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First Republic Bank, Total Fiduciary and Related Assets

2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$10,985,984,00057
Managed Assets ($)$4,719,984,00066
Personal trust and agency accounts, managed assets$4,708,521,00027
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0256
Employee benefit-defined benefit accounts, managed assets$0176
Other employee benefit and retirement-related accounts, managed assets$11,463,000297
Corporate trust and agency accounts, managed assets$065
Investment management and investment advisory agency accounts, managed assets$0315
Foundation and endowment trust and agency accounts, managed assets$0277
Other fiduciary accounts, managed assets$095
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$11,463,000287
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,266,000,00045
Personal trust and agency accounts, non-managed assets$6,214,246,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0233
Employee benefit-defined benefit accounts, non-managed Assets$0118
Other retirement accounts, non-managed assets$51,754,00079
Corporate trust and agency accounts, non-managed assets$0101
Investment management and advisory agency accounts, non-managed assets$0186
Foundation and endowment trust and agency accounts, non-managed assets$0126
Other fiduciary accounts, non-managed assets$081
Memoranda
Custody and safekeeping accounts, non-managed assets$9,687,194,00047
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managed$51,754,00076
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$9,910,231,00060
Managed Assets ($)$4,432,613,00069
Personal trust and agency accounts, managed assets$4,421,416,00029
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0398
Employee benefit-defined benefit accounts, managed assets$0245
Other employee benefit and retirement-related accounts, managed assets$11,197,000441
Corporate trust and agency accounts, managed assets$0149
Investment management and investment advisory agency accounts, managed assets$0638
Foundation and endowment trust and agency accounts, managed assets$0489
Other fiduciary accounts, managed assets$0209
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$11,197,000418
Investments of managed fiduciary accts in advised or sponsored mutual funds$044
Non-managed Assets ($)$5,477,618,00048
Personal trust and agency accounts, non-managed assets$5,426,793,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0365
Employee benefit-defined benefit accounts, non-managed Assets$0148
Other retirement accounts, non-managed assets$50,825,00084
Corporate trust and agency accounts, non-managed assets$0198
Investment management and advisory agency accounts, non-managed assets$0352
Foundation and endowment trust and agency accounts, non-managed assets$0194
Other fiduciary accounts, non-managed assets$0156
Memoranda
Custody and safekeeping accounts, non-managed assets$9,643,173,00048
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managed$50,825,00088
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,686,400,00063
Managed Assets ($)$4,126,614,00068
Personal trust and agency accounts, managed assets$4,116,485,00027
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0256
Employee benefit-defined benefit accounts, managed assets$0178
Other employee benefit and retirement-related accounts, managed assets$10,129,000295
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$0318
Foundation and endowment trust and agency accounts, managed assets$0277
Other fiduciary accounts, managed assets$099
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$10,129,000286
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,559,786,00052
Personal trust and agency accounts, non-managed assets$4,512,906,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0233
Employee benefit-defined benefit accounts, non-managed Assets$0122
Other retirement accounts, non-managed assets$46,880,00077
Corporate trust and agency accounts, non-managed assets$0105
Investment management and advisory agency accounts, non-managed assets$0192
Foundation and endowment trust and agency accounts, non-managed assets$0134
Other fiduciary accounts, non-managed assets$080
Memoranda
Custody and safekeeping accounts, non-managed assets$9,491,558,00047
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managed$46,880,00077
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$7,904,642,00064
Managed Assets ($)$3,957,950,00068
Personal trust and agency accounts, managed assets$3,951,544,00027
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0291
Employee benefit-defined benefit accounts, managed assets$0197
Other employee benefit and retirement-related accounts, managed assets$6,406,000353
Corporate trust and agency accounts, managed assets$077
Investment management and investment advisory agency accounts, managed assets$0373
Foundation and endowment trust and agency accounts, managed assets$0314
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$6,406,000340
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,946,692,00053
Personal trust and agency accounts, non-managed assets$3,902,727,00014
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$0134
Other retirement accounts, non-managed assets$43,965,00083
Corporate trust and agency accounts, non-managed assets$0118
Investment management and advisory agency accounts, non-managed assets$0226
Foundation and endowment trust and agency accounts, non-managed assets$0147
Other fiduciary accounts, non-managed assets$093
Memoranda
Custody and safekeeping accounts, non-managed assets$9,580,913,00047
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$43,965,00086
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$7,288,310,00063
Managed Assets ($)$3,686,268,00068
Personal trust and agency accounts, managed assets$3,680,712,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0257
Employee benefit-defined benefit accounts, managed assets$0179
Other employee benefit and retirement-related accounts, managed assets$5,556,000308
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$0320
Foundation and endowment trust and agency accounts, managed assets$0280
Other fiduciary accounts, managed assets$0108
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$5,556,000295
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,602,042,00053
Personal trust and agency accounts, non-managed assets$3,562,496,00014
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$0126
Other retirement accounts, non-managed assets$39,546,00080
Corporate trust and agency accounts, non-managed assets$0103
Investment management and advisory agency accounts, non-managed assets$0191
Foundation and endowment trust and agency accounts, non-managed assets$0139
Other fiduciary accounts, non-managed assets$088
Memoranda
Custody and safekeeping accounts, non-managed assets$9,696,238,00047
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$39,546,00088
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$7,120,483,00067
Managed Assets ($)$3,879,975,00068
Personal trust and agency accounts, managed assets$3,872,920,00030
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0410
Employee benefit-defined benefit accounts, managed assets$0257
Other employee benefit and retirement-related accounts, managed assets$7,055,000477
Corporate trust and agency accounts, managed assets$0152
Investment management and investment advisory agency accounts, managed assets$0653
Foundation and endowment trust and agency accounts, managed assets$0485
Other fiduciary accounts, managed assets$0218
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$7,055,000448
Investments of managed fiduciary accts in advised or sponsored mutual funds$049
Non-managed Assets ($)$3,240,508,00056
Personal trust and agency accounts, non-managed assets$3,193,810,00016
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$0154
Other retirement accounts, non-managed assets$46,698,00084
Corporate trust and agency accounts, non-managed assets$0210
Investment management and advisory agency accounts, non-managed assets$0361
Foundation and endowment trust and agency accounts, non-managed assets$0201
Other fiduciary accounts, non-managed assets$0165
Memoranda
Custody and safekeeping accounts, non-managed assets$11,112,401,00046
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$46,698,00098
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$6,365,601,00070
Managed Assets ($)$3,528,340,00074
Personal trust and agency accounts, managed assets$3,521,532,00032
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0259
Employee benefit-defined benefit accounts, managed assets$0183
Other employee benefit and retirement-related accounts, managed assets$6,808,000307
Corporate trust and agency accounts, managed assets$078
Investment management and investment advisory agency accounts, managed assets$0326
Foundation and endowment trust and agency accounts, managed assets$0281
Other fiduciary accounts, managed assets$0109
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$6,808,000296
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,837,261,00060
Personal trust and agency accounts, non-managed assets$2,789,060,00018
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$0124
Other retirement accounts, non-managed assets$48,201,00077
Corporate trust and agency accounts, non-managed assets$0104
Investment management and advisory agency accounts, non-managed assets$0188
Foundation and endowment trust and agency accounts, non-managed assets$0142
Other fiduciary accounts, non-managed assets$089
Memoranda
Custody and safekeeping accounts, non-managed assets$11,767,875,00046
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$48,201,00077
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$6,319,139,00069
Managed Assets ($)$3,487,211,00073
Personal trust and agency accounts, managed assets$3,480,466,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0283
Employee benefit-defined benefit accounts, managed assets$0196
Other employee benefit and retirement-related accounts, managed assets$6,745,000338
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$0363
Foundation and endowment trust and agency accounts, managed assets$0308
Other fiduciary accounts, managed assets$0122
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$6,745,000326
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,831,928,00060
Personal trust and agency accounts, non-managed assets$2,783,837,00017
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$0132
Other retirement accounts, non-managed assets$48,091,00082
Corporate trust and agency accounts, non-managed assets$0113
Investment management and advisory agency accounts, non-managed assets$0207
Foundation and endowment trust and agency accounts, non-managed assets$0144
Other fiduciary accounts, non-managed assets$097
Memoranda
Custody and safekeeping accounts, non-managed assets$12,509,358,00046
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$48,091,00084
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,955,368,00071
Managed Assets ($)$3,373,016,00073
Personal trust and agency accounts, managed assets$3,366,365,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0282
Employee benefit-defined benefit accounts, managed assets$0197
Other employee benefit and retirement-related accounts, managed assets$6,651,000341
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$0367
Foundation and endowment trust and agency accounts, managed assets$0312
Other fiduciary accounts, managed assets$0130
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$6,651,000330
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,582,352,00063
Personal trust and agency accounts, non-managed assets$2,536,936,00017
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$0134
Other retirement accounts, non-managed assets$45,416,00085
Corporate trust and agency accounts, non-managed assets$0114
Investment management and advisory agency accounts, non-managed assets$0212
Foundation and endowment trust and agency accounts, non-managed assets$0148
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$12,004,861,00044
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$45,416,00085
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,350,196,00072
Managed Assets ($)$3,185,998,00073
Personal trust and agency accounts, managed assets$3,179,852,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0422
Employee benefit-defined benefit accounts, managed assets$0267
Other employee benefit and retirement-related accounts, managed assets$6,146,000487
Corporate trust and agency accounts, managed assets$0149
Investment management and investment advisory agency accounts, managed assets$0669
Foundation and endowment trust and agency accounts, managed assets$0494
Other fiduciary accounts, managed assets$0224
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$6,146,000458
Investments of managed fiduciary accts in advised or sponsored mutual funds$043
Non-managed Assets ($)$2,164,198,00064
Personal trust and agency accounts, non-managed assets$2,128,175,00018
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$0166
Other retirement accounts, non-managed assets$36,023,00095
Corporate trust and agency accounts, non-managed assets$0213
Investment management and advisory agency accounts, non-managed assets$0357
Foundation and endowment trust and agency accounts, non-managed assets$0203
Other fiduciary accounts, non-managed assets$0166
Memoranda
Custody and safekeeping accounts, non-managed assets$11,938,190,00044
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$36,023,000107
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,406,379,00073
Managed Assets ($)$3,372,226,00072
Personal trust and agency accounts, managed assets$3,365,530,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0287
Employee benefit-defined benefit accounts, managed assets$0200
Other employee benefit and retirement-related accounts, managed assets$6,696,000342
Corporate trust and agency accounts, managed assets$079
Investment management and investment advisory agency accounts, managed assets$0369
Foundation and endowment trust and agency accounts, managed assets$0311
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$6,696,000331
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,034,153,00068
Personal trust and agency accounts, non-managed assets$1,970,758,00019
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,259,000218
Employee benefit-defined benefit accounts, non-managed Assets$0134
Other retirement accounts, non-managed assets$56,136,00074
Corporate trust and agency accounts, non-managed assets$0120
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$0150
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$12,137,679,00044
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$56,136,00073
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,125,131,00077
Managed Assets ($)$3,275,552,00073
Personal trust and agency accounts, managed assets$3,269,165,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0290
Employee benefit-defined benefit accounts, managed assets$0205
Other employee benefit and retirement-related accounts, managed assets$6,387,000345
Corporate trust and agency accounts, managed assets$078
Investment management and investment advisory agency accounts, managed assets$0372
Foundation and endowment trust and agency accounts, managed assets$0312
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$6,387,000335
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,849,579,00076
Personal trust and agency accounts, non-managed assets$1,788,504,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,106,000219
Employee benefit-defined benefit accounts, non-managed Assets$0135
Other retirement accounts, non-managed assets$53,969,00075
Corporate trust and agency accounts, non-managed assets$0116
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$0151
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$12,769,804,00044
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$53,969,00075
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,693,752,00084
Managed Assets ($)$3,239,984,00074
Personal trust and agency accounts, managed assets$3,233,694,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0292
Employee benefit-defined benefit accounts, managed assets$0204
Other employee benefit and retirement-related accounts, managed assets$6,290,000346
Corporate trust and agency accounts, managed assets$081
Investment management and investment advisory agency accounts, managed assets$0372
Foundation and endowment trust and agency accounts, managed assets$0308
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$6,290,000333
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,453,768,00087
Personal trust and agency accounts, non-managed assets$1,395,598,00023
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,968,000223
Employee benefit-defined benefit accounts, non-managed Assets$0135
Other retirement accounts, non-managed assets$51,202,00082
Corporate trust and agency accounts, non-managed assets$0121
Investment management and advisory agency accounts, non-managed assets$0216
Foundation and endowment trust and agency accounts, non-managed assets$0149
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$13,212,144,00043
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$51,202,00078
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,677,937,00083
Managed Assets ($)$3,193,719,00072
Personal trust and agency accounts, managed assets$3,187,209,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0439
Employee benefit-defined benefit accounts, managed assets$0275
Other employee benefit and retirement-related accounts, managed assets$6,510,000494
Corporate trust and agency accounts, managed assets$0168
Investment management and investment advisory agency accounts, managed assets$0684
Foundation and endowment trust and agency accounts, managed assets$0492
Other fiduciary accounts, managed assets$0221
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$6,510,000456
Investments of managed fiduciary accts in advised or sponsored mutual funds$046
Non-managed Assets ($)$1,484,218,00085
Personal trust and agency accounts, non-managed assets$1,420,242,00023
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,090,000287
Employee benefit-defined benefit accounts, non-managed Assets$0163
Other retirement accounts, non-managed assets$56,886,00076
Corporate trust and agency accounts, non-managed assets$0224
Investment management and advisory agency accounts, non-managed assets$0369
Foundation and endowment trust and agency accounts, non-managed assets$0204
Other fiduciary accounts, non-managed assets$0176
Memoranda
Custody and safekeeping accounts, non-managed assets$14,162,653,00042
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$56,886,00075
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,440,548,00084
Managed Assets ($)$3,095,038,00072
Personal trust and agency accounts, managed assets$3,088,689,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0290
Employee benefit-defined benefit accounts, managed assets$0206
Other employee benefit and retirement-related accounts, managed assets$6,349,000344
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$0366
Foundation and endowment trust and agency accounts, managed assets$0304
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$6,349,000329
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,345,510,00090
Personal trust and agency accounts, non-managed assets$1,283,148,00024
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,932,000216
Employee benefit-defined benefit accounts, non-managed Assets$0129
Other retirement accounts, non-managed assets$55,430,00075
Corporate trust and agency accounts, non-managed assets$0125
Investment management and advisory agency accounts, non-managed assets$0210
Foundation and endowment trust and agency accounts, non-managed assets$0151
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$14,418,364,00039
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$55,430,00069
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,276,378,00085
Managed Assets ($)$3,051,502,00072
Personal trust and agency accounts, managed assets$3,045,372,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0295
Employee benefit-defined benefit accounts, managed assets$0205
Other employee benefit and retirement-related accounts, managed assets$6,130,000348
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$0369
Foundation and endowment trust and agency accounts, managed assets$0305
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0355
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,224,876,00090
Personal trust and agency accounts, non-managed assets$1,161,953,00025
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,723,000217
Employee benefit-defined benefit accounts, non-managed Assets$0129
Other retirement accounts, non-managed assets$56,200,00073
Corporate trust and agency accounts, non-managed assets$0123
Investment management and advisory agency accounts, non-managed assets$0211
Foundation and endowment trust and agency accounts, non-managed assets$0152
Other fiduciary accounts, non-managed assets$097
Memoranda
Custody and safekeeping accounts, non-managed assets$14,310,977,00040
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0348
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,928,568,00090
Managed Assets ($)$2,882,086,00074
Personal trust and agency accounts, managed assets$2,876,520,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0299
Employee benefit-defined benefit accounts, managed assets$0207
Other employee benefit and retirement-related accounts, managed assets$5,562,000350
Corporate trust and agency accounts, managed assets$083
Investment management and investment advisory agency accounts, managed assets$0372
Foundation and endowment trust and agency accounts, managed assets$4,000309
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0358
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,046,482,00094
Personal trust and agency accounts, non-managed assets$983,572,00026
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,528,000219
Employee benefit-defined benefit accounts, non-managed Assets$0129
Other retirement accounts, non-managed assets$56,382,00072
Corporate trust and agency accounts, non-managed assets$0120
Investment management and advisory agency accounts, non-managed assets$0213
Foundation and endowment trust and agency accounts, non-managed assets$0152
Other fiduciary accounts, non-managed assets$0100
Memoranda
Custody and safekeeping accounts, non-managed assets$14,110,235,00039
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0351
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,754,199,00090
Managed Assets ($)$2,737,903,00073
Personal trust and agency accounts, managed assets$2,732,417,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0455
Employee benefit-defined benefit accounts, managed assets$0280
Other employee benefit and retirement-related accounts, managed assets$5,482,000504
Corporate trust and agency accounts, managed assets$0178
Investment management and investment advisory agency accounts, managed assets$0705
Foundation and endowment trust and agency accounts, managed assets$4,000493
Other fiduciary accounts, managed assets$0214
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0608
Investments of managed fiduciary accts in advised or sponsored mutual funds$054
Non-managed Assets ($)$1,016,296,00094
Personal trust and agency accounts, non-managed assets$899,845,00030
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,249,000290
Employee benefit-defined benefit accounts, non-managed Assets$0166
Other retirement accounts, non-managed assets$110,202,00054
Corporate trust and agency accounts, non-managed assets$0227
Investment management and advisory agency accounts, non-managed assets$0367
Foundation and endowment trust and agency accounts, non-managed assets$0202
Other fiduciary accounts, non-managed assets$0181
Memoranda
Custody and safekeeping accounts, non-managed assets$14,134,278,00039
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0706
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,171,029,00097
Managed Assets ($)$2,168,549,00088
Personal trust and agency accounts, managed assets$2,163,066,00034
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0301
Employee benefit-defined benefit accounts, managed assets$0214
Other employee benefit and retirement-related accounts, managed assets$5,483,000349
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$0376
Foundation and endowment trust and agency accounts, managed assets$0299
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0356
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,002,480,00093
Personal trust and agency accounts, non-managed assets$883,193,00030
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,193,000219
Employee benefit-defined benefit accounts, non-managed Assets$0137
Other retirement accounts, non-managed assets$113,094,00052
Corporate trust and agency accounts, non-managed assets$0131
Investment management and advisory agency accounts, non-managed assets$0216
Foundation and endowment trust and agency accounts, non-managed assets$0153
Other fiduciary accounts, non-managed assets$098
Memoranda
Custody and safekeeping accounts, non-managed assets$13,612,150,00041
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0347
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,434,525,00094
Managed Assets ($)$2,504,598,00079
Personal trust and agency accounts, managed assets$2,499,106,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0306
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$5,492,000352
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$0378
Foundation and endowment trust and agency accounts, managed assets$0301
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0361
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$929,927,00097
Personal trust and agency accounts, non-managed assets$813,212,00030
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,128,000221
Employee benefit-defined benefit accounts, non-managed Assets$0138
Other retirement accounts, non-managed assets$110,587,00053
Corporate trust and agency accounts, non-managed assets$0135
Investment management and advisory agency accounts, non-managed assets$0222
Foundation and endowment trust and agency accounts, non-managed assets$0159
Other fiduciary accounts, non-managed assets$097
Memoranda
Custody and safekeeping accounts, non-managed assets$13,129,917,00041
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0351
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,343,368,00095
Managed Assets ($)$2,450,995,00080
Personal trust and agency accounts, managed assets$2,449,698,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0307
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$1,297,000365
Corporate trust and agency accounts, managed assets$085
Investment management and investment advisory agency accounts, managed assets$0377
Foundation and endowment trust and agency accounts, managed assets$0299
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0361
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$892,373,00098
Personal trust and agency accounts, non-managed assets$778,052,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,996,000222
Employee benefit-defined benefit accounts, non-managed Assets$0136
Other retirement accounts, non-managed assets$108,325,00052
Corporate trust and agency accounts, non-managed assets$0137
Investment management and advisory agency accounts, non-managed assets$0225
Foundation and endowment trust and agency accounts, non-managed assets$0158
Other fiduciary accounts, non-managed assets$095
Memoranda
Custody and safekeeping accounts, non-managed assets$13,285,414,00039
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0348
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,374,882,00092
Managed Assets ($)$2,437,483,00079
Personal trust and agency accounts, managed assets$2,436,148,00032
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0474
Employee benefit-defined benefit accounts, managed assets$0298
Other employee benefit and retirement-related accounts, managed assets$1,287,000591
Corporate trust and agency accounts, managed assets$0186
Investment management and investment advisory agency accounts, managed assets$0725
Foundation and endowment trust and agency accounts, managed assets$48,000490
Other fiduciary accounts, managed assets$0235
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0619
Investments of managed fiduciary accts in advised or sponsored mutual funds$062
Non-managed Assets ($)$937,399,00096
Personal trust and agency accounts, non-managed assets$823,168,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,984,000306
Employee benefit-defined benefit accounts, non-managed Assets$0174
Other retirement accounts, non-managed assets$108,247,00056
Corporate trust and agency accounts, non-managed assets$0241
Investment management and advisory agency accounts, non-managed assets$0390
Foundation and endowment trust and agency accounts, non-managed assets$0208
Other fiduciary accounts, non-managed assets$0183
Memoranda
Custody and safekeeping accounts, non-managed assets$12,739,109,00040
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0728
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,618,142,00086
Managed Assets ($)$2,647,427,00069
Personal trust and agency accounts, managed assets$2,646,121,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0305
Employee benefit-defined benefit accounts, managed assets$0218
Other employee benefit and retirement-related accounts, managed assets$1,258,000364
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$0374
Foundation and endowment trust and agency accounts, managed assets$48,000295
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0355
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$970,715,00094
Personal trust and agency accounts, non-managed assets$857,485,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,769,000222
Employee benefit-defined benefit accounts, non-managed Assets$0141
Other retirement accounts, non-managed assets$107,461,00057
Corporate trust and agency accounts, non-managed assets$0138
Investment management and advisory agency accounts, non-managed assets$0220
Foundation and endowment trust and agency accounts, non-managed assets$0154
Other fiduciary accounts, non-managed assets$0100
Memoranda
Custody and safekeeping accounts, non-managed assets$12,230,777,00041
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0346
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,370,139,00095
Managed Assets ($)$2,447,573,00080
Personal trust and agency accounts, managed assets$2,446,164,00034
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0310
Employee benefit-defined benefit accounts, managed assets$0218
Other employee benefit and retirement-related accounts, managed assets$1,361,000368
Corporate trust and agency accounts, managed assets$088
Investment management and investment advisory agency accounts, managed assets$0377
Foundation and endowment trust and agency accounts, managed assets$48,000294
Other fiduciary accounts, managed assets$0132
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0351
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$922,566,00098
Personal trust and agency accounts, non-managed assets$812,289,00034
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,108,000223
Employee benefit-defined benefit accounts, non-managed Assets$0140
Other retirement accounts, non-managed assets$104,169,00058
Corporate trust and agency accounts, non-managed assets$0137
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$0156
Other fiduciary accounts, non-managed assets$0107
Memoranda
Custody and safekeeping accounts, non-managed assets$12,228,999,00044
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0344
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,148,517,00099
Managed Assets ($)$2,320,990,00082
Personal trust and agency accounts, managed assets$2,319,559,00034
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0308
Employee benefit-defined benefit accounts, managed assets$0219
Other employee benefit and retirement-related accounts, managed assets$1,370,000364
Corporate trust and agency accounts, managed assets$089
Investment management and investment advisory agency accounts, managed assets$0375
Foundation and endowment trust and agency accounts, managed assets$61,000291
Other fiduciary accounts, managed assets$0127
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0349
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$827,527,000101
Personal trust and agency accounts, non-managed assets$717,310,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,059,000223
Employee benefit-defined benefit accounts, non-managed Assets$0139
Other retirement accounts, non-managed assets$104,158,00060
Corporate trust and agency accounts, non-managed assets$0143
Investment management and advisory agency accounts, non-managed assets$0218
Foundation and endowment trust and agency accounts, non-managed assets$0155
Other fiduciary accounts, non-managed assets$0105
Memoranda
Custody and safekeeping accounts, non-managed assets$14,796,561,00041
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0346
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,056,922,00099
Managed Assets ($)$2,284,705,00081
Personal trust and agency accounts, managed assets$2,284,358,00034
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0486
Employee benefit-defined benefit accounts, managed assets$0307
Other employee benefit and retirement-related accounts, managed assets$286,000670
Corporate trust and agency accounts, managed assets$0189
Investment management and investment advisory agency accounts, managed assets$0749
Foundation and endowment trust and agency accounts, managed assets$61,000487
Other fiduciary accounts, managed assets$0232
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0629
Investments of managed fiduciary accts in advised or sponsored mutual funds$063
Non-managed Assets ($)$772,217,000102
Personal trust and agency accounts, non-managed assets$656,163,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,008,000315
Employee benefit-defined benefit accounts, non-managed Assets$0180
Other retirement accounts, non-managed assets$110,046,00058
Corporate trust and agency accounts, non-managed assets$0250
Investment management and advisory agency accounts, non-managed assets$0381
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$15,427,135,00040
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0750
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,043,935,00097
Managed Assets ($)$2,296,473,00079
Personal trust and agency accounts, managed assets$2,296,411,00033
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0306
Employee benefit-defined benefit accounts, managed assets$0224
Other employee benefit and retirement-related accounts, managed assets$0376
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$0375
Foundation and endowment trust and agency accounts, managed assets$62,000292
Other fiduciary accounts, managed assets$0126
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0350
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$747,462,00099
Personal trust and agency accounts, non-managed assets$632,112,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,867,000229
Employee benefit-defined benefit accounts, non-managed Assets$0143
Other retirement accounts, non-managed assets$109,483,00057
Corporate trust and agency accounts, non-managed assets$0140
Investment management and advisory agency accounts, non-managed assets$0214
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$15,434,582,00039
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0343
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,148,763,00091
Managed Assets ($)$2,436,752,00076
Personal trust and agency accounts, managed assets$2,436,688,00032
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0311
Employee benefit-defined benefit accounts, managed assets$0225
Other employee benefit and retirement-related accounts, managed assets$0377
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$0375
Foundation and endowment trust and agency accounts, managed assets$64,000290
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0350
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$712,011,00099
Personal trust and agency accounts, non-managed assets$600,365,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,890,000231
Employee benefit-defined benefit accounts, non-managed Assets$0143
Other retirement accounts, non-managed assets$105,756,00058
Corporate trust and agency accounts, non-managed assets$0140
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$0154
Other fiduciary accounts, non-managed assets$0106
Memoranda
Custody and safekeeping accounts, non-managed assets$16,372,886,00038
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0343
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,173,141,00092
Managed Assets ($)$2,485,600,00074
Personal trust and agency accounts, managed assets$2,485,535,00032
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0314
Employee benefit-defined benefit accounts, managed assets$0228
Other employee benefit and retirement-related accounts, managed assets$0381
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$0379
Foundation and endowment trust and agency accounts, managed assets$65,000288
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0356
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$687,541,000101
Personal trust and agency accounts, non-managed assets$583,099,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,629,000234
Employee benefit-defined benefit accounts, non-managed Assets$0144
Other retirement accounts, non-managed assets$98,813,00058
Corporate trust and agency accounts, non-managed assets$0140
Investment management and advisory agency accounts, non-managed assets$0212
Foundation and endowment trust and agency accounts, non-managed assets$0157
Other fiduciary accounts, non-managed assets$0108
Memoranda
Custody and safekeeping accounts, non-managed assets$12,555,273,00041
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0345
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,024,180,00094
Managed Assets ($)$2,357,872,00077
Personal trust and agency accounts, managed assets$2,357,805,00032
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0514
Employee benefit-defined benefit accounts, managed assets$0318
Other employee benefit and retirement-related accounts, managed assets$0717
Corporate trust and agency accounts, managed assets$0203
Investment management and investment advisory agency accounts, managed assets$0760
Foundation and endowment trust and agency accounts, managed assets$67,000482
Other fiduciary accounts, managed assets$0236
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0634
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$666,308,000102
Personal trust and agency accounts, non-managed assets$562,870,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,471,000332
Employee benefit-defined benefit accounts, non-managed Assets$0186
Other retirement accounts, non-managed assets$97,967,00057
Corporate trust and agency accounts, non-managed assets$0266
Investment management and advisory agency accounts, non-managed assets$0386
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$9,658,702,00044
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0768
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,856,690,00095
Managed Assets ($)$2,225,025,00080
Personal trust and agency accounts, managed assets$2,209,623,00033
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0302
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$0360
Corporate trust and agency accounts, managed assets$089
Investment management and investment advisory agency accounts, managed assets$0358
Foundation and endowment trust and agency accounts, managed assets$15,402,000204
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0336
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$631,665,000103
Personal trust and agency accounts, non-managed assets$530,601,00035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,232,000226
Employee benefit-defined benefit accounts, non-managed Assets$0141
Other retirement accounts, non-managed assets$95,832,00056
Corporate trust and agency accounts, non-managed assets$0138
Investment management and advisory agency accounts, non-managed assets$0198
Foundation and endowment trust and agency accounts, non-managed assets$0150
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$6,572,434,00053
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0331
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,822,494,00094
Managed Assets ($)$2,194,573,00079
Personal trust and agency accounts, managed assets$2,179,268,00033
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0304
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$0365
Corporate trust and agency accounts, managed assets$091
Investment management and investment advisory agency accounts, managed assets$0360
Foundation and endowment trust and agency accounts, managed assets$15,305,000199
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0334
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$627,921,000101
Personal trust and agency accounts, non-managed assets$530,213,00035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,066,000226
Employee benefit-defined benefit accounts, non-managed Assets$0143
Other retirement accounts, non-managed assets$92,642,00057
Corporate trust and agency accounts, non-managed assets$0136
Investment management and advisory agency accounts, non-managed assets$0202
Foundation and endowment trust and agency accounts, non-managed assets$0152
Other fiduciary accounts, non-managed assets$0101
Memoranda
Custody and safekeeping accounts, non-managed assets$4,263,831,00060
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$2,325,970,000105
Managed Assets ($)$2,097,219,00082
Personal trust and agency accounts, managed assets$2,081,593,00034
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0303
Employee benefit-defined benefit accounts, managed assets$0219
Other employee benefit and retirement-related accounts, managed assets$0367
Corporate trust and agency accounts, managed assets$091
Investment management and investment advisory agency accounts, managed assets$0363
Foundation and endowment trust and agency accounts, managed assets$15,626,000200
Other fiduciary accounts, managed assets$0115
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0334
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$228,751,000157
Personal trust and agency accounts, non-managed assets$134,542,00075
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,064,000232
Employee benefit-defined benefit accounts, non-managed Assets$0147
Other retirement accounts, non-managed assets$89,145,00056
Corporate trust and agency accounts, non-managed assets$0135
Investment management and advisory agency accounts, non-managed assets$0204
Foundation and endowment trust and agency accounts, non-managed assets$0155
Other fiduciary accounts, non-managed assets$0103
Memoranda
Custody and safekeeping accounts, non-managed assets$3,654,896,00060
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0334
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,156,697,000108
Managed Assets ($)$1,967,342,00083
Personal trust and agency accounts, managed assets$1,951,749,00034
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0530
Employee benefit-defined benefit accounts, managed assets$0330
Other employee benefit and retirement-related accounts, managed assets$0725
Corporate trust and agency accounts, managed assets$0218
Investment management and investment advisory agency accounts, managed assets$0771
Foundation and endowment trust and agency accounts, managed assets$15,593,000218
Other fiduciary accounts, managed assets$0239
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0633
Investments of managed fiduciary accts in advised or sponsored mutual funds$072
Non-managed Assets ($)$189,355,000172
Personal trust and agency accounts, non-managed assets$135,113,00076
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,868,000346
Employee benefit-defined benefit accounts, non-managed Assets$0199
Other retirement accounts, non-managed assets$49,374,00082
Corporate trust and agency accounts, non-managed assets$0269
Investment management and advisory agency accounts, non-managed assets$0412
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$3,250,191,00064
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0776
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,053,416,000108
Managed Assets ($)$1,904,171,00082
Personal trust and agency accounts, managed assets$1,888,543,00033
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0293
Employee benefit-defined benefit accounts, managed assets$0212
Other employee benefit and retirement-related accounts, managed assets$0349
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$0344
Foundation and endowment trust and agency accounts, managed assets$0262
Other fiduciary accounts, managed assets$15,628,00047
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0318
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$149,245,000190
Personal trust and agency accounts, non-managed assets$94,874,00078
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,850,000224
Employee benefit-defined benefit accounts, non-managed Assets$0147
Other retirement accounts, non-managed assets$49,521,00076
Corporate trust and agency accounts, non-managed assets$0126
Investment management and advisory agency accounts, non-managed assets$0208
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$3,162,812,00064
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0320
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,188,037,000103
Managed Assets ($)$2,037,944,00080
Personal trust and agency accounts, managed assets$2,037,944,00033
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0294
Employee benefit-defined benefit accounts, managed assets$0214
Other employee benefit and retirement-related accounts, managed assets$0352
Corporate trust and agency accounts, managed assets$083
Investment management and investment advisory agency accounts, managed assets$0348
Foundation and endowment trust and agency accounts, managed assets$0262
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0319
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$150,093,000193
Personal trust and agency accounts, non-managed assets$85,219,00083
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,671,000226
Employee benefit-defined benefit accounts, non-managed Assets$0145
Other retirement accounts, non-managed assets$60,203,00063
Corporate trust and agency accounts, non-managed assets$0132
Investment management and advisory agency accounts, non-managed assets$0201
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$3,145,447,00064
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0323
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,088,780,000105
Managed Assets ($)$1,930,542,00083
Personal trust and agency accounts, managed assets$1,930,542,00033
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0294
Employee benefit-defined benefit accounts, managed assets$0213
Other employee benefit and retirement-related accounts, managed assets$0351
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$0346
Foundation and endowment trust and agency accounts, managed assets$0265
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0318
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$158,238,000180
Personal trust and agency accounts, non-managed assets$90,152,00082
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,725,000228
Employee benefit-defined benefit accounts, non-managed Assets$0149
Other retirement accounts, non-managed assets$63,361,00060
Corporate trust and agency accounts, non-managed assets$0135
Investment management and advisory agency accounts, non-managed assets$0198
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$2,938,233,00067
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0322
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,963,503,000107
Managed Assets ($)$1,828,636,00083
Personal trust and agency accounts, managed assets$1,828,636,00033
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0547
Employee benefit-defined benefit accounts, managed assets$0330
Other employee benefit and retirement-related accounts, managed assets$0748
Corporate trust and agency accounts, managed assets$0222
Investment management and investment advisory agency accounts, managed assets$0786
Foundation and endowment trust and agency accounts, managed assets$0471
Other fiduciary accounts, managed assets$0230
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0652
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$134,867,000196
Personal trust and agency accounts, non-managed assets$67,770,00088
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,514,000347
Employee benefit-defined benefit accounts, non-managed Assets$0200
Other retirement accounts, non-managed assets$62,583,00059
Corporate trust and agency accounts, non-managed assets$0303
Investment management and advisory agency accounts, non-managed assets$0408
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$3,161,350,00064
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0786
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,867,876,000107
Managed Assets ($)$1,756,664,00084
Personal trust and agency accounts, managed assets$1,756,664,00035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0292
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$0352
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$0358
Foundation and endowment trust and agency accounts, managed assets$0263
Other fiduciary accounts, managed assets$0105
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0320
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$111,212,000200
Personal trust and agency accounts, non-managed assets$45,191,000101
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,190,000232
Employee benefit-defined benefit accounts, non-managed Assets$0153
Other retirement accounts, non-managed assets$61,831,00058
Corporate trust and agency accounts, non-managed assets$0141
Investment management and advisory agency accounts, non-managed assets$0186
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$2,564,070,00069
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0320
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,898,494,000112
Managed Assets ($)$1,790,749,00088
Personal trust and agency accounts, managed assets$1,790,749,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0297
Employee benefit-defined benefit accounts, managed assets$0223
Other employee benefit and retirement-related accounts, managed assets$0358
Corporate trust and agency accounts, managed assets$093
Investment management and investment advisory agency accounts, managed assets$0362
Foundation and endowment trust and agency accounts, managed assets$0261
Other fiduciary accounts, managed assets$0111
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0322
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$107,745,000210
Personal trust and agency accounts, non-managed assets$36,236,000122
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,497,000236
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$67,012,00063
Corporate trust and agency accounts, non-managed assets$0141
Investment management and advisory agency accounts, non-managed assets$0182
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$2,664,075,00066
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0322
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,867,618,000113
Managed Assets ($)$1,760,799,00087
Personal trust and agency accounts, managed assets$1,760,799,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0305
Employee benefit-defined benefit accounts, managed assets$0230
Other employee benefit and retirement-related accounts, managed assets$0363
Corporate trust and agency accounts, managed assets$094
Investment management and investment advisory agency accounts, managed assets$0368
Foundation and endowment trust and agency accounts, managed assets$0265
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0324
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$106,819,000212
Personal trust and agency accounts, non-managed assets$37,519,000121
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,427,000236
Employee benefit-defined benefit accounts, non-managed Assets$0155
Other retirement accounts, non-managed assets$64,873,00063
Corporate trust and agency accounts, non-managed assets$0146
Investment management and advisory agency accounts, non-managed assets$0179
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$2,624,007,00067
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0324
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,504,276,000129
Managed Assets ($)$1,432,055,00098
Personal trust and agency accounts, managed assets$1,432,055,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0583
Employee benefit-defined benefit accounts, managed assets$0356
Other employee benefit and retirement-related accounts, managed assets$0767
Corporate trust and agency accounts, managed assets$0242
Investment management and investment advisory agency accounts, managed assets$0825
Foundation and endowment trust and agency accounts, managed assets$0473
Other fiduciary accounts, managed assets$0255
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0654
Investments of managed fiduciary accts in advised or sponsored mutual funds$081
Non-managed Assets ($)$72,221,000265
Personal trust and agency accounts, non-managed assets$8,008,000285
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,238,000367
Employee benefit-defined benefit accounts, non-managed Assets$0217
Other retirement accounts, non-managed assets$59,975,00069
Corporate trust and agency accounts, non-managed assets$0324
Investment management and advisory agency accounts, non-managed assets$0404
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$2,627,437,00070
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0793
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,477,641,000128
Managed Assets ($)$1,408,143,00091
Personal trust and agency accounts, managed assets$1,408,143,00039
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0296
Employee benefit-defined benefit accounts, managed assets$0231
Other employee benefit and retirement-related accounts, managed assets$0349
Corporate trust and agency accounts, managed assets$092
Investment management and investment advisory agency accounts, managed assets$0354
Foundation and endowment trust and agency accounts, managed assets$0262
Other fiduciary accounts, managed assets$0117
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0312
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$69,498,000233
Personal trust and agency accounts, non-managed assets$7,807,000188
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,004,000236
Employee benefit-defined benefit accounts, non-managed Assets$0151
Other retirement accounts, non-managed assets$57,687,00068
Corporate trust and agency accounts, non-managed assets$0157
Investment management and advisory agency accounts, non-managed assets$0165
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$3,143,108,00064
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0306