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PNC Bank, Fiduciary and Related Services

2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$68,538,00011
Number of Managed Accounts$66,202,0006
Number of Non-Managed Accounts$2,336,00036
Total fiduciary and related assets$210,522,578,00011
Managed Assets ($)$148,281,860,0007
Non-managed Assets ($)$62,240,718,00016
Memoranda
Gross Fiduciary activities income$226,526,00010
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$68,294,00011
Number of Managed Accounts$65,929,0006
Number of Non-Managed Accounts$2,365,00037
Total fiduciary and related assets$205,279,545,00011
Managed Assets ($)$144,780,362,0007
Non-managed Assets ($)$60,499,183,00015
Memoranda
Gross Fiduciary activities income$835,369,00010
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$68,133,00011
Number of Managed Accounts$65,801,0006
Number of Non-Managed Accounts$2,332,00035
Total fiduciary and related assets$189,137,223,00011
Managed Assets ($)$133,527,296,0007
Non-managed Assets ($)$55,609,927,00016
Memoranda
Gross Fiduciary activities income$614,637,00010
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$68,030,00011
Number of Managed Accounts$65,683,0006
Number of Non-Managed Accounts$2,347,00035
Total fiduciary and related assets$183,429,591,00011
Managed Assets ($)$127,855,039,0006
Non-managed Assets ($)$55,574,552,00015
Memoranda
Gross Fiduciary activities income$399,195,00010
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$67,516,00011
Number of Managed Accounts$65,147,0006
Number of Non-Managed Accounts$2,369,00035
Total fiduciary and related assets$166,535,130,00011
Managed Assets ($)$114,965,414,0006
Non-managed Assets ($)$51,569,716,00016
Memoranda
Gross Fiduciary activities income$200,193,00010
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$67,258,00011
Number of Managed Accounts$64,839,0006
Number of Non-Managed Accounts$2,419,00037
Total fiduciary and related assets$190,654,391,00011
Managed Assets ($)$132,758,789,0007
Non-managed Assets ($)$57,895,602,00015
Memoranda
Gross Fiduciary activities income$860,304,00010
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$66,752,00011
Number of Managed Accounts$64,340,0006
Number of Non-Managed Accounts$2,412,00036
Total fiduciary and related assets$185,120,028,00012
Managed Assets ($)$128,859,266,0008
Non-managed Assets ($)$56,260,762,00015
Memoranda
Gross Fiduciary activities income$645,430,00010
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$67,293,00011
Number of Managed Accounts$64,852,0006
Number of Non-Managed Accounts$2,441,00038
Total fiduciary and related assets$184,306,714,00011
Managed Assets ($)$129,248,388,0007
Non-managed Assets ($)$55,058,326,00015
Memoranda
Gross Fiduciary activities income$432,476,0009
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$66,555,00011
Number of Managed Accounts$64,114,0006
Number of Non-Managed Accounts$2,441,00038
Total fiduciary and related assets$179,475,358,00011
Managed Assets ($)$125,562,722,0006
Non-managed Assets ($)$53,912,636,00015
Memoranda
Gross Fiduciary activities income$211,430,0009
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$66,788,00010
Number of Managed Accounts$64,222,0006
Number of Non-Managed Accounts$2,566,00039
Total fiduciary and related assets$166,605,881,00011
Managed Assets ($)$115,447,226,0006
Non-managed Assets ($)$51,158,655,00015
Memoranda
Gross Fiduciary activities income$881,354,0009
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$66,644,00011
Number of Managed Accounts$64,104,0006
Number of Non-Managed Accounts$2,540,00036
Total fiduciary and related assets$179,376,706,00011
Managed Assets ($)$124,643,266,0006
Non-managed Assets ($)$54,733,440,00016
Memoranda
Gross Fiduciary activities income$667,098,0009
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$66,362,00010
Number of Managed Accounts$63,779,0006
Number of Non-Managed Accounts$2,583,00036
Total fiduciary and related assets$174,332,282,00011
Managed Assets ($)$121,250,327,0006
Non-managed Assets ($)$53,081,955,00016
Memoranda
Gross Fiduciary activities income$441,981,0009
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$66,108,00011
Number of Managed Accounts$63,527,0006
Number of Non-Managed Accounts$2,581,00037
Total fiduciary and related assets$172,122,836,00011
Managed Assets ($)$120,580,591,0006
Non-managed Assets ($)$51,542,245,00016
Memoranda
Gross Fiduciary activities income$221,700,0009
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$66,104,00011
Number of Managed Accounts$63,489,0006
Number of Non-Managed Accounts$2,615,00038
Total fiduciary and related assets$175,672,955,00011
Managed Assets ($)$123,192,924,0006
Non-managed Assets ($)$52,480,031,00016
Memoranda
Gross Fiduciary activities income$863,233,0009
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$66,176,00011
Number of Managed Accounts$63,430,0006
Number of Non-Managed Accounts$2,746,00036
Total fiduciary and related assets$168,697,709,00011
Managed Assets ($)$117,988,354,0007
Non-managed Assets ($)$50,709,355,00016
Memoranda
Gross Fiduciary activities income$642,864,0009
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$66,514,00011
Number of Managed Accounts$63,656,0006
Number of Non-Managed Accounts$2,858,00034
Total fiduciary and related assets$164,525,726,00011
Managed Assets ($)$115,101,633,0008
Non-managed Assets ($)$49,424,093,00016
Memoranda
Gross Fiduciary activities income$427,505,0009
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$66,565,00011
Number of Managed Accounts$63,653,0006
Number of Non-Managed Accounts$2,912,00034
Total fiduciary and related assets$162,221,334,00010
Managed Assets ($)$113,716,699,0008
Non-managed Assets ($)$48,504,635,00016
Memoranda
Gross Fiduciary activities income$214,526,0009
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$66,856,00011
Number of Managed Accounts$63,912,0006
Number of Non-Managed Accounts$2,944,00036
Total fiduciary and related assets$157,178,992,00010
Managed Assets ($)$110,757,778,0008
Non-managed Assets ($)$46,421,214,00016
Memoranda
Gross Fiduciary activities income$836,644,0009
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$67,217,00011
Number of Managed Accounts$64,292,0006
Number of Non-Managed Accounts$2,925,00034
Total fiduciary and related assets$157,408,733,00010
Managed Assets ($)$110,777,673,0008
Non-managed Assets ($)$46,631,060,00015
Memoranda
Gross Fiduciary activities income$623,839,0009
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$67,810,00011
Number of Managed Accounts$64,899,0006
Number of Non-Managed Accounts$2,911,00035
Total fiduciary and related assets$155,574,482,00011
Managed Assets ($)$109,857,531,0008
Non-managed Assets ($)$45,716,951,00015
Memoranda
Gross Fiduciary activities income$407,735,0009
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$68,241,00011
Number of Managed Accounts$65,317,0006
Number of Non-Managed Accounts$2,924,00036
Total fiduciary and related assets$154,731,470,00011
Managed Assets ($)$110,062,548,0007
Non-managed Assets ($)$44,668,922,00015
Memoranda
Gross Fiduciary activities income$199,541,0009
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$68,983,00011
Number of Managed Accounts$66,044,0006
Number of Non-Managed Accounts$2,939,00036
Total fiduciary and related assets$155,192,325,00011
Managed Assets ($)$110,210,700,0007
Non-managed Assets ($)$44,981,625,00015
Memoranda
Gross Fiduciary activities income$852,104,0009
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$68,807,00011
Number of Managed Accounts$65,887,0006
Number of Non-Managed Accounts$2,920,00034
Total fiduciary and related assets$152,238,743,00011
Managed Assets ($)$108,526,813,0007
Non-managed Assets ($)$43,711,930,00015
Memoranda
Gross Fiduciary activities income$644,893,0009
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$68,822,00011
Number of Managed Accounts$65,839,0007
Number of Non-Managed Accounts$2,983,00033
Total fiduciary and related assets$157,661,161,00012
Managed Assets ($)$112,175,367,0007
Non-managed Assets ($)$45,485,794,00015
Memoranda
Gross Fiduciary activities income$441,661,0009
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$68,441,00011
Number of Managed Accounts$65,450,0006
Number of Non-Managed Accounts$2,991,00034
Total fiduciary and related assets$159,337,986,00011
Managed Assets ($)$113,941,218,0007
Non-managed Assets ($)$45,396,768,00016
Memoranda
Gross Fiduciary activities income$202,074,0009
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$68,461,00011
Number of Managed Accounts$65,455,0006
Number of Non-Managed Accounts$3,006,00037
Total fiduciary and related assets$158,412,294,00011
Managed Assets ($)$113,704,666,0007
Non-managed Assets ($)$44,707,628,00017
Memoranda
Gross Fiduciary activities income$797,969,0009
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$68,210,00011
Number of Managed Accounts$65,233,0006
Number of Non-Managed Accounts$2,977,00034
Total fiduciary and related assets$155,049,631,00011
Managed Assets ($)$111,171,316,0007
Non-managed Assets ($)$43,878,315,00016
Memoranda
Gross Fiduciary activities income$596,961,0009
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$72,482,00013
Number of Managed Accounts$69,033,0006
Number of Non-Managed Accounts$3,449,00031
Total fiduciary and related assets$158,241,928,00011
Managed Assets ($)$111,578,572,0008
Non-managed Assets ($)$46,663,356,00016
Memoranda
Gross Fiduciary activities income$395,739,0009
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$72,439,00014
Number of Managed Accounts$68,944,0006
Number of Non-Managed Accounts$3,495,00034
Total fiduciary and related assets$153,134,158,00012
Managed Assets ($)$110,157,139,0008
Non-managed Assets ($)$42,977,019,00017
Memoranda
Gross Fiduciary activities income$193,641,0009
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$73,020,00014
Number of Managed Accounts$68,312,0006
Number of Non-Managed Accounts$4,708,00029
Total fiduciary and related assets$154,799,656,00012
Managed Assets ($)$109,400,134,0008
Non-managed Assets ($)$45,399,522,00017
Memoranda
Gross Fiduciary activities income$728,276,0009
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$72,369,00014
Number of Managed Accounts$67,699,0006
Number of Non-Managed Accounts$4,670,00027
Total fiduciary and related assets$146,222,362,00012
Managed Assets ($)$104,698,073,0008
Non-managed Assets ($)$41,524,289,00017
Memoranda
Gross Fiduciary activities income$536,336,0009
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$72,296,00014
Number of Managed Accounts$67,666,0006
Number of Non-Managed Accounts$4,630,00028
Total fiduciary and related assets$141,857,968,00012
Managed Assets ($)$102,665,155,0008
Non-managed Assets ($)$39,192,813,00017
Memoranda
Gross Fiduciary activities income$354,159,0009
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$72,730,00014
Number of Managed Accounts$68,088,0006
Number of Non-Managed Accounts$4,642,00028
Total fiduciary and related assets$141,884,012,00012
Managed Assets ($)$102,637,766,0008
Non-managed Assets ($)$39,246,246,00017
Memoranda
Gross Fiduciary activities income$174,278,0009
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$72,002,00014
Number of Managed Accounts$67,826,0005
Number of Non-Managed Accounts$4,176,00030
Total fiduciary and related assets$127,092,357,00013
Managed Assets ($)$97,403,026,0008
Non-managed Assets ($)$29,689,331,00019
Memoranda
Gross Fiduciary activities income$652,109,0009
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$82,442,00014
Number of Managed Accounts$78,117,0004
Number of Non-Managed Accounts$4,325,00028
Total fiduciary and related assets$127,339,789,00013
Managed Assets ($)$95,394,499,0008
Non-managed Assets ($)$31,945,290,00017
Memoranda
Gross Fiduciary activities income$485,231,0009
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$81,605,00014
Number of Managed Accounts$77,234,0004
Number of Non-Managed Accounts$4,371,00029
Total fiduciary and related assets$123,005,733,00013
Managed Assets ($)$92,895,939,0008
Non-managed Assets ($)$30,109,794,00017
Memoranda
Gross Fiduciary activities income$322,017,0009
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$80,615,00014
Number of Managed Accounts$76,208,0004
Number of Non-Managed Accounts$4,407,00030
Total fiduciary and related assets$126,348,832,00013
Managed Assets ($)$95,669,404,0008
Non-managed Assets ($)$30,679,428,00016
Memoranda
Gross Fiduciary activities income$162,163,0009
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$79,973,00012
Number of Managed Accounts$75,492,0004
Number of Non-Managed Accounts$4,481,00029
Total fiduciary and related assets$121,091,192,00013
Managed Assets ($)$91,090,443,0007
Non-managed Assets ($)$30,000,749,00016
Memoranda
Gross Fiduciary activities income$628,217,0009
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$79,671,00011
Number of Managed Accounts$75,158,0004
Number of Non-Managed Accounts$4,513,00027
Total fiduciary and related assets$116,472,168,00013
Managed Assets ($)$87,287,616,0006
Non-managed Assets ($)$29,184,552,00016
Memoranda
Gross Fiduciary activities income$473,448,0009
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$78,538,00011
Number of Managed Accounts$73,918,0004
Number of Non-Managed Accounts$4,620,00028
Total fiduciary and related assets$129,204,312,00012
Managed Assets ($)$93,565,646,0006
Non-managed Assets ($)$35,638,666,00017
Memoranda
Gross Fiduciary activities income$319,805,0009
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$78,108,00011
Number of Managed Accounts$73,480,0003
Number of Non-Managed Accounts$4,628,00029
Total fiduciary and related assets$128,831,489,00012
Managed Assets ($)$94,719,609,0006
Non-managed Assets ($)$34,111,880,00017
Memoranda
Gross Fiduciary activities income$158,282,0009
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$77,737,00011
Number of Managed Accounts$73,075,0003
Number of Non-Managed Accounts$4,662,00031
Total fiduciary and related assets$125,203,710,00012
Managed Assets ($)$92,451,089,0006
Non-managed Assets ($)$32,752,621,00017
Memoranda
Gross Fiduciary activities income$597,437,0009
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$77,832,00011
Number of Managed Accounts$72,865,0003
Number of Non-Managed Accounts$4,967,00028
Total fiduciary and related assets$121,396,355,00012
Managed Assets ($)$88,678,423,0007
Non-managed Assets ($)$32,717,932,00017
Memoranda
Gross Fiduciary activities income$444,106,0009
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$78,305,00011
Number of Managed Accounts$73,301,0003
Number of Non-Managed Accounts$5,004,00030
Total fiduciary and related assets$114,657,416,00012
Managed Assets ($)$83,445,060,0006
Non-managed Assets ($)$31,212,356,00018
Memoranda
Gross Fiduciary activities income$301,802,0009
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$79,796,00010
Number of Managed Accounts$73,632,0003
Number of Non-Managed Accounts$6,164,00029
Total fiduciary and related assets$127,791,714,00012
Managed Assets ($)$88,093,415,0006
Non-managed Assets ($)$39,698,299,00017
Memoranda
Gross Fiduciary activities income$158,667,0009
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$82,037,00011
Number of Managed Accounts$74,372,0002
Number of Non-Managed Accounts$7,665,00028
Total fiduciary and related assets$129,821,116,00013
Managed Assets ($)$86,353,456,0006
Non-managed Assets ($)$43,467,660,00018
Memoranda
Gross Fiduciary activities income$598,804,00010
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$52,170,00015
Number of Managed Accounts$48,419,0007
Number of Non-Managed Accounts$3,751,00038
Total fiduciary and related assets$79,273,717,00018
Managed Assets ($)$55,272,272,00011
Non-managed Assets ($)$24,001,445,00022
Memoranda
Gross Fiduciary activities income$309,107,00010
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$50,107,00016
Number of Managed Accounts$46,852,0007
Number of Non-Managed Accounts$3,255,00042
Total fiduciary and related assets$65,543,358,00018
Managed Assets ($)$47,658,759,00011
Non-managed Assets ($)$17,884,599,00025
Memoranda
Gross Fiduciary activities income$164,456,00012
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$50,052,00015
Number of Managed Accounts$46,749,0007
Number of Non-Managed Accounts$3,303,00039
Total fiduciary and related assets$62,250,537,00018
Managed Assets ($)$44,951,331,00012
Non-managed Assets ($)$17,299,206,00024
Memoranda
Gross Fiduciary activities income$80,970,00011
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$50,458,00016
Number of Managed Accounts$47,082,0007
Number of Non-Managed Accounts$3,376,00044
Total fiduciary and related assets$65,710,940,00017
Managed Assets ($)$47,480,942,00010
Non-managed Assets ($)$18,229,998,00025
Memoranda
Gross Fiduciary activities income$389,183,00012
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$49,974,00015
Number of Managed Accounts$47,310,0006
Number of Non-Managed Accounts$2,664,00045
Total fiduciary and related assets$74,494,835,00017
Managed Assets ($)$59,371,725,00010
Non-managed Assets ($)$15,123,110,00031
Memoranda
Gross Fiduciary activities income$305,493,00014
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$48,243,00016
Number of Managed Accounts$45,668,0006
Number of Non-Managed Accounts$2,575,00046
Total fiduciary and related assets$77,063,678,00020
Managed Assets ($)$61,496,237,00011
Non-managed Assets ($)$15,567,441,00035
Memoranda
Gross Fiduciary activities income$205,989,00015
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$47,885,00015
Number of Managed Accounts$45,350,0006
Number of Non-Managed Accounts$2,535,00043
Total fiduciary and related assets$79,502,449,00019
Managed Assets ($)$62,701,466,00010
Non-managed Assets ($)$16,800,983,00031
Memoranda
Gross Fiduciary activities income$104,985,00013
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$49,383,00015
Number of Managed Accounts$46,814,0006
Number of Non-Managed Accounts$2,569,00047
Total fiduciary and related assets$85,647,737,00020
Managed Assets ($)$68,818,259,00010
Non-managed Assets ($)$16,829,478,00030
Memoranda
Gross Fiduciary activities income$418,807,00014
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$50,011,00015
Number of Managed Accounts$47,404,0006
Number of Non-Managed Accounts$2,607,00043
Total fiduciary and related assets$87,199,571,00020
Managed Assets ($)$70,023,345,00011
Non-managed Assets ($)$17,176,226,00030
Memoranda
Gross Fiduciary activities income$308,272,00012
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$42,584,00015
Number of Managed Accounts$40,224,0006
Number of Non-Managed Accounts$2,360,00044
Total fiduciary and related assets$67,649,601,00023
Managed Assets ($)$51,344,440,00014
Non-managed Assets ($)$16,305,161,00032
Memoranda
Gross Fiduciary activities income$173,959,00015
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$42,382,00016
Number of Managed Accounts$40,004,0007
Number of Non-Managed Accounts$2,378,00043
Total fiduciary and related assets$65,973,160,00024
Managed Assets ($)$50,037,947,00015
Non-managed Assets ($)$15,935,213,00035
Memoranda
Gross Fiduciary activities income$85,917,00015
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$42,146,00016
Number of Managed Accounts$39,739,0007
Number of Non-Managed Accounts$2,407,00049
Total fiduciary and related assets$66,719,928,00023
Managed Assets ($)$50,269,390,00015
Non-managed Assets ($)$16,450,538,00033
Memoranda
Gross Fiduciary activities income$328,572,00016
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$42,125,00016
Number of Managed Accounts$39,725,0006
Number of Non-Managed Accounts$2,400,00045
Total fiduciary and related assets$64,709,598,00025
Managed Assets ($)$48,843,508,00016
Non-managed Assets ($)$15,866,090,00032
Memoranda
Gross Fiduciary activities income$243,179,00017
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$42,007,00017
Number of Managed Accounts$39,566,0006
Number of Non-Managed Accounts$2,441,00046
Total fiduciary and related assets$62,993,341,00024
Managed Assets ($)$47,162,357,00016
Non-managed Assets ($)$15,830,984,00033
Memoranda
Gross Fiduciary activities income$162,606,00017
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$41,728,00018
Number of Managed Accounts$39,062,0006
Number of Non-Managed Accounts$2,666,00046
Total fiduciary and related assets$64,186,884,00023
Managed Assets ($)$46,757,244,00016
Non-managed Assets ($)$17,429,640,00029
Memoranda
Gross Fiduciary activities income$80,598,00017
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$41,367,00019
Number of Managed Accounts$38,589,0007
Number of Non-Managed Accounts$2,778,00049
Total fiduciary and related assets$63,166,977,00024
Managed Assets ($)$45,909,453,00018
Non-managed Assets ($)$17,257,524,00029
Memoranda
Gross Fiduciary activities income$313,301,00018
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$41,318,00016
Number of Managed Accounts$38,447,0006
Number of Non-Managed Accounts$2,871,00044
Total fiduciary and related assets$64,035,713,00023
Managed Assets ($)$47,291,346,00018
Non-managed Assets ($)$16,744,367,00030
Memoranda
Gross Fiduciary activities income$233,213,00018
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$41,175,00017
Number of Managed Accounts$38,331,0007
Number of Non-Managed Accounts$2,844,00045
Total fiduciary and related assets$63,318,361,00022
Managed Assets ($)$47,071,833,00018
Non-managed Assets ($)$16,246,528,00031
Memoranda
Gross Fiduciary activities income$152,048,00018
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$39,316,00018
Number of Managed Accounts$36,886,0008
Number of Non-Managed Accounts$2,430,00050
Total fiduciary and related assets$59,680,275,00025
Managed Assets ($)$46,117,655,00018
Non-managed Assets ($)$13,562,620,00033
Memoranda
Gross Fiduciary activities income$75,432,00019
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$39,060,00019
Number of Managed Accounts$36,527,0008
Number of Non-Managed Accounts$2,533,00055
Total fiduciary and related assets$61,225,800,00026
Managed Assets ($)$47,294,889,00018
Non-managed Assets ($)$13,930,911,00035
Memoranda
Gross Fiduciary activities income$296,226,00018
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$38,612,00019
Number of Managed Accounts$36,078,00010
Number of Non-Managed Accounts$2,534,00049
Total fiduciary and related assets$59,330,315,00025
Managed Assets ($)$45,892,605,00018
Non-managed Assets ($)$13,437,710,00036
Memoranda
Gross Fiduciary activities income$223,552,00017
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$38,983,00019
Number of Managed Accounts$36,485,00010
Number of Non-Managed Accounts$2,498,00049
Total fiduciary and related assets$62,090,369,00024
Managed Assets ($)$48,664,031,00018
Non-managed Assets ($)$13,426,338,00035
Memoranda
Gross Fiduciary activities income$151,025,00016
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$39,299,00018
Number of Managed Accounts$36,753,0009
Number of Non-Managed Accounts$2,546,00050
Total fiduciary and related assets$64,121,833,00023
Managed Assets ($)$50,439,999,00017
Non-managed Assets ($)$13,681,834,00035
Memoranda
Gross Fiduciary activities income$77,283,00017
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$38,256,00019
Number of Managed Accounts$35,697,0008
Number of Non-Managed Accounts$2,559,00054
Total fiduciary and related assets$62,332,393,00023
Managed Assets ($)$49,717,321,00017
Non-managed Assets ($)$12,615,072,00038
Memoranda
Gross Fiduciary activities income$291,582,00018
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$38,900,00019
Number of Managed Accounts$36,230,0007
Number of Non-Managed Accounts$2,670,00055
Total fiduciary and related assets$59,291,932,00024
Managed Assets ($)$47,589,162,00018
Non-managed Assets ($)$11,702,770,00038
Memoranda
Gross Fiduciary activities income$216,626,00016
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$39,193,00019
Number of Managed Accounts$36,416,0007
Number of Non-Managed Accounts$2,777,00057
Total fiduciary and related assets$59,603,579,00023
Managed Assets ($)$47,811,114,00017
Non-managed Assets ($)$11,792,465,00041
Memoranda
Gross Fiduciary activities income$143,541,00016
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$39,943,00019
Number of Managed Accounts$36,863,0008
Number of Non-Managed Accounts$3,080,00052
Total fiduciary and related assets$56,558,307,00022
Managed Assets ($)$45,836,251,00016
Non-managed Assets ($)$10,722,056,00041
Memoranda
Gross Fiduciary activities income$70,457,00017
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$40,332,00017
Number of Managed Accounts$37,040,0008
Number of Non-Managed Accounts$3,292,00051
Total fiduciary and related assets$58,098,235,00024
Managed Assets ($)$46,585,033,00016
Non-managed Assets ($)$11,513,202,00041
Memoranda
Gross Fiduciary activities income$308,291,00016
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$42,017,00015
Number of Managed Accounts$38,202,0008
Number of Non-Managed Accounts$3,815,00043
Total fiduciary and related assets$66,092,196,00021
Managed Assets ($)$54,935,576,00015
Non-managed Assets ($)$11,156,620,00040
Memoranda
Gross Fiduciary activities income$365,434,00013
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$771,456,0006
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$634,045,0007
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$636,629,0009
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$462,220,0007
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$327,870,00010
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$48,211,00049
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$43,810,00054
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$34,789,00063
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$34,451,00059