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Community Bank, Total Fiduciary and Related Assets

2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,079,902,000140
Managed Assets ($)$1,819,790,000122
Personal trust and agency accounts, managed assets$461,513,000140
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$8,846,000191
Employee benefit-defined benefit accounts, managed assets$249,702,00035
Other employee benefit and retirement-related accounts, managed assets$205,284,000110
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$643,550,000120
Foundation and endowment trust and agency accounts, managed assets$250,895,00070
Other fiduciary accounts, managed assets$0122
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$188,560,000110
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$260,112,000162
Personal trust and agency accounts, non-managed assets$25,009,000164
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0267
Employee benefit-defined benefit accounts, non-managed Assets$179,559,00046
Other retirement accounts, non-managed assets$55,536,00071
Corporate trust and agency accounts, non-managed assets$0113
Investment management and advisory agency accounts, non-managed assets$8,000225
Foundation and endowment trust and agency accounts, non-managed assets$0156
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$712,667,00097
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$49,036,00079
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,294,638,000144
Managed Assets ($)$1,998,967,000122
Personal trust and agency accounts, managed assets$504,104,000138
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$10,086,000175
Employee benefit-defined benefit accounts, managed assets$276,968,00037
Other employee benefit and retirement-related accounts, managed assets$226,462,000111
Corporate trust and agency accounts, managed assets$068
Investment management and investment advisory agency accounts, managed assets$716,672,000122
Foundation and endowment trust and agency accounts, managed assets$264,675,00072
Other fiduciary accounts, managed assets$0100
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$209,680,000110
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$295,671,000157
Personal trust and agency accounts, non-managed assets$28,184,000144
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0234
Employee benefit-defined benefit accounts, non-managed Assets$207,054,00044
Other retirement accounts, non-managed assets$60,424,00068
Corporate trust and agency accounts, non-managed assets$096
Investment management and advisory agency accounts, non-managed assets$9,000182
Foundation and endowment trust and agency accounts, non-managed assets$0136
Other fiduciary accounts, non-managed assets$087
Memoranda
Custody and safekeeping accounts, non-managed assets$725,685,000101
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$53,348,00072
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,364,215,000144
Managed Assets ($)$2,073,766,000118
Personal trust and agency accounts, managed assets$536,940,000141
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$10,622,000217
Employee benefit-defined benefit accounts, managed assets$293,015,00038
Other employee benefit and retirement-related accounts, managed assets$236,048,000113
Corporate trust and agency accounts, managed assets$0151
Investment management and investment advisory agency accounts, managed assets$738,534,000122
Foundation and endowment trust and agency accounts, managed assets$258,607,00074
Other fiduciary accounts, managed assets$0216
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$219,205,000108
Investments of managed fiduciary accts in advised or sponsored mutual funds$040
Non-managed Assets ($)$290,449,000172
Personal trust and agency accounts, non-managed assets$29,623,000186
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$192,667,00046
Other retirement accounts, non-managed assets$67,987,00070
Corporate trust and agency accounts, non-managed assets$0183
Investment management and advisory agency accounts, non-managed assets$172,000294
Foundation and endowment trust and agency accounts, non-managed assets$0184
Other fiduciary accounts, non-managed assets$0161
Memoranda
Custody and safekeeping accounts, non-managed assets$754,991,000110
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$59,285,00081
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,317,914,000143
Managed Assets ($)$2,039,407,000119
Personal trust and agency accounts, managed assets$543,711,000138
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$10,155,000172
Employee benefit-defined benefit accounts, managed assets$284,616,00038
Other employee benefit and retirement-related accounts, managed assets$232,523,000113
Corporate trust and agency accounts, managed assets$068
Investment management and investment advisory agency accounts, managed assets$718,339,000121
Foundation and endowment trust and agency accounts, managed assets$250,063,00074
Other fiduciary accounts, managed assets$094
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$215,998,000109
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$278,507,000164
Personal trust and agency accounts, non-managed assets$28,644,000145
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0232
Employee benefit-defined benefit accounts, non-managed Assets$185,385,00048
Other retirement accounts, non-managed assets$64,306,00068
Corporate trust and agency accounts, non-managed assets$098
Investment management and advisory agency accounts, non-managed assets$172,000169
Foundation and endowment trust and agency accounts, non-managed assets$0131
Other fiduciary accounts, non-managed assets$086
Memoranda
Custody and safekeeping accounts, non-managed assets$736,667,000101
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$56,367,00069
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,347,212,000143
Managed Assets ($)$2,089,521,000117
Personal trust and agency accounts, managed assets$547,885,000136
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$10,321,000192
Employee benefit-defined benefit accounts, managed assets$291,378,00039
Other employee benefit and retirement-related accounts, managed assets$240,491,000110
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$743,015,000116
Foundation and endowment trust and agency accounts, managed assets$256,431,00073
Other fiduciary accounts, managed assets$0110
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$224,003,000107
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$257,691,000172
Personal trust and agency accounts, non-managed assets$1,673,000275
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0267
Employee benefit-defined benefit accounts, non-managed Assets$188,538,00048
Other retirement accounts, non-managed assets$67,308,00072
Corporate trust and agency accounts, non-managed assets$0115
Investment management and advisory agency accounts, non-managed assets$172,000202
Foundation and endowment trust and agency accounts, non-managed assets$0145
Other fiduciary accounts, non-managed assets$094
Memoranda
Custody and safekeeping accounts, non-managed assets$738,687,00099
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$58,419,00075
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,278,771,000138
Managed Assets ($)$2,030,338,000118
Personal trust and agency accounts, managed assets$544,202,000135
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$9,797,000181
Employee benefit-defined benefit accounts, managed assets$279,775,00039
Other employee benefit and retirement-related accounts, managed assets$234,208,000105
Corporate trust and agency accounts, managed assets$065
Investment management and investment advisory agency accounts, managed assets$711,805,000117
Foundation and endowment trust and agency accounts, managed assets$250,551,00072
Other fiduciary accounts, managed assets$095
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$217,653,000105
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$248,433,000166
Personal trust and agency accounts, non-managed assets$1,586,000242
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0233
Employee benefit-defined benefit accounts, non-managed Assets$179,520,00047
Other retirement accounts, non-managed assets$67,155,00068
Corporate trust and agency accounts, non-managed assets$0101
Investment management and advisory agency accounts, non-managed assets$172,000171
Foundation and endowment trust and agency accounts, non-managed assets$0126
Other fiduciary accounts, non-managed assets$081
Memoranda
Custody and safekeeping accounts, non-managed assets$685,086,000100
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$58,156,00069
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,218,163,000141
Managed Assets ($)$1,973,005,000119
Personal trust and agency accounts, managed assets$524,563,000137
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$9,678,000228
Employee benefit-defined benefit accounts, managed assets$270,949,00039
Other employee benefit and retirement-related accounts, managed assets$231,750,000106
Corporate trust and agency accounts, managed assets$0149
Investment management and investment advisory agency accounts, managed assets$689,081,000118
Foundation and endowment trust and agency accounts, managed assets$246,984,00071
Other fiduciary accounts, managed assets$0209
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$215,159,000103
Investments of managed fiduciary accts in advised or sponsored mutual funds$044
Non-managed Assets ($)$245,158,000174
Personal trust and agency accounts, non-managed assets$1,584,000418
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0365
Employee benefit-defined benefit accounts, non-managed Assets$179,817,00051
Other retirement accounts, non-managed assets$63,585,00072
Corporate trust and agency accounts, non-managed assets$0198
Investment management and advisory agency accounts, non-managed assets$172,000301
Foundation and endowment trust and agency accounts, non-managed assets$0194
Other fiduciary accounts, non-managed assets$0156
Memoranda
Custody and safekeeping accounts, non-managed assets$691,850,000103
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$55,541,00084
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,065,867,000139
Managed Assets ($)$1,836,912,000116
Personal trust and agency accounts, managed assets$493,823,000128
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$8,906,000180
Employee benefit-defined benefit accounts, managed assets$236,291,00041
Other employee benefit and retirement-related accounts, managed assets$214,145,000108
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$642,921,000116
Foundation and endowment trust and agency accounts, managed assets$240,826,00065
Other fiduciary accounts, managed assets$099
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$197,913,000105
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$228,955,000166
Personal trust and agency accounts, non-managed assets$1,676,000240
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0233
Employee benefit-defined benefit accounts, non-managed Assets$167,944,00051
Other retirement accounts, non-managed assets$59,162,00067
Corporate trust and agency accounts, non-managed assets$0105
Investment management and advisory agency accounts, non-managed assets$173,000177
Foundation and endowment trust and agency accounts, non-managed assets$0134
Other fiduciary accounts, non-managed assets$080
Memoranda
Custody and safekeeping accounts, non-managed assets$652,167,00098
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$52,067,00071
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,047,982,000139
Managed Assets ($)$1,799,600,000116
Personal trust and agency accounts, managed assets$509,790,000127
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$8,245,000201
Employee benefit-defined benefit accounts, managed assets$230,666,00041
Other employee benefit and retirement-related accounts, managed assets$208,549,000109
Corporate trust and agency accounts, managed assets$077
Investment management and investment advisory agency accounts, managed assets$615,532,000114
Foundation and endowment trust and agency accounts, managed assets$226,818,00066
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$192,372,000102
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$248,382,000168
Personal trust and agency accounts, non-managed assets$2,076,000266
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0264
Employee benefit-defined benefit accounts, non-managed Assets$160,329,00052
Other retirement accounts, non-managed assets$58,712,00067
Corporate trust and agency accounts, non-managed assets$12,431,00060
Investment management and advisory agency accounts, non-managed assets$169,000207
Foundation and endowment trust and agency accounts, non-managed assets$0147
Other fiduciary accounts, non-managed assets$14,665,00038
Memoranda
Custody and safekeeping accounts, non-managed assets$627,788,000102
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$51,151,00074
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,790,168,000140
Managed Assets ($)$1,548,415,000119
Personal trust and agency accounts, managed assets$430,200,000132
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$7,954,000184
