit accounts, non-managed Assets$149,150,000,0006
Other retirement accounts, non-managed assets$365,000,00036
Corporate trust and agency accounts, non-managed assets$187,740,000,0004
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$120,933,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$2,808,656,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$1,995,817,000,0003
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$647,192,000,0006
Managed Assets ($)$148,453,000,0003
Personal trust and agency accounts, managed assets$13,409,000,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$439,000,00032
Employee benefit-defined benefit accounts, managed assets$10,446,000,0009
Other employee benefit and retirement-related accounts, managed assets$48,000,000125
Corporate trust and agency accounts, managed assets$118,000,00018
Investment management and investment advisory agency accounts, managed assets$113,970,000,0002
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$10,023,000,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$123,180,000,0002
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$498,739,000,0007
Personal trust and agency accounts, non-managed assets$37,392,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0343
Employee benefit-defined benefit accounts, non-managed Assets$170,547,000,0006
Other retirement accounts, non-managed assets$363,000,00036
Corporate trust and agency accounts, non-managed assets$168,651,000,0004
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$121,786,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$2,595,339,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$1,819,560,000,0003
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$643,076,000,0006
Managed Assets ($)$149,227,000,0003
Personal trust and agency accounts, managed assets$12,291,000,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$457,000,00031
Employee benefit-defined benefit accounts, managed assets$10,953,000,0009
Other employee benefit and retirement-related accounts, managed assets$38,000,000154
Corporate trust and agency accounts, managed assets$0109
Investment management and investment advisory agency accounts, managed assets$115,435,000,0002
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$10,053,000,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$121,911,000,0002
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$493,849,000,0007
Personal trust and agency accounts, non-managed assets$37,410,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0347
Employee benefit-defined benefit accounts, non-managed Assets$171,897,000,0006
Other retirement accounts, non-managed assets$364,000,00036
Corporate trust and agency accounts, non-managed assets$147,838,000,0004
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$136,340,000,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$2,425,864,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$1,667,599,000,0003
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$642,044,000,0006
Managed Assets ($)$147,745,000,0003
Personal trust and agency accounts, managed assets$11,331,000,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$433,000,00033
Employee benefit-defined benefit accounts, managed assets$10,777,000,0009
Other employee benefit and retirement-related accounts, managed assets$34,000,000168
Corporate trust and agency accounts, managed assets$0336
Investment management and investment advisory agency accounts, managed assets$115,840,000,0002
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$9,330,000,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assets$117,315,000,0002
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$494,299,000,0007
Personal trust and agency accounts, non-managed assets$38,813,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0727
Employee benefit-defined benefit accounts, non-managed Assets$175,731,000,0006
Other retirement accounts, non-managed assets$333,000,00037
Corporate trust and agency accounts, non-managed assets$146,553,000,0004
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$132,869,000,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$2,260,523,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$1,568,470,000,0002
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$598,000,000,0006
Managed Assets ($)$132,171,000,0003
Personal trust and agency accounts, managed assets$11,070,000,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$319,000,00040
Employee benefit-defined benefit accounts, managed assets$10,330,000,0007
Other employee benefit and retirement-related accounts, managed assets$29,000,000181
Corporate trust and agency accounts, managed assets$0121
Investment management and investment advisory agency accounts, managed assets$101,484,000,0002
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$8,939,000,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assets$106,479,000,0002
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$465,829,000,0007
Personal trust and agency accounts, non-managed assets$35,733,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0350
Employee benefit-defined benefit accounts, non-managed Assets$174,209,000,0006
Other retirement accounts, non-managed assets$278,000,00042
Corporate trust and agency accounts, non-managed assets$129,910,000,0004
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$125,699,000,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$2,028,620,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$1,452,104,000,0003
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$614,316,000,0006
Managed Assets ($)$146,390,000,0003
Personal trust and agency accounts, managed assets$11,178,000,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$335,000,00035
Employee benefit-defined benefit accounts, managed assets$9,654,000,0007
Other employee benefit and retirement-related accounts, managed assets$25,000,000191
Corporate trust and agency accounts, managed assets$0128
Investment management and investment advisory agency accounts, managed assets$116,960,000,0002
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$8,238,000,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assets$103,028,000,0002
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$467,926,000,0006
Personal trust and agency accounts, non-managed assets$34,046,000,0002
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$214,852,000,0006
Other retirement accounts, non-managed assets$165,000,00058
Corporate trust and agency accounts, non-managed assets$102,314,000,0004
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$116,549,000,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$1,861,276,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$1,299,189,000,0002
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$567,150,000,0006
Managed Assets ($)$136,879,000,0003
Personal trust and agency accounts, managed assets$9,661,000,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$569,000,00024
Employee benefit-defined benefit accounts, managed assets$9,278,000,0007
Other employee benefit and retirement-related accounts, managed assets$21,000,000203
Corporate trust and agency accounts, managed assets$0135
Investment management and investment advisory agency accounts, managed assets$110,574,000,0002
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$6,776,000,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assets$98,100,000,0002
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$430,271,000,0006
Personal trust and agency accounts, non-managed assets$34,209,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0359
Employee benefit-defined benefit accounts, non-managed Assets$190,854,000,0006
Other retirement accounts, non-managed assets$156,000,00058
Corporate trust and agency accounts, non-managed assets$99,863,000,0004
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$105,189,000,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$1,819,118,000,0004
Fiduciary accounts held in foreign offices, non-managed Assets$1,311,909,000,0002
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$572,948,000,0006
Managed Assets ($)$134,231,000,0004
Personal trust and agency accounts, managed assets$10,209,000,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$530,000,00028
Employee benefit-defined benefit accounts, managed assets$9,510,000,0008
Other employee benefit and retirement-related accounts, managed assets$18,000,000240
Corporate trust and agency accounts, managed assets$0371
Investment management and investment advisory agency accounts, managed assets$94,491,000,0002
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$19,473,000,0004
Memoranda
Fiduciary accounts held in foreign offices, managed assets$95,023,000,0002
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$438,717,000,0006
Personal trust and agency accounts, non-managed assets$36,453,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0762
Employee benefit-defined benefit accounts, non-managed Assets$192,229,000,0006
Other retirement accounts, non-managed assets$420,000,00037
Corporate trust and agency accounts, non-managed assets$96,185,000,0005
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$113,430,000,0004
Memoranda
Custody and safekeeping accounts, non-managed assets$1,671,395,000,0005
Fiduciary accounts held in foreign offices, non-managed Assets$1,189,097,000,0002
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$720,601,000,0005
Managed Assets ($)$156,396,000,0004
Personal trust and agency accounts, managed assets$11,242,000,00017
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$268,000,00050
Employee benefit-defined benefit accounts, managed assets$12,584,000,0007
Other employee benefit and retirement-related accounts, managed assets$165,000,00057
Corporate trust and agency accounts, managed assets$0349
Investment management and investment advisory agency accounts, managed assets$90,086,000,0002
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$42,051,000,0001
Memoranda
Fiduciary accounts held in foreign offices, managed assets$89,907,000,0001
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$564,205,000,0006
Personal trust and agency accounts, non-managed assets$32,128,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0725
Employee benefit-defined benefit accounts, non-managed Assets$117,455,000,0006
Other retirement accounts, non-managed assets$109,000,00073
Corporate trust and agency accounts, non-managed assets$333,498,000,0001
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$81,015,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$872,974,000,0005
Fiduciary accounts held in foreign offices, non-managed Assets$722,401,000,0002
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