Home > National City Bank > Total Fiduciary and Related Assets
National City Bank, Total Fiduciary and Related Assets
2009-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $56,420,047,000 | 21 |
Managed Assets ($) | $34,447,754,000 | 18 |
Personal trust and agency accounts, managed assets | $17,721,101,000 | 10 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $288,465,000 | 30 |
Employee benefit-defined benefit accounts, managed assets | $1,948,155,000 | 17 |
Other employee benefit and retirement-related accounts, managed assets | $1,812,804,000 | 15 |
Corporate trust and agency accounts, managed assets | $234,491,000 | 9 |
Investment management and investment advisory agency accounts, managed assets | $6,697,080,000 | 26 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $5,745,658,000 | 6 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $21,972,293,000 | 24 |
Personal trust and agency accounts, non-managed assets | $1,451,855,000 | 20 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $5,327,011,000 | 21 |
Employee benefit-defined benefit accounts, non-managed Assets | $10,289,589,000 | 13 |
Other retirement accounts, non-managed assets | $3,147,461,000 | 12 |
Corporate trust and agency accounts, non-managed assets | $175,181,000 | 54 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $1,581,196,000 | 13 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $19,421,029,000 | 34 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2009-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $52,515,956,000 | 21 |
Managed Assets ($) | $32,281,849,000 | 17 |
Personal trust and agency accounts, managed assets | $16,762,942,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $263,733,000 | 32 |
Employee benefit-defined benefit accounts, managed assets | $2,362,990,000 | 12 |
Other employee benefit and retirement-related accounts, managed assets | $1,701,050,000 | 15 |
Corporate trust and agency accounts, managed assets | $24,706,000 | 28 |
Investment management and investment advisory agency accounts, managed assets | $6,379,222,000 | 25 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $4,787,206,000 | 6 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $20,234,107,000 | 23 |
Personal trust and agency accounts, non-managed assets | $1,388,523,000 | 20 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $4,648,808,000 | 22 |
Employee benefit-defined benefit accounts, non-managed Assets | $9,138,384,000 | 13 |
Other retirement accounts, non-managed assets | $3,128,754,000 | 12 |
Corporate trust and agency accounts, non-managed assets | $231,560,000 | 50 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $1,698,078,000 | 13 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $18,732,330,000 | 34 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2009-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $50,936,332,000 | 21 |
Managed Assets ($) | $32,007,889,000 | 19 |
Personal trust and agency accounts, managed assets | $15,958,828,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $261,670,000 | 29 |
Employee benefit-defined benefit accounts, managed assets | $3,243,752,000 | 9 |
Other employee benefit and retirement-related accounts, managed assets | $1,555,244,000 | 16 |
Corporate trust and agency accounts, managed assets | $16,007,000 | 35 |
Investment management and investment advisory agency accounts, managed assets | $6,160,984,000 | 26 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $4,811,404,000 | 6 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $18,928,443,000 | 23 |
Personal trust and agency accounts, non-managed assets | $1,411,632,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $4,299,502,000 | 21 |
Employee benefit-defined benefit accounts, non-managed Assets | $8,574,408,000 | 13 |
Other retirement accounts, non-managed assets | $2,615,846,000 | 10 |
Corporate trust and agency accounts, non-managed assets | $239,371,000 | 48 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $1,787,684,000 | 13 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $19,212,654,000 | 32 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2008-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $52,502,276,000 | 21 |
Managed Assets ($) | $32,392,384,000 | 19 |
Personal trust and agency accounts, managed assets | $16,575,913,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $292,525,000 | 28 |
Employee benefit-defined benefit accounts, managed assets | $2,949,807,000 | 7 |
Other employee benefit and retirement-related accounts, managed assets | $1,443,359,000 | 18 |
Corporate trust and agency accounts, managed assets | $10,495,000 | 61 |
Investment management and investment advisory agency accounts, managed assets | $5,628,565,000 | 28 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $5,491,720,000 | 6 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $20,109,892,000 | 23 |