Employee benefit-defined benefit accounts, managed assets$211,237,00039
Other employee benefit and retirement-related accounts, managed assets$166,785,000117
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$526,712,000123
Foundation and endowment trust and agency accounts, managed assets$205,527,00068
Other fiduciary accounts, managed assets$0108
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$150,579,000112
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$241,753,000159
Personal trust and agency accounts, non-managed assets$1,857,000240
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0234
Employee benefit-defined benefit accounts, non-managed Assets$140,857,00052
Other retirement accounts, non-managed assets$55,023,00063
Corporate trust and agency accounts, non-managed assets$43,847,00050
Investment management and advisory agency accounts, non-managed assets$169,000179
Foundation and endowment trust and agency accounts, non-managed assets$0139
Other fiduciary accounts, non-managed assets$088
Memoranda
Custody and safekeeping accounts, non-managed assets$584,503,000105
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$45,631,00078
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,008,996,000140
Managed Assets ($)$1,737,256,000120
Personal trust and agency accounts, managed assets$491,318,000132
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$9,791,000235
Employee benefit-defined benefit accounts, managed assets$226,842,00045
Other employee benefit and retirement-related accounts, managed assets$191,062,000118
Corporate trust and agency accounts, managed assets$0152
Investment management and investment advisory agency accounts, managed assets$592,490,000121
Foundation and endowment trust and agency accounts, managed assets$225,753,00072
Other fiduciary accounts, managed assets$0218
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$174,799,000112
Investments of managed fiduciary accts in advised or sponsored mutual funds$049
Non-managed Assets ($)$271,740,000157
Personal trust and agency accounts, non-managed assets$2,198,000402
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0378
Employee benefit-defined benefit accounts, non-managed Assets$160,347,00051
Other retirement accounts, non-managed assets$64,380,00068
Corporate trust and agency accounts, non-managed assets$44,058,00052
Investment management and advisory agency accounts, non-managed assets$757,000269
Foundation and endowment trust and agency accounts, non-managed assets$0201
Other fiduciary accounts, non-managed assets$0165
Memoranda
Custody and safekeeping accounts, non-managed assets$668,293,000107
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$51,520,00087
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,914,469,000140
Managed Assets ($)$1,673,026,000121
Personal trust and agency accounts, managed assets$461,480,000133
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$10,063,000178
Employee benefit-defined benefit accounts, managed assets$221,947,00046
Other employee benefit and retirement-related accounts, managed assets$187,753,000115
Corporate trust and agency accounts, managed assets$078
Investment management and investment advisory agency accounts, managed assets$569,877,000117
Foundation and endowment trust and agency accounts, managed assets$221,906,00070
Other fiduciary accounts, managed assets$0109
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$171,835,000111
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$241,443,000164
Personal trust and agency accounts, non-managed assets$2,146,000239
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0241
Employee benefit-defined benefit accounts, non-managed Assets$128,627,00054
Other retirement accounts, non-managed assets$61,866,00068
Corporate trust and agency accounts, non-managed assets$48,113,00056
Investment management and advisory agency accounts, non-managed assets$685,000160
Foundation and endowment trust and agency accounts, non-managed assets$6,000137
Other fiduciary accounts, non-managed assets$089
Memoranda
Custody and safekeeping accounts, non-managed assets$635,113,000104
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$50,751,00075
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,915,885,000140
Managed Assets ($)$1,630,340,000122
Personal trust and agency accounts, managed assets$449,378,000134
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$9,945,000187
Employee benefit-defined benefit accounts, managed assets$221,375,00045
Other employee benefit and retirement-related accounts, managed assets$188,298,000114
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$581,139,000118
Foundation and endowment trust and agency accounts, managed assets$180,205,00077
Other fiduciary accounts, managed assets$0122
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$172,304,000108
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$285,545,000150
Personal trust and agency accounts, non-managed assets$2,104,000256
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0263
Employee benefit-defined benefit accounts, non-managed Assets$128,211,00056
Other retirement accounts, non-managed assets$63,207,00069
Corporate trust and agency accounts, non-managed assets$91,332,00051
Investment management and advisory agency accounts, non-managed assets$688,000177
Foundation and endowment trust and agency accounts, non-managed assets$3,000142
Other fiduciary accounts, non-managed assets$097
Memoranda
Custody and safekeeping accounts, non-managed assets$669,649,000103
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$51,420,00079
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,821,157,000143
Managed Assets ($)$1,568,840,000124
Personal trust and agency accounts, managed assets$438,990,000136
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$9,653,000188
Employee benefit-defined benefit accounts, managed assets$218,665,00044
Other employee benefit and retirement-related accounts, managed assets$184,130,000111
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$540,857,000126
Foundation and endowment trust and agency accounts, managed assets$176,545,00077
Other fiduciary accounts, managed assets$0130
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$168,062,000105
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$252,317,000155
Personal trust and agency accounts, non-managed assets$2,101,000259
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0268
Employee benefit-defined benefit accounts, non-managed Assets$125,416,00055
Other retirement accounts, non-managed assets$61,248,00072
Corporate trust and agency accounts, non-managed assets$62,866,00054
Investment management and advisory agency accounts, non-managed assets$683,000177
Foundation and endowment trust and agency accounts, non-managed assets$3,000146
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$644,126,000102
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$50,601,00077
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,705,917,000142
Managed Assets ($)$1,472,667,000122
Personal trust and agency accounts, managed assets$405,042,000137
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$10,967,000215
Employee benefit-defined benefit accounts, managed assets$202,953,00041
Other employee benefit and retirement-related accounts, managed assets$175,116,000106
Corporate trust and agency accounts, managed assets$0149
Investment management and investment advisory agency accounts, managed assets$513,234,000124
Foundation and endowment trust and agency accounts, managed assets$165,355,00076
Other fiduciary accounts, managed assets$0224
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$158,957,000100
Investments of managed fiduciary accts in advised or sponsored mutual funds$043
Non-managed Assets ($)$233,250,000162
Personal trust and agency accounts, non-managed assets$1,980,000398
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0398
Employee benefit-defined benefit accounts, non-managed Assets$117,185,00056
Other retirement accounts, non-managed assets$61,994,00065
Corporate trust and agency accounts, non-managed assets$51,352,00056
Investment management and advisory agency accounts, non-managed assets$643,000269
Foundation and endowment trust and agency accounts, non-managed assets$96,000183
Other fiduciary accounts, non-managed assets$0166
Memoranda
Custody and safekeeping accounts, non-managed assets$606,963,000106
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$49,802,00077
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,835,987,000142
Managed Assets ($)$1,563,980,000123
Personal trust and agency accounts, managed assets$431,582,000134
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$12,566,000180
Employee benefit-defined benefit accounts, managed assets$215,891,00043
Other employee benefit and retirement-related accounts, managed assets$182,382,000107
Corporate trust and agency accounts, managed assets$079
Investment management and investment advisory agency accounts, managed assets$557,467,000122
Foundation and endowment trust and agency accounts, managed assets$164,092,00076
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$166,557,000102
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$272,007,000159
Personal trust and agency accounts, non-managed assets$2,088,000253
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0268
Employee benefit-defined benefit accounts, non-managed Assets$132,036,00058
Other retirement accounts, non-managed assets$65,535,00063
Corporate trust and agency accounts, non-managed assets$71,582,00054
Investment management and advisory agency accounts, non-managed assets$760,000182
Foundation and endowment trust and agency accounts, non-managed assets$6,000148
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$670,410,00097
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$52,830,00075
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,793,748,000140
Managed Assets ($)$1,533,790,000122
Personal trust and agency accounts, managed assets$421,490,000137
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$13,606,000180
Employee benefit-defined benefit accounts, managed assets$212,083,00045
Other employee benefit and retirement-related accounts, managed assets$180,426,000102
Corporate trust and agency accounts, managed assets$078
Investment management and investment advisory agency accounts, managed assets$546,295,000121
Foundation and endowment trust and agency accounts, managed assets$159,890,00078
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$164,543,00099
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$259,958,000164
Personal trust and agency accounts, non-managed assets$2,122,000254
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0269
Employee benefit-defined benefit accounts, non-managed Assets$119,994,00063
Other retirement accounts, non-managed assets$65,260,00063
Corporate trust and agency accounts, non-managed assets$70,770,00055
Investment management and advisory agency accounts, non-managed assets$841,000178
Foundation and endowment trust and agency accounts, non-managed assets$971,000114
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$646,600,000102
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$52,378,00076
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,782,953,000144
Managed Assets ($)$1,529,834,000124
Personal trust and agency accounts, managed assets$424,869,000138
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$13,920,000181
Employee benefit-defined benefit accounts, managed assets$213,458,00047
Other employee benefit and retirement-related accounts, managed assets$182,658,000102
Corporate trust and agency accounts, managed assets$081
Investment management and investment advisory agency accounts, managed assets$531,772,000119
Foundation and endowment trust and agency accounts, managed assets$163,157,00076
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$166,730,00096
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$253,119,000168
Personal trust and agency accounts, non-managed assets$2,165,000258
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0274
Employee benefit-defined benefit accounts, non-managed Assets$118,057,00061
Other retirement accounts, non-managed assets$64,588,00066
Corporate trust and agency accounts, non-managed assets$64,720,00054
Investment management and advisory agency accounts, non-managed assets$3,583,000144
Foundation and endowment trust and agency accounts, non-managed assets$6,000145
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$644,825,000100
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$51,698,00076
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,830,993,000142
Managed Assets ($)$1,559,158,000123
Personal trust and agency accounts, managed assets$538,610,000114
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$14,345,000205
Employee benefit-defined benefit accounts, managed assets$216,757,00046
Other employee benefit and retirement-related accounts, managed assets$189,479,00096
Corporate trust and agency accounts, managed assets$12,432,00041
Investment management and investment advisory agency accounts, managed assets$425,384,000138
Foundation and endowment trust and agency accounts, managed assets$162,151,00076
Other fiduciary accounts, managed assets$0221
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$173,621,00093
Investments of managed fiduciary accts in advised or sponsored mutual funds$046
Non-managed Assets ($)$271,835,000160
Personal trust and agency accounts, non-managed assets$25,137,000182
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,800,000300
Employee benefit-defined benefit accounts, non-managed Assets$118,195,00062
Other retirement accounts, non-managed assets$65,886,00064
Corporate trust and agency accounts, non-managed assets$48,942,00057
Investment management and advisory agency accounts, non-managed assets$7,867,000147
Foundation and endowment trust and agency accounts, non-managed assets$8,000199
Other fiduciary accounts, non-managed assets$0176
Memoranda
Custody and safekeeping accounts, non-managed assets$819,426,00094
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$52,952,00081
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,850,689,000139
Managed Assets ($)$1,571,548,000121
Personal trust and agency accounts, managed assets$531,570,000114
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$14,112,000177
Employee benefit-defined benefit accounts, managed assets$209,845,00047
Other employee benefit and retirement-related accounts, managed assets$194,801,00090
Corporate trust and agency accounts, managed assets$12,716,00035
Investment management and investment advisory agency accounts, managed assets$422,132,000138
Foundation and endowment trust and agency accounts, managed assets$186,372,00072
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$179,365,00086
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$279,141,000163
Personal trust and agency accounts, non-managed assets$24,220,000159
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,800,000225
Employee benefit-defined benefit accounts, non-managed Assets$114,650,00062
Other retirement accounts, non-managed assets$66,201,00065
Corporate trust and agency accounts, non-managed assets$60,090,00057
Investment management and advisory agency accounts, non-managed assets$8,172,000111
Foundation and endowment trust and agency accounts, non-managed assets$8,000147
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$791,132,00091
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$53,005,00075
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,841,579,000135
Managed Assets ($)$1,558,661,000117
Personal trust and agency accounts, managed assets$527,170,000111
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$13,648,000174
Employee benefit-defined benefit accounts, managed assets$205,926,00047
Other employee benefit and retirement-related accounts, managed assets$193,894,00086
Corporate trust and agency accounts, managed assets$12,402,00035
Investment management and investment advisory agency accounts, managed assets$421,331,000132
Foundation and endowment trust and agency accounts, managed assets$184,290,00073
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$178,333,00085
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$282,918,000156
Personal trust and agency accounts, non-managed assets$23,468,000158
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,800,000227
Employee benefit-defined benefit accounts, non-managed Assets$111,311,00061
Other retirement accounts, non-managed assets$66,978,00063
Corporate trust and agency accounts, non-managed assets$67,171,00056
Investment management and advisory agency accounts, non-managed assets$8,184,000110
Foundation and endowment trust and agency accounts, non-managed assets$6,000148
Other fiduciary accounts, non-managed assets$097
Memoranda
Custody and safekeeping accounts, non-managed assets$806,386,00093
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$56,772,00071
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,279,134,000164
Managed Assets ($)$1,056,391,000142
Personal trust and agency accounts, managed assets$321,441,000155
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$8,431,000202
Employee benefit-defined benefit accounts, managed assets$186,927,00049
Other employee benefit and retirement-related accounts, managed assets$93,531,000155
Corporate trust and agency accounts, managed assets$083
Investment management and investment advisory agency accounts, managed assets$319,047,000148
Foundation and endowment trust and agency accounts, managed assets$127,014,00088
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$77,615,000173
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$222,743,000171
Personal trust and agency accounts, non-managed assets$19,858,000163
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,000,000224
Employee benefit-defined benefit accounts, non-managed Assets$109,221,00062
Other retirement accounts, non-managed assets$54,436,00074
Corporate trust and agency accounts, non-managed assets$25,972,00066
Investment management and advisory agency accounts, non-managed assets$7,256,000114
Foundation and endowment trust and agency accounts, non-managed assets$0152
Other fiduciary accounts, non-managed assets$0100
Memoranda
Custody and safekeeping accounts, non-managed assets$767,293,00090
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$54,290,00071
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,269,679,000162
Managed Assets ($)$1,043,682,000139
Personal trust and agency accounts, managed assets$318,386,000154
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$8,368,000250
Employee benefit-defined benefit accounts, managed assets$180,086,00047
Other employee benefit and retirement-related accounts, managed assets$92,438,000156
Corporate trust and agency accounts, managed assets$0178
Investment management and investment advisory agency accounts, managed assets$321,537,000147
Foundation and endowment trust and agency accounts, managed assets$122,867,00089
Other fiduciary accounts, managed assets$0214
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$76,505,000165
Investments of managed fiduciary accts in advised or sponsored mutual funds$054
Non-managed Assets ($)$225,997,000161
Personal trust and agency accounts, non-managed assets$19,200,000196
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,310,000262
Employee benefit-defined benefit accounts, non-managed Assets$106,991,00061
Other retirement accounts, non-managed assets$54,872,00074
Corporate trust and agency accounts, non-managed assets$27,517,00075
Investment management and advisory agency accounts, non-managed assets$8,107,000136
Foundation and endowment trust and agency accounts, non-managed assets$0202
Other fiduciary accounts, non-managed assets$0181
Memoranda
Custody and safekeeping accounts, non-managed assets$600,329,000100
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$54,737,00070
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,215,302,000164
Managed Assets ($)$1,022,851,000141
Personal trust and agency accounts, managed assets$317,273,000153
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$8,365,000204
Employee benefit-defined benefit accounts, managed assets$179,999,00048
Other employee benefit and retirement-related accounts, managed assets$90,745,000156
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$304,204,000150
Foundation and endowment trust and agency accounts, managed assets$122,265,00087
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$75,228,000169
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$192,451,000176
Personal trust and agency accounts, non-managed assets$19,234,000163
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,927,000204
Employee benefit-defined benefit accounts, non-managed Assets$71,615,00071
Other retirement accounts, non-managed assets$51,948,00074
Corporate trust and agency accounts, non-managed assets$33,310,00063
Investment management and advisory agency accounts, non-managed assets$6,417,000115
Foundation and endowment trust and agency accounts, non-managed assets$0153
Other fiduciary accounts, non-managed assets$098
Memoranda
Custody and safekeeping accounts, non-managed assets$596,304,00096
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$51,812,00071
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,193,395,000167
Managed Assets ($)$996,400,000143
Personal trust and agency accounts, managed assets$316,184,000151
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$10,826,000188
Employee benefit-defined benefit accounts, managed assets$176,640,00049
Other employee benefit and retirement-related accounts, managed assets$88,739,000155
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$288,957,000157
Foundation and endowment trust and agency accounts, managed assets$115,054,00087
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$73,194,000173
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$196,995,000173
Personal trust and agency accounts, non-managed assets$18,479,000166
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,070,000209
Employee benefit-defined benefit accounts, non-managed Assets$70,301,00072
Other retirement accounts, non-managed assets$51,022,00072
Corporate trust and agency accounts, non-managed assets$39,634,00060
Investment management and advisory agency accounts, non-managed assets$8,489,000112
Foundation and endowment trust and agency accounts, non-managed assets$0159
Other fiduciary accounts, non-managed assets$097
Memoranda
Custody and safekeeping accounts, non-managed assets$583,337,00096
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$50,880,00071
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,179,862,000168
Managed Assets ($)$979,532,000145
Personal trust and agency accounts, managed assets$309,728,000153
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$12,486,000184
Employee benefit-defined benefit accounts, managed assets$174,727,00052
Other employee benefit and retirement-related accounts, managed assets$84,725,000159
Corporate trust and agency accounts, managed assets$085
Investment management and investment advisory agency accounts, managed assets$283,128,000156
Foundation and endowment trust and agency accounts, managed assets$114,738,00085
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$69,162,000175
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$200,330,000170
Personal trust and agency accounts, non-managed assets$18,032,000164
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,070,000209
Employee benefit-defined benefit accounts, non-managed Assets$73,435,00072
Other retirement accounts, non-managed assets$48,561,00076
Corporate trust and agency accounts, non-managed assets$43,367,00059
Investment management and advisory agency accounts, non-managed assets$7,865,000113
Foundation and endowment trust and agency accounts, non-managed assets$0158
Other fiduciary accounts, non-managed assets$095
Memoranda
Custody and safekeeping accounts, non-managed assets$563,721,00096
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$48,421,00073
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,146,945,000171
Managed Assets ($)$963,484,000144
Personal trust and agency accounts, managed assets$304,672,000154
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$12,342,000214
Employee benefit-defined benefit accounts, managed assets$169,691,00050
Other employee benefit and retirement-related accounts, managed assets$82,541,000158
Corporate trust and agency accounts, managed assets$0186
Investment management and investment advisory agency accounts, managed assets$280,670,000154
Foundation and endowment trust and agency accounts, managed assets$113,568,00084
Other fiduciary accounts, managed assets$0235
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$66,961,000177
Investments of managed fiduciary accts in advised or sponsored mutual funds$062
Non-managed Assets ($)$183,461,000180
Personal trust and agency accounts, non-managed assets$17,771,000197
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,070,000271
Employee benefit-defined benefit accounts, non-managed Assets$74,488,00072
Other retirement accounts, non-managed assets$48,216,00074
Corporate trust and agency accounts, non-managed assets$25,714,00070
Investment management and advisory agency accounts, non-managed assets$8,202,000143
Foundation and endowment trust and agency accounts, non-managed assets$0208
Other fiduciary accounts, non-managed assets$0183
Memoranda
Custody and safekeeping accounts, non-managed assets$557,378,000101
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$48,053,00073
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,040,110,000177
Managed Assets ($)$887,573,000152
Personal trust and agency accounts, managed assets$282,600,000159
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$7,294,000214
Employee benefit-defined benefit accounts, managed assets$169,031,00049
Other employee benefit and retirement-related accounts, managed assets$74,596,000168
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$247,402,000162
Foundation and endowment trust and agency accounts, managed assets$106,650,00085
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$59,422,000182
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$152,537,000192
Personal trust and agency accounts, non-managed assets$16,531,000169
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,442,000233
Employee benefit-defined benefit accounts, non-managed Assets$68,220,00070
Other retirement accounts, non-managed assets$20,928,000120
Corporate trust and agency accounts, non-managed assets$34,067,00060
Investment management and advisory agency accounts, non-managed assets$8,349,000110
Foundation and endowment trust and agency accounts, non-managed assets$0154
Other fiduciary accounts, non-managed assets$0100
Memoranda
Custody and safekeeping accounts, non-managed assets$473,846,000109
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$20,928,000129
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,093,723,000179
Managed Assets ($)$922,242,000155
Personal trust and agency accounts, managed assets$284,367,000163
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$8,261,000213
Employee benefit-defined benefit accounts, managed assets$177,256,00050
Other employee benefit and retirement-related accounts, managed assets$77,463,000170
Corporate trust and agency accounts, managed assets$088
Investment management and investment advisory agency accounts, managed assets$253,845,000165
Foundation and endowment trust and agency accounts, managed assets$121,050,00082
Other fiduciary accounts, managed assets$0132
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$62,242,000182
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$171,481,000186
Personal trust and agency accounts, non-managed assets$17,111,000166
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,648,000233
Employee benefit-defined benefit accounts, non-managed Assets$71,995,00070
Other retirement accounts, non-managed assets$21,235,000123
Corporate trust and agency accounts, non-managed assets$41,847,00062
Investment management and advisory agency accounts, non-managed assets$14,645,00088
Foundation and endowment trust and agency accounts, non-managed assets$0156
Other fiduciary accounts, non-managed assets$0107
Memoranda
Custody and safekeeping accounts, non-managed assets$492,553,000110
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$21,235,000134
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,091,161,000180
Managed Assets ($)$928,941,000154
Personal trust and agency accounts, managed assets$287,549,000162
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$8,367,000216
Employee benefit-defined benefit accounts, managed assets$179,611,00051
Other employee benefit and retirement-related accounts, managed assets$78,805,000166
Corporate trust and agency accounts, managed assets$089
Investment management and investment advisory agency accounts, managed assets$254,047,000168
Foundation and endowment trust and agency accounts, managed assets$120,562,00080
Other fiduciary accounts, managed assets$0127
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$63,562,000176
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$162,220,000189
Personal trust and agency accounts, non-managed assets$17,190,000168
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,635,000233
Employee benefit-defined benefit accounts, non-managed Assets$73,106,00069
Other retirement accounts, non-managed assets$21,293,000127
Corporate trust and agency accounts, non-managed assets$32,015,00063
Investment management and advisory agency accounts, non-managed assets$13,981,00089
Foundation and endowment trust and agency accounts, non-managed assets$0155
Other fiduciary accounts, non-managed assets$0105
Memoranda
Custody and safekeeping accounts, non-managed assets$493,025,000111
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$21,293,000136
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,082,031,000178
Managed Assets ($)$928,469,000152
Personal trust and agency accounts, managed assets$288,306,000163
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$8,535,000254
Employee benefit-defined benefit accounts, managed assets$177,551,00051
Other employee benefit and retirement-related accounts, managed assets$79,181,000160
Corporate trust and agency accounts, managed assets$0189
Investment management and investment advisory agency accounts, managed assets$250,068,000169
Foundation and endowment trust and agency accounts, managed assets$124,828,00077
Other fiduciary accounts, managed assets$0232
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$63,927,000173
Investments of managed fiduciary accts in advised or sponsored mutual funds$063
Non-managed Assets ($)$153,562,000190
Personal trust and agency accounts, non-managed assets$17,383,000211
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,500,000330
Employee benefit-defined benefit accounts, non-managed Assets$72,502,00070
Other retirement accounts, non-managed assets$21,571,000143
Corporate trust and agency accounts, non-managed assets$22,757,00076
Investment management and advisory agency accounts, non-managed assets$14,849,00099
Foundation and endowment trust and agency accounts, non-managed assets$0218
Other fiduciary accounts, non-managed assets$0200
Memoranda
Custody and safekeeping accounts, non-managed assets$486,647,000118
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$21,571,000163
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,053,353,000176
Managed Assets ($)$897,368,000151
Personal trust and agency accounts, managed assets$288,259,000160
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$8,150,000211
Employee benefit-defined benefit accounts, managed assets$174,456,00052
Other employee benefit and retirement-related accounts, managed assets$76,112,000166
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$227,658,000172
Foundation and endowment trust and agency accounts, managed assets$122,733,00075
Other fiduciary accounts, managed assets$0126
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$61,234,000174
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$155,985,000190
Personal trust and agency accounts, non-managed assets$17,013,000169
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,328,000238
Employee benefit-defined benefit accounts, non-managed Assets$73,666,00069
Other retirement accounts, non-managed assets$23,407,000119
Corporate trust and agency accounts, non-managed assets$26,105,00062
Investment management and advisory agency accounts, non-managed assets$11,466,00095
Foundation and endowment trust and agency accounts, non-managed assets$0158
Other fiduciary accounts, non-managed assets$0102
Memoranda
Custody and safekeeping accounts, non-managed assets$439,892,000116
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$23,407,000122
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,069,964,000173
Managed Assets ($)$905,646,000148
Personal trust and agency accounts, managed assets$283,784,000163
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$8,136,000211
Employee benefit-defined benefit accounts, managed assets$177,625,00050
Other employee benefit and retirement-related accounts, managed assets$75,637,000164
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$232,957,000171
Foundation and endowment trust and agency accounts, managed assets$127,507,00072
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$60,408,000174
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$164,318,000187
Personal trust and agency accounts, non-managed assets$17,570,000170
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,392,000238
Employee benefit-defined benefit accounts, non-managed Assets$73,776,00068
Other retirement accounts, non-managed assets$23,852,000119
Corporate trust and agency accounts, non-managed assets$32,055,00059
Investment management and advisory agency accounts, non-managed assets$12,673,00089
Foundation and endowment trust and agency accounts, non-managed assets$0154
Other fiduciary accounts, non-managed assets$0106
Memoranda
Custody and safekeeping accounts, non-managed assets$445,202,000117
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$23,852,000123
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,060,898,000171
Managed Assets ($)$891,416,000145
Personal trust and agency accounts, managed assets$279,424,000158
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$7,861,000210
Employee benefit-defined benefit accounts, managed assets$173,999,00049
Other employee benefit and retirement-related accounts, managed assets$73,479,000164
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$232,780,000169
Foundation and endowment trust and agency accounts, managed assets$123,873,00073
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$58,250,000175
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$169,482,000186
Personal trust and agency accounts, non-managed assets$16,917,000168
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,444,000240
Employee benefit-defined benefit accounts, non-managed Assets$71,195,00071
Other retirement accounts, non-managed assets$23,349,000118
Corporate trust and agency accounts, non-managed assets$39,987,00055
Investment management and advisory agency accounts, non-managed assets$13,590,00088
Foundation and endowment trust and agency accounts, non-managed assets$0157
Other fiduciary accounts, non-managed assets$0108
Memoranda
Custody and safekeeping accounts, non-managed assets$434,686,000114
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$23,349,000126
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,033,480,000169
Managed Assets ($)$885,194,000146
Personal trust and agency accounts, managed assets$272,238,000158
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$7,641,000257
Employee benefit-defined benefit accounts, managed assets$173,081,00048
Other employee benefit and retirement-related accounts, managed assets$72,557,000165
Corporate trust and agency accounts, managed assets$0203
Investment management and investment advisory agency accounts, managed assets$237,723,000166
Foundation and endowment trust and agency accounts, managed assets$121,954,00072
Other fiduciary accounts, managed assets$0236
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$57,319,000176
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$148,286,000202
Personal trust and agency accounts, non-managed assets$16,953,000208
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,350,000349
Employee benefit-defined benefit accounts, non-managed Assets$70,138,00072
Other retirement accounts, non-managed assets$22,952,000142
Corporate trust and agency accounts, non-managed assets$33,512,00068
Investment management and advisory agency accounts, non-managed assets$381,000307
Foundation and endowment trust and agency accounts, non-managed assets$0218
Other fiduciary accounts, non-managed assets$0197
Memoranda
Custody and safekeeping accounts, non-managed assets$430,695,000119
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$22,952,000163
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$983,640,000169
Managed Assets ($)$838,197,000147
Personal trust and agency accounts, managed assets$267,178,000154
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$7,382,000209
Employee benefit-defined benefit accounts, managed assets$165,503,00052
Other employee benefit and retirement-related accounts, managed assets$69,346,000159
Corporate trust and agency accounts, managed assets$089
Investment management and investment advisory agency accounts, managed assets$229,784,000164
Foundation and endowment trust and agency accounts, managed assets$99,004,00078
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$54,480,000171
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$145,443,000191
Personal trust and agency accounts, non-managed assets$16,072,000167
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,351,000231
Employee benefit-defined benefit accounts, non-managed Assets$67,684,00071
Other retirement accounts, non-managed assets$22,845,000118
Corporate trust and agency accounts, non-managed assets$33,829,00057
Investment management and advisory agency accounts, non-managed assets$662,000167
Foundation and endowment trust and agency accounts, non-managed assets$0150
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$414,952,000115
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$22,845,000130
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$952,938,000166
Managed Assets ($)$807,917,000147
Personal trust and agency accounts, managed assets$263,553,000150
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$7,116,000211
Employee benefit-defined benefit accounts, managed assets$148,582,00057
Other employee benefit and retirement-related accounts, managed assets$67,208,000158
Corporate trust and agency accounts, managed assets$091
Investment management and investment advisory agency accounts, managed assets$222,895,000164
Foundation and endowment trust and agency accounts, managed assets$98,563,00078
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0334
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$145,021,000193
Personal trust and agency accounts, non-managed assets$15,114,000175
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,825,000234
Employee benefit-defined benefit accounts, non-managed Assets$64,782,00071
Other retirement accounts, non-managed assets$23,115,000117
Corporate trust and agency accounts, non-managed assets$38,159,00057
Investment management and advisory agency accounts, non-managed assets$26,000197
Foundation and endowment trust and agency accounts, non-managed assets$0152
Other fiduciary accounts, non-managed assets$0101
Memoranda
Custody and safekeeping accounts, non-managed assets$401,037,000115
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0331
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$962,672,000168
Managed Assets ($)$819,826,000144
Personal trust and agency accounts, managed assets$274,358,000143
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$7,146,000211
Employee benefit-defined benefit accounts, managed assets$150,549,00057
Other employee benefit and retirement-related accounts, managed assets$66,900,000159
Corporate trust and agency accounts, managed assets$091
Investment management and investment advisory agency accounts, managed assets$225,990,000163
Foundation and endowment trust and agency accounts, managed assets$94,883,00081
Other fiduciary accounts, managed assets$0115
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$52,038,000167
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$142,846,000193
Personal trust and agency accounts, non-managed assets$14,928,000176
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,787,000239
Employee benefit-defined benefit accounts, non-managed Assets$63,817,00072
Other retirement accounts, non-managed assets$15,292,000143
Corporate trust and agency accounts, non-managed assets$36,997,00058
Investment management and advisory agency accounts, non-managed assets$26,000199
Foundation and endowment trust and agency accounts, non-managed assets$7,999,00077
Other fiduciary accounts, non-managed assets$0103
Memoranda
Custody and safekeeping accounts, non-managed assets$3,373,000346
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$15,292,000160
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$908,771,000172
Managed Assets ($)$783,945,000146
Personal trust and agency accounts, managed assets$258,462,000146
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$6,759,000270
Employee benefit-defined benefit accounts, managed assets$143,662,00055
Other employee benefit and retirement-related accounts, managed assets$63,206,000159
Corporate trust and agency accounts, managed assets$27,000188
Investment management and investment advisory agency accounts, managed assets$215,339,000166
Foundation and endowment trust and agency accounts, managed assets$96,490,00078
Other fiduciary accounts, managed assets$0239
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$49,328,000169
Investments of managed fiduciary accts in advised or sponsored mutual funds$072
Non-managed Assets ($)$124,826,000217
Personal trust and agency accounts, non-managed assets$836,000563
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,515,000372
Employee benefit-defined benefit accounts, non-managed Assets$59,442,00074
Other retirement accounts, non-managed assets$21,649,000140
Corporate trust and agency accounts, non-managed assets$38,699,00066
Investment management and advisory agency accounts, non-managed assets$685,000292
Foundation and endowment trust and agency accounts, non-managed assets$0216
Other fiduciary accounts, non-managed assets$0202
Memoranda
Custody and safekeeping accounts, non-managed assets$391,709,000124
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$21,649,000164
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$873,950,000174
Managed Assets ($)$771,894,000145
Personal trust and agency accounts, managed assets$262,477,000147
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$9,890,000199
Employee benefit-defined benefit accounts, managed assets$131,044,00063
Other employee benefit and retirement-related accounts, managed assets$60,231,000163
Corporate trust and agency accounts, managed assets$425,00070
Investment management and investment advisory agency accounts, managed assets$207,048,000165
Foundation and endowment trust and agency accounts, managed assets$100,779,00075
Other fiduciary accounts, managed assets$0111
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$48,202,000167
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$102,056,000214
Personal trust and agency accounts, non-managed assets$860,000267
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,445,000239
Employee benefit-defined benefit accounts, non-managed Assets$59,180,00074
Other retirement accounts, non-managed assets$19,888,000117
Corporate trust and agency accounts, non-managed assets$18,273,00065
Investment management and advisory agency accounts, non-managed assets$410,000175
Foundation and endowment trust and agency accounts, non-managed assets$0148
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$390,581,000116
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$21,695,000127
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$867,397,000164
Managed Assets ($)$769,298,000138
Personal trust and agency accounts, managed assets$258,444,000145
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$9,439,000201
Employee benefit-defined benefit accounts, managed assets$127,165,00062
Other employee benefit and retirement-related accounts, managed assets$59,728,000159
Corporate trust and agency accounts, managed assets$1,703,00053
Investment management and investment advisory agency accounts, managed assets$210,909,000157
Foundation and endowment trust and agency accounts, managed assets$101,910,00071
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$47,692,000164
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$98,099,000214
Personal trust and agency accounts, non-managed assets$835,000272
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,355,000238
Employee benefit-defined benefit accounts, non-managed Assets$56,425,00075
Other retirement accounts, non-managed assets$18,322,000119
Corporate trust and agency accounts, non-managed assets$18,762,00068
Investment management and advisory agency accounts, non-managed assets$400,000168
Foundation and endowment trust and agency accounts, non-managed assets$0146
Other fiduciary accounts, non-managed assets$0103
Memoranda
Custody and safekeeping accounts, non-managed assets$357,624,000122
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$20,129,000128
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$881,773,000163
Managed Assets ($)$784,949,000139
Personal trust and agency accounts, managed assets$262,349,000148
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$9,639,000203
Employee benefit-defined benefit accounts, managed assets$131,828,00058
Other employee benefit and retirement-related accounts, managed assets$58,451,000162
Corporate trust and agency accounts, managed assets$2,105,00053
Investment management and investment advisory agency accounts, managed assets$215,996,000159
Foundation and endowment trust and agency accounts, managed assets$104,581,00070
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$45,491,000168
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$96,824,000207
Personal trust and agency accounts, non-managed assets$809,000271
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,390,000241
Employee benefit-defined benefit accounts, non-managed Assets$56,082,00076
Other retirement accounts, non-managed assets$16,464,000122
Corporate trust and agency accounts, non-managed assets$19,690,00067
Investment management and advisory agency accounts, non-managed assets$389,000164
Foundation and endowment trust and agency accounts, non-managed assets$0145
Other fiduciary accounts, non-managed assets$0101
Memoranda
Custody and safekeeping accounts, non-managed assets$369,677,000121
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$18,295,000138
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$854,653,000162
Managed Assets ($)$763,888,000140
Personal trust and agency accounts, managed assets$256,383,000145
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$8,900,000251
Employee benefit-defined benefit accounts, managed assets$126,309,00053
Other employee benefit and retirement-related accounts, managed assets$56,194,000156
Corporate trust and agency accounts, managed assets$8,975,00056
Investment management and investment advisory agency accounts, managed assets$208,507,000158
Foundation and endowment trust and agency accounts, managed assets$98,620,00071
Other fiduciary accounts, managed assets$0230
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$44,457,000165
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$90,765,000238
Personal trust and agency accounts, non-managed assets$743,000586
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,131,000384
Employee benefit-defined benefit accounts, non-managed Assets$52,121,00079
Other retirement accounts, non-managed assets$15,165,000162
Corporate trust and agency accounts, non-managed assets$19,228,00081
Investment management and advisory agency accounts, non-managed assets$377,000317
Foundation and endowment trust and agency accounts, non-managed assets$0207
Other fiduciary accounts, non-managed assets$0219
Memoranda
Custody and safekeeping accounts, non-managed assets$347,853,000132
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$16,881,000192
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$746,445,000177
Managed Assets ($)$662,559,000149
Personal trust and agency accounts, managed assets$214,383,000160
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$8,425,000199
Employee benefit-defined benefit accounts, managed assets$89,356,00068
Other employee benefit and retirement-related accounts, managed assets$54,458,000159
Corporate trust and agency accounts, managed assets$7,135,00039
Investment management and investment advisory agency accounts, managed assets$195,690,000157
Foundation and endowment trust and agency accounts, managed assets$93,112,00071
Other fiduciary accounts, managed assets$0105
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$43,073,000163
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$83,886,000216
Personal trust and agency accounts, non-managed assets$692,000284
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,907,000245
Employee benefit-defined benefit accounts, non-managed Assets$45,195,00078
Other retirement accounts, non-managed assets$14,531,000125
Corporate trust and agency accounts, non-managed assets$20,149,00068
Investment management and advisory agency accounts, non-managed assets$412,000151
Foundation and endowment trust and agency accounts, non-managed assets$0140
Other fiduciary accounts, non-managed assets$0101
Memoranda
Custody and safekeeping accounts, non-managed assets$283,236,000135
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$16,091,000140
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$839,394,000169
Managed Assets ($)$728,118,000147
Personal trust and agency accounts, managed assets$225,613,000162
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$9,312,000205
Employee benefit-defined benefit accounts, managed assets$98,370,00071
Other employee benefit and retirement-related accounts, managed assets$58,208,000158
Corporate trust and agency accounts, managed assets$13,076,00030
Investment management and investment advisory agency accounts, managed assets$218,172,000158
Foundation and endowment trust and agency accounts, managed assets$105,367,00069
Other fiduciary accounts, managed assets$0111
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$46,821,000162
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$111,276,000205
Personal trust and agency accounts, non-managed assets$777,000284
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,227,000245
Employee benefit-defined benefit accounts, non-managed Assets$72,697,00070
Other retirement accounts, non-managed assets$12,877,000146
Corporate trust and agency accounts, non-managed assets$21,301,00070
Investment management and advisory agency accounts, non-managed assets$397,000155
Foundation and endowment trust and agency accounts, non-managed assets$0137
Other fiduciary accounts, non-managed assets$0103
Memoranda
Custody and safekeeping accounts, non-managed assets$276,769,000135
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$14,034,000150
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$519,841,000234
Managed Assets ($)$409,654,000220
Personal trust and agency accounts, managed assets$115,897,000237
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$9,905,000207
Employee benefit-defined benefit accounts, managed assets$98,053,00070
Other employee benefit and retirement-related accounts, managed assets$29,890,000233
Corporate trust and agency accounts, managed assets$11,929,00035
Investment management and investment advisory agency accounts, managed assets$112,083,000230
Foundation and endowment trust and agency accounts, managed assets$31,897,000139
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$18,465,000237
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$110,187,000210
Personal trust and agency accounts, non-managed assets$770,000288
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,201,000244
Employee benefit-defined benefit accounts, non-managed Assets$72,175,00069
Other retirement accounts, non-managed assets$12,754,000148
Corporate trust and agency accounts, non-managed assets$21,251,00069
Investment management and advisory agency accounts, non-managed assets$36,000169
Foundation and endowment trust and agency accounts, non-managed assets$0134
Other fiduciary accounts, non-managed assets$0105
Memoranda
Custody and safekeeping accounts, non-managed assets$221,113,000152
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$12,754,000159
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$510,339,000235
Managed Assets ($)$403,126,000219
Personal trust and agency accounts, managed assets$113,484,000254
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$9,459,000261
Employee benefit-defined benefit accounts, managed assets$96,439,00072
Other employee benefit and retirement-related accounts, managed assets$29,356,000244
Corporate trust and agency accounts, managed assets$10,739,00051
Investment management and investment advisory agency accounts, managed assets$111,704,000235
Foundation and endowment trust and agency accounts, managed assets$31,945,000136
Other fiduciary accounts, managed assets$0255
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$17,909,000279
Investments of managed fiduciary accts in advised or sponsored mutual funds$081
Non-managed Assets ($)$107,213,000223
Personal trust and agency accounts, non-managed assets$731,000607
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,115,000393
Employee benefit-defined benefit accounts, non-managed Assets$70,062,00073
Other retirement accounts, non-managed assets$12,757,000200
Corporate trust and agency accounts, non-managed assets$20,509,00090
Investment management and advisory agency accounts, non-managed assets$39,000374
Foundation and endowment trust and agency accounts, non-managed assets$0196
Other fiduciary accounts, non-managed assets$0232
Memoranda
Custody and safekeeping accounts, non-managed assets$218,577,000170
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$12,757,000238
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$597,086,000208
Managed Assets ($)$365,340,000226
Personal trust and agency accounts, managed assets$109,756,000232
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$9,218,000208
Employee benefit-defined benefit accounts, managed assets$91,696,00070
Other employee benefit and retirement-related accounts, managed assets$29,253,000220
Corporate trust and agency accounts, managed assets$7,874,00040
Investment management and investment advisory agency accounts, managed assets$90,241,000232
Foundation and endowment trust and agency accounts, managed assets$27,302,000141
Other fiduciary accounts, managed assets$0117
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$1,800,000294
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$231,746,000150
Personal trust and agency accounts, non-managed assets$693,000287
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,366,000239
Employee benefit-defined benefit accounts, non-managed Assets$178,771,00050
Other retirement accounts, non-managed assets$11,748,000149
Corporate trust and agency accounts, non-managed assets$21,194,00074
Investment management and advisory agency accounts, non-managed assets$15,974,00052
Foundation and endowment trust and agency accounts, non-managed assets$0135
Other fiduciary accounts, non-managed assets$0108
Memoranda
Custody and safekeeping accounts, non-managed assets$92,720,000194
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$11,748,000157
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$569,769,000206
Managed Assets ($)$351,733,000220
Personal trust and agency accounts, managed assets$105,594,000229
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$12,010,000194
Employee benefit-defined benefit accounts, managed assets$85,858,00069
Other employee benefit and retirement-related accounts, managed assets$26,598,000217
Corporate trust and agency accounts, managed assets$12,619,00032
Investment management and investment advisory agency accounts, managed assets$83,984,000236
Foundation and endowment trust and agency accounts, managed assets$25,070,000140
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$15,377,000227
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$218,036,000150
Personal trust and agency accounts, non-managed assets$231,000302
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,068,000239
Employee benefit-defined benefit accounts, non-managed Assets$165,907,00050
Other retirement accounts, non-managed assets$11,401,000146
Corporate trust and agency accounts, non-managed assets$21,842,00073
Investment management and advisory agency accounts, non-managed assets$15,587,00052
Foundation and endowment trust and agency accounts, non-managed assets$0132
Other fiduciary accounts, non-managed assets$0110
Memoranda
Custody and safekeeping accounts, non-managed assets$82,320,000202
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$11,401,000153
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$655,742,000195
Managed Assets ($)$383,628,000215
Personal trust and agency accounts, managed assets$108,287,000234
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$14,192,000190
Employee benefit-defined benefit accounts, managed assets$91,093,00068
Other employee benefit and retirement-related accounts, managed assets$27,576,000220
Corporate trust and agency accounts, managed assets$11,290,00035
Investment management and investment advisory agency accounts, managed assets$103,819,000229
Foundation and endowment trust and agency accounts, managed assets$27,371,000138
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$16,340,000228
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$272,114,000143
Personal trust and agency accounts, non-managed assets$258,000312
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,153,000244
Employee benefit-defined benefit accounts, non-managed Assets$178,905,00051
Other retirement accounts, non-managed assets$11,321,000148
Corporate trust and agency accounts, non-managed assets$77,985,00059
Investment management and advisory agency accounts, non-managed assets$492,000137
Foundation and endowment trust and agency accounts, non-managed assets$0133
Other fiduciary accounts, non-managed assets$0113
Memoranda
Custody and safekeeping accounts, non-managed assets$35,242,000268
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$11,321,000157
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$603,409,000208
Managed Assets ($)$368,391,000223
Personal trust and agency accounts, managed assets$113,704,000243
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$16,437,000204
Employee benefit-defined benefit accounts, managed assets$74,423,00074
Other employee benefit and retirement-related accounts, managed assets$26,530,000237
Corporate trust and agency accounts, managed assets$10,701,00049
Investment management and investment advisory agency accounts, managed assets$114,925,000229
Foundation and endowment trust and agency accounts, managed assets$11,671,000205
Other fiduciary accounts, managed assets$0258
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$15,289,000273
Investments of managed fiduciary accts in advised or sponsored mutual funds$083
Non-managed Assets ($)$235,018,000151
Personal trust and agency accounts, non-managed assets$246,000748
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,194,000382
Employee benefit-defined benefit accounts, non-managed Assets$171,945,00053
Other retirement accounts, non-managed assets$11,745,000204
Corporate trust and agency accounts, non-managed assets$47,407,00078
Investment management and advisory agency accounts, non-managed assets$481,000263
Foundation and endowment trust and agency accounts, non-managed assets$0190
Other fiduciary accounts, non-managed assets$0221
Memoranda
Custody and safekeeping accounts, non-managed assets$31,713,000374
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$11,745,000256
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$525,744,000224
Managed Assets ($)$360,790,000227
Personal trust and agency accounts, managed assets$120,538,000225
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$17,062,000177
Employee benefit-defined benefit accounts, managed assets$79,342,00072
Other employee benefit and retirement-related accounts, managed assets$26,103,000214
Corporate trust and agency accounts, managed assets$6,820,00046
Investment management and investment advisory agency accounts, managed assets$110,925,000227
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$164,954,000169
Personal trust and agency accounts, non-managed assets$1,617,000269
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$55,220,000139
Employee benefit-defined benefit accounts, non-managed Assets$44,574,00079
Other retirement accounts, non-managed assets$11,666,000146
Corporate trust and agency accounts, non-managed assets$51,877,00070
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0116
Memoranda
Custody and safekeeping accounts, non-managed assets$31,060,000275
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$550,700,000216
Managed Assets ($)$399,150,000205
Personal trust and agency accounts, managed assets$109,896,000232
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$91,407,00072
Employee benefit-defined benefit accounts, managed assets$71,128,00073
Other employee benefit and retirement-related accounts, managed assets$24,430,000213
Corporate trust and agency accounts, managed assets$11,320,00040
Investment management and investment advisory agency accounts, managed assets$90,969,000240
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$151,550,000171
Personal trust and agency accounts, non-managed assets$1,493,000273
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,802,000217
Employee benefit-defined benefit accounts, non-managed Assets$41,545,00079
Other retirement accounts, non-managed assets$51,664,00063
Corporate trust and agency accounts, non-managed assets$49,046,00069
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0115
Memoranda
Custody and safekeeping accounts, non-managed assets$30,731,000284
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,225,627,000132
Managed Assets ($)$391,563,000195
Personal trust and agency accounts, managed assets$110,330,000228
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$88,353,00070
Employee benefit-defined benefit accounts, managed assets$64,295,00074
Other employee benefit and retirement-related accounts, managed assets$23,986,000207
Corporate trust and agency accounts, managed assets$10,030,00041
Investment management and investment advisory agency accounts, managed assets$94,569,000241
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$834,064,00091
Personal trust and agency accounts, non-managed assets$1,367,000277
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$605,921,00042
Employee benefit-defined benefit accounts, non-managed Assets$38,485,00077
Other retirement accounts, non-managed assets$136,831,00042
Corporate trust and agency accounts, non-managed assets$51,460,00069
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0118
Memoranda
Custody and safekeeping accounts, non-managed assets$1,096,697,00093
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,257,437,000133
Managed Assets ($)$401,108,000202
Personal trust and agency accounts, managed assets$127,005,000232
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$95,911,00071
Employee benefit-defined benefit accounts, managed assets$54,995,00079
Other employee benefit and retirement-related accounts, managed assets$13,519,000316
Corporate trust and agency accounts, managed assets$12,166,00056
Investment management and investment advisory agency accounts, managed assets$97,512,000259
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0281
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$856,329,00097
Personal trust and agency accounts, non-managed assets$1,519,000530
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$652,438,00041
Employee benefit-defined benefit accounts, non-managed Assets$41,416,00085
Other retirement accounts, non-managed assets$134,561,00046
Corporate trust and agency accounts, non-managed assets$26,395,00092
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0257
Memoranda
Custody and safekeeping accounts, non-managed assets$1,139,762,00093
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,371,648,000133
Managed Assets ($)$436,488,000203
Personal trust and agency accounts, managed assets$140,491,000224
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$108,390,00068
Employee benefit-defined benefit accounts, managed assets$66,793,00072
Other employee benefit and retirement-related accounts, managed assets$14,770,000273
Corporate trust and agency accounts, managed assets$7,506,00048
Investment management and investment advisory agency accounts, managed assets$98,538,000251
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$935,160,00097
Personal trust and agency accounts, non-managed assets$1,596,000296
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$721,262,00043
Employee benefit-defined benefit accounts, non-managed Assets$42,479,00089
Other retirement accounts, non-managed assets$141,932,00047
Corporate trust and agency accounts, non-managed assets$27,891,00083
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$1,314,862,00091
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,452,259,000136
Managed Assets ($)$457,069,000210
Personal trust and agency accounts, managed assets$149,255,000226
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$112,049,00066
Employee benefit-defined benefit accounts, managed assets$63,672,00082
Other employee benefit and retirement-related accounts, managed assets$14,565,000281
Corporate trust and agency accounts, managed assets$11,001,00045
Investment management and investment advisory agency accounts, managed assets$106,527,000252
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$995,190,00097
Personal trust and agency accounts, non-managed assets$1,478,000295
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$747,070,00048
Employee benefit-defined benefit accounts, non-managed Assets$25,602,000102
Other retirement accounts, non-managed assets$151,259,00047
Corporate trust and agency accounts, non-managed assets$69,781,00068
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0134
Memoranda
Custody and safekeeping accounts, non-managed assets$1,433,754,00091
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,420,066,000143
Managed Assets ($)$471,019,000206
Personal trust and agency accounts, managed assets$151,782,000231
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$118,975,00063
Employee benefit-defined benefit accounts, managed assets$64,870,00079
Other employee benefit and retirement-related accounts, managed assets$13,588,000288
Corporate trust and agency accounts, managed assets$9,756,00048
Investment management and investment advisory agency accounts, managed assets$112,048,000256
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0128
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$949,047,000104
Personal trust and agency accounts, non-managed assets$1,566,000297
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$734,009,00046
Employee benefit-defined benefit accounts, non-managed Assets$26,250,000109
Other retirement accounts, non-managed assets$147,389,00046
Corporate trust and agency accounts, non-managed assets$39,833,00076
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$1,423,792,00093
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,391,814,000146
Managed Assets ($)$489,169,000204
Personal trust and agency accounts, managed assets$158,378,000236
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$121,217,00065
Employee benefit-defined benefit accounts, managed assets$65,897,00082
Other employee benefit and retirement-related accounts, managed assets$14,006,000346
Corporate trust and agency accounts, managed assets$9,112,00069
Investment management and investment advisory agency accounts, managed assets$120,559,000252
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0297
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$902,645,000108
Personal trust and agency accounts, non-managed assets$1,810,000538
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$666,903,00051
Employee benefit-defined benefit accounts, non-managed Assets$31,557,000108
Other retirement accounts, non-managed assets$146,296,00046
Corporate trust and agency accounts, non-managed assets$56,079,00077
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0258
Memoranda
Custody and safekeeping accounts, non-managed assets$1,455,926,00094
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,151,291,00095
Managed Assets ($)$707,971,000160
Personal trust and agency accounts, managed assets$240,857,000171
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$129,660,00063
Employee benefit-defined benefit accounts, managed assets$62,691,00083
Other employee benefit and retirement-related accounts, managed assets$80,214,000102
Corporate trust and agency accounts, managed assets$31,776,00037
Investment management and investment advisory agency accounts, managed assets$111,083,000250
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$51,690,00044
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,443,320,00067
Personal trust and agency accounts, non-managed assets$1,626,000289
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,889,307,00036
Employee benefit-defined benefit accounts, non-managed Assets$52,685,00094
Other retirement accounts, non-managed assets$459,723,00030
Corporate trust and agency accounts, non-managed assets$39,979,00075
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$37,562,000296
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,870,613,000103
Managed Assets ($)$698,493,000167
Personal trust and agency accounts, managed assets$222,469,000184
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$118,028,00066
Employee benefit-defined benefit accounts, managed assets$62,158,00087
Other employee benefit and retirement-related accounts, managed assets$93,241,00088
Corporate trust and agency accounts, managed assets$38,529,00032
Investment management and investment advisory agency accounts, managed assets$114,116,000248
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$49,952,00043
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,172,120,00074
Personal trust and agency accounts, non-managed assets$1,593,000295
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,673,389,00037
Employee benefit-defined benefit accounts, non-managed Assets$51,399,00095
Other retirement accounts, non-managed assets$403,478,00035
Corporate trust and agency accounts, non-managed assets$42,261,00076
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0124
Memoranda
Custody and safekeeping accounts, non-managed assets$38,187,000298
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,708,040,000105
Managed Assets ($)$684,326,000166
Personal trust and agency accounts, managed assets$210,724,000192
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$112,808,00073
Employee benefit-defined benefit accounts, managed assets$51,649,00092
Other employee benefit and retirement-related accounts, managed assets$82,905,00095
Corporate trust and agency accounts, managed assets$49,671,00030
Investment management and investment advisory agency accounts, managed assets$131,170,000227
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$45,399,00045
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,023,714,00075
Personal trust and agency accounts, non-managed assets$0350
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,559,294,00038
Employee benefit-defined benefit accounts, non-managed Assets$50,047,00094
Other retirement accounts, non-managed assets$367,399,00037
Corporate trust and agency accounts, non-managed assets$46,974,00075
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0120
Memoranda
Custody and safekeeping accounts, non-managed assets$36,505,000298
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,595,511,000104
Managed Assets ($)$720,869,000164
Personal trust and agency accounts, managed assets$211,912,000191
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$121,916,00069
Employee benefit-defined benefit accounts, managed assets$79,466,00081
Other employee benefit and retirement-related accounts, managed assets$83,032,00098
Corporate trust and agency accounts, managed assets$51,333,00031
Investment management and investment advisory agency accounts, managed assets$127,811,000236
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$45,399,00044
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,874,642,00078
Personal trust and agency accounts, non-managed assets$0983
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,460,348,00038
Employee benefit-defined benefit accounts, non-managed Assets$21,997,000120
Other retirement accounts, non-managed assets$347,929,00037
Corporate trust and agency accounts, non-managed assets$44,368,00083
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0257
Memoranda
Custody and safekeeping accounts, non-managed assets$36,626,000388
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,407,923,000111
Managed Assets ($)$686,766,000170
Personal trust and agency accounts, managed assets$205,348,000191
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$115,933,00074
Employee benefit-defined benefit accounts, managed assets$76,323,00085
Other employee benefit and retirement-related accounts, managed assets$82,604,00095
Corporate trust and agency accounts, managed assets$42,068,00036
Investment management and investment advisory agency accounts, managed assets$112,647,000237
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$51,843,00044
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,721,157,00082
Personal trust and agency accounts, non-managed assets$0336
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,350,543,00041
Employee benefit-defined benefit accounts, non-managed Assets$21,316,000119
Other retirement accounts, non-managed assets$304,576,00038
Corporate trust and agency accounts, non-managed assets$44,722,00080
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0118
Memoranda
Custody and safekeeping accounts, non-managed assets$34,705,000295
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,215,479,000118
Managed Assets ($)$708,227,000168
Personal trust and agency accounts, managed assets$209,916,000190
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$107,642,00076
Employee benefit-defined benefit accounts, managed assets$74,802,00088
Other employee benefit and retirement-related accounts, managed assets$82,667,00096
Corporate trust and agency accounts, managed assets$46,993,00034
Investment management and investment advisory agency accounts, managed assets$136,869,000217
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$49,338,00049
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,507,252,00093
Personal trust and agency accounts, non-managed assets$0342
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,168,304,00044
Employee benefit-defined benefit accounts, non-managed Assets$20,109,000124
Other retirement accounts, non-managed assets$273,703,00039
Corporate trust and agency accounts, non-managed assets$45,136,00080
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0128
Memoranda
Custody and safekeeping accounts, non-managed assets$32,434,000299
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,169,423,000121
Managed Assets ($)$692,450,000172
Personal trust and agency accounts, managed assets$218,305,000186
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$111,278,00074
Employee benefit-defined benefit accounts, managed assets$77,159,00085
Other employee benefit and retirement-related accounts, managed assets$77,734,000101
Corporate trust and agency accounts, managed assets$27,425,00041
Investment management and investment advisory agency accounts, managed assets$110,487,000233
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$70,062,00049
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,476,973,00092
Personal trust and agency accounts, non-managed assets$0351
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,160,019,00043
Employee benefit-defined benefit accounts, non-managed Assets$20,272,000124
Other retirement accounts, non-managed assets$246,053,00041
Corporate trust and agency accounts, non-managed assets$50,629,00077
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0127
Memoranda
Custody and safekeeping accounts, non-managed assets$32,713,000304
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,033,762,000123
Managed Assets ($)$696,439,000171
Personal trust and agency accounts, managed assets$216,490,000185
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$108,155,00078
Employee benefit-defined benefit accounts, managed assets$75,702,00082
Other employee benefit and retirement-related accounts, managed assets$129,943,00065
Corporate trust and agency accounts, managed assets$23,172,00055
Investment management and investment advisory agency accounts, managed assets$106,482,000244
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$36,495,00058
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,337,323,00097
Personal trust and agency accounts, non-managed assets$01,012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,048,771,00044
Employee benefit-defined benefit accounts, non-managed Assets$19,700,000128
Other retirement accounts, non-managed assets$213,289,00046
Corporate trust and agency accounts, non-managed assets$55,563,00083
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0271
Memoranda
Custody and safekeeping accounts, non-managed assets$28,458,000423
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,061,084,000123
Managed Assets ($)$798,730,000156
Personal trust and agency accounts, managed assets$234,582,000173
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$106,665,00079
Employee benefit-defined benefit accounts, managed assets$86,393,00078
Other employee benefit and retirement-related accounts, managed assets$139,668,00061
Corporate trust and agency accounts, managed assets$21,762,00045
Investment management and investment advisory agency accounts, managed assets$108,311,000232
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$101,349,00038
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,262,354,00099
Personal trust and agency accounts, non-managed assets$0337
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$984,558,00045
Employee benefit-defined benefit accounts, non-managed Assets$19,792,000121
Other retirement accounts, non-managed assets$203,049,00046
Corporate trust and agency accounts, non-managed assets$54,955,00076
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$33,092,000291
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,941,285,000121
Managed Assets ($)$787,129,000153
Personal trust and agency accounts, managed assets$233,594,000173
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$107,213,00077
Employee benefit-defined benefit accounts, managed assets$78,866,00079
Other employee benefit and retirement-related accounts, managed assets$133,204,00062
Corporate trust and agency accounts, managed assets$27,252,00040
Investment management and investment advisory agency accounts, managed assets$109,223,000235
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$97,777,00038
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,154,156,000101
Personal trust and agency accounts, non-managed assets$0350
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$903,027,00045
Employee benefit-defined benefit accounts, non-managed Assets$19,844,000118
Other retirement accounts, non-managed assets$176,208,00046
Corporate trust and agency accounts, non-managed assets$55,077,00076
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0135
Memoranda
Custody and safekeeping accounts, non-managed assets$45,024,000291
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,869,073,000128
Managed Assets ($)$800,580,000151
Personal trust and agency accounts, managed assets$242,524,000173
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$105,121,00083
Employee benefit-defined benefit accounts, managed assets$79,879,00083
Other employee benefit and retirement-related accounts, managed assets$135,528,00065
Corporate trust and agency accounts, managed assets$26,859,00037
Investment management and investment advisory agency accounts, managed assets$109,344,000232
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$101,325,00039
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,068,493,000109
Personal trust and agency accounts, non-managed assets$0352
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$852,667,00048
Employee benefit-defined benefit accounts, non-managed Assets$6,008,000138
Other retirement accounts, non-managed assets$152,385,00052
Corporate trust and agency accounts, non-managed assets$57,433,00077
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$46,340,000294
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,862,457,000131
Managed Assets ($)$833,170,000142
Personal trust and agency accounts, managed assets$250,934,000170
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$108,409,00083
Employee benefit-defined benefit accounts, managed assets$82,178,00084
Other employee benefit and retirement-related accounts, managed assets$142,233,00063
Corporate trust and agency accounts, managed assets$36,186,00035
Investment management and investment advisory agency accounts, managed assets$108,628,000240
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$104,602,00039
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,029,287,000112
Personal trust and agency accounts, non-managed assets$01,010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$822,731,00052
Employee benefit-defined benefit accounts, non-managed Assets$5,987,000170
Other retirement accounts, non-managed assets$138,309,00056
Corporate trust and agency accounts, non-managed assets$62,260,00081
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0281
Memoranda
Custody and safekeeping accounts, non-managed assets$46,049,000358
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,701,170,000135
Managed Assets ($)$783,662,000144
Personal trust and agency accounts, managed assets$227,709,000174
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$102,468,00082
Employee benefit-defined benefit accounts, managed assets$73,538,00083
Other employee benefit and retirement-related accounts, managed assets$138,674,00064
Corporate trust and agency accounts, managed assets$32,624,00033
Investment management and investment advisory agency accounts, managed assets$103,449,000230
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$105,200,00036
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$917,508,000115
Personal trust and agency accounts, non-managed assets$0346
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$739,310,00057
Employee benefit-defined benefit accounts, non-managed Assets$2,799,000158
Other retirement accounts, non-managed assets$112,969,00056
Corporate trust and agency accounts, non-managed assets$62,430,00077
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$37,904,000303
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,703,964,000135
Managed Assets ($)$822,481,000135
Personal trust and agency accounts, managed assets$228,115,000178
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$100,155,00085
Employee benefit-defined benefit accounts, managed assets$73,284,00084
Other employee benefit and retirement-related accounts, managed assets$148,659,00062
Corporate trust and agency accounts, managed assets$37,218,00029
Investment management and investment advisory agency accounts, managed assets$117,350,000214
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$117,700,00036
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$881,483,000122
Personal trust and agency accounts, non-managed assets$0352
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$708,226,00060
Employee benefit-defined benefit accounts, non-managed Assets$2,790,000158
Other retirement accounts, non-managed assets$106,953,00059
Corporate trust and agency accounts, non-managed assets$63,514,00081
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$38,526,000302
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,628,551,000141
Managed Assets ($)$792,178,000144
Personal trust and agency accounts, managed assets$218,583,000186
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$127,119,00077
Employee benefit-defined benefit accounts, managed assets$95,595,00080
Other employee benefit and retirement-related accounts, managed assets$79,007,00086
Corporate trust and agency accounts, managed assets$33,001,00031
Investment management and investment advisory agency accounts, managed assets$238,873,000143
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0128
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$836,373,000121
Personal trust and agency accounts, non-managed assets$0363
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$656,683,00061
Employee benefit-defined benefit accounts, non-managed Assets$20,033,000128
Other retirement accounts, non-managed assets$1,123,000296
Corporate trust and agency accounts, non-managed assets$158,534,00073
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0133
Memoranda
Custody and safekeeping accounts, non-managed assets$38,407,000309
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,170,144,000167
Managed Assets ($)$399,685,000219
Personal trust and agency accounts, managed assets$103,654,000289
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$96,817,00091
Employee benefit-defined benefit accounts, managed assets$53,847,000101
Other employee benefit and retirement-related accounts, managed assets$11,393,000318
Corporate trust and agency accounts, managed assets$13,025,00070
Investment management and investment advisory agency accounts, managed assets$120,949,000210
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0327
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$770,459,000125
Personal trust and agency accounts, non-managed assets$01,035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$685,186,00062
Employee benefit-defined benefit accounts, non-managed Assets$19,288,000138
Other retirement accounts, non-managed assets$969,000666
Corporate trust and agency accounts, non-managed assets$65,016,00095
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0284
Memoranda
Custody and safekeeping accounts, non-managed assets$38,415,000397
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,050,232,000179
Managed Assets ($)$378,782,000229
Personal trust and agency accounts, managed assets$96,280,000277
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$92,520,00093
Employee benefit-defined benefit accounts, managed assets$55,747,000101
Other employee benefit and retirement-related accounts, managed assets$11,235,000261
Corporate trust and agency accounts, managed assets$10,694,00051
Investment management and investment advisory agency accounts, managed assets$112,306,000210
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0143
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$671,450,000138
Personal trust and agency accounts, non-managed assets$0370
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$597,487,00067
Employee benefit-defined benefit accounts, non-managed Assets$10,368,000151
Other retirement accounts, non-managed assets$386,000324
Corporate trust and agency accounts, non-managed assets$63,209,00090
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0151
Memoranda
Custody and safekeeping accounts, non-managed assets$37,375,000316
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,003,622,000185
Managed Assets ($)$372,722,000231
Personal trust and agency accounts, managed assets$95,200,000281
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$89,362,00093
Employee benefit-defined benefit accounts, managed assets$54,505,000102
Other employee benefit and retirement-related accounts, managed assets$10,837,000262
Corporate trust and agency accounts, managed assets$15,290,00050
Investment management and investment advisory agency accounts, managed assets$107,528,000210
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0151
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$630,900,000139
Personal trust and agency accounts, non-managed assets$0377
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$563,929,00065
Employee benefit-defined benefit accounts, non-managed Assets$10,170,000150
Other retirement accounts, non-managed assets$354,000326
Corporate trust and agency accounts, non-managed assets$56,447,00097
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0159
Memoranda
Custody and safekeeping accounts, non-managed assets$38,603,000320
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$910,259,000198
Managed Assets ($)$355,255,000235
Personal trust and agency accounts, managed assets$89,866,000296
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$80,996,00096
Employee benefit-defined benefit accounts, managed assets$49,181,000105
Other employee benefit and retirement-related accounts, managed assets$10,195,000271
Corporate trust and agency accounts, managed assets$12,646,00057
Investment management and investment advisory agency accounts, managed assets$112,371,000202
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0156
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$555,004,000147
Personal trust and agency accounts, non-managed assets$0390
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$482,909,00066
Employee benefit-defined benefit accounts, non-managed Assets$9,490,000150
Other retirement accounts, non-managed assets$300,000333
Corporate trust and agency accounts, non-managed assets$62,305,00098
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0156
Memoranda
Custody and safekeeping accounts, non-managed assets$31,132,000338
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$813,798,000207
Managed Assets ($)$345,078,000240
Personal trust and agency accounts, managed assets$88,697,000328
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$74,155,000110
Employee benefit-defined benefit accounts, managed assets$51,114,000100
Other employee benefit and retirement-related accounts, managed assets$10,278,000325
Corporate trust and agency accounts, managed assets$12,912,00078
Investment management and investment advisory agency accounts, managed assets$107,922,000209
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0349
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$468,720,000155
Personal trust and agency accounts, non-managed assets$01,066
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$397,677,00076
Employee benefit-defined benefit accounts, non-managed Assets$9,569,000167
Other retirement accounts, non-managed assets$308,000763
Corporate trust and agency accounts, non-managed assets$61,166,000107
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0299
Memoranda
Custody and safekeeping accounts, non-managed assets$33,040,000430
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$686,360,000209
Managed Assets ($)$341,900,000237
Personal trust and agency accounts, managed assets$105,097,000300
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$76,738,000124
Employee benefit-defined benefit accounts, managed assets$24,157,000142
Other employee benefit and retirement-related accounts, managed assets$14,527,000254
Corporate trust and agency accounts, managed assets$0349
Investment management and investment advisory agency accounts, managed assets$121,381,000186
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0364
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$344,460,000158
Personal trust and agency accounts, non-managed assets$0992
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$241,295,00080
Employee benefit-defined benefit accounts, non-managed Assets$38,600,000112
Other retirement accounts, non-managed assets$14,000821
Corporate trust and agency accounts, non-managed assets$64,551,000111
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0295
Memoranda
Custody and safekeeping accounts, non-managed assets$34,137,000386
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA