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TD Bank, Total Fiduciary and Related Assets

2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,077,023,00061
Managed Assets ($)$4,914,455,00052
Personal trust and agency accounts, managed assets$1,761,760,00042
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$33,954,000127
Employee benefit-defined benefit accounts, managed assets$98,924,00070
Other employee benefit and retirement-related accounts, managed assets$21,738,000304
Corporate trust and agency accounts, managed assets$081
Investment management and investment advisory agency accounts, managed assets$2,663,359,00041
Foundation and endowment trust and agency accounts, managed assets$334,720,00058
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$21,738,000293
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,162,568,00060
Personal trust and agency accounts, non-managed assets$398,389,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0274
Employee benefit-defined benefit accounts, non-managed Assets$288,101,00043
Other retirement accounts, non-managed assets$6,840,000199
Corporate trust and agency accounts, non-managed assets$2,469,238,00026
Investment management and advisory agency accounts, non-managed assets$0216
Foundation and endowment trust and agency accounts, non-managed assets$0149
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$9,187,952,00047
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$6,840,000232
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,246,346,00061
Managed Assets ($)$5,019,338,00053
Personal trust and agency accounts, managed assets$1,758,075,00043
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$72,686,00093
Employee benefit-defined benefit accounts, managed assets$102,673,00070
Other employee benefit and retirement-related accounts, managed assets$22,884,000336
Corporate trust and agency accounts, managed assets$0168
Investment management and investment advisory agency accounts, managed assets$2,713,524,00041
Foundation and endowment trust and agency accounts, managed assets$349,496,00054
Other fiduciary accounts, managed assets$0221
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$22,884,000321
Investments of managed fiduciary accts in advised or sponsored mutual funds$586,737,00021
Non-managed Assets ($)$3,227,008,00058
Personal trust and agency accounts, non-managed assets$395,189,00046
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0412
Employee benefit-defined benefit accounts, non-managed Assets$294,804,00043
Other retirement accounts, non-managed assets$7,089,000290
Corporate trust and agency accounts, non-managed assets$2,529,926,00026
Investment management and advisory agency accounts, non-managed assets$0369
Foundation and endowment trust and agency accounts, non-managed assets$0204
Other fiduciary accounts, non-managed assets$0176
Memoranda
Custody and safekeeping accounts, non-managed assets$9,264,585,00047
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$7,089,000342
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,393,394,00059
Managed Assets ($)$5,119,817,00052
Personal trust and agency accounts, managed assets$1,742,814,00042
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$74,791,00085
Employee benefit-defined benefit accounts, managed assets$121,405,00062
Other employee benefit and retirement-related accounts, managed assets$27,174,000284
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$2,805,818,00040
Foundation and endowment trust and agency accounts, managed assets$347,815,00054
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$27,174,000273
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,273,577,00055
Personal trust and agency accounts, non-managed assets$385,844,00046
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0272
Employee benefit-defined benefit accounts, non-managed Assets$288,740,00044
Other retirement accounts, non-managed assets$7,378,000196
Corporate trust and agency accounts, non-managed assets$2,591,615,00025
Investment management and advisory agency accounts, non-managed assets$0210
Foundation and endowment trust and agency accounts, non-managed assets$0151
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$8,479,845,00047
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$7,378,000222
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,774,426,00056
Managed Assets ($)$5,135,132,00050
Personal trust and agency accounts, managed assets$1,716,192,00042
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$74,382,00083
Employee benefit-defined benefit accounts, managed assets$119,260,00060
Other employee benefit and retirement-related accounts, managed assets$54,193,000220
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$2,825,921,00039
Foundation and endowment trust and agency accounts, managed assets$345,184,00054
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$54,193,000209
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,639,294,00052
Personal trust and agency accounts, non-managed assets$397,890,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0273
Employee benefit-defined benefit accounts, non-managed Assets$281,239,00044
Other retirement accounts, non-managed assets$6,865,000200
Corporate trust and agency accounts, non-managed assets$2,953,300,00025
Investment management and advisory agency accounts, non-managed assets$0211
Foundation and endowment trust and agency accounts, non-managed assets$0152
Other fiduciary accounts, non-managed assets$097
Memoranda
Custody and safekeeping accounts, non-managed assets$8,852,872,00047
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$6,865,000227
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,530,490,00056
Managed Assets ($)$5,255,517,00050
Personal trust and agency accounts, managed assets$1,712,479,00042
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$74,153,00085
Employee benefit-defined benefit accounts, managed assets$118,163,00062
Other employee benefit and retirement-related accounts, managed assets$93,042,000156
Corporate trust and agency accounts, managed assets$083
Investment management and investment advisory agency accounts, managed assets$2,908,392,00038
Foundation and endowment trust and agency accounts, managed assets$349,288,00054
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$93,042,000148
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,274,973,00058
Personal trust and agency accounts, non-managed assets$336,773,00051
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0273
Employee benefit-defined benefit accounts, non-managed Assets$131,699,00057
Other retirement accounts, non-managed assets$6,965,000199
Corporate trust and agency accounts, non-managed assets$2,799,536,00025
Investment management and advisory agency accounts, non-managed assets$0213
Foundation and endowment trust and agency accounts, non-managed assets$0152
Other fiduciary accounts, non-managed assets$0100
Memoranda
Custody and safekeeping accounts, non-managed assets$9,317,379,00047
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$6,965,000223
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,155,738,00057
Managed Assets ($)$5,323,132,00049
Personal trust and agency accounts, managed assets$1,674,832,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$70,765,00091
Employee benefit-defined benefit accounts, managed assets$110,498,00063
Other employee benefit and retirement-related accounts, managed assets$155,628,00096
Corporate trust and agency accounts, managed assets$0178
Investment management and investment advisory agency accounts, managed assets$2,973,454,00038
Foundation and endowment trust and agency accounts, managed assets$337,955,00053
Other fiduciary accounts, managed assets$0214
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$155,628,00084
Investments of managed fiduciary accts in advised or sponsored mutual funds$714,705,00020
Non-managed Assets ($)$2,832,606,00060
Personal trust and agency accounts, non-managed assets$338,921,00050
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0433
Employee benefit-defined benefit accounts, non-managed Assets$130,462,00057
Other retirement accounts, non-managed assets$6,864,000290
Corporate trust and agency accounts, non-managed assets$2,356,359,00027
Investment management and advisory agency accounts, non-managed assets$0367
Foundation and endowment trust and agency accounts, non-managed assets$0202
Other fiduciary accounts, non-managed assets$0181
Memoranda
Custody and safekeeping accounts, non-managed assets$9,014,081,00047
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$6,864,000334
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,910,652,00056
Managed Assets ($)$5,641,443,00049
Personal trust and agency accounts, managed assets$1,716,805,00039
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$75,073,00088
Employee benefit-defined benefit accounts, managed assets$118,995,00061
Other employee benefit and retirement-related accounts, managed assets$223,674,00075
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$3,156,476,00038
Foundation and endowment trust and agency accounts, managed assets$350,420,00052
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$223,674,00064
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,269,209,00053
Personal trust and agency accounts, non-managed assets$320,939,00050
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0276
Employee benefit-defined benefit accounts, non-managed Assets$132,163,00058
Other retirement accounts, non-managed assets$6,924,000202
Corporate trust and agency accounts, non-managed assets$2,809,183,00023
Investment management and advisory agency accounts, non-managed assets$0216
Foundation and endowment trust and agency accounts, non-managed assets$0153
Other fiduciary accounts, non-managed assets$098
Memoranda
Custody and safekeeping accounts, non-managed assets$8,447,735,00046
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$6,924,000222
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,599,383,00057
Managed Assets ($)$5,712,276,00048
Personal trust and agency accounts, managed assets$1,724,827,00039
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$73,162,00090
Employee benefit-defined benefit accounts, managed assets$118,702,00061
Other employee benefit and retirement-related accounts, managed assets$229,060,00074
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$3,202,616,00037
Foundation and endowment trust and agency accounts, managed assets$363,909,00052
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$229,060,00065
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,887,107,00057
Personal trust and agency accounts, non-managed assets$250,447,00059
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0280
Employee benefit-defined benefit accounts, non-managed Assets$127,869,00060
Other retirement accounts, non-managed assets$7,287,000200
Corporate trust and agency accounts, non-managed assets$2,501,504,00023
Investment management and advisory agency accounts, non-managed assets$0222
Foundation and endowment trust and agency accounts, non-managed assets$0159
Other fiduciary accounts, non-managed assets$097
Memoranda
Custody and safekeeping accounts, non-managed assets$8,480,959,00046
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$7,287,000222
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,618,300,00057
Managed Assets ($)$6,006,808,00046
Personal trust and agency accounts, managed assets$1,745,316,00039
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$64,768,00097
Employee benefit-defined benefit accounts, managed assets$116,777,00063
Other employee benefit and retirement-related accounts, managed assets$234,907,00073
Corporate trust and agency accounts, managed assets$085
Investment management and investment advisory agency accounts, managed assets$3,463,135,00035
Foundation and endowment trust and agency accounts, managed assets$381,905,00050
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$234,907,00065
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,611,492,00060
Personal trust and agency accounts, non-managed assets$236,312,00061
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0282
Employee benefit-defined benefit accounts, non-managed Assets$139,586,00056
Other retirement accounts, non-managed assets$7,204,000197
Corporate trust and agency accounts, non-managed assets$2,228,390,00025
Investment management and advisory agency accounts, non-managed assets$0225
Foundation and endowment trust and agency accounts, non-managed assets$0158
Other fiduciary accounts, non-managed assets$095
Memoranda
Custody and safekeeping accounts, non-managed assets$8,057,145,00047
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$7,204,000221
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,843,776,00056
Managed Assets ($)$6,058,515,00045
Personal trust and agency accounts, managed assets$1,760,425,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$66,068,00098
Employee benefit-defined benefit accounts, managed assets$117,863,00064
Other employee benefit and retirement-related accounts, managed assets$244,104,00065
Corporate trust and agency accounts, managed assets$0186
Investment management and investment advisory agency accounts, managed assets$3,482,655,00034
Foundation and endowment trust and agency accounts, managed assets$387,400,00048
Other fiduciary accounts, managed assets$0235
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$244,104,00056
Investments of managed fiduciary accts in advised or sponsored mutual funds$672,557,00022
Non-managed Assets ($)$2,785,261,00057
Personal trust and agency accounts, non-managed assets$318,133,00051
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0461
Employee benefit-defined benefit accounts, non-managed Assets$142,205,00060
Other retirement accounts, non-managed assets$7,120,000292
Corporate trust and agency accounts, non-managed assets$2,317,803,00025
Investment management and advisory agency accounts, non-managed assets$0390
Foundation and endowment trust and agency accounts, non-managed assets$0208
Other fiduciary accounts, non-managed assets$0183
Memoranda
Custody and safekeeping accounts, non-managed assets$8,351,918,00048
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$7,120,000346
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,852,254,00056
Managed Assets ($)$6,156,859,00043
Personal trust and agency accounts, managed assets$1,759,503,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$65,891,00094
Employee benefit-defined benefit accounts, managed assets$132,944,00060
Other employee benefit and retirement-related accounts, managed assets$249,439,00062
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$3,554,120,00034
Foundation and endowment trust and agency accounts, managed assets$394,962,00044
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$249,439,00054
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,695,395,00059
Personal trust and agency accounts, non-managed assets$321,976,00050
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0284
Employee benefit-defined benefit accounts, non-managed Assets$179,711,00052
Other retirement accounts, non-managed assets$9,350,000177
Corporate trust and agency accounts, non-managed assets$2,184,358,00026
Investment management and advisory agency accounts, non-managed assets$0220
Foundation and endowment trust and agency accounts, non-managed assets$0154
Other fiduciary accounts, non-managed assets$0100
Memoranda
Custody and safekeeping accounts, non-managed assets$8,411,292,00050
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$9,350,000198
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$9,364,549,00057
Managed Assets ($)$6,559,215,00045
Personal trust and agency accounts, managed assets$1,875,207,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$74,174,00091
Employee benefit-defined benefit accounts, managed assets$136,777,00062
Other employee benefit and retirement-related accounts, managed assets$268,670,00062
Corporate trust and agency accounts, managed assets$088
Investment management and investment advisory agency accounts, managed assets$3,783,446,00034
Foundation and endowment trust and agency accounts, managed assets$420,941,00044
Other fiduciary accounts, managed assets$0132
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$268,670,00053
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,805,334,00058
Personal trust and agency accounts, non-managed assets$346,541,00049
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,981,000242
Employee benefit-defined benefit accounts, non-managed Assets$185,590,00054
Other retirement accounts, non-managed assets$8,932,000180
Corporate trust and agency accounts, non-managed assets$2,261,290,00025
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$0156
Other fiduciary accounts, non-managed assets$0107
Memoranda
Custody and safekeeping accounts, non-managed assets$8,526,952,00052
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$8,932,000206
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$9,800,803,00058
Managed Assets ($)$6,808,958,00044
Personal trust and agency accounts, managed assets$1,869,975,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$101,902,00071
Employee benefit-defined benefit accounts, managed assets$137,245,00063
Other employee benefit and retirement-related accounts, managed assets$285,312,00061
Corporate trust and agency accounts, managed assets$089
Investment management and investment advisory agency accounts, managed assets$3,980,683,00034
Foundation and endowment trust and agency accounts, managed assets$433,841,00042
Other fiduciary accounts, managed assets$0127
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$285,312,00052
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,991,845,00059
Personal trust and agency accounts, non-managed assets$358,194,00050
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$515,964,00061
Employee benefit-defined benefit accounts, non-managed Assets$189,940,00053
Other retirement accounts, non-managed assets$9,194,000182
Corporate trust and agency accounts, non-managed assets$1,918,553,00026
Investment management and advisory agency accounts, non-managed assets$0218
Foundation and endowment trust and agency accounts, non-managed assets$0155
Other fiduciary accounts, non-managed assets$0105
Memoranda
Custody and safekeeping accounts, non-managed assets$9,138,610,00052
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$9,194,000209
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$9,998,380,00057
Managed Assets ($)$6,825,638,00044
Personal trust and agency accounts, managed assets$1,891,463,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$106,592,00071
Employee benefit-defined benefit accounts, managed assets$137,975,00064
Other employee benefit and retirement-related accounts, managed assets$297,380,00054
Corporate trust and agency accounts, managed assets$0189
Investment management and investment advisory agency accounts, managed assets$3,950,946,00034
Foundation and endowment trust and agency accounts, managed assets$441,282,00041
Other fiduciary accounts, managed assets$0232
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$297,380,00048
Investments of managed fiduciary accts in advised or sponsored mutual funds$677,408,00022
Non-managed Assets ($)$3,172,742,00057
Personal trust and agency accounts, non-managed assets$352,285,00049
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$605,439,00050
Employee benefit-defined benefit accounts, non-managed Assets$190,365,00053
Other retirement accounts, non-managed assets$9,218,000257
Corporate trust and agency accounts, non-managed assets$2,015,435,00026
Investment management and advisory agency accounts, non-managed assets$0381
Foundation and endowment trust and agency accounts, non-managed assets$0218
Other fiduciary accounts, non-managed assets$0200
Memoranda
Custody and safekeeping accounts, non-managed assets$9,512,576,00047
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$9,218,000312
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$10,083,141,00057
Managed Assets ($)$6,869,767,00043
Personal trust and agency accounts, managed assets$1,886,416,00035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$100,045,00072
Employee benefit-defined benefit accounts, managed assets$114,144,00066
Other employee benefit and retirement-related accounts, managed assets$296,267,00054
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$4,040,115,00034
Foundation and endowment trust and agency accounts, managed assets$432,780,00041
Other fiduciary accounts, managed assets$0126
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$296,267,00049
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,213,374,00057
Personal trust and agency accounts, non-managed assets$364,347,00050
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$633,422,00048
Employee benefit-defined benefit accounts, non-managed Assets$191,878,00052
Other retirement accounts, non-managed assets$9,968,000176
Corporate trust and agency accounts, non-managed assets$2,013,759,00026
Investment management and advisory agency accounts, non-managed assets$0214
Foundation and endowment trust and agency accounts, non-managed assets$0158
Other fiduciary accounts, non-managed assets$0102
Memoranda
Custody and safekeeping accounts, non-managed assets$8,944,482,00046
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$9,968,000204
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$10,312,128,00056
Managed Assets ($)$7,133,544,00042
Personal trust and agency accounts, managed assets$1,889,074,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$107,068,00072
Employee benefit-defined benefit accounts, managed assets$117,843,00065
Other employee benefit and retirement-related accounts, managed assets$303,260,00054
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$4,233,695,00033
Foundation and endowment trust and agency accounts, managed assets$482,604,00037
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$303,260,00048
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,178,584,00057
Personal trust and agency accounts, non-managed assets$350,461,00051
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$664,482,00047
Employee benefit-defined benefit accounts, non-managed Assets$198,109,00049
Other retirement accounts, non-managed assets$10,800,000168
Corporate trust and agency accounts, non-managed assets$1,954,732,00025
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$0154
Other fiduciary accounts, non-managed assets$0106
Memoranda
Custody and safekeeping accounts, non-managed assets$9,044,184,00046
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$10,800,000196
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$10,258,159,00056
Managed Assets ($)$7,125,742,00041
Personal trust and agency accounts, managed assets$1,899,300,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$102,112,00071
Employee benefit-defined benefit accounts, managed assets$118,694,00064
Other employee benefit and retirement-related accounts, managed assets$307,243,00051
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$4,231,302,00032
Foundation and endowment trust and agency accounts, managed assets$467,091,00036
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$307,243,00047
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,132,417,00056
Personal trust and agency accounts, non-managed assets$351,349,00049
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$659,111,00050
Employee benefit-defined benefit accounts, non-managed Assets$200,684,00050
Other retirement accounts, non-managed assets$10,748,000170
Corporate trust and agency accounts, non-managed assets$1,910,525,00025
Investment management and advisory agency accounts, non-managed assets$0212
Foundation and endowment trust and agency accounts, non-managed assets$0157
Other fiduciary accounts, non-managed assets$0108
Memoranda
Custody and safekeeping accounts, non-managed assets$9,558,022,00046
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$10,748,000198
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$10,732,729,00051
Managed Assets ($)$7,609,530,00039
Personal trust and agency accounts, managed assets$1,902,536,00035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$104,345,00071
Employee benefit-defined benefit accounts, managed assets$134,228,00064
Other employee benefit and retirement-related accounts, managed assets$318,993,00049
Corporate trust and agency accounts, managed assets$0203
Investment management and investment advisory agency accounts, managed assets$4,671,893,00032
Foundation and endowment trust and agency accounts, managed assets$477,535,00035
Other fiduciary accounts, managed assets$0236
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$318,993,00046
Investments of managed fiduciary accts in advised or sponsored mutual funds$748,009,00023
Non-managed Assets ($)$3,123,199,00054
Personal trust and agency accounts, non-managed assets$339,332,00048
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$674,945,00048
Employee benefit-defined benefit accounts, non-managed Assets$124,352,00057
Other retirement accounts, non-managed assets$11,099,000236
Corporate trust and agency accounts, non-managed assets$1,973,471,00024
Investment management and advisory agency accounts, non-managed assets$0386
Foundation and endowment trust and agency accounts, non-managed assets$0218
Other fiduciary accounts, non-managed assets$0197
Memoranda
Custody and safekeeping accounts, non-managed assets$9,655,029,00045
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$11,099,000290
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$11,076,421,00050
Managed Assets ($)$7,608,776,00040
Personal trust and agency accounts, managed assets$1,800,970,00035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$106,819,00072
Employee benefit-defined benefit accounts, managed assets$271,466,00037
Other employee benefit and retirement-related accounts, managed assets$311,800,00045
Corporate trust and agency accounts, managed assets$089
Investment management and investment advisory agency accounts, managed assets$4,646,021,00032
Foundation and endowment trust and agency accounts, managed assets$471,700,00034
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$311,800,00042
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,467,645,00052
Personal trust and agency accounts, non-managed assets$331,485,00048
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$654,005,00049
Employee benefit-defined benefit accounts, non-managed Assets$506,448,00039
Other retirement accounts, non-managed assets$12,615,000158
Corporate trust and agency accounts, non-managed assets$1,963,092,00025
Investment management and advisory agency accounts, non-managed assets$0198
Foundation and endowment trust and agency accounts, non-managed assets$0150
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$9,512,599,00046
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$12,615,000180
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$10,994,858,00050
Managed Assets ($)$7,514,174,00038
Personal trust and agency accounts, managed assets$1,795,550,00035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$107,907,00069
Employee benefit-defined benefit accounts, managed assets$265,908,00037
Other employee benefit and retirement-related accounts, managed assets$311,412,00044
Corporate trust and agency accounts, managed assets$83,044,00015
Investment management and investment advisory agency accounts, managed assets$4,481,565,00032
Foundation and endowment trust and agency accounts, managed assets$468,788,00033
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$311,412,00040
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,480,684,00049
Personal trust and agency accounts, non-managed assets$328,339,00047
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$637,994,00048
Employee benefit-defined benefit accounts, non-managed Assets$485,660,00039
Other retirement accounts, non-managed assets$13,362,000153
Corporate trust and agency accounts, non-managed assets$2,015,329,00026
Investment management and advisory agency accounts, non-managed assets$0202
Foundation and endowment trust and agency accounts, non-managed assets$0152
Other fiduciary accounts, non-managed assets$0101
Memoranda
Custody and safekeeping accounts, non-managed assets$9,734,766,00046
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$13,362,000172
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$11,233,425,00051
Managed Assets ($)$7,828,666,00038
Personal trust and agency accounts, managed assets$1,820,774,00035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$110,653,00068
Employee benefit-defined benefit accounts, managed assets$265,703,00037
Other employee benefit and retirement-related accounts, managed assets$326,357,00041
Corporate trust and agency accounts, managed assets$091
Investment management and investment advisory agency accounts, managed assets$4,829,030,00031
Foundation and endowment trust and agency accounts, managed assets$476,149,00033
Other fiduciary accounts, managed assets$0115
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$314,936,00038
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,404,759,00052
Personal trust and agency accounts, non-managed assets$341,439,00047
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$611,872,00050
Employee benefit-defined benefit accounts, non-managed Assets$492,048,00039
Other retirement accounts, non-managed assets$14,580,000147
Corporate trust and agency accounts, non-managed assets$1,944,820,00025
Investment management and advisory agency accounts, non-managed assets$0204
Foundation and endowment trust and agency accounts, non-managed assets$0155
Other fiduciary accounts, non-managed assets$0103
Memoranda
Custody and safekeeping accounts, non-managed assets$10,785,215,00044
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$14,580,000167
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$10,967,186,00050
Managed Assets ($)$7,543,152,00038
Personal trust and agency accounts, managed assets$1,763,213,00035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$109,432,00067
Employee benefit-defined benefit accounts, managed assets$259,544,00036
Other employee benefit and retirement-related accounts, managed assets$317,897,00041
Corporate trust and agency accounts, managed assets$0218
Investment management and investment advisory agency accounts, managed assets$4,625,260,00031
Foundation and endowment trust and agency accounts, managed assets$467,806,00032
Other fiduciary accounts, managed assets$0239
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$317,897,00035
Investments of managed fiduciary accts in advised or sponsored mutual funds$568,112,00023
Non-managed Assets ($)$3,424,034,00051
Personal trust and agency accounts, non-managed assets$329,097,00047
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$580,392,00050
Employee benefit-defined benefit accounts, non-managed Assets$474,311,00039
Other retirement accounts, non-managed assets$16,795,000162
Corporate trust and agency accounts, non-managed assets$2,023,439,00026
Investment management and advisory agency accounts, non-managed assets$0412
Foundation and endowment trust and agency accounts, non-managed assets$0216
Other fiduciary accounts, non-managed assets$0202
Memoranda
Custody and safekeeping accounts, non-managed assets$11,137,321,00042
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$16,795,000197
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$11,333,371,00048
Managed Assets ($)$7,637,281,00038
Personal trust and agency accounts, managed assets$1,793,844,00034
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$112,277,00068
Employee benefit-defined benefit accounts, managed assets$272,680,00035
Other employee benefit and retirement-related accounts, managed assets$322,250,00041
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$4,662,516,00031
Foundation and endowment trust and agency accounts, managed assets$473,714,00031
Other fiduciary accounts, managed assets$0111
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$322,250,00036
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$3,696,090,00046
Personal trust and agency accounts, non-managed assets$337,788,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$601,524,00045
Employee benefit-defined benefit accounts, non-managed Assets$558,470,00039
Other retirement accounts, non-managed assets$15,863,000130
Corporate trust and agency accounts, non-managed assets$2,182,445,00023
Investment management and advisory agency accounts, non-managed assets$0208
Foundation and endowment trust and agency accounts, non-managed assets$0148
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$11,716,393,00041
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$15,863,000148
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$11,396,498,00048
Managed Assets ($)$7,379,973,00038
Personal trust and agency accounts, managed assets$1,742,592,00034
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$111,430,00067
Employee benefit-defined benefit accounts, managed assets$264,370,00032
Other employee benefit and retirement-related accounts, managed assets$311,665,00039
Corporate trust and agency accounts, managed assets$083
Investment management and investment advisory agency accounts, managed assets$4,481,350,00031
Foundation and endowment trust and agency accounts, managed assets$468,566,00030
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$311,665,00034
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,016,525,00046
Personal trust and agency accounts, non-managed assets$331,001,00048
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$594,217,00047
Employee benefit-defined benefit accounts, non-managed Assets$542,118,00039
Other retirement accounts, non-managed assets$18,250,000120
Corporate trust and agency accounts, non-managed assets$2,530,939,00021
Investment management and advisory agency accounts, non-managed assets$0201
Foundation and endowment trust and agency accounts, non-managed assets$0146
Other fiduciary accounts, non-managed assets$0103
Memoranda
Custody and safekeeping accounts, non-managed assets$11,598,798,00041
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$18,250,000136
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$12,227,299,00046
Managed Assets ($)$7,661,235,00037
Personal trust and agency accounts, managed assets$1,799,690,00034
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$121,224,00065
Employee benefit-defined benefit accounts, managed assets$310,592,00030
Other employee benefit and retirement-related accounts, managed assets$314,936,00040
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$4,632,636,00031
Foundation and endowment trust and agency accounts, managed assets$482,157,00030
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$314,936,00035
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,566,064,00043
Personal trust and agency accounts, non-managed assets$310,621,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$596,294,00048
Employee benefit-defined benefit accounts, non-managed Assets$518,316,00039
Other retirement accounts, non-managed assets$19,440,000114
Corporate trust and agency accounts, non-managed assets$3,121,393,00020
Investment management and advisory agency accounts, non-managed assets$0198
Foundation and endowment trust and agency accounts, non-managed assets$0145
Other fiduciary accounts, non-managed assets$0101
Memoranda
Custody and safekeeping accounts, non-managed assets$11,061,949,00042
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$19,440,000135
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$12,381,097,00044
Managed Assets ($)$7,576,983,00037
Personal trust and agency accounts, managed assets$1,730,512,00034
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$116,936,00062
Employee benefit-defined benefit accounts, managed assets$295,254,00029
Other employee benefit and retirement-related accounts, managed assets$300,009,00038
Corporate trust and agency accounts, managed assets$4,554,00073
Investment management and investment advisory agency accounts, managed assets$4,729,738,00030
Foundation and endowment trust and agency accounts, managed assets$399,980,00031
Other fiduciary accounts, managed assets$0230
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$300,009,00034
Investments of managed fiduciary accts in advised or sponsored mutual funds$600,121,00026
Non-managed Assets ($)$4,804,114,00044
Personal trust and agency accounts, non-managed assets$333,285,00043
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$521,039,00050
Employee benefit-defined benefit accounts, non-managed Assets$494,045,00039
Other retirement accounts, non-managed assets$21,226,000133
Corporate trust and agency accounts, non-managed assets$3,434,519,00020
Investment management and advisory agency accounts, non-managed assets$0408
Foundation and endowment trust and agency accounts, non-managed assets$0207
Other fiduciary accounts, non-managed assets$0219
Memoranda
Custody and safekeeping accounts, non-managed assets$11,952,935,00038
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$21,226,000161
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$12,314,889,00046
Managed Assets ($)$7,486,576,00039
Personal trust and agency accounts, managed assets$1,721,528,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$142,393,00050
Employee benefit-defined benefit accounts, managed assets$297,436,00029
Other employee benefit and retirement-related accounts, managed assets$285,472,00040
Corporate trust and agency accounts, managed assets$23,566,00025
Investment management and investment advisory agency accounts, managed assets$4,611,457,00033
Foundation and endowment trust and agency accounts, managed assets$404,724,00032
Other fiduciary accounts, managed assets$0105
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$285,472,00036
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,828,313,00045
Personal trust and agency accounts, non-managed assets$329,091,00043
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$511,204,00050
Employee benefit-defined benefit accounts, non-managed Assets$543,516,00039
Other retirement accounts, non-managed assets$21,501,000103
Corporate trust and agency accounts, non-managed assets$3,423,001,00017
Investment management and advisory agency accounts, non-managed assets$0186
Foundation and endowment trust and agency accounts, non-managed assets$0140
Other fiduciary accounts, non-managed assets$0101
Memoranda
Custody and safekeeping accounts, non-managed assets$12,867,970,00037
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$21,501,000120
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$13,046,900,00048
Managed Assets ($)$7,681,723,00039
Personal trust and agency accounts, managed assets$1,851,590,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$164,844,00050
Employee benefit-defined benefit accounts, managed assets$307,953,00030
Other employee benefit and retirement-related accounts, managed assets$313,541,00040
Corporate trust and agency accounts, managed assets$41,468,00016
Investment management and investment advisory agency accounts, managed assets$4,529,148,00034
Foundation and endowment trust and agency accounts, managed assets$473,179,00029
Other fiduciary accounts, managed assets$0111
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$313,541,00036
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,365,177,00047
Personal trust and agency accounts, non-managed assets$340,854,00046
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$568,920,00049
Employee benefit-defined benefit accounts, non-managed Assets$609,589,00040
Other retirement accounts, non-managed assets$24,956,000108
Corporate trust and agency accounts, non-managed assets$3,820,858,00019
Investment management and advisory agency accounts, non-managed assets$0182
Foundation and endowment trust and agency accounts, non-managed assets$0137
Other fiduciary accounts, non-managed assets$0103
Memoranda
Custody and safekeeping accounts, non-managed assets$12,508,959,00037
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$9,726,000185
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$12,689,026,00048
Managed Assets ($)$7,966,287,00038
Personal trust and agency accounts, managed assets$1,870,693,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$169,029,00051
Employee benefit-defined benefit accounts, managed assets$305,070,00030
Other employee benefit and retirement-related accounts, managed assets$316,842,00038
Corporate trust and agency accounts, managed assets$348,376,00011
Investment management and investment advisory agency accounts, managed assets$4,487,639,00034
Foundation and endowment trust and agency accounts, managed assets$468,638,00030
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$316,842,00034
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,722,739,00047
Personal trust and agency accounts, non-managed assets$348,027,00044
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$587,419,00049
Employee benefit-defined benefit accounts, non-managed Assets$600,587,00039
Other retirement accounts, non-managed assets$25,374,000110
Corporate trust and agency accounts, non-managed assets$3,161,332,00019
Investment management and advisory agency accounts, non-managed assets$0179
Foundation and endowment trust and agency accounts, non-managed assets$0134
Other fiduciary accounts, non-managed assets$0105
Memoranda
Custody and safekeeping accounts, non-managed assets$12,940,930,00037
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$9,972,000182
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$13,029,370,00047
Managed Assets ($)$7,886,442,00039
Personal trust and agency accounts, managed assets$1,852,674,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$171,316,00051
Employee benefit-defined benefit accounts, managed assets$306,266,00031
Other employee benefit and retirement-related accounts, managed assets$314,002,00038
Corporate trust and agency accounts, managed assets$359,147,00011
Investment management and investment advisory agency accounts, managed assets$4,419,766,00035
Foundation and endowment trust and agency accounts, managed assets$463,271,00029
Other fiduciary accounts, managed assets$0255
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$314,002,00033
Investments of managed fiduciary accts in advised or sponsored mutual funds$081
Non-managed Assets ($)$5,142,928,00046
Personal trust and agency accounts, non-managed assets$349,960,00043
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$570,084,00048
Employee benefit-defined benefit accounts, non-managed Assets$540,597,00040
Other retirement accounts, non-managed assets$27,650,000119
Corporate trust and agency accounts, non-managed assets$3,622,464,00019
Investment management and advisory agency accounts, non-managed assets$32,173,00048
Foundation and endowment trust and agency accounts, non-managed assets$0196
Other fiduciary accounts, non-managed assets$0232
Memoranda
Custody and safekeeping accounts, non-managed assets$12,977,844,00037
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$10,173,000283
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$12,715,917,00046
Managed Assets ($)$7,831,772,00037
Personal trust and agency accounts, managed assets$1,841,939,00035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$167,275,00047
Employee benefit-defined benefit accounts, managed assets$296,105,00032
Other employee benefit and retirement-related accounts, managed assets$300,980,00037
Corporate trust and agency accounts, managed assets$390,393,0009
Investment management and investment advisory agency accounts, managed assets$4,388,734,00034
Foundation and endowment trust and agency accounts, managed assets$446,346,00029
Other fiduciary accounts, managed assets$0117
Memoranda
Fiduciary accounts held in foreign offices, managed assets$08
Individual retirement,health savings and similar accounts, managed assets$281,612,00034
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,884,145,00046
Personal trust and agency accounts, non-managed assets$346,920,00043
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$541,512,00048
Employee benefit-defined benefit accounts, non-managed Assets$514,836,00040
Other retirement accounts, non-managed assets$28,814,000101
Corporate trust and agency accounts, non-managed assets$3,445,881,00020
Investment management and advisory agency accounts, non-managed assets$6,182,00084
Foundation and endowment trust and agency accounts, non-managed assets$0135
Other fiduciary accounts, non-managed assets$0108
Memoranda
Custody and safekeeping accounts, non-managed assets$12,558,993,00037
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$10,526,000172
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$11,433,885,00048
Managed Assets ($)$7,116,335,00039
Personal trust and agency accounts, managed assets$1,528,524,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$154,312,00049
Employee benefit-defined benefit accounts, managed assets$280,649,00033
Other employee benefit and retirement-related accounts, managed assets$263,656,00039
Corporate trust and agency accounts, managed assets$393,828,0008
Investment management and investment advisory agency accounts, managed assets$4,096,025,00032
Foundation and endowment trust and agency accounts, managed assets$399,341,00028
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assets$263,656,00033
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,317,550,00045
Personal trust and agency accounts, non-managed assets$319,802,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$471,278,00050
Employee benefit-defined benefit accounts, non-managed Assets$479,404,00038
Other retirement accounts, non-managed assets$27,164,000100
Corporate trust and agency accounts, non-managed assets$3,013,060,00022
Investment management and advisory agency accounts, non-managed assets$6,842,00079
Foundation and endowment trust and agency accounts, non-managed assets$0132
Other fiduciary accounts, non-managed assets$0110
Memoranda
Custody and safekeeping accounts, non-managed assets$11,519,684,00037
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$0303
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$11,524,094,00050
Managed Assets ($)$7,201,697,00039
Personal trust and agency accounts, managed assets$1,644,337,00035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$161,947,00049
Employee benefit-defined benefit accounts, managed assets$287,093,00034
Other employee benefit and retirement-related accounts, managed assets$278,898,00039
Corporate trust and agency accounts, managed assets$411,995,0007
Investment management and investment advisory agency accounts, managed assets$3,997,687,00033
Foundation and endowment trust and agency accounts, managed assets$419,740,00030
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assets$278,898,00031
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,322,397,00046
Personal trust and agency accounts, non-managed assets$327,770,00043
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$504,401,00051
Employee benefit-defined benefit accounts, non-managed Assets$510,273,00039
Other retirement accounts, non-managed assets$29,616,00096
Corporate trust and agency accounts, non-managed assets$2,940,762,00023
Investment management and advisory agency accounts, non-managed assets$9,575,00067
Foundation and endowment trust and agency accounts, non-managed assets$0133
Other fiduciary accounts, non-managed assets$0113
Memoranda
Custody and safekeeping accounts, non-managed assets$11,757,603,00037
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$0303
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$17,489,823,00037
Managed Assets ($)$7,156,294,00040
Personal trust and agency accounts, managed assets$1,603,214,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$164,760,00049
Employee benefit-defined benefit accounts, managed assets$281,582,00036
Other employee benefit and retirement-related accounts, managed assets$268,532,00039
Corporate trust and agency accounts, managed assets$412,582,0008
Investment management and investment advisory agency accounts, managed assets$4,011,799,00034
Foundation and endowment trust and agency accounts, managed assets$413,825,00030
Other fiduciary accounts, managed assets$0258
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assets$268,532,00034
Investments of managed fiduciary accts in advised or sponsored mutual funds$083
Non-managed Assets ($)$10,333,529,00034
Personal trust and agency accounts, non-managed assets$280,089,00052
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$479,558,00052
Employee benefit-defined benefit accounts, non-managed Assets$496,922,00038
Other retirement accounts, non-managed assets$31,853,000111
Corporate trust and agency accounts, non-managed assets$9,021,143,00014
Investment management and advisory agency accounts, non-managed assets$23,964,00045
Foundation and endowment trust and agency accounts, non-managed assets$0190
Other fiduciary accounts, non-managed assets$0221
Memoranda
Custody and safekeeping accounts, non-managed assets$5,822,104,00048
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$31,853,000113
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$16,879,997,00042
Managed Assets ($)$7,066,656,00044
Personal trust and agency accounts, managed assets$1,755,672,00039
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$156,103,00051
Employee benefit-defined benefit accounts, managed assets$275,635,00039
Other employee benefit and retirement-related accounts, managed assets$263,948,00040
Corporate trust and agency accounts, managed assets$442,736,0007
Investment management and investment advisory agency accounts, managed assets$4,172,562,00035
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,813,341,00036
Personal trust and agency accounts, non-managed assets$279,404,00055
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$448,912,00053
Employee benefit-defined benefit accounts, non-managed Assets$484,656,00040
Other retirement accounts, non-managed assets$31,329,00090
Corporate trust and agency accounts, non-managed assets$8,569,040,00014
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0116
Memoranda
Custody and safekeeping accounts, non-managed assets$5,923,988,00049
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$16,407,766,00039
Managed Assets ($)$6,518,240,00046
Personal trust and agency accounts, managed assets$1,611,709,00042
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$158,800,00050
Employee benefit-defined benefit accounts, managed assets$251,196,00040
Other employee benefit and retirement-related accounts, managed assets$243,617,00041
Corporate trust and agency accounts, managed assets$444,347,0008
Investment management and investment advisory agency accounts, managed assets$3,808,571,00037
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,889,526,00034
Personal trust and agency accounts, non-managed assets$298,263,00051
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$375,332,00054
Employee benefit-defined benefit accounts, non-managed Assets$441,939,00040
Other retirement accounts, non-managed assets$30,504,00091
Corporate trust and agency accounts, non-managed assets$8,743,488,00014
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0115
Memoranda
Custody and safekeeping accounts, non-managed assets$7,486,178,00049
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$16,650,779,00038
Managed Assets ($)$6,111,727,00045
Personal trust and agency accounts, managed assets$1,549,599,00042
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$154,500,00046
Employee benefit-defined benefit accounts, managed assets$253,220,00039
Other employee benefit and retirement-related accounts, managed assets$226,583,00041
Corporate trust and agency accounts, managed assets$466,681,0009
Investment management and investment advisory agency accounts, managed assets$3,461,144,00037
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$10,539,052,00033
Personal trust and agency accounts, non-managed assets$305,344,00050
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$326,831,00057
Employee benefit-defined benefit accounts, non-managed Assets$362,206,00042
Other retirement accounts, non-managed assets$29,610,00085
Corporate trust and agency accounts, non-managed assets$9,515,061,00013
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0118
Memoranda
Custody and safekeeping accounts, non-managed assets$7,441,747,00049
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$17,429,954,00040
Managed Assets ($)$6,484,328,00045
Personal trust and agency accounts, managed assets$1,625,128,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$176,350,00044
Employee benefit-defined benefit accounts, managed assets$264,528,00037
Other employee benefit and retirement-related accounts, managed assets$235,703,00042
Corporate trust and agency accounts, managed assets$480,574,0008
Investment management and investment advisory agency accounts, managed assets$3,702,045,00037
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0281
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$10,945,626,00034
Personal trust and agency accounts, non-managed assets$319,606,00048
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$324,636,00060
Employee benefit-defined benefit accounts, non-managed Assets$417,854,00044
Other retirement accounts, non-managed assets$30,766,000112
Corporate trust and agency accounts, non-managed assets$9,852,764,00014
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0257
Memoranda
Custody and safekeeping accounts, non-managed assets$6,903,010,00050
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$19,283,016,00040
Managed Assets ($)$7,206,552,00046
Personal trust and agency accounts, managed assets$1,882,634,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$222,979,00041
Employee benefit-defined benefit accounts, managed assets$287,404,00037
Other employee benefit and retirement-related accounts, managed assets$261,852,00042
Corporate trust and agency accounts, managed assets$0104
Investment management and investment advisory agency accounts, managed assets$4,551,683,00034
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$12,076,464,00034
Personal trust and agency accounts, non-managed assets$264,701,00062
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$387,418,00058
Employee benefit-defined benefit accounts, non-managed Assets$491,990,00045
Other retirement accounts, non-managed assets$33,511,00097
Corporate trust and agency accounts, non-managed assets$10,898,844,00014
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$6,754,657,00052
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$19,315,457,00044
Managed Assets ($)$7,296,236,00048
Personal trust and agency accounts, managed assets$1,945,873,00042
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$227,398,00039
Employee benefit-defined benefit accounts, managed assets$306,669,00039
Other employee benefit and retirement-related accounts, managed assets$284,215,00043
Corporate trust and agency accounts, managed assets$0104
Investment management and investment advisory agency accounts, managed assets$4,532,081,00039
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assets$011
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$12,019,221,00038
Personal trust and agency accounts, non-managed assets$292,340,00058
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$411,139,00065
Employee benefit-defined benefit accounts, non-managed Assets$536,157,00045
Other retirement accounts, non-managed assets$35,766,00094
Corporate trust and agency accounts, non-managed assets$10,743,819,00015
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0134
Memoranda
Custody and safekeeping accounts, non-managed assets$7,309,655,00054
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managedNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$6,720,062,00070
Managed Assets ($)$5,465,893,00051
Personal trust and agency accounts, managed assets$1,823,785,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$229,707,00039
Employee benefit-defined benefit accounts, managed assets$331,027,00037
Other employee benefit and retirement-related accounts, managed assets$295,500,00042
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$2,785,874,00048
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0128
Memoranda
Fiduciary accounts held in foreign offices, managed assets$012
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,254,169,00090
Personal trust and agency accounts, non-managed assets$289,139,00058
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$388,660,00068
Employee benefit-defined benefit accounts, non-managed Assets$540,064,00045
Other retirement accounts, non-managed assets$36,306,00092
Corporate trust and agency accounts, non-managed assets$0174
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$4,530,816,00066
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managedNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$6,916,868,00068
Managed Assets ($)$5,592,788,00052
Personal trust and agency accounts, managed assets$1,951,184,00047
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$244,163,00042
Employee benefit-defined benefit accounts, managed assets$349,233,00037
Other employee benefit and retirement-related accounts, managed assets$321,189,00037
Corporate trust and agency accounts, managed assets$0269
Investment management and investment advisory agency accounts, managed assets$2,727,019,00048
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0297
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,324,080,00089
Personal trust and agency accounts, non-managed assets$285,689,00061
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$414,946,00066
Employee benefit-defined benefit accounts, non-managed Assets$586,309,00045
Other retirement accounts, non-managed assets$37,136,000103
Corporate trust and agency accounts, non-managed assets$0364
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0258
Memoranda
Custody and safekeeping accounts, non-managed assets$4,736,492,00066
Fiduciary accounts held in foreign offices, non-managed Assets$012
Individual retirement,health savings and similar accounts, non-managedNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$7,080,282,00068
Managed Assets ($)$5,742,991,00051
Personal trust and agency accounts, managed assets$2,034,911,00044
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$250,764,00041
Employee benefit-defined benefit accounts, managed assets$364,120,00038
Other employee benefit and retirement-related accounts, managed assets$333,092,00034
Corporate trust and agency accounts, managed assets$0105
Investment management and investment advisory agency accounts, managed assets$2,760,104,00047
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,337,291,00088
Personal trust and agency accounts, non-managed assets$288,855,00058
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$413,670,00068
Employee benefit-defined benefit accounts, non-managed Assets$595,060,00046
Other retirement accounts, non-managed assets$39,706,00089
Corporate trust and agency accounts, non-managed assets$0183
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$4,588,714,00068
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managedNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$6,956,497,00070
Managed Assets ($)$5,688,483,00051
Personal trust and agency accounts, managed assets$2,005,631,00047
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$246,539,00041
Employee benefit-defined benefit accounts, managed assets$374,666,00038
Other employee benefit and retirement-related accounts, managed assets$318,319,00036
Corporate trust and agency accounts, managed assets$0105
Investment management and investment advisory agency accounts, managed assets$2,743,328,00046
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,268,014,00094
Personal trust and agency accounts, non-managed assets$280,245,00060
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$393,082,00073
Employee benefit-defined benefit accounts, non-managed Assets$554,128,00048
Other retirement accounts, non-managed assets$40,559,00092
Corporate trust and agency accounts, non-managed assets$0186
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0124
Memoranda
Custody and safekeeping accounts, non-managed assets$4,391,736,00069
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$6,772,580,00069
Managed Assets ($)$5,588,079,00051
Personal trust and agency accounts, managed assets$1,982,975,00043
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$235,553,00042
Employee benefit-defined benefit accounts, managed assets$373,751,00040
Other employee benefit and retirement-related accounts, managed assets$310,117,00036
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$2,685,683,00046
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,184,501,00096
Personal trust and agency accounts, non-managed assets$256,224,00064
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$355,618,00076
Employee benefit-defined benefit accounts, non-managed Assets$533,358,00048
Other retirement accounts, non-managed assets$39,301,00092
Corporate trust and agency accounts, non-managed assets$0184
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0120
Memoranda
Custody and safekeeping accounts, non-managed assets$4,295,249,00067
Fiduciary accounts held in foreign offices, non-managed Assets$012
Individual retirement,health savings and similar accounts, non-managedNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$6,719,424,00069
Managed Assets ($)$5,572,588,00051
Personal trust and agency accounts, managed assets$1,995,189,00043
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$233,361,00043
Employee benefit-defined benefit accounts, managed assets$363,096,00040
Other employee benefit and retirement-related accounts, managed assets$304,881,00036
Corporate trust and agency accounts, managed assets$0276
Investment management and investment advisory agency accounts, managed assets$2,676,061,00047
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0286
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,146,836,00098
Personal trust and agency accounts, non-managed assets$249,427,00061
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$330,843,00078
Employee benefit-defined benefit accounts, non-managed Assets$525,867,00047
Other retirement accounts, non-managed assets$40,699,000100
Corporate trust and agency accounts, non-managed assets$0383
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0257
Memoranda
Custody and safekeeping accounts, non-managed assets$4,677,015,00065
Fiduciary accounts held in foreign offices, non-managed Assets$014
Individual retirement,health savings and similar accounts, non-managedNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$6,485,512,00074
Managed Assets ($)$5,468,291,00056
Personal trust and agency accounts, managed assets$1,941,616,00048
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$230,749,00045
Employee benefit-defined benefit accounts, managed assets$365,495,00042
Other employee benefit and retirement-related accounts, managed assets$298,119,00041
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$2,632,312,00051
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assets$012
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,017,221,000102
Personal trust and agency accounts, non-managed assets$249,538,00064
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$280,155,00078
Employee benefit-defined benefit accounts, non-managed Assets$444,142,00050
Other retirement accounts, non-managed assets$40,840,00095
Corporate trust and agency accounts, non-managed assets$2,546,000129
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0118
Memoranda
Custody and safekeeping accounts, non-managed assets$4,722,244,00066
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$7,781,989,00072
Managed Assets ($)$5,395,617,00058
Personal trust and agency accounts, managed assets$1,896,672,00052
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$217,289,00042
Employee benefit-defined benefit accounts, managed assets$356,179,00044
Other employee benefit and retirement-related accounts, managed assets$290,477,00042
Corporate trust and agency accounts, managed assets$33,322,00040
Investment management and investment advisory agency accounts, managed assets$2,601,678,00052
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,386,372,00073
Personal trust and agency accounts, non-managed assets$236,041,00067
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$665,462,00057
Employee benefit-defined benefit accounts, non-managed Assets$423,982,00056
Other retirement accounts, non-managed assets$40,380,000102
Corporate trust and agency accounts, non-managed assets$1,020,507,00041
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0128
Memoranda
Custody and safekeeping accounts, non-managed assets$4,218,365,00066
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$7,903,320,00071
Managed Assets ($)$5,602,443,00057
Personal trust and agency accounts, managed assets$1,983,470,00051
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$219,551,00045
Employee benefit-defined benefit accounts, managed assets$423,439,00041
Other employee benefit and retirement-related accounts, managed assets$301,912,00040
Corporate trust and agency accounts, managed assets$56,430,00032
Investment management and investment advisory agency accounts, managed assets$2,613,441,00052
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$4,200,00086
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,300,877,00074
Personal trust and agency accounts, non-managed assets$211,923,00073
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$689,786,00056
Employee benefit-defined benefit accounts, non-managed Assets$366,477,00056
Other retirement accounts, non-managed assets$42,005,00099
Corporate trust and agency accounts, non-managed assets$990,686,00042
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0127
Memoranda
Custody and safekeeping accounts, non-managed assets$4,282,609,00065
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$7,144,018,00075
Managed Assets ($)$5,147,502,00062
Personal trust and agency accounts, managed assets$1,873,068,00055
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$208,004,00045
Employee benefit-defined benefit accounts, managed assets$411,019,00042
Other employee benefit and retirement-related accounts, managed assets$262,916,00046
Corporate trust and agency accounts, managed assets$40,733,00038
Investment management and investment advisory agency accounts, managed assets$2,351,762,00053
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0314
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,996,516,00082
Personal trust and agency accounts, non-managed assets$138,136,00094
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$646,860,00059
Employee benefit-defined benefit accounts, non-managed Assets$288,532,00058
Other retirement accounts, non-managed assets$33,597,000118
Corporate trust and agency accounts, non-managed assets$889,391,00044
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0271
Memoranda
Custody and safekeeping accounts, non-managed assets$4,306,546,00066
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$7,217,299,00075
Managed Assets ($)$5,031,008,00061
Personal trust and agency accounts, managed assets$1,881,259,00056
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$200,122,00048
Employee benefit-defined benefit accounts, managed assets$375,326,00041
Other employee benefit and retirement-related accounts, managed assets$260,095,00044
Corporate trust and agency accounts, managed assets$37,356,00036
Investment management and investment advisory agency accounts, managed assets$2,276,850,00055
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0134
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,186,291,00076
Personal trust and agency accounts, non-managed assets$138,692,00091
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$631,134,00058
Employee benefit-defined benefit accounts, non-managed Assets$288,255,00058
Other retirement accounts, non-managed assets$34,646,000105
Corporate trust and agency accounts, non-managed assets$1,093,564,00040
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$3,851,701,00067
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$6,820,950,00072
Managed Assets ($)$4,968,269,00059
Personal trust and agency accounts, managed assets$1,889,807,00055
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$195,748,00048
Employee benefit-defined benefit accounts, managed assets$384,936,00039
Other employee benefit and retirement-related accounts, managed assets$254,196,00045
Corporate trust and agency accounts, managed assets$43,029,00032
Investment management and investment advisory agency accounts, managed assets$2,200,553,00053
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0139
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,852,681,00078
Personal trust and agency accounts, non-managed assets$142,274,00085
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$601,407,00056
Employee benefit-defined benefit accounts, non-managed Assets$258,326,00057
Other retirement accounts, non-managed assets$33,883,000102
Corporate trust and agency accounts, non-managed assets$816,791,00046
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0135
Memoranda
Custody and safekeeping accounts, non-managed assets$3,642,466,00067
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$6,735,060,00075
Managed Assets ($)$4,950,177,00062
Personal trust and agency accounts, managed assets$1,900,644,00055
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$184,684,00052
Employee benefit-defined benefit accounts, managed assets$399,028,00043
Other employee benefit and retirement-related accounts, managed assets$248,843,00046
Corporate trust and agency accounts, managed assets$37,292,00032
Investment management and investment advisory agency accounts, managed assets$2,179,686,00054
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0142
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,784,883,00085
Personal trust and agency accounts, non-managed assets$150,332,00085
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$597,899,00059
Employee benefit-defined benefit accounts, non-managed Assets$233,946,00060
Other retirement accounts, non-managed assets$35,843,000103
Corporate trust and agency accounts, non-managed assets$766,863,00046
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$3,774,728,00070
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$6,810,074,00076
Managed Assets ($)$5,030,168,00061
Personal trust and agency accounts, managed assets$1,940,783,00055
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$198,735,00049
Employee benefit-defined benefit accounts, managed assets$391,887,00043
Other employee benefit and retirement-related accounts, managed assets$254,347,00043
Corporate trust and agency accounts, managed assets$42,351,00031
Investment management and investment advisory agency accounts, managed assets$2,202,065,00055
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0332
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,779,906,00087
Personal trust and agency accounts, non-managed assets$160,244,00089
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$573,005,00061
Employee benefit-defined benefit accounts, non-managed Assets$238,857,00059
Other retirement accounts, non-managed assets$37,503,000112
Corporate trust and agency accounts, non-managed assets$770,297,00046
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0281
Memoranda
Custody and safekeeping accounts, non-managed assets$3,522,648,00074
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$6,452,489,00075
Managed Assets ($)$4,860,028,00061
Personal trust and agency accounts, managed assets$1,913,056,00053
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$201,588,00048
Employee benefit-defined benefit accounts, managed assets$436,797,00041
Other employee benefit and retirement-related accounts, managed assets$250,743,00044
Corporate trust and agency accounts, managed assets$41,267,00029
Investment management and investment advisory agency accounts, managed assets$2,016,577,00057
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,592,461,00090
Personal trust and agency accounts, non-managed assets$164,266,00082
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$506,426,00066
Employee benefit-defined benefit accounts, non-managed Assets$147,715,00075
Other retirement accounts, non-managed assets$36,748,000100
Corporate trust and agency accounts, non-managed assets$737,306,00048
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$3,400,764,00080
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$6,534,099,00076
Managed Assets ($)$4,928,680,00062
Personal trust and agency accounts, managed assets$1,976,349,00053
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$202,264,00047
Employee benefit-defined benefit accounts, managed assets$439,545,00040
Other employee benefit and retirement-related accounts, managed assets$258,515,00043
Corporate trust and agency accounts, managed assets$39,484,00027
Investment management and investment advisory agency accounts, managed assets$2,012,523,00056
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0126
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,605,419,00091
Personal trust and agency accounts, non-managed assets$160,558,00083
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$500,656,00070
Employee benefit-defined benefit accounts, non-managed Assets$124,935,00077
Other retirement accounts, non-managed assets$39,109,00099
Corporate trust and agency accounts, non-managed assets$780,161,00053
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$2,702,665,00086
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,920,954,00080
Managed Assets ($)$4,199,741,00067
Personal trust and agency accounts, managed assets$1,639,978,00061
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$192,276,00051
Employee benefit-defined benefit accounts, managed assets$434,926,00041
Other employee benefit and retirement-related accounts, managed assets$210,167,00046
Corporate trust and agency accounts, managed assets$41,920,00028
Investment management and investment advisory agency accounts, managed assets$1,680,474,00060
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0128
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,721,213,00088
Personal trust and agency accounts, non-managed assets$134,276,00092
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$491,360,00070
Employee benefit-defined benefit accounts, non-managed Assets$131,546,00076
Other retirement accounts, non-managed assets$35,167,000106
Corporate trust and agency accounts, non-managed assets$928,864,00049
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0133
Memoranda
Custody and safekeeping accounts, non-managed assets$2,664,987,00086
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,739,110,00082
Managed Assets ($)$4,193,963,00067
Personal trust and agency accounts, managed assets$1,660,309,00060
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$229,825,00046
Employee benefit-defined benefit accounts, managed assets$414,572,00042
Other employee benefit and retirement-related accounts, managed assets$201,709,00051
Corporate trust and agency accounts, managed assets$49,590,00032
Investment management and investment advisory agency accounts, managed assets$1,637,958,00062
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0327
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,545,147,00095
Personal trust and agency accounts, non-managed assets$132,615,00093
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$377,689,00076
Employee benefit-defined benefit accounts, non-managed Assets$63,050,00098
Other retirement accounts, non-managed assets$31,188,000129
Corporate trust and agency accounts, non-managed assets$940,605,00056
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0284
Memoranda
Custody and safekeeping accounts, non-managed assets$2,907,539,00085
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,557,017,00082
Managed Assets ($)$4,011,278,00068
Personal trust and agency accounts, managed assets$1,644,614,00061
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$208,647,00051
Employee benefit-defined benefit accounts, managed assets$346,508,00047
Other employee benefit and retirement-related accounts, managed assets$193,931,00050
Corporate trust and agency accounts, managed assets$49,982,00031
Investment management and investment advisory agency accounts, managed assets$1,567,596,00064
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0143
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,545,739,00098
Personal trust and agency accounts, non-managed assets$105,309,000104
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$317,026,00089
Employee benefit-defined benefit accounts, non-managed Assets$59,790,000103
Other retirement accounts, non-managed assets$30,219,000121
Corporate trust and agency accounts, non-managed assets$1,033,395,00058
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0151
Memoranda
Custody and safekeeping accounts, non-managed assets$2,787,923,00084
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,454,632,00083
Managed Assets ($)$3,959,517,00068
Personal trust and agency accounts, managed assets$1,640,818,00060
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$184,094,00056
Employee benefit-defined benefit accounts, managed assets$343,790,00046
Other employee benefit and retirement-related accounts, managed assets$191,096,00050
Corporate trust and agency accounts, managed assets$74,027,00024
Investment management and investment advisory agency accounts, managed assets$1,525,692,00064
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0151
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,495,115,000100
Personal trust and agency accounts, non-managed assets$125,824,00097
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$299,651,00088
Employee benefit-defined benefit accounts, non-managed Assets$62,106,000104
Other retirement accounts, non-managed assets$29,902,000124
Corporate trust and agency accounts, non-managed assets$977,632,00061
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0159
Memoranda
Custody and safekeeping accounts, non-managed assets$2,354,751,00090
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,116,088,00086
Managed Assets ($)$3,714,760,00068
Personal trust and agency accounts, managed assets$1,531,076,00061
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$180,659,00053
Employee benefit-defined benefit accounts, managed assets$319,517,00046
Other employee benefit and retirement-related accounts, managed assets$177,752,00049
Corporate trust and agency accounts, managed assets$67,111,00027
Investment management and investment advisory agency accounts, managed assets$1,438,645,00063
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0156
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,401,328,000100
Personal trust and agency accounts, non-managed assets$115,803,00099
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$262,098,00090
Employee benefit-defined benefit accounts, non-managed Assets$63,346,000102
Other retirement accounts, non-managed assets$32,317,000119
Corporate trust and agency accounts, non-managed assets$927,764,00064
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0156
Memoranda
Custody and safekeeping accounts, non-managed assets$2,753,881,00080
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,912,412,00086
Managed Assets ($)$3,561,948,00069
Personal trust and agency accounts, managed assets$1,537,647,00062
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$177,841,00054
Employee benefit-defined benefit accounts, managed assets$294,664,00048
Other employee benefit and retirement-related accounts, managed assets$175,293,00052
Corporate trust and agency accounts, managed assets$62,950,00031
Investment management and investment advisory agency accounts, managed assets$1,313,553,00063
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0349
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,350,464,000102
Personal trust and agency accounts, non-managed assets$114,737,000100
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$246,876,00089
Employee benefit-defined benefit accounts, non-managed Assets$32,255,000121
Other retirement accounts, non-managed assets$34,647,000117
Corporate trust and agency accounts, non-managed assets$921,949,00062
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0299
Memoranda
Custody and safekeeping accounts, non-managed assets$2,806,472,00081
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$493,691,000247
Managed Assets ($)$197,479,000331
Personal trust and agency accounts, managed assets$40,018,000494
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$9,482,000360
Employee benefit-defined benefit accounts, managed assets$135,294,00074
Other employee benefit and retirement-related accounts, managed assets$12,685,000279
Corporate trust and agency accounts, managed assets$0349
Investment management and investment advisory agency accounts, managed assets$0857
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0364
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$296,212,000164
Personal trust and agency accounts, non-managed assets$33,618,000181
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$17,565,000243
Employee benefit-defined benefit accounts, non-managed Assets$2,407,000205
Other retirement accounts, non-managed assets$0833
Corporate trust and agency accounts, non-managed assets$242,622,00085
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0295
Memoranda
Custody and safekeeping accounts, non-managed assets$0969
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA