Home > State Nebraska Bank & Trust > Total Managed Assets held in Fiduciary Accounts
State Nebraska Bank & Trust, Total Managed Assets held in Fiduciary Accounts
2024-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2024-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 2 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2024-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 7 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2023-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 4 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $24,603,000 | 661 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $0 | 548 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $636,000 | 574 |
US Treasury & US government agency obligations, managed personal trust&agency | $0 | 654 |
State, county and municipal obligations, managed personal trust&agency accts, | $0 | 674 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $255,000 | 566 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $6,655,000 | 483 |
Other mutual funds, managed personal trust&agency accts, etc.. | $0 | 759 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 60 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 53 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $0 | 710 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $0 | 235 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $6,890,000 | 589 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $0 | 328 |
Real Estate, managed personal trust&agency accts, etc.. | $9,061,000 | 396 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $1,106,000 | 535 |
Managed employee benefit and retirements-related trust and agency acccounts | $0 | 657 |
Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 254 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 437 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $0 | 448 |
State, county & municipal obligations,managed emp benft & retire-related | $0 | 296 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $0 | 480 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $0 | 538 |
Other mutual funds,managed emp benft & retire-related trust accnts | $0 | 543 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 34 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 29 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $0 | 477 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 100 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $0 | 579 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 28 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 121 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $0 | 293 |
Total all other managed assets: | $3,638,000 | 465 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 230 |
Interest-bearing deposits, all other managed accounts | $436,000 | 246 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $0 | 399 |
State, county and municipal obligations, all other managed accounts | $0 | 283 |
Money market mutual funds, all other managed accounts | $27,000 | 421 |
Equity mutual funds, all other managed accounts | $134,000 | 435 |
Other mutual funds, all other managed accounts | $0 | 488 |
Common trust funds and collective investment funds, all other managed account | $0 | 75 |
Other short-term obligations, all other managed accounts | $0 | 70 |
Other notes and bonds, all other managed accounts | $0 | 413 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 110 |
Other common and preferred stocks, all other managed accounts | $620,000 | 404 |
Real Estate Mortgages, all other managed accounts | $0 | 38 |
Real estate, all other managed accounts | $1,315,000 | 119 |
Miscellaneous assets, all other managed accounts | $1,106,000 | 110 |
2023-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 5 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2023-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2023-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2022-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $27,853,000 | 661 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $0 | 518 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $1,517,000 | 469 |
US Treasury & US government agency obligations, managed personal trust&agency | $0 | 674 |
State, county and municipal obligations, managed personal trust&agency accts, | $0 | 660 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $0 | 663 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $308,000 | 670 |
Other mutual funds, managed personal trust&agency accts, etc.. | $5,521,000 | 527 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 57 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 69 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $0 | 689 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $0 | 240 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $7,610,000 | 603 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $308,000 | 190 |
Real Estate, managed personal trust&agency accts, etc.. | $10,376,000 | 372 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $2,213,000 | 496 |
Managed employee benefit and retirements-related trust and agency acccounts | $0 | 676 |
Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 284 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 428 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $0 | 438 |
State, county & municipal obligations,managed emp benft & retire-related | $0 | 312 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $0 | 503 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $0 | 561 |
Other mutual funds,managed emp benft & retire-related trust accnts | $0 | 582 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 33 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 32 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $0 | 487 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 108 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $0 | 605 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 38 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 116 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $0 | 303 |
Total all other managed assets: | $0 | 627 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 219 |
Interest-bearing deposits, all other managed accounts | $0 | 394 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $0 | 359 |
State, county and municipal obligations, all other managed accounts | $0 | 248 |
Money market mutual funds, all other managed accounts | $0 | 434 |
Equity mutual funds, all other managed accounts | $0 | 448 |
Other mutual funds, all other managed accounts | $0 | 469 |
Common trust funds and collective investment funds, all other managed account | $0 | 38 |
Other short-term obligations, all other managed accounts | $0 | 37 |
Other notes and bonds, all other managed accounts | $0 | 385 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 62 |
Other common and preferred stocks, all other managed accounts | $0 | 467 |
Real Estate Mortgages, all other managed accounts | $0 | 44 |
Real estate, all other managed accounts | $0 | 220 |
Miscellaneous assets, all other managed accounts | $0 | 235 |
2022-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2022-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2022-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2021-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $33,316,000 | 616 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $0 | 526 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $2,164,000 | 387 |
US Treasury & US government agency obligations, managed personal trust&agency | $0 | 580 |
State, county and municipal obligations, managed personal trust&agency accts, | $0 | 648 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $0 | 647 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $435,000 | 632 |
Other mutual funds, managed personal trust&agency accts, etc.. | $8,372,000 | 494 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 47 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 67 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $0 | 668 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $0 | 212 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $8,885,000 | 569 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $338,000 | 181 |
Real Estate, managed personal trust&agency accts, etc.. | $11,154,000 | 329 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $1,968,000 | 471 |
Managed employee benefit and retirements-related trust and agency acccounts | $0 | 658 |
Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 255 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 416 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $0 | 353 |
State, county & municipal obligations,managed emp benft & retire-related | $0 | 317 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $0 | 490 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $0 | 540 |
Other mutual funds,managed emp benft & retire-related trust accnts | $0 | 562 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 30 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 32 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $0 | 479 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 90 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $0 | 587 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 41 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 122 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $0 | 300 |
Total all other managed assets: | $0 | 599 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 209 |
Interest-bearing deposits, all other managed accounts | $0 | 388 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $0 | 293 |
State, county and municipal obligations, all other managed accounts | $0 | 244 |
Money market mutual funds, all other managed accounts | $0 | 416 |
Equity mutual funds, all other managed accounts | $0 | 429 |
Other mutual funds, all other managed accounts | $0 | 450 |
Common trust funds and collective investment funds, all other managed account | $0 | 34 |
Other short-term obligations, all other managed accounts | $0 | 29 |
Other notes and bonds, all other managed accounts | $0 | 372 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 50 |
Other common and preferred stocks, all other managed accounts | $0 | 450 |
Real Estate Mortgages, all other managed accounts | $0 | 44 |
Real estate, all other managed accounts | $0 | 205 |
Miscellaneous assets, all other managed accounts | $0 | 215 |
2021-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2021-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2021-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2020-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $29,219,000 | 627 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $0 | 517 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $3,095,000 | 350 |
US Treasury & US government agency obligations, managed personal trust&agency | $0 | 608 |
State, county and municipal obligations, managed personal trust&agency accts, | $0 | 671 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $0 | 666 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $376,000 | 639 |
Other mutual funds, managed personal trust&agency accts, etc.. | $5,297,000 | 533 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 54 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 74 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $0 | 685 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $0 | 209 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $6,790,000 | 594 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $360,000 | 191 |
Real Estate, managed personal trust&agency accts, etc.. | $11,257,000 | 329 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $2,044,000 | 462 |
Managed employee benefit and retirements-related trust and agency acccounts | $0 | 677 |
Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 277 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 448 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $0 | 368 |
State, county & municipal obligations,managed emp benft & retire-related | $0 | 338 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $0 | 494 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $0 | 542 |
Other mutual funds,managed emp benft & retire-related trust accnts | $0 | 572 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 37 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 36 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $0 | 496 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 91 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $0 | 601 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 49 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 142 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $0 | 308 |
Total all other managed assets: | $0 | 608 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 215 |
Interest-bearing deposits, all other managed accounts | $0 | 398 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $0 | 300 |
State, county and municipal obligations, all other managed accounts | $0 | 249 |
Money market mutual funds, all other managed accounts | $0 | 420 |
Equity mutual funds, all other managed accounts | $0 | 428 |
Other mutual funds, all other managed accounts | $0 | 456 |
Common trust funds and collective investment funds, all other managed account | $0 | 36 |
Other short-term obligations, all other managed accounts | $0 | 31 |
Other notes and bonds, all other managed accounts | $0 | 375 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 54 |
Other common and preferred stocks, all other managed accounts | $0 | 457 |
Real Estate Mortgages, all other managed accounts | $0 | 50 |
Real estate, all other managed accounts | $0 | 204 |
Miscellaneous assets, all other managed accounts | $0 | 210 |
2020-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2020-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2020-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2019-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $32,712,000 | 616 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $0 | 559 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $1,858,000 | 458 |
US Treasury & US government agency obligations, managed personal trust&agency | $0 | 649 |
State, county and municipal obligations, managed personal trust&agency accts, | $14,000 | 687 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $0 | 675 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $372,000 | 640 |
Other mutual funds, managed personal trust&agency accts, etc.. | $5,406,000 | 522 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 56 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 82 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $68,000 | 664 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $0 | 203 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $6,799,000 | 596 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $418,000 | 196 |
Real Estate, managed personal trust&agency accts, etc.. | $15,684,000 | 263 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $2,093,000 | 463 |
Managed employee benefit and retirements-related trust and agency acccounts | $0 | 696 |
Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 281 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 480 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $0 | 413 |
State, county & municipal obligations,managed emp benft & retire-related | $0 | 343 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $0 | 499 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $0 | 549 |
Other mutual funds,managed emp benft & retire-related trust accnts | $0 | 579 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 39 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 37 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $0 | 509 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 97 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $0 | 610 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 64 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 157 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $0 | 326 |
Total all other managed assets: | $0 | 602 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 196 |
Interest-bearing deposits, all other managed accounts | $0 | 396 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $0 | 330 |
State, county and municipal obligations, all other managed accounts | $0 | 258 |
Money market mutual funds, all other managed accounts | $0 | 414 |
Equity mutual funds, all other managed accounts | $0 | 428 |
Other mutual funds, all other managed accounts | $0 | 444 |
Common trust funds and collective investment funds, all other managed account | $0 | 38 |
Other short-term obligations, all other managed accounts | $0 | 32 |
Other notes and bonds, all other managed accounts | $0 | 376 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 53 |
Other common and preferred stocks, all other managed accounts | $0 | 453 |
Real Estate Mortgages, all other managed accounts | $0 | 50 |
Real estate, all other managed accounts | $0 | 203 |
Miscellaneous assets, all other managed accounts | $0 | 212 |
2019-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2019-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2019-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2018-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $35,806,000 | 605 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $2,330,000 | 44 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $1,763,000 | 479 |
US Treasury & US government agency obligations, managed personal trust&agency | $0 | 689 |
State, county and municipal obligations, managed personal trust&agency accts, | $14,000 | 718 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $0 | 683 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $91,000 | 695 |
Other mutual funds, managed personal trust&agency accts, etc.. | $2,950,000 | 583 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 59 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 80 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $142,000 | 651 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $0 | 195 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $5,692,000 | 616 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $448,000 | 210 |
Real Estate, managed personal trust&agency accts, etc.. | $20,306,000 | 218 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $2,070,000 | 474 |
Managed employee benefit and retirements-related trust and agency acccounts | $0 | 719 |
Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 302 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 503 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $0 | 435 |
State, county & municipal obligations,managed emp benft & retire-related | $0 | 352 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $0 | 511 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $0 | 562 |
Other mutual funds,managed emp benft & retire-related trust accnts | $0 | 601 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 39 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 36 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $0 | 531 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 96 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $0 | 629 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 68 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 162 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $0 | 339 |
Total all other managed assets: | $0 | 615 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 235 |
Interest-bearing deposits, all other managed accounts | $0 | 411 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $0 | 337 |
State, county and municipal obligations, all other managed accounts | $0 | 263 |
Money market mutual funds, all other managed accounts | $0 | 423 |
Equity mutual funds, all other managed accounts | $0 | 433 |
Other mutual funds, all other managed accounts | $0 | 455 |
Common trust funds and collective investment funds, all other managed account | $0 | 40 |
Other short-term obligations, all other managed accounts | $0 | 37 |
Other notes and bonds, all other managed accounts | $0 | 391 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 49 |
Other common and preferred stocks, all other managed accounts | $0 | 466 |
Real Estate Mortgages, all other managed accounts | $0 | 54 |
Real estate, all other managed accounts | $0 | 193 |
Miscellaneous assets, all other managed accounts | $0 | 208 |
2018-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2018-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2018-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2017-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $38,049,000 | 616 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $0 | 596 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $2,210,000 | 465 |
US Treasury & US government agency obligations, managed personal trust&agency | $20,000 | 668 |
State, county and municipal obligations, managed personal trust&agency accts, | $127,000 | 689 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $0 | 691 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $107,000 | 695 |
Other mutual funds, managed personal trust&agency accts, etc.. | $4,512,000 | 551 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 66 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 80 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $172,000 | 675 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $0 | 192 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $5,798,000 | 633 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $490,000 | 210 |
Real Estate, managed personal trust&agency accts, etc.. | $22,510,000 | 202 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $2,103,000 | 480 |
Managed employee benefit and retirements-related trust and agency acccounts | $0 | 729 |
Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 324 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 516 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $0 | 429 |
State, county & municipal obligations,managed emp benft & retire-related | $0 | 360 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $0 | 505 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $0 | 563 |
Other mutual funds,managed emp benft & retire-related trust accnts | $0 | 604 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 46 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 35 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $0 | 543 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 94 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $0 | 642 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 80 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 173 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $0 | 342 |
Total all other managed assets: | $0 | 623 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 243 |
Interest-bearing deposits, all other managed accounts | $0 | 422 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $0 | 334 |
State, county and municipal obligations, all other managed accounts | $0 | 268 |
Money market mutual funds, all other managed accounts | $0 | 421 |
Equity mutual funds, all other managed accounts | $0 | 429 |
Other mutual funds, all other managed accounts | $0 | 451 |
Common trust funds and collective investment funds, all other managed account | $0 | 39 |
Other short-term obligations, all other managed accounts | $0 | 37 |
Other notes and bonds, all other managed accounts | $0 | 394 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 46 |
Other common and preferred stocks, all other managed accounts | $0 | 451 |
Real Estate Mortgages, all other managed accounts | $0 | 57 |
Real estate, all other managed accounts | $0 | 202 |
Miscellaneous assets, all other managed accounts | $0 | 216 |
2017-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2017-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2017-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2016-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $40,259,000 | 622 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $0 | 624 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $4,203,000 | 352 |
US Treasury & US government agency obligations, managed personal trust&agency | $22,000 | 689 |
State, county and municipal obligations, managed personal trust&agency accts, | $185,000 | 706 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $0 | 717 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $91,000 | 724 |
Other mutual funds, managed personal trust&agency accts, etc.. | $2,208,000 | 628 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 72 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 87 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $282,000 | 662 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $0 | 200 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $5,744,000 | 647 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $1,162,000 | 133 |
Real Estate, managed personal trust&agency accts, etc.. | $24,924,000 | 185 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $1,438,000 | 551 |
Managed employee benefit and retirements-related trust and agency acccounts | $0 | 755 |
Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 321 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 527 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $0 | 432 |
State, county & municipal obligations,managed emp benft & retire-related | $0 | 365 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $0 | 523 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $0 | 575 |
Other mutual funds,managed emp benft & retire-related trust accnts | $0 | 620 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 43 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 33 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $0 | 545 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 98 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $0 | 667 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 87 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 181 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $0 | 360 |
Total all other managed assets: | $0 | 632 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 219 |
Interest-bearing deposits, all other managed accounts | $0 | 434 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $0 | 350 |
State, county and municipal obligations, all other managed accounts | $0 | 281 |
Money market mutual funds, all other managed accounts | $0 | 427 |
Equity mutual funds, all other managed accounts | $0 | 434 |
Other mutual funds, all other managed accounts | $0 | 454 |
Common trust funds and collective investment funds, all other managed account | $0 | 45 |
Other short-term obligations, all other managed accounts | $0 | 37 |
Other notes and bonds, all other managed accounts | $0 | 399 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 51 |
Other common and preferred stocks, all other managed accounts | $0 | 455 |
Real Estate Mortgages, all other managed accounts | $0 | 61 |
Real estate, all other managed accounts | $0 | 214 |
Miscellaneous assets, all other managed accounts | $0 | 238 |
2016-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2016-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2016-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2015-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $41,499,000 | 622 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $0 | 652 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $2,362,000 | 470 |
US Treasury & US government agency obligations, managed personal trust&agency | $122,000 | 640 |
State, county and municipal obligations, managed personal trust&agency accts, | $271,000 | 690 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $0 | 768 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $79,000 | 733 |
Other mutual funds, managed personal trust&agency accts, etc.. | $4,408,000 | 552 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 81 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 92 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $342,000 | 666 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $0 | 194 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $5,593,000 | 655 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $1,173,000 | 134 |
Real Estate, managed personal trust&agency accts, etc.. | $25,966,000 | 175 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $1,183,000 | 583 |
Managed employee benefit and retirements-related trust and agency acccounts | $0 | 773 |
Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 344 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 554 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $0 | 454 |
State, county & municipal obligations,managed emp benft & retire-related | $0 | 357 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $0 | 554 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $0 | 577 |
Other mutual funds,managed emp benft & retire-related trust accnts | $0 | 622 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 43 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 26 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $0 | 560 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 96 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $0 | 682 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 90 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 192 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $0 | 365 |
Total all other managed assets: | $0 | 637 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 261 |
Interest-bearing deposits, all other managed accounts | $0 | 438 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $0 | 350 |
State, county and municipal obligations, all other managed accounts | $0 | 271 |
Money market mutual funds, all other managed accounts | $0 | 447 |
Equity mutual funds, all other managed accounts | $0 | 435 |
Other mutual funds, all other managed accounts | $0 | 457 |
Common trust funds and collective investment funds, all other managed account | $0 | 48 |
Other short-term obligations, all other managed accounts | $0 | 38 |
Other notes and bonds, all other managed accounts | $0 | 401 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 47 |
Other common and preferred stocks, all other managed accounts | $0 | 461 |
Real Estate Mortgages, all other managed accounts | $0 | 65 |
Real estate, all other managed accounts | $0 | 220 |
Miscellaneous assets, all other managed accounts | $0 | 237 |
2015-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2015-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2015-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2014-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $38,041,000 | 652 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $0 | 654 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $1,928,000 | 546 |
US Treasury & US government agency obligations, managed personal trust&agency | $154,000 | 648 |
State, county and municipal obligations, managed personal trust&agency accts, | $4,435,000 | 454 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $0 | 795 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $28,000 | 768 |
Other mutual funds, managed personal trust&agency accts, etc.. | $2,307,000 | 648 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 83 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 102 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $359,000 | 689 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $0 | 211 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $5,876,000 | 664 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $1,274,000 | 136 |
Real Estate, managed personal trust&agency accts, etc.. | $21,100,000 | 205 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $580,000 | 700 |
Managed employee benefit and retirements-related trust and agency acccounts | $0 | 794 |
Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 374 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 585 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $0 | 491 |
State, county & municipal obligations,managed emp benft & retire-related | $0 | 368 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $0 | 574 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $0 | 589 |
Other mutual funds,managed emp benft & retire-related trust accnts | $0 | 651 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 49 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 31 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $0 | 579 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 102 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $0 | 700 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 106 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 182 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $0 | 364 |
Total all other managed assets: | $0 | 653 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 261 |
Interest-bearing deposits, all other managed accounts | $0 | 445 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $0 | 350 |
State, county and municipal obligations, all other managed accounts | $0 | 277 |
Money market mutual funds, all other managed accounts | $0 | 459 |
Equity mutual funds, all other managed accounts | $0 | 445 |
Other mutual funds, all other managed accounts | $0 | 461 |
Common trust funds and collective investment funds, all other managed account | $0 | 48 |
Other short-term obligations, all other managed accounts | $0 | 35 |
Other notes and bonds, all other managed accounts | $0 | 412 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 54 |
Other common and preferred stocks, all other managed accounts | $0 | 466 |
Real Estate Mortgages, all other managed accounts | $0 | 67 |
Real estate, all other managed accounts | $0 | 215 |
Miscellaneous assets, all other managed accounts | $0 | 233 |
2014-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2014-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2014-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2013-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $27,599,000 | 709 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $0 | 675 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $1,384,000 | 647 |
US Treasury & US government agency obligations, managed personal trust&agency | $0 | 850 |
State, county and municipal obligations, managed personal trust&agency accts, | $546,000 | 689 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $0 | 814 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $34,000 | 777 |
Other mutual funds, managed personal trust&agency accts, etc.. | $807,000 | 729 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 86 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 92 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $62,000 | 820 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $0 | 214 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $4,980,000 | 693 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $1,366,000 | 130 |
Real Estate, managed personal trust&agency accts, etc.. | $17,852,000 | 222 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $568,000 | 700 |
Managed employee benefit and retirements-related trust and agency acccounts | $2,643,000 | 662 |
Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 381 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $8,000 | 594 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $173,000 | 366 |
State, county & municipal obligations,managed emp benft & retire-related | $0 | 380 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $0 | 585 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $0 | 585 |
Other mutual funds,managed emp benft & retire-related trust accnts | $494,000 | 554 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 51 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 29 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $597,000 | 394 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 104 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $1,371,000 | 519 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 112 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 182 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $0 | 385 |
Total all other managed assets: | $0 | 656 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 259 |
Interest-bearing deposits, all other managed accounts | $0 | 456 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $0 | 370 |
State, county and municipal obligations, all other managed accounts | $0 | 279 |
Money market mutual funds, all other managed accounts | $0 | 462 |
Equity mutual funds, all other managed accounts | $0 | 439 |
Other mutual funds, all other managed accounts | $0 | 458 |
Common trust funds and collective investment funds, all other managed account | $0 | 48 |
Other short-term obligations, all other managed accounts | $0 | 34 |
Other notes and bonds, all other managed accounts | $0 | 410 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 53 |
Other common and preferred stocks, all other managed accounts | $0 | 462 |
Real Estate Mortgages, all other managed accounts | $0 | 62 |
Real estate, all other managed accounts | $0 | 209 |
Miscellaneous assets, all other managed accounts | $0 | 219 |
2013-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2013-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2013-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2012-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $20,150,000 | 760 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $0 | 698 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $1,624,000 | 643 |
US Treasury & US government agency obligations, managed personal trust&agency | $80,000 | 758 |
State, county and municipal obligations, managed personal trust&agency accts, | $577,000 | 705 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $0 | 843 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $28,000 | 777 |
Other mutual funds, managed personal trust&agency accts, etc.. | $737,000 | 734 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 88 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 108 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $76,000 | 838 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $0 | 205 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $3,856,000 | 711 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $801,000 | 189 |
Real Estate, managed personal trust&agency accts, etc.. | $12,153,000 | 270 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $218,000 | 804 |
Managed employee benefit and retirements-related trust and agency acccounts | $2,299,000 | 683 |
Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 428 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $7,000 | 615 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $259,000 | 358 |
State, county & municipal obligations,managed emp benft & retire-related | $0 | 376 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $0 | 586 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $0 | 586 |
Other mutual funds,managed emp benft & retire-related trust accnts | $179,000 | 589 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 55 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 32 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $816,000 | 373 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 100 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $1,038,000 | 531 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 122 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 191 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $0 | 384 |
Total all other managed assets: | $0 | 662 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 275 |
Interest-bearing deposits, all other managed accounts | $0 | 467 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $0 | 378 |
State, county and municipal obligations, all other managed accounts | $0 | 268 |
Money market mutual funds, all other managed accounts | $0 | 458 |
Equity mutual funds, all other managed accounts | $0 | 428 |
Other mutual funds, all other managed accounts | $0 | 447 |
Common trust funds and collective investment funds, all other managed account | $0 | 52 |
Other short-term obligations, all other managed accounts | $0 | 36 |
Other notes and bonds, all other managed accounts | $0 | 417 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 58 |
Other common and preferred stocks, all other managed accounts | $0 | 464 |
Real Estate Mortgages, all other managed accounts | $0 | 62 |
Real estate, all other managed accounts | $0 | 185 |
Miscellaneous assets, all other managed accounts | $0 | 209 |
2012-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2012-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2012-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2011-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $14,249,000 | 822 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $790,000 | 73 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $882,000 | 837 |
US Treasury & US government agency obligations, managed personal trust&agency | $276,000 | 704 |
State, county and municipal obligations, managed personal trust&agency accts, | $582,000 | 729 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $0 | 870 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $45,000 | 774 |
Other mutual funds, managed personal trust&agency accts, etc.. | $672,000 | 717 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 92 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 104 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $84,000 | 860 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $0 | 201 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $1,978,000 | 806 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $51,000 | 437 |
Real Estate, managed personal trust&agency accts, etc.. | $8,776,000 | 322 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $113,000 | 871 |
Managed employee benefit and retirements-related trust and agency acccounts | $1,916,000 | 703 |
Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 402 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $10,000 | 659 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $410,000 | 375 |
State, county & municipal obligations,managed emp benft & retire-related | $0 | 375 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $0 | 586 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $0 | 591 |
Other mutual funds,managed emp benft & retire-related trust accnts | $1,000 | 650 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 57 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 35 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $688,000 | 398 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 91 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $807,000 | 555 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 127 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 195 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $0 | 386 |
Total all other managed assets: | $0 | 664 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 263 |
Interest-bearing deposits, all other managed accounts | $0 | 481 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $0 | 390 |
State, county and municipal obligations, all other managed accounts | $0 | 260 |
Money market mutual funds, all other managed accounts | $0 | 444 |
Equity mutual funds, all other managed accounts | $0 | 410 |
Other mutual funds, all other managed accounts | $0 | 423 |
Common trust funds and collective investment funds, all other managed account | $0 | 49 |
Other short-term obligations, all other managed accounts | $0 | 39 |
Other notes and bonds, all other managed accounts | $0 | 427 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 46 |
Other common and preferred stocks, all other managed accounts | $0 | 451 |
Real Estate Mortgages, all other managed accounts | $0 | 57 |
Real estate, all other managed accounts | $0 | 176 |
Miscellaneous assets, all other managed accounts | $0 | 208 |
2011-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2011-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2011-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2010-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $10,565,000 | 907 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $0 | 706 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $779,000 | 931 |
US Treasury & US government agency obligations, managed personal trust&agency | $223,000 | 771 |
State, county and municipal obligations, managed personal trust&agency accts, | $568,000 | 777 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $0 | 896 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $88,000 | 784 |
Other mutual funds, managed personal trust&agency accts, etc.. | $366,000 | 780 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 110 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 126 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $99,000 | 905 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $0 | 208 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $1,947,000 | 843 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $59,000 | 445 |
Real Estate, managed personal trust&agency accts, etc.. | $6,322,000 | 386 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $114,000 | 907 |
Managed employee benefit and retirements-related trust and agency acccounts | $1,768,000 | 743 |
Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 397 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $5,000 | 706 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $334,000 | 430 |
State, county & municipal obligations,managed emp benft & retire-related | $0 | 388 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $0 | 617 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $0 | 603 |
Other mutual funds,managed emp benft & retire-related trust accnts | $10,000 | 652 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 72 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 47 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $685,000 | 423 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 106 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $734,000 | 585 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 133 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 199 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $0 | 401 |
Total all other managed assets: | $0 | 694 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 260 |
Interest-bearing deposits, all other managed accounts | $0 | 515 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $0 | 412 |
State, county and municipal obligations, all other managed accounts | $0 | 270 |
Money market mutual funds, all other managed accounts | $0 | 448 |
Equity mutual funds, all other managed accounts | $0 | 405 |
Other mutual funds, all other managed accounts | $0 | 415 |
Common trust funds and collective investment funds, all other managed account | $0 | 56 |
Other short-term obligations, all other managed accounts | $0 | 55 |
Other notes and bonds, all other managed accounts | $0 | 431 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 50 |
Other common and preferred stocks, all other managed accounts | $0 | 461 |
Real Estate Mortgages, all other managed accounts | $0 | 66 |
Real estate, all other managed accounts | $0 | 186 |
Miscellaneous assets, all other managed accounts | $0 | 226 |
2010-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2010-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2010-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2009-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $9,274,000 | 944 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $8,000 | 494 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $729,000 | 959 |
US Treasury & US government agency obligations, managed personal trust&agency | $55,000 | 955 |
State, county and municipal obligations, managed personal trust&agency accts, | $803,000 | 750 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $0 | 927 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $237,000 | 675 |
Other mutual funds, managed personal trust&agency accts, etc.. | $245,000 | 768 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 108 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 131 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $66,000 | 943 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $0 | 186 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $1,562,000 | 895 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $45,000 | 473 |
Real Estate, managed personal trust&agency accts, etc.. | $5,303,000 | 431 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $221,000 | 831 |
Managed employee benefit and retirements-related trust and agency acccounts | $1,534,000 | 770 |
Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 380 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $5,000 | 716 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $308,000 | 496 |
State, county & municipal obligations,managed emp benft & retire-related | $0 | 339 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $0 | 631 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $0 | 559 |
Other mutual funds,managed emp benft & retire-related trust accnts | $36,000 | 621 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 77 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 51 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $547,000 | 441 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 100 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $638,000 | 629 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 138 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 183 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $0 | 394 |
Total all other managed assets: | $0 | 690 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 254 |
Interest-bearing deposits, all other managed accounts | $0 | 517 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $0 | 409 |
State, county and municipal obligations, all other managed accounts | $0 | 229 |
Money market mutual funds, all other managed accounts | $0 | 444 |
Equity mutual funds, all other managed accounts | $0 | 368 |
Other mutual funds, all other managed accounts | $0 | 368 |
Common trust funds and collective investment funds, all other managed account | $0 | 56 |
Other short-term obligations, all other managed accounts | $0 | 45 |
Other notes and bonds, all other managed accounts | $0 | 408 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 47 |
Other common and preferred stocks, all other managed accounts | $0 | 445 |
Real Estate Mortgages, all other managed accounts | $0 | 64 |
Real estate, all other managed accounts | $0 | 170 |
Miscellaneous assets, all other managed accounts | $0 | 205 |
2009-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2009-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2009-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2008-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2008-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2008-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2008-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2007-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2007-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2007-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2007-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2006-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2006-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2006-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2006-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2005-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2005-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2005-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2005-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2004-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2004-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2004-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2004-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2003-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2003-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2003-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2003-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2002-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2001-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 2 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2000-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
1999-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
1998-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
1997-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
1996-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
1995-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
1994-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
1993-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
1992-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |