Home > First National Bank & Trust > Fiduciary and Related Services
First National Bank & Trust, Fiduciary and Related Services
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,058,000 | 111 |
| Number of Managed Accounts | $804,000 | 186 |
| Number of Non-Managed Accounts | $1,254,000 | 60 |
| Total fiduciary and related assets | $554,926,000 | 245 |
| Managed Assets ($) | $263,402,000 | 292 |
| Non-managed Assets ($) | $291,524,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $800,000 | 212 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,050,000 | 117 |
| Number of Managed Accounts | $824,000 | 190 |
| Number of Non-Managed Accounts | $1,226,000 | 71 |
| Total fiduciary and related assets | $599,350,000 | 236 |
| Managed Assets ($) | $281,231,000 | 283 |
| Non-managed Assets ($) | $318,119,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,377,000 | 243 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,025,000 | 117 |
| Number of Managed Accounts | $821,000 | 190 |
| Number of Non-Managed Accounts | $1,204,000 | 65 |
| Total fiduciary and related assets | $585,298,000 | 237 |
| Managed Assets ($) | $273,433,000 | 282 |
| Non-managed Assets ($) | $311,865,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,792,000 | 245 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,041,000 | 118 |
| Number of Managed Accounts | $816,000 | 195 |
| Number of Non-Managed Accounts | $1,225,000 | 65 |
| Total fiduciary and related assets | $584,501,000 | 240 |
| Managed Assets ($) | $275,241,000 | 281 |
| Non-managed Assets ($) | $309,260,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,180,000 | 252 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,032,000 | 118 |
| Number of Managed Accounts | $819,000 | 193 |
| Number of Non-Managed Accounts | $1,213,000 | 63 |
| Total fiduciary and related assets | $577,632,000 | 244 |
| Managed Assets ($) | $280,350,000 | 280 |
| Non-managed Assets ($) | $297,282,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $643,000 | 241 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,015,000 | 124 |
| Number of Managed Accounts | $819,000 | 195 |
| Number of Non-Managed Accounts | $1,196,000 | 69 |
| Total fiduciary and related assets | $551,943,000 | 244 |
| Managed Assets ($) | $264,683,000 | 286 |
| Non-managed Assets ($) | $287,260,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,191,000 | 255 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,018,000 | 115 |
| Number of Managed Accounts | $819,000 | 188 |
| Number of Non-Managed Accounts | $1,199,000 | 62 |
| Total fiduciary and related assets | $507,376,000 | 248 |
| Managed Assets ($) | $247,304,000 | 285 |
| Non-managed Assets ($) | $260,072,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,718,000 | 243 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,019,000 | 110 |
| Number of Managed Accounts | $811,000 | 185 |
| Number of Non-Managed Accounts | $1,208,000 | 62 |
| Total fiduciary and related assets | $507,095,000 | 244 |
| Managed Assets ($) | $243,108,000 | 290 |
| Non-managed Assets ($) | $263,987,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,202,000 | 232 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,962,000 | 119 |
| Number of Managed Accounts | $801,000 | 188 |
| Number of Non-Managed Accounts | $1,161,000 | 68 |
| Total fiduciary and related assets | $466,345,000 | 256 |
| Managed Assets ($) | $206,672,000 | 315 |
| Non-managed Assets ($) | $259,673,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $628,000 | 228 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,977,000 | 128 |
| Number of Managed Accounts | $810,000 | 191 |
| Number of Non-Managed Accounts | $1,167,000 | 79 |
| Total fiduciary and related assets | $433,643,000 | 267 |
| Managed Assets ($) | $164,267,000 | 367 |
| Non-managed Assets ($) | $269,376,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,019,000 | 258 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,944,000 | 123 |
| Number of Managed Accounts | $798,000 | 190 |
| Number of Non-Managed Accounts | $1,146,000 | 72 |
| Total fiduciary and related assets | $419,257,000 | 262 |
| Managed Assets ($) | $161,866,000 | 324 |
| Non-managed Assets ($) | $257,391,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,522,000 | 260 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,949,000 | 122 |
| Number of Managed Accounts | $797,000 | 188 |
| Number of Non-Managed Accounts | $1,152,000 | 76 |
| Total fiduciary and related assets | $399,186,000 | 272 |
| Managed Assets ($) | $157,531,000 | 329 |
| Non-managed Assets ($) | $241,655,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,019,000 | 263 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,952,000 | 122 |
| Number of Managed Accounts | $803,000 | 187 |
| Number of Non-Managed Accounts | $1,149,000 | 75 |
| Total fiduciary and related assets | $396,529,000 | 277 |
| Managed Assets ($) | $156,948,000 | 341 |
| Non-managed Assets ($) | $239,581,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $552,000 | 251 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,900,000 | 135 |
| Number of Managed Accounts | $801,000 | 197 |
| Number of Non-Managed Accounts | $1,099,000 | 89 |
| Total fiduciary and related assets | $395,790,000 | 291 |
| Managed Assets ($) | $153,970,000 | 381 |
| Non-managed Assets ($) | $241,820,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,794,000 | 280 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,817,000 | 135 |
| Number of Managed Accounts | $783,000 | 195 |
| Number of Non-Managed Accounts | $1,034,000 | 90 |
| Total fiduciary and related assets | $365,356,000 | 302 |
| Managed Assets ($) | $148,430,000 | 337 |
| Non-managed Assets ($) | $216,926,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,370,000 | 288 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,835,000 | 136 |
| Number of Managed Accounts | $788,000 | 198 |
| Number of Non-Managed Accounts | $1,047,000 | 88 |
| Total fiduciary and related assets | $361,918,000 | 305 |
| Managed Assets ($) | $149,047,000 | 339 |
| Non-managed Assets ($) | $212,871,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $902,000 | 297 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,881,000 | 142 |
| Number of Managed Accounts | $799,000 | 203 |
| Number of Non-Managed Accounts | $1,082,000 | 91 |
| Total fiduciary and related assets | $380,236,000 | 300 |
| Managed Assets ($) | $144,080,000 | 349 |
| Non-managed Assets ($) | $236,156,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $502,000 | 279 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,741,000 | 157 |
| Number of Managed Accounts | $758,000 | 227 |
| Number of Non-Managed Accounts | $983,000 | 103 |
| Total fiduciary and related assets | $318,999,000 | 325 |
| Managed Assets ($) | $136,598,000 | 408 |
| Non-managed Assets ($) | $182,401,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,946,000 | 284 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,870,000 | 134 |
| Number of Managed Accounts | $814,000 | 192 |
| Number of Non-Managed Accounts | $1,056,000 | 91 |
| Total fiduciary and related assets | $393,654,000 | 282 |
| Managed Assets ($) | $164,186,000 | 360 |
| Non-managed Assets ($) | $229,468,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,110,000 | 283 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,797,000 | 302 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,332,000 | 395 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,092,000 | 437 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $891,000 | 505 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $778,000 | 582 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $616,000 | 675 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $501,000 | 734 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $467,000 | 790 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $386,000 | 856 |