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JPMorgan Chase Bank, Total Fiduciary and Related Assets

2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,538,670,000,0005
Managed Assets ($)$611,037,000,0002
Personal trust and agency accounts, managed assets$42,465,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$76,009,000,0002
Employee benefit-defined benefit accounts, managed assets$25,661,000,0002
Other employee benefit and retirement-related accounts, managed assets$10,823,000,0009
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$413,801,000,0002
Foundation and endowment trust and agency accounts, managed assets$42,277,000,0003
Other fiduciary accounts, managed assets$1,000,00077
Memoranda
Fiduciary accounts held in foreign offices, managed assets$115,517,000,0001
Individual retirement,health savings and similar accounts, managed assets$10,812,000,0007
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$927,633,000,0006
Personal trust and agency accounts, non-managed assets$23,478,000,0007
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$79,126,000,0007
Employee benefit-defined benefit accounts, non-managed Assets$362,651,000,0004
Other retirement accounts, non-managed assets$6,871,000,00011
Corporate trust and agency accounts, non-managed assets$957,000,00030
Investment management and advisory agency accounts, non-managed assets$213,089,000,0001
Foundation and endowment trust and agency accounts, non-managed assets$1,030,000,0008
Other fiduciary accounts, non-managed assets$240,431,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$31,133,335,000,0002
Fiduciary accounts held in foreign offices, non-managed Assets$7,322,821,000,0004
Individual retirement,health savings and similar accounts, non-managed$17,234,000,00012
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,446,147,000,0005
Managed Assets ($)$576,152,000,0002
Personal trust and agency accounts, managed assets$41,054,000,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$74,181,000,0002
Employee benefit-defined benefit accounts, managed assets$25,361,000,0002
Other employee benefit and retirement-related accounts, managed assets$10,051,000,0009
Corporate trust and agency accounts, managed assets$065
Investment management and investment advisory agency accounts, managed assets$385,859,000,0002
Foundation and endowment trust and agency accounts, managed assets$39,645,000,0003
Other fiduciary accounts, managed assets$1,000,00068
Memoranda
Fiduciary accounts held in foreign offices, managed assets$108,063,000,0001
Individual retirement,health savings and similar accounts, managed assets$10,040,000,0007
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$869,995,000,0006
Personal trust and agency accounts, non-managed assets$20,139,000,0007
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$79,012,000,0008
Employee benefit-defined benefit accounts, non-managed Assets$339,416,000,0004
Other retirement accounts, non-managed assets$6,860,000,00011
Corporate trust and agency accounts, non-managed assets$596,000,00035
Investment management and advisory agency accounts, non-managed assets$199,187,000,0001
Foundation and endowment trust and agency accounts, non-managed assets$1,016,000,0007
Other fiduciary accounts, non-managed assets$223,769,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$30,330,191,000,0002
Fiduciary accounts held in foreign offices, non-managed Assets$7,118,564,000,0004
Individual retirement,health savings and similar accounts, non-managed$16,532,000,00012
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,417,699,000,0005
Managed Assets ($)$541,450,000,0002
Personal trust and agency accounts, managed assets$39,936,000,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$73,270,000,0002
Employee benefit-defined benefit accounts, managed assets$25,990,000,0002
Other employee benefit and retirement-related accounts, managed assets$9,640,000,0009
Corporate trust and agency accounts, managed assets$0149
Investment management and investment advisory agency accounts, managed assets$354,813,000,0002
Foundation and endowment trust and agency accounts, managed assets$37,767,000,0003
Other fiduciary accounts, managed assets$34,000,00030
Memoranda
Fiduciary accounts held in foreign offices, managed assets$92,150,000,0001
Individual retirement,health savings and similar accounts, managed assets$9,549,000,0007
Investments of managed fiduciary accts in advised or sponsored mutual funds$52,347,000,0002
Non-managed Assets ($)$876,249,000,0006
Personal trust and agency accounts, non-managed assets$19,279,000,0007
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$77,502,000,0008
Employee benefit-defined benefit accounts, non-managed Assets$349,556,000,0004
Other retirement accounts, non-managed assets$6,788,000,00011
Corporate trust and agency accounts, non-managed assets$1,115,000,00029
Investment management and advisory agency accounts, non-managed assets$195,749,000,0001
Foundation and endowment trust and agency accounts, non-managed assets$1,041,000,0009
Other fiduciary accounts, non-managed assets$225,219,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$30,095,674,000,0002
Fiduciary accounts held in foreign offices, non-managed Assets$7,038,134,000,0004
Individual retirement,health savings and similar accounts, non-managed$16,181,000,00012
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,319,126,000,0005
Managed Assets ($)$499,464,000,0002
Personal trust and agency accounts, managed assets$37,426,000,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$60,985,000,0002
Employee benefit-defined benefit accounts, managed assets$24,272,000,0002
Other employee benefit and retirement-related accounts, managed assets$8,664,000,0009
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$333,463,000,0002
Foundation and endowment trust and agency accounts, managed assets$34,595,000,0003
Other fiduciary accounts, managed assets$59,000,00028
Memoranda
Fiduciary accounts held in foreign offices, managed assets$86,444,000,0001
Individual retirement,health savings and similar accounts, managed assets$8,581,000,0007
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$819,662,000,0006
Personal trust and agency accounts, non-managed assets$17,355,000,0007
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$72,521,000,0008
Employee benefit-defined benefit accounts, non-managed Assets$330,386,000,0004
Other retirement accounts, non-managed assets$6,654,000,00011
Corporate trust and agency accounts, non-managed assets$364,000,00039
Investment management and advisory agency accounts, non-managed assets$177,787,000,0001
Foundation and endowment trust and agency accounts, non-managed assets$1,010,000,0008
Other fiduciary accounts, non-managed assets$213,585,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$27,815,772,000,0002
Fiduciary accounts held in foreign offices, non-managed Assets$6,292,497,000,0004
Individual retirement,health savings and similar accounts, non-managed$14,932,000,00012
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,239,635,000,0005
Managed Assets ($)$470,307,000,0002
Personal trust and agency accounts, managed assets$35,026,000,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$56,603,000,0002
Employee benefit-defined benefit accounts, managed assets$24,671,000,0002
Other employee benefit and retirement-related accounts, managed assets$8,079,000,0009
Corporate trust and agency accounts, managed assets$077
Investment management and investment advisory agency accounts, managed assets$313,350,000,0002
Foundation and endowment trust and agency accounts, managed assets$32,519,000,0003
Other fiduciary accounts, managed assets$59,000,00029
Memoranda
Fiduciary accounts held in foreign offices, managed assets$88,456,000,0001
Individual retirement,health savings and similar accounts, managed assets$8,002,000,0007
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$769,328,000,0007
Personal trust and agency accounts, non-managed assets$14,073,000,0007
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$68,654,000,0008
Employee benefit-defined benefit accounts, non-managed Assets$315,991,000,0004
Other retirement accounts, non-managed assets$6,556,000,00010
Corporate trust and agency accounts, non-managed assets$378,000,00039
Investment management and advisory agency accounts, non-managed assets$163,981,000,0001
Foundation and endowment trust and agency accounts, non-managed assets$781,000,0009
Other fiduciary accounts, non-managed assets$198,914,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$26,608,307,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$6,317,509,000,0004
Individual retirement,health savings and similar accounts, non-managed$13,484,000,00013
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,166,467,000,0005
Managed Assets ($)$427,448,000,0002
Personal trust and agency accounts, managed assets$31,778,000,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$50,836,000,0002
Employee benefit-defined benefit accounts, managed assets$23,334,000,0002
Other employee benefit and retirement-related accounts, managed assets$7,194,000,0009
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$284,651,000,0002
Foundation and endowment trust and agency accounts, managed assets$29,484,000,0003
Other fiduciary accounts, managed assets$171,000,00019
Memoranda
Fiduciary accounts held in foreign offices, managed assets$81,824,000,0001
Individual retirement,health savings and similar accounts, managed assets$7,124,000,0007
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$739,019,000,0007
Personal trust and agency accounts, non-managed assets$12,975,000,0008
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$60,679,000,0008
Employee benefit-defined benefit accounts, non-managed Assets$297,564,000,0004
Other retirement accounts, non-managed assets$7,402,000,00010
Corporate trust and agency accounts, non-managed assets$801,000,00032
Investment management and advisory agency accounts, non-managed assets$146,384,000,0001
Foundation and endowment trust and agency accounts, non-managed assets$612,000,0009
Other fiduciary accounts, non-managed assets$212,602,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$23,657,974,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$5,710,657,000,0004
Individual retirement,health savings and similar accounts, non-managed$12,481,000,00013
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,267,611,000,0005
Managed Assets ($)$466,404,000,0002
Personal trust and agency accounts, managed assets$36,874,000,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$57,642,000,0002
Employee benefit-defined benefit accounts, managed assets$24,173,000,0002
Other employee benefit and retirement-related accounts, managed assets$8,126,000,0009
Corporate trust and agency accounts, managed assets$0152
Investment management and investment advisory agency accounts, managed assets$306,061,000,0002
Foundation and endowment trust and agency accounts, managed assets$33,335,000,0003
Other fiduciary accounts, managed assets$193,000,00019
Memoranda
Fiduciary accounts held in foreign offices, managed assets$81,431,000,0001
Individual retirement,health savings and similar accounts, managed assets$8,111,000,0008
Investments of managed fiduciary accts in advised or sponsored mutual funds$33,096,000,0002
Non-managed Assets ($)$801,207,000,0007
Personal trust and agency accounts, non-managed assets$15,298,000,0007
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$72,821,000,0008
Employee benefit-defined benefit accounts, non-managed Assets$315,793,000,0004
Other retirement accounts, non-managed assets$7,670,000,00010
Corporate trust and agency accounts, non-managed assets$825,000,00031
Investment management and advisory agency accounts, non-managed assets$162,956,000,0001
Foundation and endowment trust and agency accounts, non-managed assets$777,000,0009
Other fiduciary accounts, non-managed assets$225,067,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$25,721,751,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$6,635,952,000,0004
Individual retirement,health savings and similar accounts, non-managed$14,544,000,00012
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,232,318,000,0005
Managed Assets ($)$450,994,000,0003
Personal trust and agency accounts, managed assets$36,313,000,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$54,096,000,0002
Employee benefit-defined benefit accounts, managed assets$24,181,000,0002
Other employee benefit and retirement-related accounts, managed assets$7,642,000,00010
Corporate trust and agency accounts, managed assets$078
Investment management and investment advisory agency accounts, managed assets$297,138,000,0003
Foundation and endowment trust and agency accounts, managed assets$31,423,000,0003
Other fiduciary accounts, managed assets$201,000,00017
Memoranda
Fiduciary accounts held in foreign offices, managed assets$82,176,000,0001
Individual retirement,health savings and similar accounts, managed assets$7,626,000,0009
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$781,324,000,0007
Personal trust and agency accounts, non-managed assets$13,025,000,0007
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$66,925,000,0008
Employee benefit-defined benefit accounts, non-managed Assets$317,264,000,0004
Other retirement accounts, non-managed assets$7,533,000,00011
Corporate trust and agency accounts, non-managed assets$446,000,00041
Investment management and advisory agency accounts, non-managed assets$152,753,000,0001
Foundation and endowment trust and agency accounts, non-managed assets$786,000,0009
Other fiduciary accounts, non-managed assets$222,592,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$24,480,530,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$6,331,513,000,0004
Individual retirement,health savings and similar accounts, non-managed$14,037,000,00013
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,224,328,000,0005
Managed Assets ($)$448,640,000,0002
Personal trust and agency accounts, managed assets$36,317,000,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$51,235,000,0002
Employee benefit-defined benefit accounts, managed assets$24,527,000,0002
Other employee benefit and retirement-related accounts, managed assets$7,457,000,00010
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$298,601,000,0002
Foundation and endowment trust and agency accounts, managed assets$30,293,000,0003
Other fiduciary accounts, managed assets$210,000,00016
Memoranda
Fiduciary accounts held in foreign offices, managed assets$82,836,000,0001
Individual retirement,health savings and similar accounts, managed assets$7,441,000,0008
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$775,688,000,0007
Personal trust and agency accounts, non-managed assets$12,751,000,0007
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$66,786,000,0008
Employee benefit-defined benefit accounts, non-managed Assets$311,648,000,0004
Other retirement accounts, non-managed assets$9,191,000,00010
Corporate trust and agency accounts, non-managed assets$517,000,00042
Investment management and advisory agency accounts, non-managed assets$150,591,000,0001
Foundation and endowment trust and agency accounts, non-managed assets$1,053,000,0009
Other fiduciary accounts, non-managed assets$223,151,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$24,318,265,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$6,365,395,000,0004
Individual retirement,health savings and similar accounts, non-managed$15,453,000,00012
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,199,946,000,0004
Managed Assets ($)$437,092,000,0002
Personal trust and agency accounts, managed assets$36,434,000,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$48,734,000,0002
Employee benefit-defined benefit accounts, managed assets$23,878,000,0002
Other employee benefit and retirement-related accounts, managed assets$7,068,000,00010
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$292,668,000,0002
Foundation and endowment trust and agency accounts, managed assets$28,100,000,0003
Other fiduciary accounts, managed assets$210,000,00016
Memoranda
Fiduciary accounts held in foreign offices, managed assets$81,765,000,0001
Individual retirement,health savings and similar accounts, managed assets$7,052,000,0008
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$762,854,000,0007
Personal trust and agency accounts, non-managed assets$10,459,000,0008
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$64,937,000,0008
Employee benefit-defined benefit accounts, non-managed Assets$308,226,000,0004
Other retirement accounts, non-managed assets$9,615,000,00010
Corporate trust and agency accounts, non-managed assets$495,000,00041
Investment management and advisory agency accounts, non-managed assets$143,601,000,0001
Foundation and endowment trust and agency accounts, non-managed assets$823,000,00010
Other fiduciary accounts, non-managed assets$224,698,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$23,590,257,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$6,288,489,000,0004
Individual retirement,health savings and similar accounts, non-managed$14,986,000,00011
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,144,640,000,0005
Managed Assets ($)$423,169,000,0002
Personal trust and agency accounts, managed assets$34,273,000,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$46,315,000,0002
Employee benefit-defined benefit accounts, managed assets$23,842,000,0002
Other employee benefit and retirement-related accounts, managed assets$6,410,000,00010
Corporate trust and agency accounts, managed assets$0149
Investment management and investment advisory agency accounts, managed assets$285,927,000,0002
Foundation and endowment trust and agency accounts, managed assets$26,178,000,0003
Other fiduciary accounts, managed assets$224,000,00014
Memoranda
Fiduciary accounts held in foreign offices, managed assets$83,554,000,0001
Individual retirement,health savings and similar accounts, managed assets$6,395,000,0008
Investments of managed fiduciary accts in advised or sponsored mutual funds$37,272,000,0002
Non-managed Assets ($)$721,471,000,0007
Personal trust and agency accounts, non-managed assets$8,656,000,0008
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$59,019,000,0008
Employee benefit-defined benefit accounts, non-managed Assets$296,162,000,0004
Other retirement accounts, non-managed assets$9,022,000,0009
Corporate trust and agency accounts, non-managed assets$164,000,00048
Investment management and advisory agency accounts, non-managed assets$132,702,000,0001
Foundation and endowment trust and agency accounts, non-managed assets$492,000,00014
Other fiduciary accounts, non-managed assets$215,254,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$22,155,187,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$5,902,374,000,0004
Individual retirement,health savings and similar accounts, non-managed$13,715,000,00011
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,239,208,000,0004
Managed Assets ($)$469,652,000,0002
Personal trust and agency accounts, managed assets$44,484,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$49,023,000,0002
Employee benefit-defined benefit accounts, managed assets$24,575,000,0002
Other employee benefit and retirement-related accounts, managed assets$13,057,000,0007
Corporate trust and agency accounts, managed assets$079
Investment management and investment advisory agency accounts, managed assets$326,776,000,0002
Foundation and endowment trust and agency accounts, managed assets$11,489,000,0006
Other fiduciary accounts, managed assets$248,000,00013
Memoranda
Fiduciary accounts held in foreign offices, managed assets$88,503,000,0001
Individual retirement,health savings and similar accounts, managed assets$13,039,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$769,556,000,0007
Personal trust and agency accounts, non-managed assets$9,575,000,0008
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$65,439,000,0008
Employee benefit-defined benefit accounts, non-managed Assets$314,005,000,0004
Other retirement accounts, non-managed assets$9,587,000,00010
Corporate trust and agency accounts, non-managed assets$348,000,00045
Investment management and advisory agency accounts, non-managed assets$138,281,000,0001
Foundation and endowment trust and agency accounts, non-managed assets$218,000,00021
Other fiduciary accounts, non-managed assets$232,103,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$23,325,661,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$6,184,041,000,0004
Individual retirement,health savings and similar accounts, non-managed$15,156,000,00011
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,223,729,000,0004
Managed Assets ($)$454,053,000,0002
Personal trust and agency accounts, managed assets$43,443,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$46,241,000,0002
Employee benefit-defined benefit accounts, managed assets$23,695,000,0002
Other employee benefit and retirement-related accounts, managed assets$12,651,000,0007
Corporate trust and agency accounts, managed assets$078
Investment management and investment advisory agency accounts, managed assets$316,363,000,0002
Foundation and endowment trust and agency accounts, managed assets$11,413,000,0006
Other fiduciary accounts, managed assets$247,000,00012
Memoranda
Fiduciary accounts held in foreign offices, managed assets$86,474,000,0001
Individual retirement,health savings and similar accounts, managed assets$12,634,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$769,676,000,0007
Personal trust and agency accounts, non-managed assets$9,400,000,0008
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$63,015,000,0008
Employee benefit-defined benefit accounts, non-managed Assets$313,283,000,0004
Other retirement accounts, non-managed assets$9,544,000,0009
Corporate trust and agency accounts, non-managed assets$287,000,00047
Investment management and advisory agency accounts, non-managed assets$134,722,000,0001
Foundation and endowment trust and agency accounts, non-managed assets$222,000,00021
Other fiduciary accounts, non-managed assets$239,203,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$23,120,468,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$6,069,159,000,0004
Individual retirement,health savings and similar accounts, non-managed$14,510,000,00010
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,231,396,000,0004
Managed Assets ($)$450,301,000,0002
Personal trust and agency accounts, managed assets$44,282,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$44,138,000,0002
Employee benefit-defined benefit accounts, managed assets$23,566,000,0002
Other employee benefit and retirement-related accounts, managed assets$12,585,000,0007
Corporate trust and agency accounts, managed assets$081
Investment management and investment advisory agency accounts, managed assets$313,987,000,0002
Foundation and endowment trust and agency accounts, managed assets$11,460,000,0006
Other fiduciary accounts, managed assets$283,000,00013
Memoranda
Fiduciary accounts held in foreign offices, managed assets$90,379,000,0001
Individual retirement,health savings and similar accounts, managed assets$12,568,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$781,095,000,0007
Personal trust and agency accounts, non-managed assets$9,631,000,0008
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$62,294,000,0008
Employee benefit-defined benefit accounts, non-managed Assets$317,178,000,0004
Other retirement accounts, non-managed assets$9,594,000,00010
Corporate trust and agency accounts, non-managed assets$1,367,000,00032
Investment management and advisory agency accounts, non-managed assets$133,970,000,0001
Foundation and endowment trust and agency accounts, non-managed assets$228,000,00021
Other fiduciary accounts, non-managed assets$246,833,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$22,923,761,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$6,229,862,000,0004
Individual retirement,health savings and similar accounts, non-managed$14,127,000,00011
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,200,000,000,0004
Managed Assets ($)$436,392,000,0002
Personal trust and agency accounts, managed assets$45,793,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$43,750,000,0002
Employee benefit-defined benefit accounts, managed assets$23,332,000,0002
Other employee benefit and retirement-related accounts, managed assets$12,778,000,0007
Corporate trust and agency accounts, managed assets$0168
Investment management and investment advisory agency accounts, managed assets$298,915,000,0002
Foundation and endowment trust and agency accounts, managed assets$11,533,000,0006
Other fiduciary accounts, managed assets$291,000,00012
Memoranda
Fiduciary accounts held in foreign offices, managed assets$84,785,000,0001
Individual retirement,health savings and similar accounts, managed assets$12,760,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual funds$40,896,000,0003
Non-managed Assets ($)$763,608,000,0007
Personal trust and agency accounts, non-managed assets$9,185,000,0008
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$61,257,000,0008
Employee benefit-defined benefit accounts, non-managed Assets$325,414,000,0004
Other retirement accounts, non-managed assets$9,327,000,00010
Corporate trust and agency accounts, non-managed assets$372,000,00046
Investment management and advisory agency accounts, non-managed assets$132,776,000,0001
Foundation and endowment trust and agency accounts, non-managed assets$223,000,00022
Other fiduciary accounts, non-managed assets$225,054,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$22,379,252,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$6,139,692,000,0004
Individual retirement,health savings and similar accounts, non-managed$14,936,000,00010
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,183,401,000,0004
Managed Assets ($)$436,938,000,0002
Personal trust and agency accounts, managed assets$45,048,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$41,394,000,0002
Employee benefit-defined benefit accounts, managed assets$22,339,000,0002
Other employee benefit and retirement-related accounts, managed assets$12,482,000,0007
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$303,546,000,0002
Foundation and endowment trust and agency accounts, managed assets$11,872,000,0006
Other fiduciary accounts, managed assets$257,000,00013
Memoranda
Fiduciary accounts held in foreign offices, managed assets$91,085,000,0001
Individual retirement,health savings and similar accounts, managed assets$12,465,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$746,463,000,0007
Personal trust and agency accounts, non-managed assets$8,336,000,0008
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$58,567,000,0008
Employee benefit-defined benefit accounts, non-managed Assets$321,738,000,0004
Other retirement accounts, non-managed assets$8,263,000,00010
Corporate trust and agency accounts, non-managed assets$368,000,00046
Investment management and advisory agency accounts, non-managed assets$128,489,000,0001
Foundation and endowment trust and agency accounts, non-managed assets$217,000,00022
Other fiduciary accounts, non-managed assets$220,485,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$21,675,377,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$5,847,557,000,0004
Individual retirement,health savings and similar accounts, non-managed$13,729,000,00010
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,152,444,000,0004
Managed Assets ($)$420,693,000,0002
Personal trust and agency accounts, managed assets$44,329,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$39,564,000,0002
Employee benefit-defined benefit accounts, managed assets$21,952,000,0002
Other employee benefit and retirement-related accounts, managed assets$12,136,000,0007
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$290,718,000,0002
Foundation and endowment trust and agency accounts, managed assets$11,777,000,0006
Other fiduciary accounts, managed assets$217,000,00014
Memoranda
Fiduciary accounts held in foreign offices, managed assets$84,021,000,0001
Individual retirement,health savings and similar accounts, managed assets$12,119,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$731,751,000,0007
Personal trust and agency accounts, non-managed assets$8,003,000,0008
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$56,652,000,0008
Employee benefit-defined benefit accounts, non-managed Assets$311,528,000,0004
Other retirement accounts, non-managed assets$8,574,000,00010
Corporate trust and agency accounts, non-managed assets$970,000,00034
Investment management and advisory agency accounts, non-managed assets$123,338,000,0001
Foundation and endowment trust and agency accounts, non-managed assets$216,000,00022
Other fiduciary accounts, non-managed assets$222,470,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$21,144,004,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$5,738,780,000,0004
Individual retirement,health savings and similar accounts, non-managed$14,095,000,0009
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,113,526,000,0004
Managed Assets ($)$407,236,000,0002
Personal trust and agency accounts, managed assets$44,108,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$37,696,000,0002
Employee benefit-defined benefit accounts, managed assets$21,429,000,0002
Other employee benefit and retirement-related accounts, managed assets$11,376,000,0007
Corporate trust and agency accounts, managed assets$083
Investment management and investment advisory agency accounts, managed assets$280,221,000,0002
Foundation and endowment trust and agency accounts, managed assets$12,061,000,0005
Other fiduciary accounts, managed assets$345,000,00011
Memoranda
Fiduciary accounts held in foreign offices, managed assets$80,463,000,0001
Individual retirement,health savings and similar accounts, managed assets$11,375,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$706,290,000,0007
Personal trust and agency accounts, non-managed assets$7,511,000,0008
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$55,415,000,0008
Employee benefit-defined benefit accounts, non-managed Assets$304,956,000,0004
Other retirement accounts, non-managed assets$8,403,000,0009
Corporate trust and agency accounts, non-managed assets$1,418,000,00031
Investment management and advisory agency accounts, non-managed assets$117,566,000,0001
Foundation and endowment trust and agency accounts, non-managed assets$187,000,00022
Other fiduciary accounts, non-managed assets$210,834,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$20,414,344,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$5,497,651,000,0004
Individual retirement,health savings and similar accounts, non-managed$14,547,000,0007
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,071,248,000,0004
Managed Assets ($)$385,975,000,0002
Personal trust and agency accounts, managed assets$43,017,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$34,493,000,0002
Employee benefit-defined benefit accounts, managed assets$22,149,000,0002
Other employee benefit and retirement-related accounts, managed assets$10,998,000,0007
Corporate trust and agency accounts, managed assets$0178
Investment management and investment advisory agency accounts, managed assets$263,924,000,0002
Foundation and endowment trust and agency accounts, managed assets$11,050,000,0006
Other fiduciary accounts, managed assets$344,000,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$74,820,000,0001
Individual retirement,health savings and similar accounts, managed assets$10,997,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual funds$43,276,000,0002
Non-managed Assets ($)$685,273,000,0007
Personal trust and agency accounts, non-managed assets$7,448,000,0008
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$54,295,000,0008
Employee benefit-defined benefit accounts, non-managed Assets$298,727,000,0004
Other retirement accounts, non-managed assets$9,574,000,0008
Corporate trust and agency accounts, non-managed assets$622,000,00039
Investment management and advisory agency accounts, non-managed assets$112,396,000,0001
Foundation and endowment trust and agency accounts, non-managed assets$176,000,00022
Other fiduciary accounts, non-managed assets$202,035,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$19,560,807,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$5,168,797,000,0004
Individual retirement,health savings and similar accounts, non-managed$14,575,000,0006
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,000,092,000,0005
Managed Assets ($)$392,017,000,0002
Personal trust and agency accounts, managed assets$46,694,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$32,753,000,0002
Employee benefit-defined benefit accounts, managed assets$28,039,000,0002
Other employee benefit and retirement-related accounts, managed assets$11,185,000,0007
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$259,246,000,0002
Foundation and endowment trust and agency accounts, managed assets$12,835,000,0005
Other fiduciary accounts, managed assets$1,265,000,0008
Memoranda
Fiduciary accounts held in foreign offices, managed assets$71,456,000,0001
Individual retirement,health savings and similar accounts, managed assets$11,183,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$608,075,000,0007
Personal trust and agency accounts, non-managed assets$10,731,000,0007
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$53,257,000,0008
Employee benefit-defined benefit accounts, non-managed Assets$309,909,000,0004
Other retirement accounts, non-managed assets$9,767,000,0007
Corporate trust and agency accounts, non-managed assets$601,000,00040
Investment management and advisory agency accounts, non-managed assets$1,654,000,0005
Foundation and endowment trust and agency accounts, non-managed assets$242,000,00020
Other fiduciary accounts, non-managed assets$221,914,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$20,305,656,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$5,368,803,000,0004
Individual retirement,health savings and similar accounts, non-managed$14,627,000,0006
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$989,441,000,0005
Managed Assets ($)$391,293,000,0002
Personal trust and agency accounts, managed assets$45,952,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$30,440,000,0002
Employee benefit-defined benefit accounts, managed assets$27,714,000,0002
Other employee benefit and retirement-related accounts, managed assets$11,156,000,0007
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$262,407,000,0002
Foundation and endowment trust and agency accounts, managed assets$12,450,000,0005
Other fiduciary accounts, managed assets$1,174,000,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$74,402,000,0001
Individual retirement,health savings and similar accounts, managed assets$11,155,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$598,148,000,0007
Personal trust and agency accounts, non-managed assets$11,499,000,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$55,949,000,0008
Employee benefit-defined benefit accounts, non-managed Assets$305,304,000,0004
Other retirement accounts, non-managed assets$9,960,000,0006
Corporate trust and agency accounts, non-managed assets$604,000,00040
Investment management and advisory agency accounts, non-managed assets$1,556,000,0005
Foundation and endowment trust and agency accounts, non-managed assets$236,000,00019
Other fiduciary accounts, non-managed assets$213,040,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$19,551,609,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$5,126,644,000,0004
Individual retirement,health savings and similar accounts, non-managed$14,333,000,0007
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$985,224,000,0005
Managed Assets ($)$399,396,000,0002
Personal trust and agency accounts, managed assets$46,990,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$29,196,000,0002
Employee benefit-defined benefit accounts, managed assets$27,754,000,0002
Other employee benefit and retirement-related accounts, managed assets$11,297,000,0007
Corporate trust and agency accounts, managed assets$085
Investment management and investment advisory agency accounts, managed assets$269,815,000,0002
Foundation and endowment trust and agency accounts, managed assets$13,255,000,0005
Other fiduciary accounts, managed assets$1,089,000,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$81,221,000,0001
Individual retirement,health savings and similar accounts, managed assets$11,295,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$585,828,000,0007
Personal trust and agency accounts, non-managed assets$12,216,000,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$67,591,000,0008
Employee benefit-defined benefit accounts, non-managed Assets$297,967,000,0004
Other retirement accounts, non-managed assets$8,938,000,0006
Corporate trust and agency accounts, non-managed assets$1,320,000,00031
Investment management and advisory agency accounts, non-managed assets$1,699,000,0005
Foundation and endowment trust and agency accounts, non-managed assets$237,000,00020
Other fiduciary accounts, non-managed assets$195,860,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$19,368,942,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$5,125,824,000,0004
Individual retirement,health savings and similar accounts, non-managed$13,960,000,0007
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$979,005,000,0005
Managed Assets ($)$387,809,000,0002
Personal trust and agency accounts, managed assets$48,820,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$26,329,000,0002
Employee benefit-defined benefit accounts, managed assets$26,355,000,0002
Other employee benefit and retirement-related accounts, managed assets$11,602,000,0006
Corporate trust and agency accounts, managed assets$0186
Investment management and investment advisory agency accounts, managed assets$260,608,000,0002
Foundation and endowment trust and agency accounts, managed assets$13,110,000,0005
Other fiduciary accounts, managed assets$985,000,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$77,999,000,0001
Individual retirement,health savings and similar accounts, managed assets$11,600,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual funds$46,804,000,0002
Non-managed Assets ($)$591,196,000,0007
Personal trust and agency accounts, non-managed assets$12,347,000,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$66,329,000,0008
Employee benefit-defined benefit accounts, non-managed Assets$293,332,000,0004
Other retirement accounts, non-managed assets$8,895,000,0007
Corporate trust and agency accounts, non-managed assets$158,000,00050
Investment management and advisory agency accounts, non-managed assets$1,877,000,0005
Foundation and endowment trust and agency accounts, non-managed assets$237,000,00020
Other fiduciary accounts, non-managed assets$208,021,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$19,064,063,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$5,126,088,000,0004
Individual retirement,health savings and similar accounts, non-managed$13,737,000,0007
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,002,594,000,0005
Managed Assets ($)$390,423,000,0002
Personal trust and agency accounts, managed assets$49,746,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$23,959,000,0002
Employee benefit-defined benefit accounts, managed assets$24,921,000,0002
Other employee benefit and retirement-related accounts, managed assets$11,246,000,0005
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$266,528,000,0002
Foundation and endowment trust and agency accounts, managed assets$12,939,000,0005
Other fiduciary accounts, managed assets$1,084,000,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$80,945,000,0001
Individual retirement,health savings and similar accounts, managed assets$11,244,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$612,171,000,0007
Personal trust and agency accounts, non-managed assets$15,585,000,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$82,056,000,0007
Employee benefit-defined benefit accounts, non-managed Assets$297,610,000,0004
Other retirement accounts, non-managed assets$8,612,000,0007
Corporate trust and agency accounts, non-managed assets$161,000,00051
Investment management and advisory agency accounts, non-managed assets$1,861,000,0004
Foundation and endowment trust and agency accounts, non-managed assets$253,000,00018
Other fiduciary accounts, non-managed assets$206,033,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$18,836,707,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$5,061,851,000,0004
Individual retirement,health savings and similar accounts, non-managed$13,484,000,0008
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,090,500,000,0004
Managed Assets ($)$404,386,000,0002
Personal trust and agency accounts, managed assets$54,094,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$24,761,000,0002
Employee benefit-defined benefit accounts, managed assets$25,012,000,0002
Other employee benefit and retirement-related accounts, managed assets$11,734,000,0005
Corporate trust and agency accounts, managed assets$088
Investment management and investment advisory agency accounts, managed assets$273,660,000,0002
Foundation and endowment trust and agency accounts, managed assets$13,903,000,0005
Other fiduciary accounts, managed assets$1,222,000,00010
Memoranda
Fiduciary accounts held in foreign offices, managed assets$84,317,000,0001
Individual retirement,health savings and similar accounts, managed assets$11,732,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$686,114,000,0007
Personal trust and agency accounts, non-managed assets$17,135,000,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$128,371,000,0007
Employee benefit-defined benefit accounts, non-managed Assets$312,872,000,0004
Other retirement accounts, non-managed assets$7,377,000,0008
Corporate trust and agency accounts, non-managed assets$173,000,00048
Investment management and advisory agency accounts, non-managed assets$2,302,000,0004
Foundation and endowment trust and agency accounts, non-managed assets$308,000,00018
Other fiduciary accounts, non-managed assets$217,576,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$19,579,889,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$6,999,310,000,0003
Individual retirement,health savings and similar accounts, non-managed$13,846,000,0008
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,145,809,000,0004
Managed Assets ($)$412,992,000,0002
Personal trust and agency accounts, managed assets$55,678,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$24,273,000,0002
Employee benefit-defined benefit accounts, managed assets$24,722,000,0002
Other employee benefit and retirement-related accounts, managed assets$11,472,000,0005
Corporate trust and agency accounts, managed assets$089
Investment management and investment advisory agency accounts, managed assets$281,825,000,0002
Foundation and endowment trust and agency accounts, managed assets$13,817,000,0005
Other fiduciary accounts, managed assets$1,205,000,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$82,721,000,0001
Individual retirement,health savings and similar accounts, managed assets$11,470,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$732,817,000,0005
Personal trust and agency accounts, non-managed assets$20,179,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$155,954,000,0005
Employee benefit-defined benefit accounts, non-managed Assets$324,765,000,0004
Other retirement accounts, non-managed assets$7,557,000,00010
Corporate trust and agency accounts, non-managed assets$176,000,00048
Investment management and advisory agency accounts, non-managed assets$2,336,000,0004
Foundation and endowment trust and agency accounts, non-managed assets$320,000,00018
Other fiduciary accounts, non-managed assets$221,530,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$19,615,398,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$7,051,566,000,0003
Individual retirement,health savings and similar accounts, non-managed$14,088,000,0008
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,149,060,000,0004
Managed Assets ($)$407,653,000,0002
Personal trust and agency accounts, managed assets$56,137,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$22,418,000,0002
Employee benefit-defined benefit accounts, managed assets$23,116,000,0002
Other employee benefit and retirement-related accounts, managed assets$11,064,000,0005
Corporate trust and agency accounts, managed assets$0189
Investment management and investment advisory agency accounts, managed assets$279,599,000,0002
Foundation and endowment trust and agency accounts, managed assets$13,715,000,0005
Other fiduciary accounts, managed assets$1,604,000,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$83,820,000,0001
Individual retirement,health savings and similar accounts, managed assets$11,062,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual funds$50,670,000,0002
Non-managed Assets ($)$741,407,000,0005
Personal trust and agency accounts, non-managed assets$20,669,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$164,455,000,0004
Employee benefit-defined benefit accounts, non-managed Assets$322,608,000,0004
Other retirement accounts, non-managed assets$7,660,000,00010
Corporate trust and agency accounts, non-managed assets$182,000,00047
Investment management and advisory agency accounts, non-managed assets$2,099,000,0004
Foundation and endowment trust and agency accounts, non-managed assets$319,000,00018
Other fiduciary accounts, non-managed assets$223,415,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$19,853,034,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$7,067,544,000,0003
Individual retirement,health savings and similar accounts, non-managed$14,152,000,0009
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,159,648,000,0004
Managed Assets ($)$421,034,000,0002
Personal trust and agency accounts, managed assets$56,438,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$21,233,000,0002
Employee benefit-defined benefit accounts, managed assets$23,742,000,0002
Other employee benefit and retirement-related accounts, managed assets$10,852,000,0005
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$293,366,000,0002
Foundation and endowment trust and agency accounts, managed assets$13,931,000,0005
Other fiduciary accounts, managed assets$1,472,000,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$97,783,000,0001
Individual retirement,health savings and similar accounts, managed assets$10,850,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$738,614,000,0005
Personal trust and agency accounts, non-managed assets$20,697,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$164,358,000,0005
Employee benefit-defined benefit accounts, non-managed Assets$321,496,000,0004
Other retirement accounts, non-managed assets$6,553,000,00010
Corporate trust and agency accounts, non-managed assets$200,000,00047
Investment management and advisory agency accounts, non-managed assets$2,202,000,0004
Foundation and endowment trust and agency accounts, non-managed assets$315,000,00017
Other fiduciary accounts, non-managed assets$222,793,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$20,555,613,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$7,936,866,000,0002
Individual retirement,health savings and similar accounts, non-managed$14,202,000,0008
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,179,819,000,0004
Managed Assets ($)$432,733,000,0002
Personal trust and agency accounts, managed assets$58,067,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$19,651,000,0002
Employee benefit-defined benefit accounts, managed assets$22,936,000,0002
Other employee benefit and retirement-related accounts, managed assets$10,535,000,0005
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$306,101,000,0002
Foundation and endowment trust and agency accounts, managed assets$13,903,000,0005
Other fiduciary accounts, managed assets$1,540,000,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$106,843,000,0001
Individual retirement,health savings and similar accounts, managed assets$10,533,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$747,086,000,0005
Personal trust and agency accounts, non-managed assets$20,242,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$166,059,000,0005
Employee benefit-defined benefit accounts, non-managed Assets$332,544,000,0004
Other retirement accounts, non-managed assets$6,538,000,00011
Corporate trust and agency accounts, non-managed assets$206,000,00045
Investment management and advisory agency accounts, non-managed assets$2,364,000,0004
Foundation and endowment trust and agency accounts, non-managed assets$351,000,00017
Other fiduciary accounts, non-managed assets$218,782,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$20,979,705,000,0002
Fiduciary accounts held in foreign offices, non-managed Assets$8,294,714,000,0002
Individual retirement,health savings and similar accounts, non-managed$14,269,000,0008
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,173,558,000,0005
Managed Assets ($)$424,325,000,0002
Personal trust and agency accounts, managed assets$57,412,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$18,033,000,0003
Employee benefit-defined benefit accounts, managed assets$22,002,000,0002
Other employee benefit and retirement-related accounts, managed assets$9,762,000,0006
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$302,279,000,0002
Foundation and endowment trust and agency accounts, managed assets$13,339,000,0005
Other fiduciary accounts, managed assets$1,498,000,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$107,842,000,0001
Individual retirement,health savings and similar accounts, managed assets$9,707,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$749,233,000,0006
Personal trust and agency accounts, non-managed assets$20,452,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$161,839,000,0006
Employee benefit-defined benefit accounts, non-managed Assets$334,250,000,0004
Other retirement accounts, non-managed assets$6,504,000,00011
Corporate trust and agency accounts, non-managed assets$196,000,00046
Investment management and advisory agency accounts, non-managed assets$2,543,000,0004
Foundation and endowment trust and agency accounts, non-managed assets$342,000,00016
Other fiduciary accounts, non-managed assets$223,107,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$20,387,531,000,0002
Fiduciary accounts held in foreign offices, non-managed Assets$8,006,158,000,0002
Individual retirement,health savings and similar accounts, non-managed$14,314,000,0009
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,123,336,000,0005
Managed Assets ($)$408,573,000,0002
Personal trust and agency accounts, managed assets$57,336,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$15,765,000,0004
Employee benefit-defined benefit accounts, managed assets$21,556,000,0002
Other employee benefit and retirement-related accounts, managed assets$9,219,000,0007
Corporate trust and agency accounts, managed assets$0203
Investment management and investment advisory agency accounts, managed assets$290,348,000,0001
Foundation and endowment trust and agency accounts, managed assets$12,792,000,0005
Other fiduciary accounts, managed assets$1,557,000,0008
Memoranda
Fiduciary accounts held in foreign offices, managed assets$104,760,000,0001
Individual retirement,health savings and similar accounts, managed assets$9,164,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual funds$50,352,000,0001
Non-managed Assets ($)$714,763,000,0006
Personal trust and agency accounts, non-managed assets$21,416,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$147,425,000,0006
Employee benefit-defined benefit accounts, non-managed Assets$321,306,000,0004
Other retirement accounts, non-managed assets$6,442,000,00011
Corporate trust and agency accounts, non-managed assets$198,000,00044
Investment management and advisory agency accounts, non-managed assets$2,964,000,0004
Foundation and endowment trust and agency accounts, non-managed assets$323,000,00018
Other fiduciary accounts, non-managed assets$214,689,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$20,048,392,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$7,852,243,000,0002
Individual retirement,health savings and similar accounts, non-managed$14,232,000,0009
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,121,266,000,0005
Managed Assets ($)$424,465,000,0002
Personal trust and agency accounts, managed assets$56,282,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$14,344,000,0005
Employee benefit-defined benefit accounts, managed assets$21,242,000,0002
Other employee benefit and retirement-related accounts, managed assets$8,426,000,0006
Corporate trust and agency accounts, managed assets$089
Investment management and investment advisory agency accounts, managed assets$310,124,000,0001
Foundation and endowment trust and agency accounts, managed assets$12,344,000,0005
Other fiduciary accounts, managed assets$1,703,000,0008
Memoranda
Fiduciary accounts held in foreign offices, managed assets$122,315,000,0001
Individual retirement,health savings and similar accounts, managed assets$8,371,000,0006
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$696,801,000,0006
Personal trust and agency accounts, non-managed assets$20,906,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$142,941,000,0006
Employee benefit-defined benefit accounts, non-managed Assets$312,178,000,0004
Other retirement accounts, non-managed assets$6,328,000,00013
Corporate trust and agency accounts, non-managed assets$197,000,00046
Investment management and advisory agency accounts, non-managed assets$2,309,000,0005
Foundation and endowment trust and agency accounts, non-managed assets$313,000,00019
Other fiduciary accounts, non-managed assets$211,629,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$19,057,382,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$7,497,369,000,0002
Individual retirement,health savings and similar accounts, non-managed$13,873,000,0009
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,089,440,000,0005
Managed Assets ($)$421,731,000,0002
Personal trust and agency accounts, managed assets$54,473,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$12,374,000,0005
Employee benefit-defined benefit accounts, managed assets$20,046,000,0002
Other employee benefit and retirement-related accounts, managed assets$7,573,000,0006
Corporate trust and agency accounts, managed assets$091
Investment management and investment advisory agency accounts, managed assets$313,586,000,0001
Foundation and endowment trust and agency accounts, managed assets$11,745,000,0005
Other fiduciary accounts, managed assets$1,934,000,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$135,081,000,0001
Individual retirement,health savings and similar accounts, managed assets$7,518,000,0006
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$667,709,000,0006
Personal trust and agency accounts, non-managed assets$20,749,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$134,719,000,0006
Employee benefit-defined benefit accounts, non-managed Assets$308,991,000,0004
Other retirement accounts, non-managed assets$5,917,000,00013
Corporate trust and agency accounts, non-managed assets$203,000,00048
Investment management and advisory agency accounts, non-managed assets$2,670,000,0005
Foundation and endowment trust and agency accounts, non-managed assets$294,000,00019
Other fiduciary accounts, non-managed assets$194,166,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$18,230,715,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$6,977,670,000,0003
Individual retirement,health savings and similar accounts, non-managed$13,507,000,0009
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,078,472,000,0006
Managed Assets ($)$404,112,000,0002
Personal trust and agency accounts, managed assets$55,012,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$12,471,000,0005
Employee benefit-defined benefit accounts, managed assets$20,318,000,0002
Other employee benefit and retirement-related accounts, managed assets$7,001,000,0007
Corporate trust and agency accounts, managed assets$091
Investment management and investment advisory agency accounts, managed assets$295,663,000,0001
Foundation and endowment trust and agency accounts, managed assets$11,329,000,0005
Other fiduciary accounts, managed assets$2,318,000,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assets$120,074,000,0001
Individual retirement,health savings and similar accounts, managed assets$6,945,000,0006
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$674,360,000,0006
Personal trust and agency accounts, non-managed assets$21,341,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$134,762,000,0006
Employee benefit-defined benefit accounts, non-managed Assets$315,483,000,0004
Other retirement accounts, non-managed assets$6,605,000,00012
Corporate trust and agency accounts, non-managed assets$121,000,00048
Investment management and advisory agency accounts, non-managed assets$2,600,000,0005
Foundation and endowment trust and agency accounts, non-managed assets$313,000,00019
Other fiduciary accounts, non-managed assets$193,135,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$18,499,537,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$7,241,609,000,0002
Individual retirement,health savings and similar accounts, non-managed$14,110,000,0009
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,033,843,000,0006
Managed Assets ($)$365,692,000,0002
Personal trust and agency accounts, managed assets$52,845,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$10,740,000,0005
Employee benefit-defined benefit accounts, managed assets$21,399,000,0002
Other employee benefit and retirement-related accounts, managed assets$6,107,000,0008
Corporate trust and agency accounts, managed assets$0218
Investment management and investment advisory agency accounts, managed assets$261,521,000,0001
Foundation and endowment trust and agency accounts, managed assets$10,179,000,0005
Other fiduciary accounts, managed assets$2,901,000,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assets$102,996,000,0001
Individual retirement,health savings and similar accounts, managed assets$6,052,000,0006
Investments of managed fiduciary accts in advised or sponsored mutual funds$44,783,000,0002
Non-managed Assets ($)$668,151,000,0006
Personal trust and agency accounts, non-managed assets$20,685,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$139,941,000,0006
Employee benefit-defined benefit accounts, non-managed Assets$309,511,000,0004
Other retirement accounts, non-managed assets$6,505,000,00012
Corporate trust and agency accounts, non-managed assets$142,000,00049
Investment management and advisory agency accounts, non-managed assets$2,568,000,0005
Foundation and endowment trust and agency accounts, non-managed assets$389,000,00015
Other fiduciary accounts, non-managed assets$188,410,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$17,917,665,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$7,042,665,000,0003
Individual retirement,health savings and similar accounts, non-managed$13,752,000,0009
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,050,357,000,0006
Managed Assets ($)$391,420,000,0002
Personal trust and agency accounts, managed assets$52,124,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$10,537,000,0005
Employee benefit-defined benefit accounts, managed assets$21,136,000,0002
Other employee benefit and retirement-related accounts, managed assets$5,545,000,0009
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$290,632,000,0001
Foundation and endowment trust and agency accounts, managed assets$9,411,000,0006
Other fiduciary accounts, managed assets$2,035,000,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$115,646,000,0001
Individual retirement,health savings and similar accounts, managed assets$5,486,000,0007
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$658,937,000,0006
Personal trust and agency accounts, non-managed assets$20,435,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$135,991,000,0006
Employee benefit-defined benefit accounts, non-managed Assets$315,531,000,0004
Other retirement accounts, non-managed assets$5,553,000,00013
Corporate trust and agency accounts, non-managed assets$181,000,00047
Investment management and advisory agency accounts, non-managed assets$2,411,000,0005
Foundation and endowment trust and agency accounts, non-managed assets$310,000,00014
Other fiduciary accounts, non-managed assets$178,525,000,0005
Memoranda
Custody and safekeeping accounts, non-managed assets$17,373,267,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$6,685,572,000,0003
Individual retirement,health savings and similar accounts, non-managed$11,746,000,0008
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$676,910,000,0007
Managed Assets ($)$228,050,000,0003
Personal trust and agency accounts, managed assets$50,663,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$9,786,000,0005
Employee benefit-defined benefit accounts, managed assets$18,605,000,0002
Other employee benefit and retirement-related accounts, managed assets$4,997,000,00010
Corporate trust and agency accounts, managed assets$083
Investment management and investment advisory agency accounts, managed assets$134,189,000,0002
Foundation and endowment trust and agency accounts, managed assets$8,522,000,0006
Other fiduciary accounts, managed assets$1,288,000,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$23,883,000,0002
Individual retirement,health savings and similar accounts, managed assets$4,995,000,0007
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$448,860,000,0008
Personal trust and agency accounts, non-managed assets$18,583,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$130,384,000,0006
Employee benefit-defined benefit accounts, non-managed Assets$291,575,000,0004
Other retirement accounts, non-managed assets$5,120,000,00014
Corporate trust and agency accounts, non-managed assets$13,000,00071
Investment management and advisory agency accounts, non-managed assets$2,187,000,0005
Foundation and endowment trust and agency accounts, non-managed assets$274,000,00015
Other fiduciary accounts, non-managed assets$724,000,00016
Memoranda
Custody and safekeeping accounts, non-managed assets$17,728,312,000,0002
Fiduciary accounts held in foreign offices, non-managed Assets$6,337,190,000,0003
Individual retirement,health savings and similar accounts, non-managed$11,420,000,0007
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$706,842,000,0007
Managed Assets ($)$227,659,000,0004
Personal trust and agency accounts, managed assets$52,394,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$7,629,000,0005
Employee benefit-defined benefit accounts, managed assets$20,297,000,0002
Other employee benefit and retirement-related accounts, managed assets$4,465,000,00010
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$133,088,000,0002
Foundation and endowment trust and agency accounts, managed assets$8,504,000,0006
Other fiduciary accounts, managed assets$1,282,000,0008
Memoranda
Fiduciary accounts held in foreign offices, managed assets$23,945,000,0002
Individual retirement,health savings and similar accounts, managed assets$4,463,000,0006
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$479,183,000,0008
Personal trust and agency accounts, non-managed assets$17,331,000,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$132,507,000,0006
Employee benefit-defined benefit accounts, non-managed Assets$321,047,000,0004
Other retirement accounts, non-managed assets$5,077,000,00012
Corporate trust and agency accounts, non-managed assets$13,000,00074
Investment management and advisory agency accounts, non-managed assets$2,218,000,0005
Foundation and endowment trust and agency accounts, non-managed assets$277,000,00015
Other fiduciary accounts, non-managed assets$713,000,00017
Memoranda
Custody and safekeeping accounts, non-managed assets$17,836,326,000,0002
Fiduciary accounts held in foreign offices, non-managed Assets$6,559,182,000,0003
Individual retirement,health savings and similar accounts, non-managed$11,297,000,0008
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$704,644,000,0007
Managed Assets ($)$215,437,000,0003
Personal trust and agency accounts, managed assets$49,971,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$7,475,000,0005
Employee benefit-defined benefit accounts, managed assets$17,742,000,0002
Other employee benefit and retirement-related accounts, managed assets$3,946,000,0009
Corporate trust and agency accounts, managed assets$0222
Investment management and investment advisory agency accounts, managed assets$126,340,000,0002
Foundation and endowment trust and agency accounts, managed assets$8,718,000,0005
Other fiduciary accounts, managed assets$1,245,000,0008
Memoranda
Fiduciary accounts held in foreign offices, managed assets$22,457,000,0002
Individual retirement,health savings and similar accounts, managed assets$3,945,000,0006
Investments of managed fiduciary accts in advised or sponsored mutual funds$48,681,000,0001
Non-managed Assets ($)$489,207,000,0008
Personal trust and agency accounts, non-managed assets$16,696,000,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$142,763,000,0004
Employee benefit-defined benefit accounts, non-managed Assets$322,106,000,0004
Other retirement accounts, non-managed assets$4,738,000,00012
Corporate trust and agency accounts, non-managed assets$13,000,00091
Investment management and advisory agency accounts, non-managed assets$2,091,000,0004
Foundation and endowment trust and agency accounts, non-managed assets$286,000,00013
Other fiduciary accounts, non-managed assets$514,000,00018
Memoranda
Custody and safekeeping accounts, non-managed assets$16,859,344,000,0002
Fiduciary accounts held in foreign offices, non-managed Assets$5,884,810,000,0003
Individual retirement,health savings and similar accounts, non-managed$25,408,000,0004
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$679,190,000,0007
Managed Assets ($)$207,923,000,0003
Personal trust and agency accounts, managed assets$48,838,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$6,094,000,0005
Employee benefit-defined benefit accounts, managed assets$16,346,000,0002
Other employee benefit and retirement-related accounts, managed assets$3,633,000,0008
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$125,007,000,0002
Foundation and endowment trust and agency accounts, managed assets$6,668,000,0007
Other fiduciary accounts, managed assets$1,337,000,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$22,297,000,0002
Individual retirement,health savings and similar accounts, managed assets$3,632,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$471,267,000,0008
Personal trust and agency accounts, non-managed assets$16,722,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$133,619,000,0004
Employee benefit-defined benefit accounts, non-managed Assets$313,416,000,0004
Other retirement accounts, non-managed assets$4,885,000,00013
Corporate trust and agency accounts, non-managed assets$13,000,00073
Investment management and advisory agency accounts, non-managed assets$1,919,000,0004
Foundation and endowment trust and agency accounts, non-managed assets$237,000,00013
Other fiduciary accounts, non-managed assets$456,000,00018
Memoranda
Custody and safekeeping accounts, non-managed assets$16,238,457,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$5,431,598,000,0002
Individual retirement,health savings and similar accounts, non-managed$24,497,000,0004
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$709,154,000,0006
Managed Assets ($)$219,633,000,0003
Personal trust and agency accounts, managed assets$53,903,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$5,783,000,0005
Employee benefit-defined benefit accounts, managed assets$16,828,000,0002
Other employee benefit and retirement-related accounts, managed assets$3,986,000,0007
Corporate trust and agency accounts, managed assets$093
Investment management and investment advisory agency accounts, managed assets$130,936,000,0002
Foundation and endowment trust and agency accounts, managed assets$6,798,000,0007
Other fiduciary accounts, managed assets$1,399,000,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$23,992,000,0002
Individual retirement,health savings and similar accounts, managed assets$3,984,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$489,521,000,0008
Personal trust and agency accounts, non-managed assets$17,959,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$133,343,000,0005
Employee benefit-defined benefit accounts, non-managed Assets$329,651,000,0004
Other retirement accounts, non-managed assets$5,826,000,00013
Corporate trust and agency accounts, non-managed assets$13,000,00073
Investment management and advisory agency accounts, non-managed assets$1,947,000,0003
Foundation and endowment trust and agency accounts, non-managed assets$311,000,00012
Other fiduciary accounts, non-managed assets$471,000,00019
Memoranda
Custody and safekeeping accounts, non-managed assets$17,155,491,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$5,979,452,000,0002
Individual retirement,health savings and similar accounts, non-managed$27,858,000,0004
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$686,288,000,0007
Managed Assets ($)$215,974,000,0003
Personal trust and agency accounts, managed assets$55,287,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$4,928,000,0005
Employee benefit-defined benefit accounts, managed assets$16,503,000,0002
Other employee benefit and retirement-related accounts, managed assets$3,833,000,0007
Corporate trust and agency accounts, managed assets$094
Investment management and investment advisory agency accounts, managed assets$127,281,000,0002
Foundation and endowment trust and agency accounts, managed assets$6,769,000,0007
Other fiduciary accounts, managed assets$1,373,000,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$23,403,000,0002
Individual retirement,health savings and similar accounts, managed assets$3,831,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$470,314,000,0008
Personal trust and agency accounts, non-managed assets$17,722,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$130,775,000,0005
Employee benefit-defined benefit accounts, non-managed Assets$314,016,000,0004
Other retirement accounts, non-managed assets$5,035,000,00013
Corporate trust and agency accounts, non-managed assets$13,000,00074
Investment management and advisory agency accounts, non-managed assets$2,053,000,0003
Foundation and endowment trust and agency accounts, non-managed assets$286,000,00013
Other fiduciary accounts, non-managed assets$414,000,00019
Memoranda
Custody and safekeeping accounts, non-managed assets$16,665,261,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$5,841,535,000,0002
Individual retirement,health savings and similar accounts, non-managed$26,716,000,0004
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$617,536,000,0008
Managed Assets ($)$200,661,000,0003
Personal trust and agency accounts, managed assets$54,377,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$4,579,000,0006
Employee benefit-defined benefit accounts, managed assets$15,884,000,0003
Other employee benefit and retirement-related accounts, managed assets$3,642,000,0008
Corporate trust and agency accounts, managed assets$0242
Investment management and investment advisory agency accounts, managed assets$114,786,000,0002
Foundation and endowment trust and agency accounts, managed assets$6,189,000,0007
Other fiduciary accounts, managed assets$1,204,000,0008
Memoranda
Fiduciary accounts held in foreign offices, managed assets$21,521,000,0002
Individual retirement,health savings and similar accounts, managed assets$3,640,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual funds$49,666,000,0001
Non-managed Assets ($)$416,875,000,0009
Personal trust and agency accounts, non-managed assets$17,493,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$99,936,000,0006
Employee benefit-defined benefit accounts, non-managed Assets$291,490,000,0004
Other retirement accounts, non-managed assets$4,739,000,00013
Corporate trust and agency accounts, non-managed assets$13,000,000104
Investment management and advisory agency accounts, non-managed assets$2,516,000,0003
Foundation and endowment trust and agency accounts, non-managed assets$295,000,00012
Other fiduciary accounts, non-managed assets$393,000,00019
Memoranda
Custody and safekeeping accounts, non-managed assets$16,208,520,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$5,402,845,000,0003
Individual retirement,health savings and similar accounts, non-managed$25,663,000,0004
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$594,627,000,0006
Managed Assets ($)$194,293,000,0003
Personal trust and agency accounts, managed assets$52,142,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$4,503,000,0006
Employee benefit-defined benefit accounts, managed assets$16,213,000,0003
Other employee benefit and retirement-related accounts, managed assets$3,438,000,0008
Corporate trust and agency accounts, managed assets$092
Investment management and investment advisory agency accounts, managed assets$110,920,000,0002
Foundation and endowment trust and agency accounts, managed assets$5,868,000,0006
Other fiduciary accounts, managed assets$1,209,000,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$19,968,000,0003
Individual retirement,health savings and similar accounts, managed assets$3,435,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$400,334,000,0008
Personal trust and agency accounts, non-managed assets$17,775,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$92,594,000,0006
Employee benefit-defined benefit accounts, non-managed Assets$282,309,000,0004
Other retirement accounts, non-managed assets$4,357,000,00012
Corporate trust and agency accounts, non-managed assets$13,000,00082
Investment management and advisory agency accounts, non-managed assets$2,547,000,0003
Foundation and endowment trust and agency accounts, non-managed assets$366,000,00012
Other fiduciary accounts, non-managed assets$373,000,00019
Memoranda
Custody and safekeeping accounts, non-managed assets$16,005,519,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$5,014,229,000,0002
Individual retirement,health savings and similar accounts, non-managed$23,832,000,0004
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$590,497,000,0008
Managed Assets ($)$182,130,000,0003
Personal trust and agency accounts, managed assets$49,997,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$4,268,000,0006
Employee benefit-defined benefit accounts, managed assets$14,622,000,0003
Other employee benefit and retirement-related accounts, managed assets$3,219,000,0007
Corporate trust and agency accounts, managed assets$093
Investment management and investment advisory agency accounts, managed assets$103,100,000,0002
Foundation and endowment trust and agency accounts, managed assets$5,701,000,0006
Other fiduciary accounts, managed assets$1,223,000,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$18,249,000,0002
Individual retirement,health savings and similar accounts, managed assets$3,216,000,0004
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$408,367,000,0009
Personal trust and agency accounts, non-managed assets$17,214,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$102,477,000,0006
Employee benefit-defined benefit accounts, non-managed Assets$280,923,000,0004
Other retirement accounts, non-managed assets$4,408,000,00012
Corporate trust and agency accounts, non-managed assets$13,000,00084
Investment management and advisory agency accounts, non-managed assets$2,584,000,0003
Foundation and endowment trust and agency accounts, non-managed assets$368,000,00011
Other fiduciary accounts, non-managed assets$380,000,00018
Memoranda
Custody and safekeeping accounts, non-managed assets$14,944,317,000,0003
Fiduciary accounts held in foreign offices, non-managed Assets$4,313,071,000,0003
Individual retirement,health savings and similar accounts, non-managed$22,369,000,0003
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$622,388,000,0007
Managed Assets ($)$190,496,000,0003
Personal trust and agency accounts, managed assets$52,763,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$4,607,000,0006
Employee benefit-defined benefit accounts, managed assets$15,535,000,0004
Other employee benefit and retirement-related accounts, managed assets$3,316,000,0008
Corporate trust and agency accounts, managed assets$090
Investment management and investment advisory agency accounts, managed assets$107,372,000,0002
Foundation and endowment trust and agency accounts, managed assets$5,682,000,0006
Other fiduciary accounts, managed assets$1,221,000,0008
Memoranda
Fiduciary accounts held in foreign offices, managed assets$19,381,000,0002
Individual retirement,health savings and similar accounts, managed assets$3,316,000,0004
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$431,892,000,0009
Personal trust and agency accounts, non-managed assets$16,784,000,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$112,906,000,0006
Employee benefit-defined benefit accounts, non-managed Assets$295,424,000,0004
Other retirement accounts, non-managed assets$4,446,000,00011
Corporate trust and agency accounts, non-managed assets$13,000,00089
Investment management and advisory agency accounts, non-managed assets$1,768,000,0004
Foundation and endowment trust and agency accounts, non-managed assets$166,000,00018
Other fiduciary accounts, non-managed assets$385,000,00020
Memoranda
Custody and safekeeping accounts, non-managed assets$15,180,640,000,0002
Fiduciary accounts held in foreign offices, non-managed Assets$4,685,057,000,0002
Individual retirement,health savings and similar accounts, non-managed$23,036,000,0004
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$605,090,000,0008
Managed Assets ($)$184,951,000,0003
Personal trust and agency accounts, managed assets$51,849,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$4,528,000,0007
Employee benefit-defined benefit accounts, managed assets$14,814,000,0004
Other employee benefit and retirement-related accounts, managed assets$3,155,000,00010
Corporate trust and agency accounts, managed assets$0245
Investment management and investment advisory agency accounts, managed assets$104,312,000,0002
Foundation and endowment trust and agency accounts, managed assets$5,158,000,0005
Other fiduciary accounts, managed assets$1,135,000,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$19,382,000,0002
Individual retirement,health savings and similar accounts, managed assets$3,154,000,0005
Investments of managed fiduciary accts in advised or sponsored mutual funds$53,815,000,0001
Non-managed Assets ($)$420,139,000,0009
Personal trust and agency accounts, non-managed assets$16,047,000,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$111,373,000,0004
Employee benefit-defined benefit accounts, non-managed Assets$285,146,000,0004
Other retirement accounts, non-managed assets$5,093,000,00013
Corporate trust and agency accounts, non-managed assets$26,000,00090
Investment management and advisory agency accounts, non-managed assets$1,962,000,0004
Foundation and endowment trust and agency accounts, non-managed assets$127,000,00021
Other fiduciary accounts, non-managed assets$365,000,00020
Memoranda
Custody and safekeeping accounts, non-managed assets$14,959,879,000,0002
Fiduciary accounts held in foreign offices, non-managed Assets$4,604,832,000,0002
Individual retirement,health savings and similar accounts, non-managed$23,068,000,0003
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$963,394,000,0006
Managed Assets ($)$182,944,000,0004
Personal trust and agency accounts, managed assets$50,717,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$4,598,000,0008
Employee benefit-defined benefit accounts, managed assets$16,487,000,0004
Other employee benefit and retirement-related accounts, managed assets$3,338,000,0008
Corporate trust and agency accounts, managed assets$096
Investment management and investment advisory agency accounts, managed assets$105,168,000,0003
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$2,636,000,00012
Memoranda
Fiduciary accounts held in foreign offices, managed assets$28,697,000,0003
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$780,450,000,0006
Personal trust and agency accounts, non-managed assets$12,496,000,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$57,829,000,0007
Employee benefit-defined benefit accounts, non-managed Assets$700,137,000,0004
Other retirement accounts, non-managed assets$449,000,00027
Corporate trust and agency accounts, non-managed assets$27,000,00082
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$9,512,000,0008
Memoranda
Custody and safekeeping accounts, non-managed assets$14,443,845,000,0002
Fiduciary accounts held in foreign offices, non-managed Assets$5,896,154,000,0002
Individual retirement,health savings and similar accounts, non-managedNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$826,482,000,0006
Managed Assets ($)$171,318,000,0004
Personal trust and agency accounts, managed assets$48,018,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$4,381,000,0008
Employee benefit-defined benefit accounts, managed assets$15,771,000,0004
Other employee benefit and retirement-related accounts, managed assets$3,301,000,0008
Corporate trust and agency accounts, managed assets$099
Investment management and investment advisory agency accounts, managed assets$97,149,000,0004
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$2,698,000,00010
Memoranda
Fiduciary accounts held in foreign offices, managed assets$26,832,000,0003
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$655,164,000,0006
Personal trust and agency accounts, non-managed assets$11,008,000,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$71,309,000,0005
Employee benefit-defined benefit accounts, non-managed Assets$564,482,000,0004
Other retirement accounts, non-managed assets$442,000,00028
Corporate trust and agency accounts, non-managed assets$32,000,00079
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$7,891,000,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$13,363,656,000,0002
Fiduciary accounts held in foreign offices, non-managed Assets$6,096,138,000,0002
Individual retirement,health savings and similar accounts, non-managedNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$788,168,000,0006
Managed Assets ($)$165,038,000,0004
Personal trust and agency accounts, managed assets$45,716,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$4,309,000,0009
Employee benefit-defined benefit accounts, managed assets$14,782,000,0004
Other employee benefit and retirement-related accounts, managed assets$2,952,000,0008
Corporate trust and agency accounts, managed assets$098
Investment management and investment advisory agency accounts, managed assets$94,787,000,0004
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$2,492,000,00010
Memoranda
Fiduciary accounts held in foreign offices, managed assets$25,446,000,0002
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$623,130,000,0006
Personal trust and agency accounts, non-managed assets$10,527,000,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$63,613,000,0005
Employee benefit-defined benefit accounts, non-managed Assets$540,089,000,0004
Other retirement accounts, non-managed assets$483,000,00025
Corporate trust and agency accounts, non-managed assets$36,000,00074
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$8,382,000,0008
Memoranda
Custody and safekeeping accounts, non-managed assets$13,460,671,000,0002
Fiduciary accounts held in foreign offices, non-managed Assets$5,227,173,000,0002
Individual retirement,health savings and similar accounts, non-managedNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$854,515,000,0006
Managed Assets ($)$170,912,000,0003
Personal trust and agency accounts, managed assets$48,923,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$4,397,000,0008
Employee benefit-defined benefit accounts, managed assets$16,804,000,0003
Other employee benefit and retirement-related accounts, managed assets$2,970,000,0008
Corporate trust and agency accounts, managed assets$0260
Investment management and investment advisory agency accounts, managed assets$95,439,000,0003
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$2,379,000,00010
Memoranda
Fiduciary accounts held in foreign offices, managed assets$25,911,000,0002
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$683,603,000,0006
Personal trust and agency accounts, non-managed assets$11,260,000,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$59,594,000,0007
Employee benefit-defined benefit accounts, non-managed Assets$590,327,000,0003
Other retirement accounts, non-managed assets$639,000,00025
Corporate trust and agency accounts, non-managed assets$12,282,000,00012
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$9,501,000,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$12,929,079,000,0002
Fiduciary accounts held in foreign offices, non-managed Assets$5,012,873,000,0002
Individual retirement,health savings and similar accounts, non-managedNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$965,664,000,0006
Managed Assets ($)$191,026,000,0004
Personal trust and agency accounts, managed assets$55,357,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,685,000,0008
Employee benefit-defined benefit accounts, managed assets$19,367,000,0004
Other employee benefit and retirement-related accounts, managed assets$3,218,000,0008
Corporate trust and agency accounts, managed assets$0104
Investment management and investment advisory agency accounts, managed assets$105,982,000,0004
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$3,417,000,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$30,619,000,0004
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$774,638,000,0006
Personal trust and agency accounts, non-managed assets$12,559,000,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$70,213,000,0007
Employee benefit-defined benefit accounts, non-managed Assets$642,404,000,0004
Other retirement accounts, non-managed assets$807,000,00024
Corporate trust and agency accounts, non-managed assets$31,670,000,00012
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$16,985,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$14,088,150,000,0002
Fiduciary accounts held in foreign offices, non-managed Assets$5,644,159,000,0002
Individual retirement,health savings and similar accounts, non-managedNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,182,083,000,0006
Managed Assets ($)$181,373,000,0004
Personal trust and agency accounts, managed assets$60,907,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,575,000,00010
Employee benefit-defined benefit accounts, managed assets$21,141,000,0005
Other employee benefit and retirement-related accounts, managed assets$3,164,000,00011
Corporate trust and agency accounts, managed assets$0104
Investment management and investment advisory agency accounts, managed assets$89,674,000,0004
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$2,912,000,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$36,078,000,0003
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,000,710,000,0006
Personal trust and agency accounts, non-managed assets$13,056,000,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$105,621,000,0004
Employee benefit-defined benefit accounts, non-managed Assets$823,917,000,0004
Other retirement accounts, non-managed assets$945,000,00023
Corporate trust and agency accounts, non-managed assets$38,851,000,00011
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$18,320,000,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$14,781,801,000,0002
Fiduciary accounts held in foreign offices, non-managed Assets$6,590,311,000,0002
Individual retirement,health savings and similar accounts, non-managedNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,117,338,000,0006
Managed Assets ($)$195,687,000,0004
Personal trust and agency accounts, managed assets$65,785,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,526,000,0008
Employee benefit-defined benefit accounts, managed assets$26,477,000,0004
Other employee benefit and retirement-related accounts, managed assets$2,972,000,00011
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$94,162,000,0004
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$2,765,000,00012
Memoranda
Fiduciary accounts held in foreign offices, managed assets$44,387,000,0003
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$921,651,000,0006
Personal trust and agency accounts, non-managed assets$14,862,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$68,118,000,0007
Employee benefit-defined benefit accounts, non-managed Assets$780,034,000,0004
Other retirement accounts, non-managed assets$986,000,00020
Corporate trust and agency accounts, non-managed assets$38,249,000,00011
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$19,402,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$15,025,464,000,0002
Fiduciary accounts held in foreign offices, non-managed Assets$6,516,571,000,0002
Individual retirement,health savings and similar accounts, non-managedNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,012,477,000,0006
Managed Assets ($)$198,051,000,0003
Personal trust and agency accounts, managed assets$65,951,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,427,000,0008
Employee benefit-defined benefit accounts, managed assets$27,726,000,0004
Other employee benefit and retirement-related accounts, managed assets$2,900,000,00012
Corporate trust and agency accounts, managed assets$0269
Investment management and investment advisory agency accounts, managed assets$95,370,000,0003
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$2,677,000,00013
Memoranda
Fiduciary accounts held in foreign offices, managed assets$45,251,000,0003
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$814,426,000,0006
Personal trust and agency accounts, non-managed assets$15,925,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$75,577,000,0005
Employee benefit-defined benefit accounts, non-managed Assets$665,988,000,0004
Other retirement accounts, non-managed assets$1,075,000,00022
Corporate trust and agency accounts, non-managed assets$36,205,000,00011
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$19,656,000,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$15,377,933,000,0002
Fiduciary accounts held in foreign offices, non-managed Assets$6,564,974,000,0001
Individual retirement,health savings and similar accounts, non-managedNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,161,175,000,0006
Managed Assets ($)$196,575,000,0003
Personal trust and agency accounts, managed assets$67,453,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,515,000,0008
Employee benefit-defined benefit accounts, managed assets$28,260,000,0003
Other employee benefit and retirement-related accounts, managed assets$2,799,000,00012
Corporate trust and agency accounts, managed assets$0105
Investment management and investment advisory agency accounts, managed assets$90,872,000,0004
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$3,676,000,00011
Memoranda
Fiduciary accounts held in foreign offices, managed assets$47,138,000,0003
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$964,600,000,0006
Personal trust and agency accounts, non-managed assets$15,704,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$95,635,000,0005
Employee benefit-defined benefit accounts, non-managed Assets$795,789,000,0004
Other retirement accounts, non-managed assets$1,096,000,00021
Corporate trust and agency accounts, non-managed assets$37,647,000,00011
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$18,729,000,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$15,771,033,000,0001
Fiduciary accounts held in foreign offices, non-managed Assets$6,208,397,000,0001
Individual retirement,health savings and similar accounts, non-managedNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,162,693,000,0006
Managed Assets ($)$197,923,000,0003
Personal trust and agency accounts, managed assets$67,917,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,394,000,0008
Employee benefit-defined benefit accounts, managed assets$29,645,000,0003
Other employee benefit and retirement-related accounts, managed assets$2,747,000,00010
Corporate trust and agency accounts, managed assets$0105
Investment management and investment advisory agency accounts, managed assets$90,539,000,0004
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$3,681,000,00011
Memoranda
Fiduciary accounts held in foreign offices, managed assets$48,992,000,0003
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$964,770,000,0006
Personal trust and agency accounts, non-managed assets$15,608,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$84,959,000,0005
Employee benefit-defined benefit accounts, non-managed Assets$807,408,000,0004
Other retirement accounts, non-managed assets$1,089,000,00022
Corporate trust and agency accounts, non-managed assets$34,810,000,00012
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$20,896,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$14,240,779,000,0001
Fiduciary accounts held in foreign offices, non-managed Assets$5,201,736,000,0001
Individual retirement,health savings and similar accounts, non-managedNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,058,891,000,0006
Managed Assets ($)$198,242,000,0003
Personal trust and agency accounts, managed assets$66,538,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,393,000,0007
Employee benefit-defined benefit accounts, managed assets$31,877,000,0004
Other employee benefit and retirement-related accounts, managed assets$2,596,000,00012
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$90,163,000,0004
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$3,675,000,00012
Memoranda
Fiduciary accounts held in foreign offices, managed assets$48,411,000,0003
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$860,649,000,0006
Personal trust and agency accounts, non-managed assets$14,498,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$78,676,000,0005
Employee benefit-defined benefit accounts, non-managed Assets$711,758,000,0004
Other retirement accounts, non-managed assets$1,060,000,00025
Corporate trust and agency accounts, non-managed assets$35,902,000,00011
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$18,755,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$13,629,201,000,0001
Fiduciary accounts held in foreign offices, non-managed Assets$4,854,085,000,0001
Individual retirement,health savings and similar accounts, non-managedNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$972,555,000,0006
Managed Assets ($)$189,288,000,0003
Personal trust and agency accounts, managed assets$66,861,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,407,000,0007
Employee benefit-defined benefit accounts, managed assets$24,574,000,0005
Other employee benefit and retirement-related accounts, managed assets$2,529,000,00012
Corporate trust and agency accounts, managed assets$0276
Investment management and investment advisory agency accounts, managed assets$88,321,000,0004
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$3,596,000,00012
Memoranda
Fiduciary accounts held in foreign offices, managed assets$45,616,000,0003
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$783,267,000,0006
Personal trust and agency accounts, non-managed assets$12,776,000,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$63,036,000,0008
Employee benefit-defined benefit accounts, non-managed Assets$643,722,000,0004
Other retirement accounts, non-managed assets$1,019,000,00023
Corporate trust and agency accounts, non-managed assets$44,563,000,00010
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$18,151,000,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$12,929,751,000,0001
Fiduciary accounts held in foreign offices, non-managed Assets$4,909,619,000,0001
Individual retirement,health savings and similar accounts, non-managedNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,136,235,000,0004
Managed Assets ($)$135,946,000,0004
Personal trust and agency accounts, managed assets$40,473,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,971,000,0008
Employee benefit-defined benefit accounts, managed assets$21,071,000,0006
Other employee benefit and retirement-related accounts, managed assets$532,000,00029
Corporate trust and agency accounts, managed assets$743,000,0009
Investment management and investment advisory agency accounts, managed assets$68,296,000,0005
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,860,000,00017
Memoranda
Fiduciary accounts held in foreign offices, managed assets$45,523,000,0003
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,000,289,000,0004
Personal trust and agency accounts, non-managed assets$10,705,000,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$52,582,000,0008
Employee benefit-defined benefit accounts, non-managed Assets$351,837,000,0005
Other retirement accounts, non-managed assets$102,000,00062
Corporate trust and agency accounts, non-managed assets$576,352,000,0001
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$8,711,000,00010
Memoranda
Custody and safekeeping accounts, non-managed assets$12,137,092,000,0001
Fiduciary accounts held in foreign offices, non-managed Assets$4,256,708,000,0001
Individual retirement,health savings and similar accounts, non-managedNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,012,377,000,0005
Managed Assets ($)$122,504,000,0005
Personal trust and agency accounts, managed assets$38,958,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,005,000,0007
Employee benefit-defined benefit accounts, managed assets$17,586,000,0007
Other employee benefit and retirement-related accounts, managed assets$668,000,00024
Corporate trust and agency accounts, managed assets$5,410,000,0002
Investment management and investment advisory agency accounts, managed assets$55,815,000,0006
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,062,000,00021
Memoranda
Fiduciary accounts held in foreign offices, managed assets$32,657,000,0003
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$889,873,000,0005
Personal trust and agency accounts, non-managed assets$11,114,000,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$41,055,000,0008
Employee benefit-defined benefit accounts, non-managed Assets$274,702,000,0005
Other retirement accounts, non-managed assets$60,000,00084
Corporate trust and agency accounts, non-managed assets$555,793,000,0001
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$7,149,000,00011
Memoranda
Custody and safekeeping accounts, non-managed assets$10,855,093,000,0001
Fiduciary accounts held in foreign offices, non-managed Assets$3,747,202,000,0001
Individual retirement,health savings and similar accounts, non-managedNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$966,189,000,0005
Managed Assets ($)$109,644,000,0008
Personal trust and agency accounts, managed assets$39,341,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,960,000,0009
Employee benefit-defined benefit accounts, managed assets$12,168,000,0008
Other employee benefit and retirement-related accounts, managed assets$599,000,00026
Corporate trust and agency accounts, managed assets$6,489,000,0002
Investment management and investment advisory agency accounts, managed assets$46,875,000,0008
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,212,000,00022
Memoranda
Fiduciary accounts held in foreign offices, managed assets$17,246,000,0003
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$856,545,000,0005
Personal trust and agency accounts, non-managed assets$11,024,000,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$42,120,000,0008
Employee benefit-defined benefit accounts, non-managed Assets$281,806,000,0005
Other retirement accounts, non-managed assets$22,000,000135
Corporate trust and agency accounts, non-managed assets$515,124,000,0001
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$6,449,000,00010
Memoranda
Custody and safekeeping accounts, non-managed assets$10,537,449,000,0001
Fiduciary accounts held in foreign offices, non-managed Assets$3,618,547,000,0001
Individual retirement,health savings and similar accounts, non-managedNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$981,567,000,0005
Managed Assets ($)$104,906,000,0007
Personal trust and agency accounts, managed assets$38,968,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,954,000,0008
Employee benefit-defined benefit accounts, managed assets$11,704,000,0008
Other employee benefit and retirement-related accounts, managed assets$590,000,00026
Corporate trust and agency accounts, managed assets$6,217,000,0002
Investment management and investment advisory agency accounts, managed assets$43,287,000,0007
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,186,000,00019
Memoranda
Fiduciary accounts held in foreign offices, managed assets$15,879,000,0003
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$876,661,000,0005
Personal trust and agency accounts, non-managed assets$10,151,000,0007
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$31,810,000,0009
Employee benefit-defined benefit accounts, non-managed Assets$330,093,000,0005
Other retirement accounts, non-managed assets$9,000,000275
Corporate trust and agency accounts, non-managed assets$498,530,000,0001
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$6,068,000,00010
Memoranda
Custody and safekeeping accounts, non-managed assets$9,854,954,000,0001
Fiduciary accounts held in foreign offices, non-managed Assets$3,302,449,000,0001
Individual retirement,health savings and similar accounts, non-managedNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$920,827,000,0005
Managed Assets ($)$106,257,000,0007
Personal trust and agency accounts, managed assets$38,084,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,906,000,0008
Employee benefit-defined benefit accounts, managed assets$11,350,000,0008
Other employee benefit and retirement-related accounts, managed assets$646,000,00026
Corporate trust and agency accounts, managed assets$8,278,000,0002
Investment management and investment advisory agency accounts, managed assets$43,360,000,0007
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,633,000,00016
Memoranda
Fiduciary accounts held in foreign offices, managed assets$17,758,000,0003
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$814,570,000,0005
Personal trust and agency accounts, non-managed assets$9,629,000,0007
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$32,794,000,0009
Employee benefit-defined benefit accounts, non-managed Assets$289,080,000,0005
Other retirement accounts, non-managed assets$7,000,000198
Corporate trust and agency accounts, non-managed assets$482,832,000,0001
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$228,000,00039
Memoranda
Custody and safekeeping accounts, non-managed assets$9,605,964,000,0002
Fiduciary accounts held in foreign offices, non-managed Assets$3,073,930,000,0001
Individual retirement,health savings and similar accounts, non-managedNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$878,843,000,0004
Managed Assets ($)$111,237,000,0006
Personal trust and agency accounts, managed assets$38,541,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,867,000,0008
Employee benefit-defined benefit accounts, managed assets$13,536,000,0007
Other employee benefit and retirement-related accounts, managed assets$654,000,00023
Corporate trust and agency accounts, managed assets$9,100,000,0002
Investment management and investment advisory agency accounts, managed assets$45,508,000,0006
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,031,000,00017
Memoranda
Fiduciary accounts held in foreign offices, managed assets$17,542,000,0003
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$767,606,000,0005
Personal trust and agency accounts, non-managed assets$9,435,000,0007
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$29,135,000,0009
Employee benefit-defined benefit accounts, non-managed Assets$265,538,000,0005
Other retirement accounts, non-managed assets$5,000,000230
Corporate trust and agency accounts, non-managed assets$463,278,000,0001
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$215,000,00037
Memoranda
Custody and safekeeping accounts, non-managed assets$9,120,739,000,0002
Fiduciary accounts held in foreign offices, non-managed Assets$2,749,594,000,0002
Individual retirement,health savings and similar accounts, non-managedNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$883,833,000,0004
Managed Assets ($)$109,302,000,0005
Personal trust and agency accounts, managed assets$37,907,000,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,771,000,0009
Employee benefit-defined benefit accounts, managed assets$14,605,000,0007
Other employee benefit and retirement-related accounts, managed assets$718,000,00024
Corporate trust and agency accounts, managed assets$9,165,000,0002
Investment management and investment advisory agency accounts, managed assets$42,557,000,0007
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,579,000,00014
Memoranda
Fiduciary accounts held in foreign offices, managed assets$15,601,000,0003
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$774,531,000,0005
Personal trust and agency accounts, non-managed assets$10,002,000,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$32,793,000,0009
Employee benefit-defined benefit accounts, non-managed Assets$289,079,000,0005
Other retirement accounts, non-managed assets$4,000,000248
Corporate trust and agency accounts, non-managed assets$442,432,000,0001
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$221,000,00039
Memoranda
Custody and safekeeping accounts, non-managed assets$9,151,189,000,0002
Fiduciary accounts held in foreign offices, non-managed Assets$2,683,252,000,0002
Individual retirement,health savings and similar accounts, non-managedNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$861,333,000,0004
Managed Assets ($)$109,335,000,0006
Personal trust and agency accounts, managed assets$38,750,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,259,000,0007
Employee benefit-defined benefit accounts, managed assets$13,311,000,0007
Other employee benefit and retirement-related accounts, managed assets$399,000,00033
Corporate trust and agency accounts, managed assets$9,438,000,0001
Investment management and investment advisory agency accounts, managed assets$43,086,000,0007
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,092,000,00018
Memoranda
Fiduciary accounts held in foreign offices, managed assets$15,408,000,0003
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$751,998,000,0005
Personal trust and agency accounts, non-managed assets$10,109,000,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$36,783,000,0009
Employee benefit-defined benefit accounts, non-managed Assets$287,044,000,0005
Other retirement accounts, non-managed assets$2,000,000543
Corporate trust and agency accounts, non-managed assets$418,060,000,0001
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0281
Memoranda
Custody and safekeeping accounts, non-managed assets$8,682,553,000,0002
Fiduciary accounts held in foreign offices, non-managed Assets$2,449,958,000,0001
Individual retirement,health savings and similar accounts, non-managedNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$834,165,000,0004
Managed Assets ($)$106,725,000,0005
Personal trust and agency accounts, managed assets$41,419,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,427,000,0009
Employee benefit-defined benefit accounts, managed assets$13,088,000,0007
Other employee benefit and retirement-related accounts, managed assets$400,000,00032
Corporate trust and agency accounts, managed assets$8,404,000,0002
Investment management and investment advisory agency accounts, managed assets$40,984,000,0007
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$3,000,00076
Memoranda
Fiduciary accounts held in foreign offices, managed assets$14,354,000,0003
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$727,440,000,0004
Personal trust and agency accounts, non-managed assets$10,178,000,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$40,461,000,0009
Employee benefit-defined benefit accounts, non-managed Assets$265,437,000,0005
Other retirement accounts, non-managed assets$1,000,000288
Corporate trust and agency accounts, non-managed assets$411,114,000,0001
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$249,000,00032
Memoranda
Custody and safekeeping accounts, non-managed assets$7,671,282,000,0002
Fiduciary accounts held in foreign offices, non-managed Assets$2,167,442,000,0001
Individual retirement,health savings and similar accounts, non-managedNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$876,818,000,0003
Managed Assets ($)$106,986,000,0005
Personal trust and agency accounts, managed assets$42,256,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,425,000,00010
Employee benefit-defined benefit accounts, managed assets$13,039,000,0007
Other employee benefit and retirement-related accounts, managed assets$405,000,00032
Corporate trust and agency accounts, managed assets$8,611,000,0001
Investment management and investment advisory agency accounts, managed assets$40,247,000,0007
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$3,000,00078
Memoranda
Fiduciary accounts held in foreign offices, managed assets$13,772,000,0003
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$769,832,000,0003
Personal trust and agency accounts, non-managed assets$11,353,000,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$47,439,000,0009
Employee benefit-defined benefit accounts, non-managed Assets$272,902,000,0005
Other retirement accounts, non-managed assets$1,000,000299
Corporate trust and agency accounts, non-managed assets$437,883,000,0001
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$254,000,00034
Memoranda
Custody and safekeeping accounts, non-managed assets$7,360,443,000,0002
Fiduciary accounts held in foreign offices, non-managed Assets$2,046,198,000,0001
Individual retirement,health savings and similar accounts, non-managedNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$874,518,000,0003
Managed Assets ($)$108,111,000,0006
Personal trust and agency accounts, managed assets$43,092,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,388,000,00010
Employee benefit-defined benefit accounts, managed assets$13,208,000,0008
Other employee benefit and retirement-related accounts, managed assets$422,000,00031
Corporate trust and agency accounts, managed assets$8,660,000,0001
Investment management and investment advisory agency accounts, managed assets$40,338,000,0007
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$3,000,00083
Memoranda
Fiduciary accounts held in foreign offices, managed assets$12,992,000,0003
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$766,407,000,0003
Personal trust and agency accounts, non-managed assets$11,050,000,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$50,701,000,0008
Employee benefit-defined benefit accounts, non-managed Assets$277,822,000,0005
Other retirement accounts, non-managed assets$5,000,000232
Corporate trust and agency accounts, non-managed assets$426,586,000,0001
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$243,000,00037
Memoranda
Custody and safekeeping accounts, non-managed assets$7,399,797,000,0002
Fiduciary accounts held in foreign offices, non-managed Assets$2,025,717,000,0001
Individual retirement,health savings and similar accounts, non-managedNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$883,988,000,0003
Managed Assets ($)$105,887,000,0006
Personal trust and agency accounts, managed assets$43,094,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,345,000,00012
Employee benefit-defined benefit accounts, managed assets$13,261,000,0007
Other employee benefit and retirement-related accounts, managed assets$383,000,00033
Corporate trust and agency accounts, managed assets$9,432,000,0001
Investment management and investment advisory agency accounts, managed assets$37,369,000,0006
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$3,000,000133
Memoranda
Fiduciary accounts held in foreign offices, managed assets$10,569,000,0003
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$778,101,000,0003
Personal trust and agency accounts, non-managed assets$10,145,000,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$50,255,000,0007
Employee benefit-defined benefit accounts, non-managed Assets$262,841,000,0005
Other retirement accounts, non-managed assets$1,996,000,00017
Corporate trust and agency accounts, non-managed assets$452,537,000,0001
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$327,000,00033
Memoranda
Custody and safekeeping accounts, non-managed assets$6,999,918,000,0002
Fiduciary accounts held in foreign offices, non-managed Assets$1,886,812,000,0001
Individual retirement,health savings and similar accounts, non-managedNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$799,705,000,0003
Managed Assets ($)$95,928,000,0007
Personal trust and agency accounts, managed assets$40,673,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,056,000,00011
Employee benefit-defined benefit accounts, managed assets$9,697,000,0009
Other employee benefit and retirement-related accounts, managed assets$343,000,00034
Corporate trust and agency accounts, managed assets$7,334,000,0001
Investment management and investment advisory agency accounts, managed assets$35,824,000,0006
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,000,000111
Memoranda
Fiduciary accounts held in foreign offices, managed assets$9,800,000,0003
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$703,777,000,0003
Personal trust and agency accounts, non-managed assets$9,670,000,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$56,125,000,0007
Employee benefit-defined benefit accounts, non-managed Assets$260,922,000,0005
Other retirement accounts, non-managed assets$1,995,000,00017
Corporate trust and agency accounts, non-managed assets$374,809,000,0001
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$256,000,00037
Memoranda
Custody and safekeeping accounts, non-managed assets$6,440,547,000,0001
Fiduciary accounts held in foreign offices, non-managed Assets$1,659,041,000,0002
Individual retirement,health savings and similar accounts, non-managedNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$779,839,000,0003
Managed Assets ($)$97,960,000,0007
Personal trust and agency accounts, managed assets$40,884,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,589,000,00011
Employee benefit-defined benefit accounts, managed assets$9,454,000,0008
Other employee benefit and retirement-related accounts, managed assets$335,000,00034
Corporate trust and agency accounts, managed assets$7,655,000,0001
Investment management and investment advisory agency accounts, managed assets$38,042,000,0006
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,000,000118
Memoranda
Fiduciary accounts held in foreign offices, managed assets$12,028,000,0003
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$681,879,000,0003
Personal trust and agency accounts, non-managed assets$9,565,000,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$57,936,000,0007
Employee benefit-defined benefit accounts, non-managed Assets$247,485,000,0005
Other retirement accounts, non-managed assets$1,910,000,00020
Corporate trust and agency accounts, non-managed assets$364,733,000,0001
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$250,000,00039
Memoranda
Custody and safekeeping accounts, non-managed assets$6,298,123,000,0001
Fiduciary accounts held in foreign offices, non-managed Assets$1,580,390,000,0001
Individual retirement,health savings and similar accounts, non-managedNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$704,363,000,0003
Managed Assets ($)$92,098,000,0008
Personal trust and agency accounts, managed assets$38,436,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,517,000,00011
Employee benefit-defined benefit accounts, managed assets$9,235,000,0008
Other employee benefit and retirement-related accounts, managed assets$337,000,00032
Corporate trust and agency accounts, managed assets$7,517,000,0001
Investment management and investment advisory agency accounts, managed assets$35,055,000,0006
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,000,000123
Memoranda
Fiduciary accounts held in foreign offices, managed assets$9,597,000,0003
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$612,265,000,0003
Personal trust and agency accounts, non-managed assets$8,167,000,0007
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$54,567,000,0007
Employee benefit-defined benefit accounts, non-managed Assets$219,529,000,0005
Other retirement accounts, non-managed assets$1,690,000,00022
Corporate trust and agency accounts, non-managed assets$328,091,000,0001
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$221,000,00038
Memoranda
Custody and safekeeping accounts, non-managed assets$5,823,379,000,0001
Fiduciary accounts held in foreign offices, non-managed Assets$1,423,052,000,0001
Individual retirement,health savings and similar accounts, non-managedNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$724,903,000,0003
Managed Assets ($)$91,054,000,0009
Personal trust and agency accounts, managed assets$38,822,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,459,000,00015
Employee benefit-defined benefit accounts, managed assets$9,385,000,0009
Other employee benefit and retirement-related accounts, managed assets$657,000,00024
Corporate trust and agency accounts, managed assets$7,206,000,0001
Investment management and investment advisory agency accounts, managed assets$33,497,000,0007
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$28,000,00071
Memoranda
Fiduciary accounts held in foreign offices, managed assets$8,244,000,0004
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$633,849,000,0003
Personal trust and agency accounts, non-managed assets$8,553,000,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$63,141,000,0004
Employee benefit-defined benefit accounts, non-managed Assets$253,939,000,0005
Other retirement accounts, non-managed assets$1,768,000,00020
Corporate trust and agency accounts, non-managed assets$306,232,000,0002
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$216,000,00039
Memoranda
Custody and safekeeping accounts, non-managed assets$6,090,848,000,0001
Fiduciary accounts held in foreign offices, non-managed Assets$1,410,753,000,0001
Individual retirement,health savings and similar accounts, non-managedNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$762,325,000,0004
Managed Assets ($)$127,661,000,0006
Personal trust and agency accounts, managed assets$48,978,000,0002
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,695,000,00016
Employee benefit-defined benefit accounts, managed assets$14,861,000,0006
Other employee benefit and retirement-related accounts, managed assets$1,243,000,00018
Corporate trust and agency accounts, managed assets$6,334,000,0001
Investment management and investment advisory agency accounts, managed assets$48,890,000,0005
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$5,660,000,00011
Memoranda
Fiduciary accounts held in foreign offices, managed assets$5,430,000,0004
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$634,664,000,0004
Personal trust and agency accounts, non-managed assets$14,582,000,0003
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$68,982,000,0007
Employee benefit-defined benefit accounts, non-managed Assets$280,751,000,0003
Other retirement accounts, non-managed assets$2,262,000,00019
Corporate trust and agency accounts, non-managed assets$267,812,000,0003
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$275,000,00037
Memoranda
Custody and safekeeping accounts, non-managed assets$5,816,099,000,0001
Fiduciary accounts held in foreign offices, non-managed Assets$1,438,421,000,0001
Individual retirement,health savings and similar accounts, non-managedNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA