Home > State Street Bank and Trust Company > Fiduciary and Related Services
State Street Bank and Trust Company, Fiduciary and Related Services
| 2025-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,401,000 | 186 |
| Number of Managed Accounts | $0 | 371 |
| Number of Non-Managed Accounts | $1,401,000 | 50 |
| Total fiduciary and related assets | $150,538,694,000 | 16 |
| Managed Assets ($) | $0 | 371 |
| Non-managed Assets ($) | $150,538,694,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,430,000 | 132 |
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,342,000 | 198 |
| Number of Managed Accounts | $0 | 970 |
| Number of Non-Managed Accounts | $1,342,000 | 57 |
| Total fiduciary and related assets | $146,201,723,000 | 17 |
| Managed Assets ($) | $0 | 970 |
| Non-managed Assets ($) | $146,201,723,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,047,000 | 119 |
| 2024-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,298,000 | 204 |
| Number of Managed Accounts | $0 | 371 |
| Number of Non-Managed Accounts | $1,298,000 | 57 |
| Total fiduciary and related assets | $143,210,049,000 | 18 |
| Managed Assets ($) | $0 | 371 |
| Non-managed Assets ($) | $143,210,049,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,473,000 | 121 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,211,000 | 212 |
| Number of Managed Accounts | $0 | 376 |
| Number of Non-Managed Accounts | $1,211,000 | 57 |
| Total fiduciary and related assets | $135,025,342,000 | 17 |
| Managed Assets ($) | $0 | 376 |
| Non-managed Assets ($) | $135,025,342,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,593,000 | 114 |
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,148,000 | 224 |
| Number of Managed Accounts | $0 | 982 |
| Number of Non-Managed Accounts | $1,148,000 | 62 |
| Total fiduciary and related assets | $128,287,375,000 | 18 |
| Managed Assets ($) | $0 | 982 |
| Non-managed Assets ($) | $128,287,375,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,851,000 | 111 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,091,000 | 221 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $1,091,000 | 61 |
| Total fiduciary and related assets | $126,389,367,000 | 18 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $126,389,367,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,293,000 | 112 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,035,000 | 237 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $1,035,000 | 62 |
| Total fiduciary and related assets | $120,525,860,000 | 19 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $120,525,860,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,737,000 | 113 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $973,000 | 237 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $973,000 | 67 |
| Total fiduciary and related assets | $118,532,452,000 | 21 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $118,532,452,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,662,000 | 125 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $940,000 | 257 |
| Number of Managed Accounts | $0 | 1,021 |
| Number of Non-Managed Accounts | $940,000 | 69 |
| Total fiduciary and related assets | $117,383,078,000 | 19 |
| Managed Assets ($) | $0 | 1,021 |
| Non-managed Assets ($) | $117,383,078,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,640,000 | 116 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $884,000 | 255 |
| Number of Managed Accounts | $0 | 389 |
| Number of Non-Managed Accounts | $884,000 | 66 |
| Total fiduciary and related assets | $116,512,546,000 | 19 |
| Managed Assets ($) | $0 | 389 |
| Non-managed Assets ($) | $116,512,546,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,550,000 | 117 |