Home > Fortuna Bank > Total Managed Assets held in Fiduciary Accounts
Fortuna Bank, Total Managed Assets held in Fiduciary Accounts
| 2025-03-31 | Rank | |
| Fiduciary powers granted | $0 | 1,461 |
| Fiduciary power exercised | $0 | 1,090 |
| Fiduciary or related activity | $0 | 1,037 |
| Total managed assets held in fiduciary accounts | ||
| Total managed assets held in fiduciary accounts | NA | NA |
| Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
| Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
| US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
| State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
| Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
| Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
| Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
| Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
| Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
| Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
| Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
| Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
| Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
| Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
| Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
| Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
| Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
| Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
| U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
| State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
| Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
| Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
| Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
| Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
| Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
| Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
| Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
| Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
| Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
| Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
| Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
| Total all other managed assets: | NA | NA |
| Noninterest-bearing Deposits, all other managed accounts | NA | NA |
| Interest-bearing deposits, all other managed accounts | NA | NA |
| U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
| State, county and municipal obligations, all other managed accounts | NA | NA |
| Money market mutual funds, all other managed accounts | NA | NA |
| Equity mutual funds, all other managed accounts | NA | NA |
| Other mutual funds, all other managed accounts | NA | NA |
| Common trust funds and collective investment funds, all other managed account | NA | NA |
| Other short-term obligations, all other managed accounts | NA | NA |
| Other notes and bonds, all other managed accounts | NA | NA |
| Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
| Other common and preferred stocks, all other managed accounts | NA | NA |
| Real Estate Mortgages, all other managed accounts | NA | NA |
| Real estate, all other managed accounts | NA | NA |
| Miscellaneous assets, all other managed accounts | NA | NA |
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $0 | 1,468 |
| Fiduciary power exercised | $0 | 1,099 |
| Fiduciary or related activity | $0 | 1,035 |
| Total managed assets held in fiduciary accounts | ||
| Total managed assets held in fiduciary accounts | $0 | 991 |
| Managed personal trust&agency accnts & investmnt managemnt agency accounts | $0 | 545 |
| Interest-bearing deposits managed personal trust and agency accounts and investm | $0 | 823 |
| US Treasury & US government agency obligations, managed personal trust&agency | $0 | 631 |
| State, county and municipal obligations, managed personal trust&agency accts, | $0 | 659 |
| Money market mutual funds, managed personal trust&agency accts, etc.. | $0 | 672 |
| Equity mutual funds, managed personal trust&agency accts, etc.. | $0 | 718 |
| Other mutual funds, managed personal trust&agency accts, etc.. | $0 | 754 |
| Common trust funds and collective investment funds, managed personal trust&ag | $0 | 60 |
| Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 51 |
| Other Notes and Bonds, managed personal trust&agency accts, etc.. | $0 | 693 |
| Investmnts in unregistered funds&private equity investmnts,managd personal trust | $0 | 233 |
| Other common and preferred stocks, managed personal trust&agency accts, etc.. | $0 | 820 |
| Real Estate Mortgages, managed personal trust&agency accts, etc.. | $0 | 308 |
| Real Estate, managed personal trust&agency accts, etc.. | $0 | 810 |
| Miscellaneous assets, managed personal trust&agency accts, etc.. | $0 | 779 |
| Managed employee benefit and retirements-related trust and agency acccounts | $0 | 646 |
| Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 263 |
| Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 423 |
| U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $0 | 443 |
| State, county & municipal obligations,managed emp benft & retire-related | $0 | 277 |
| Money market mutual Funds,managed emp benft & retire-related trust accnts | $0 | 470 |
| Equity mutual funds,managed emp benft & retire-related trust accnts | $0 | 534 |
| Other mutual funds,managed emp benft & retire-related trust accnts | $0 | 536 |
| Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 32 |
| Other short-term obligations, emp benft & retire-related trust accnts | $0 | 28 |
| Other notes and bonds,managed emp benft & retire-related trust accnts | $0 | 463 |
| Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 103 |
| Other common & preferred stocks,managed emp benft & retire-related trust accts | $0 | 583 |
| Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 26 |
| Real Estate,managed emp benft & retire-related trust accnts | $0 | 127 |
| Miscellaneous assets,managed emp benft & retire-related trust accnts | $0 | 281 |
| Total all other managed assets: | $0 | 639 |
| Noninterest-bearing Deposits, all other managed accounts | $0 | 240 |
| Interest-bearing deposits, all other managed accounts | $0 | 412 |
| U.S. treasury & U.S. government agency obligations, all other managed accounts | $0 | 391 |
| State, county and municipal obligations, all other managed accounts | $0 | 282 |
| Money market mutual funds, all other managed accounts | $0 | 474 |
| Equity mutual funds, all other managed accounts | $0 | 484 |
| Other mutual funds, all other managed accounts | $0 | 488 |
| Common trust funds and collective investment funds, all other managed account | $0 | 70 |
| Other short-term obligations, all other managed accounts | $0 | 73 |
| Other notes and bonds, all other managed accounts | $0 | 405 |
| Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 113 |
| Other common and preferred stocks, all other managed accounts | $0 | 484 |
| Real Estate Mortgages, all other managed accounts | $0 | 32 |
| Real estate, all other managed accounts | $0 | 221 |
| Miscellaneous assets, all other managed accounts | $0 | 260 |