Personal trust and agency accounts, non-managed assets | $1,149,894,000 | 23 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $4,368,358,000 | 21 |
Employee benefit-defined benefit accounts, non-managed Assets | $9,888,664,000 | 13 |
Other retirement accounts, non-managed assets | $2,664,958,000 | 11 |
Corporate trust and agency accounts, non-managed assets | $155,970,000 | 56 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $1,882,048,000 | 13 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $20,695,856,000 | 33 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2008-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $59,844,235,000 | 21 |
Managed Assets ($) | $36,211,745,000 | 17 |
Personal trust and agency accounts, managed assets | $18,958,538,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $310,893,000 | 29 |
Employee benefit-defined benefit accounts, managed assets | $3,070,768,000 | 9 |
Other employee benefit and retirement-related accounts, managed assets | $1,527,135,000 | 17 |
Corporate trust and agency accounts, managed assets | $18,243,000 | 35 |
Investment management and investment advisory agency accounts, managed assets | $6,361,442,000 | 27 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $5,964,726,000 | 6 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $23,632,490,000 | 23 |
Personal trust and agency accounts, non-managed assets | $1,389,746,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $5,386,407,000 | 19 |
Employee benefit-defined benefit accounts, non-managed Assets | $11,847,796,000 | 13 |
Other retirement accounts, non-managed assets | $2,579,453,000 | 12 |
Corporate trust and agency accounts, non-managed assets | $169,962,000 | 55 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $2,259,126,000 | 13 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $23,788,928,000 | 35 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2008-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $64,752,731,000 | 24 |
Managed Assets ($) | $39,881,807,000 | 17 |
Personal trust and agency accounts, managed assets | $20,708,865,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $339,816,000 | 28 |
Employee benefit-defined benefit accounts, managed assets | $3,475,234,000 | 10 |
Other employee benefit and retirement-related accounts, managed assets | $1,649,598,000 | 17 |
Corporate trust and agency accounts, managed assets | $25,386,000 | 34 |
Investment management and investment advisory agency accounts, managed assets | $6,899,873,000 | 28 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $6,783,035,000 | 7 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 11 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $24,870,924,000 | 27 |
Personal trust and agency accounts, non-managed assets | $1,009,331,000 | 32 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $5,893,805,000 | 21 |
Employee benefit-defined benefit accounts, non-managed Assets | $13,282,809,000 | 14 |
Other retirement accounts, non-managed assets | $2,740,362,000 | 13 |
Corporate trust and agency accounts, non-managed assets | $197,545,000 | 54 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $1,747,072,000 | 16 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $25,112,050,000 | 38 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2008-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $70,286,121,000 | 21 |
Managed Assets ($) | $41,420,973,000 | 16 |
Personal trust and agency accounts, managed assets | $21,220,907,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $350,909,000 | 26 |
Employee benefit-defined benefit accounts, managed assets | $3,625,153,000 | 9 |
Other employee benefit and retirement-related accounts, managed assets | $1,595,024,000 | 17 |
Corporate trust and agency accounts, managed assets | $142,215,000 | 12 |
Investment management and investment advisory agency accounts, managed assets | $7,225,810,000 | 28 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $7,260,955,000 | 8 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $28,865,148,000 | 25 |
Personal trust and agency accounts, non-managed assets | $1,098,625,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $6,120,464,000 | 21 |
Employee benefit-defined benefit accounts, non-managed Assets | $15,902,545,000 | 13 |
Other retirement accounts, non-managed assets | $2,956,870,000 | 13 |
Corporate trust and agency accounts, non-managed assets | $403,802,000 | 46 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $2,382,842,000 | 16 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $25,624,392,000 | 38 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2007-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $74,435,626,000 | 21 |
Managed Assets ($) | $43,697,812,000 | 16 |
Personal trust and agency accounts, managed assets | $22,640,440,000 | 10 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $375,715,000 | 27 |
Employee benefit-defined benefit accounts, managed assets | $3,873,650,000 | 10 |
Other employee benefit and retirement-related accounts, managed assets | $1,673,007,000 | 16 |
Corporate trust and agency accounts, managed assets | $163,151,000 | 16 |
Investment management and investment advisory agency accounts, managed assets | $7,690,747,000 | 25 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $7,281,102,000 | 8 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $30,737,814,000 | 24 |
Personal trust and agency accounts, non-managed assets | $1,296,526,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $6,770,356,000 | 19 |
Employee benefit-defined benefit accounts, non-managed Assets | $16,630,889,000 | 13 |
Other retirement accounts, non-managed assets | $3,067,858,000 | 12 |
Corporate trust and agency accounts, non-managed assets | $383,127,000 | 47 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $2,589,058,000 | 15 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $25,064,922,000 | 41 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2007-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $74,443,351,000 | 22 |
Managed Assets ($) | $44,784,316,000 | 16 |
Personal trust and agency accounts, managed assets | $23,413,904,000 | 10 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $398,166,000 | 29 |
Employee benefit-defined benefit accounts, managed assets | $4,312,050,000 | 10 |
Other employee benefit and retirement-related accounts, managed assets | $1,587,127,000 | 15 |
Corporate trust and agency accounts, managed assets | $154,653,000 | 16 |
Investment management and investment advisory agency accounts, managed assets | $7,578,963,000 | 26 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $7,339,453,000 | 8 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $29,659,035,000 | 23 |
Personal trust and agency accounts, non-managed assets | $1,368,477,000 | 26 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $7,125,969,000 | 18 |
Employee benefit-defined benefit accounts, non-managed Assets | $14,346,874,000 | 13 |
Other retirement accounts, non-managed assets | $3,531,212,000 | 12 |
Corporate trust and agency accounts, non-managed assets | $464,245,000 | 43 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $2,822,258,000 | 16 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $24,410,934,000 | 41 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2007-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $75,202,218,000 | 20 |
Managed Assets ($) | $43,965,502,000 | 16 |
Personal trust and agency accounts, managed assets | $23,742,742,000 | 10 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $404,696,000 | 27 |
Employee benefit-defined benefit accounts, managed assets | $4,321,409,000 | 10 |
Other employee benefit and retirement-related accounts, managed assets | $1,533,076,000 | 15 |
Corporate trust and agency accounts, managed assets | $79,793,000 | 22 |
Investment management and investment advisory agency accounts, managed assets | $7,150,594,000 | 29 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $6,733,192,000 | 6 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $31,236,716,000 | 24 |
Personal trust and agency accounts, non-managed assets | $1,452,992,000 | 23 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $7,338,467,000 | 21 |
Employee benefit-defined benefit accounts, non-managed Assets | $14,317,717,000 | 14 |
Other retirement accounts, non-managed assets | $3,453,268,000 | 13 |
Corporate trust and agency accounts, non-managed assets | $1,960,153,000 | 29 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $2,714,119,000 | 15 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $24,681,057,000 | 41 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2007-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $72,898,705,000 | 21 |
Managed Assets ($) | $42,312,396,000 | 19 |
Personal trust and agency accounts, managed assets | $22,738,102,000 | 10 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $363,037,000 | 33 |
Employee benefit-defined benefit accounts, managed assets | $4,263,560,000 | 11 |
Other employee benefit and retirement-related accounts, managed assets | $1,516,293,000 | 16 |
Corporate trust and agency accounts, managed assets | $88,992,000 | 21 |
Investment management and investment advisory agency accounts, managed assets | $6,372,318,000 | 30 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $6,970,094,000 | 7 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $30,586,309,000 | 22 |
Personal trust and agency accounts, non-managed assets | $1,435,269,000 | 23 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $7,201,231,000 | 22 |
Employee benefit-defined benefit accounts, non-managed Assets | $13,817,278,000 | 14 |
Other retirement accounts, non-managed assets | $3,396,852,000 | 14 |
Corporate trust and agency accounts, non-managed assets | $2,063,245,000 | 27 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $2,672,434,000 | 15 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $24,570,850,000 | 40 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2006-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $73,642,264,000 | 21 |
Managed Assets ($) | $42,501,323,000 | 19 |
Personal trust and agency accounts, managed assets | $22,914,028,000 | 10 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $365,318,000 | 32 |
Employee benefit-defined benefit accounts, managed assets | $4,257,837,000 | 11 |
Other employee benefit and retirement-related accounts, managed assets | $1,539,008,000 | 16 |
Corporate trust and agency accounts, managed assets | $73,379,000 | 27 |
Investment management and investment advisory agency accounts, managed assets | $6,394,973,000 | 30 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $6,956,780,000 | 8 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $31,140,941,000 | 22 |
Personal trust and agency accounts, non-managed assets | $1,550,559,000 | 20 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $7,205,932,000 | 23 |
Employee benefit-defined benefit accounts, non-managed Assets | $13,531,986,000 | 14 |
Other retirement accounts, non-managed assets | $3,462,849,000 | 13 |
Corporate trust and agency accounts, non-managed assets | $2,032,023,000 | 29 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $3,357,592,000 | 15 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $23,420,055,000 | 40 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2006-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $72,209,269,000 | 22 |
Managed Assets ($) | $41,028,390,000 | 18 |
Personal trust and agency accounts, managed assets | $22,753,710,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $347,658,000 | 32 |
Employee benefit-defined benefit accounts, managed assets | $4,196,697,000 | 11 |
Other employee benefit and retirement-related accounts, managed assets | $1,369,426,000 | 15 |
Corporate trust and agency accounts, managed assets | $14,292,000 | 49 |
Investment management and investment advisory agency accounts, managed assets | $5,181,583,000 | 34 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $7,165,024,000 | 7 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $31,180,879,000 | 24 |
Personal trust and agency accounts, non-managed assets | $1,521,715,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $7,444,266,000 | 22 |
Employee benefit-defined benefit accounts, non-managed Assets | $13,742,253,000 | 14 |
Other retirement accounts, non-managed assets | $3,478,626,000 | 11 |
Corporate trust and agency accounts, non-managed assets | $1,858,412,000 | 33 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $3,135,607,000 | 16 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $24,713,296,000 | 38 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2006-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $30,219,283,000 | 34 |
Managed Assets ($) | $13,073,744,000 | 33 |
Personal trust and agency accounts, managed assets | $7,458,079,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $116,235,000 | 70 |
Employee benefit-defined benefit accounts, managed assets | $1,105,042,000 | 29 |
Other employee benefit and retirement-related accounts, managed assets | $556,556,000 | 29 |
Corporate trust and agency accounts, managed assets | $1,969,000 | 75 |
Investment management and investment advisory agency accounts, managed assets | $2,691,841,000 | 49 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $1,144,022,000 | 19 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $17,145,539,000 | 29 |
Personal trust and agency accounts, non-managed assets | $850,045,000 | 33 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $4,633,472,000 | 25 |
Employee benefit-defined benefit accounts, non-managed Assets | $8,024,537,000 | 17 |
Other retirement accounts, non-managed assets | $241,804,000 | 44 |
Corporate trust and agency accounts, non-managed assets | $1,865,220,000 | 33 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $1,530,461,000 | 19 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $14,335,697,000 | 48 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2006-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $31,201,557,000 | 34 |
Managed Assets ($) | $13,807,070,000 | 32 |
Personal trust and agency accounts, managed assets | $7,446,931,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $120,996,000 | 68 |
Employee benefit-defined benefit accounts, managed assets | $1,115,106,000 | 29 |
Other employee benefit and retirement-related accounts, managed assets | $561,469,000 | 29 |
Corporate trust and agency accounts, managed assets | $2,039,000 | 77 |
Investment management and investment advisory agency accounts, managed assets | $2,511,625,000 | 53 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $2,048,904,000 | 18 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $17,394,487,000 | 30 |
Personal trust and agency accounts, non-managed assets | $901,851,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $4,737,189,000 | 25 |
Employee benefit-defined benefit accounts, non-managed Assets | $8,013,942,000 | 18 |
Other retirement accounts, non-managed assets | $233,198,000 | 43 |
Corporate trust and agency accounts, non-managed assets | $1,838,655,000 | 34 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $1,669,652,000 | 19 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $15,713,306,000 | 48 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2005-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $35,945,080,000 | 32 |
Managed Assets ($) | $15,804,927,000 | 28 |
Personal trust and agency accounts, managed assets | $10,635,110,000 | 16 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $124,454,000 | 65 |
Employee benefit-defined benefit accounts, managed assets | $942,703,000 | 30 |
Other employee benefit and retirement-related accounts, managed assets | $22,929,000 | 230 |
Corporate trust and agency accounts, managed assets | $0 | 299 |
Investment management and investment advisory agency accounts, managed assets | $3,272,771,000 | 45 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $806,960,000 | 22 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $20,140,153,000 | 25 |
Personal trust and agency accounts, non-managed assets | $3,067,494,000 | 12 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $4,739,582,000 | 25 |
Employee benefit-defined benefit accounts, non-managed Assets | $8,086,690,000 | 18 |
Other retirement accounts, non-managed assets | $540,350,000 | 28 |
Corporate trust and agency accounts, non-managed assets | $63,308,000 | 79 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $3,642,729,000 | 16 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $16,151,004,000 | 48 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2005-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $35,572,486,000 | 32 |
Managed Assets ($) | $15,632,354,000 | 29 |
Personal trust and agency accounts, managed assets | $10,563,619,000 | 16 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $125,826,000 | 68 |
Employee benefit-defined benefit accounts, managed assets | $943,971,000 | 32 |
Other employee benefit and retirement-related accounts, managed assets | $23,147,000 | 211 |
Corporate trust and agency accounts, managed assets | $59,000 | 100 |
Investment management and investment advisory agency accounts, managed assets | $3,184,383,000 | 46 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $791,349,000 | 20 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $19,940,132,000 | 26 |
Personal trust and agency accounts, non-managed assets | $3,067,811,000 | 12 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $4,658,865,000 | 25 |
Employee benefit-defined benefit accounts, non-managed Assets | $7,902,291,000 | 17 |
Other retirement accounts, non-managed assets | $610,055,000 | 25 |
Corporate trust and agency accounts, non-managed assets | $73,108,000 | 73 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $3,628,002,000 | 14 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $16,086,914,000 | 47 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2005-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $36,003,492,000 | 30 |
Managed Assets ($) | $16,106,334,000 | 27 |
Personal trust and agency accounts, managed assets | $10,052,613,000 | 15 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $129,660,000 | 67 |
Employee benefit-defined benefit accounts, managed assets | $665,593,000 | 31 |
Other employee benefit and retirement-related accounts, managed assets | $21,512,000 | 213 |
Corporate trust and agency accounts, managed assets | $59,000 | 103 |
Investment management and investment advisory agency accounts, managed assets | $4,056,334,000 | 38 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $1,180,563,000 | 16 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $19,897,158,000 | 25 |
Personal trust and agency accounts, non-managed assets | $2,895,770,000 | 12 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $4,594,644,000 | 23 |
Employee benefit-defined benefit accounts, non-managed Assets | $7,938,981,000 | 17 |
Other retirement accounts, non-managed assets | $633,514,000 | 24 |
Corporate trust and agency accounts, non-managed assets | $68,441,000 | 74 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $3,765,808,000 | 14 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $20,761,021,000 | 42 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2005-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $36,277,367,000 | 32 |
Managed Assets ($) | $16,225,230,000 | 29 |
Personal trust and agency accounts, managed assets | $9,947,251,000 | 17 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $130,634,000 | 71 |
Employee benefit-defined benefit accounts, managed assets | $610,043,000 | 35 |
Other employee benefit and retirement-related accounts, managed assets | $22,228,000 | 212 |
Corporate trust and agency accounts, managed assets | $58,000 | 103 |
Investment management and investment advisory agency accounts, managed assets | $4,347,020,000 | 40 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $1,167,996,000 | 19 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $20,052,137,000 | 28 |
Personal trust and agency accounts, non-managed assets | $2,870,468,000 | 13 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $4,552,228,000 | 24 |
Employee benefit-defined benefit accounts, non-managed Assets | $7,999,467,000 | 18 |
Other retirement accounts, non-managed assets | $642,899,000 | 25 |
Corporate trust and agency accounts, non-managed assets | $77,855,000 | 69 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $3,909,220,000 | 14 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $21,438,461,000 | 40 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 15 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2004-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $36,230,216,000 | 34 |
Managed Assets ($) | $16,432,628,000 | 29 |
Personal trust and agency accounts, managed assets | $9,672,490,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $117,826,000 | 75 |
Employee benefit-defined benefit accounts, managed assets | $623,476,000 | 35 |
Other employee benefit and retirement-related accounts, managed assets | $22,016,000 | 229 |
Corporate trust and agency accounts, managed assets | $67,000 | 248 |
Investment management and investment advisory agency accounts, managed assets | $4,917,782,000 | 34 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $1,078,971,000 | 19 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $19,797,588,000 | 30 |
Personal trust and agency accounts, non-managed assets | $2,878,237,000 | 12 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $4,283,742,000 | 27 |
Employee benefit-defined benefit accounts, non-managed Assets | $8,133,620,000 | 19 |
Other retirement accounts, non-managed assets | $684,818,000 | 27 |
Corporate trust and agency accounts, non-managed assets | $54,275,000 | 86 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $3,762,896,000 | 13 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $17,026,997,000 | 46 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2004-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $35,282,820,000 | 34 |
Managed Assets ($) | $16,275,175,000 | 29 |
Personal trust and agency accounts, managed assets | $9,233,111,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $98,135,000 | 86 |
Employee benefit-defined benefit accounts, managed assets | $573,480,000 | 34 |
Other employee benefit and retirement-related accounts, managed assets | $24,512,000 | 194 |
Corporate trust and agency accounts, managed assets | $0 | 107 |
Investment management and investment advisory agency accounts, managed assets | $5,336,437,000 | 30 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $1,009,500,000 | 20 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $19,007,645,000 | 30 |
Personal trust and agency accounts, non-managed assets | $2,659,758,000 | 13 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $3,987,467,000 | 26 |
Employee benefit-defined benefit accounts, non-managed Assets | $7,820,916,000 | 18 |
Other retirement accounts, non-managed assets | $629,919,000 | 26 |
Corporate trust and agency accounts, non-managed assets | $68,262,000 | 75 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $3,841,323,000 | 14 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $19,279,111,000 | 42 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2004-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $38,067,729,000 | 31 |
Managed Assets ($) | $16,230,394,000 | 30 |
Personal trust and agency accounts, managed assets | $9,228,016,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $125,017,000 | 72 |
Employee benefit-defined benefit accounts, managed assets | $601,324,000 | 35 |
Other employee benefit and retirement-related accounts, managed assets | $25,138,000 | 192 |
Corporate trust and agency accounts, managed assets | $0 | 113 |
Investment management and investment advisory agency accounts, managed assets | $5,332,029,000 | 31 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $918,870,000 | 21 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $21,837,335,000 | 29 |
Personal trust and agency accounts, non-managed assets | $2,805,626,000 | 14 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $3,920,293,000 | 26 |
Employee benefit-defined benefit accounts, non-managed Assets | $7,900,812,000 | 17 |
Other retirement accounts, non-managed assets | $662,812,000 | 27 |
Corporate trust and agency accounts, non-managed assets | $2,726,810,000 | 27 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $3,820,982,000 | 14 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $16,780,360,000 | 49 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2004-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $38,816,892,000 | 31 |
Managed Assets ($) | $16,444,496,000 | 30 |
Personal trust and agency accounts, managed assets | $9,315,543,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $151,866,000 | 61 |
Employee benefit-defined benefit accounts, managed assets | $573,852,000 | 38 |
Other employee benefit and retirement-related accounts, managed assets | $26,785,000 | 188 |
Corporate trust and agency accounts, managed assets | $0 | 109 |
Investment management and investment advisory agency accounts, managed assets | $5,435,865,000 | 29 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $940,585,000 | 22 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $22,372,396,000 | 29 |
Personal trust and agency accounts, non-managed assets | $2,779,203,000 | 16 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $3,896,147,000 | 26 |
Employee benefit-defined benefit accounts, non-managed Assets | $8,645,152,000 | 16 |
Other retirement accounts, non-managed assets | $669,026,000 | 27 |
Corporate trust and agency accounts, non-managed assets | $2,852,775,000 | 26 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $3,530,093,000 | 14 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $17,024,625,000 | 47 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2003-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $40,228,339,000 | 32 |
Managed Assets ($) | $17,446,713,000 | 29 |
Personal trust and agency accounts, managed assets | $9,311,105,000 | 20 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $159,265,000 | 59 |
Employee benefit-defined benefit accounts, managed assets | $835,984,000 | 35 |
Other employee benefit and retirement-related accounts, managed assets | $350,069,000 | 36 |
Corporate trust and agency accounts, managed assets | $0 | 336 |
Investment management and investment advisory agency accounts, managed assets | $5,300,123,000 | 28 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $1,490,167,000 | 16 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $22,781,626,000 | 28 |
Personal trust and agency accounts, non-managed assets | $2,913,287,000 | 12 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $3,817,043,000 | 27 |
Employee benefit-defined benefit accounts, non-managed Assets | $8,525,080,000 | 17 |
Other retirement accounts, non-managed assets | $868,364,000 | 23 |
Corporate trust and agency accounts, non-managed assets | $3,006,188,000 | 32 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $3,651,664,000 | 15 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $18,578,012,000 | 44 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2003-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $37,874,173,000 | 31 |
Managed Assets ($) | $16,284,992,000 | 29 |
Personal trust and agency accounts, managed assets | $8,741,659,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $156,556,000 | 61 |
Employee benefit-defined benefit accounts, managed assets | $792,771,000 | 35 |
Other employee benefit and retirement-related accounts, managed assets | $334,946,000 | 37 |
Corporate trust and agency accounts, managed assets | $0 | 121 |
Investment management and investment advisory agency accounts, managed assets | $4,852,343,000 | 32 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $1,406,717,000 | 18 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $21,589,181,000 | 29 |
Personal trust and agency accounts, non-managed assets | $2,738,551,000 | 12 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $3,478,367,000 | 28 |
Employee benefit-defined benefit accounts, non-managed Assets | $7,906,275,000 | 17 |
Other retirement accounts, non-managed assets | $841,825,000 | 22 |
Corporate trust and agency accounts, non-managed assets | $3,101,484,000 | 32 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $3,522,679,000 | 15 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $17,696,485,000 | 43 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2003-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $38,840,965,000 | 30 |
Managed Assets ($) | $17,434,580,000 | 26 |
Personal trust and agency accounts, managed assets | $8,744,421,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $135,445,000 | 67 |
Employee benefit-defined benefit accounts, managed assets | $113,887,000 | 73 |
Other employee benefit and retirement-related accounts, managed assets | $171,078,000 | 58 |
Corporate trust and agency accounts, managed assets | $0 | 128 |
Investment management and investment advisory agency accounts, managed assets | $7,351,302,000 | 24 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $918,447,000 | 23 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $21,406,385,000 | 30 |
Personal trust and agency accounts, non-managed assets | $2,633,458,000 | 14 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $3,588,919,000 | 28 |
Employee benefit-defined benefit accounts, non-managed Assets | $7,973,632,000 | 16 |
Other retirement accounts, non-managed assets | $734,642,000 | 28 |
Corporate trust and agency accounts, non-managed assets | $2,953,055,000 | 34 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $3,522,679,000 | 14 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $18,813,307,000 | 43 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2003-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $28,313,787,000 | 34 |
Managed Assets ($) | $9,342,085,000 | 36 |
Personal trust and agency accounts, managed assets | $8,125,544,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $179,415,000 | 54 |
Employee benefit-defined benefit accounts, managed assets | $92,359,000 | 79 |
Other employee benefit and retirement-related accounts, managed assets | $157,910,000 | 59 |
Corporate trust and agency accounts, managed assets | $0 | 135 |
Investment management and investment advisory agency accounts, managed assets | $0 | 391 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $786,857,000 | 24 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $18,971,702,000 | 30 |
Personal trust and agency accounts, non-managed assets | $1,571,154,000 | 17 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $3,165,007,000 | 27 |
Employee benefit-defined benefit accounts, non-managed Assets | $7,342,874,000 | 16 |
Other retirement accounts, non-managed assets | $645,428,000 | 32 |
Corporate trust and agency accounts, non-managed assets | $3,117,239,000 | 33 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $3,130,000,000 | 13 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $2,851,062,000 | 77 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2002-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $30,169,370,000 | 32 |
Managed Assets ($) | $9,900,770,000 | 36 |
Personal trust and agency accounts, managed assets | $8,370,267,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $446,899,000 | 30 |
Employee benefit-defined benefit accounts, managed assets | $125,618,000 | 65 |
Other employee benefit and retirement-related accounts, managed assets | $163,561,000 | 59 |
Corporate trust and agency accounts, managed assets | $0 | 371 |
Investment management and investment advisory agency accounts, managed assets | $0 | 941 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $794,425,000 | 24 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 17 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $20,268,600,000 | 30 |
Personal trust and agency accounts, non-managed assets | $2,640,602,000 | 12 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $3,191,740,000 | 28 |
Employee benefit-defined benefit accounts, non-managed Assets | $7,462,399,000 | 17 |
Other retirement accounts, non-managed assets | $662,998,000 | 28 |
Corporate trust and agency accounts, non-managed assets | $2,931,482,000 | 33 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $3,379,379,000 | 14 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $3,377,124,000 | 75 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2001-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 2 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $58,988,112,000 | 23 |
Managed Assets ($) | $37,369,041,000 | 19 |
Personal trust and agency accounts, managed assets | $10,093,345,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $658,275,000 | 27 |
Employee benefit-defined benefit accounts, managed assets | $764,559,000 | 36 |
Other employee benefit and retirement-related accounts, managed assets | $256,774,000 | 37 |
Corporate trust and agency accounts, managed assets | $0 | 349 |
Investment management and investment advisory agency accounts, managed assets | $24,345,100,000 | 10 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $1,250,988,000 | 22 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $21,619,071,000 | 30 |
Personal trust and agency accounts, non-managed assets | $3,116,346,000 | 12 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,931,601,000 | 25 |
Employee benefit-defined benefit accounts, non-managed Assets | $8,245,102,000 | 16 |
Other retirement accounts, non-managed assets | $1,642,762,000 | 22 |
Corporate trust and agency accounts, non-managed assets | $2,464,275,000 | 37 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $3,218,985,000 | 15 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $1,224,426,000 | 105 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2000-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1999-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1998-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1997-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1996-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1995-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1994-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1993-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1992-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |