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The Bank of Austin, Number of Fiduciary and Related Asset Accounts

2020-09-30Rank
Fiduciary powers granted$01,597
Fiduciary power exercised$01,188
Fiduciary or related activity$01,133
Number of Fiduciary Accounts and Related Asset Accounts$0346
Number of Managed Accounts$0338
Personal Trust and Agency Accounts$0337
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0256
Employee Benefit-defined Benefit Accounts$0178
Number of other employee benefit and retirement-related accounts$0320
Corporate Trust and Agency Accounts$074
Number of managed investment management and investment advisory agency accounts$0318
Number of foundation and endowment trust and agency accounts, managed assets$0277
Other Fiduciary Accounts$0101
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0311
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0335
Personal Trust and Agency Accounts$0277
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0234
Employee Benefit-defined Benefit Accounts$0124
Number non-managed other employee benefit and retirement-related accounts$0293
Corporate Trust and Agency Accounts$0117
Number of investment management and advisory agency accounts, non-managed assets$0190
Number (#) individual retirement, health savings, and other similar accounts$0135
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$0324
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0304
2020-06-30Rank
Fiduciary powers granted$01,610
Fiduciary power exercised$01,198
Fiduciary or related activity$01,142
Number of Fiduciary Accounts and Related Asset Accounts$0406
Number of Managed Accounts$0397
Personal Trust and Agency Accounts$0394
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0293
Employee Benefit-defined Benefit Accounts$0197
Number of other employee benefit and retirement-related accounts$0374
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$0373
Number of foundation and endowment trust and agency accounts, managed assets$0314
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0359
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0391
Personal Trust and Agency Accounts$0319
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0264
Employee Benefit-defined Benefit Accounts$0135
Number non-managed other employee benefit and retirement-related accounts$0335
Corporate Trust and Agency Accounts$0133
Number of investment management and advisory agency accounts, non-managed assets$0224
Number (#) individual retirement, health savings, and other similar accounts$0148
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$0375
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0353
2020-03-31Rank
Fiduciary powers granted$01,620
Fiduciary power exercised$01,206
Fiduciary or related activity$01,146
Number of Fiduciary Accounts and Related Asset Accounts$0351
Number of Managed Accounts$0342
Personal Trust and Agency Accounts$0338
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0257
Employee Benefit-defined Benefit Accounts$0180
Number of other employee benefit and retirement-related accounts$0323
Corporate Trust and Agency Accounts$073
Number of managed investment management and investment advisory agency accounts$0321
Number of foundation and endowment trust and agency accounts, managed assets$0280
Other Fiduciary Accounts$0109
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0310
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0338
Personal Trust and Agency Accounts$0279
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0234
Employee Benefit-defined Benefit Accounts$0127
Number non-managed other employee benefit and retirement-related accounts$0296
Corporate Trust and Agency Accounts$0116
Number of investment management and advisory agency accounts, non-managed assets$0191
Number (#) individual retirement, health savings, and other similar accounts$0140
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$0329
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0309
2019-12-31Rank
Fiduciary powers granted$01,628
Fiduciary power exercised$01,208
Fiduciary or related activity$01,148
Number of Fiduciary Accounts and Related Asset Accounts$01,133
Number of Managed Accounts$01,068
Personal Trust and Agency Accounts$01,041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0411
Employee Benefit-defined Benefit Accounts$0257
Number of other employee benefit and retirement-related accounts$0629
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$0653
Number of foundation and endowment trust and agency accounts, managed assets$0485
Other Fiduciary Accounts$0226
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0570
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$049
Number of Non-Managed Accounts$0902
Personal Trust and Agency Accounts$0670
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0378
Employee Benefit-defined Benefit Accounts$0156
Number non-managed other employee benefit and retirement-related accounts$0616
Corporate Trust and Agency Accounts$0235
Number of investment management and advisory agency accounts, non-managed assets$0362
Number (#) individual retirement, health savings, and other similar accounts$0204
Other Fiduciary Accounts$0181
Memoranda
Custody and Safekeeping Accounts$0673
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0659
2019-09-30Rank
Fiduciary powers granted$01,648
Fiduciary power exercised$01,228
Fiduciary or related activity$01,167
Number of Fiduciary Accounts and Related Asset Accounts$0357
Number of Managed Accounts$0349
Personal Trust and Agency Accounts$0346
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0259
Employee Benefit-defined Benefit Accounts$0184
Number of other employee benefit and retirement-related accounts$0328
Corporate Trust and Agency Accounts$079
Number of managed investment management and investment advisory agency accounts$0326
Number of foundation and endowment trust and agency accounts, managed assets$0281
Other Fiduciary Accounts$0110
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0315
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0341
Personal Trust and Agency Accounts$0282
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0241
Employee Benefit-defined Benefit Accounts$0127
Number non-managed other employee benefit and retirement-related accounts$0301
Corporate Trust and Agency Accounts$0114
Number of investment management and advisory agency accounts, non-managed assets$0191
Number (#) individual retirement, health savings, and other similar accounts$0143
Other Fiduciary Accounts$095
Memoranda
Custody and Safekeeping Accounts$0332
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0314
2019-06-30Rank
Fiduciary powers granted$01,657
Fiduciary power exercised$01,234
Fiduciary or related activity$01,176
Number of Fiduciary Accounts and Related Asset Accounts$0395
Number of Managed Accounts$0387
Personal Trust and Agency Accounts$0385
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0283
Employee Benefit-defined Benefit Accounts$0197
Number of other employee benefit and retirement-related accounts$0365
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$0363
Number of foundation and endowment trust and agency accounts, managed assets$0308
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0351
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0381
Personal Trust and Agency Accounts$0311
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0263
Employee Benefit-defined Benefit Accounts$0133
Number non-managed other employee benefit and retirement-related accounts$0325
Corporate Trust and Agency Accounts$0126
Number of investment management and advisory agency accounts, non-managed assets$0208
Number (#) individual retirement, health savings, and other similar accounts$0149
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$0369
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0346
2019-03-31Rank
Fiduciary powers granted$01,675
Fiduciary power exercised$01,248
Fiduciary or related activity$01,187
Number of Fiduciary Accounts and Related Asset Accounts$0402
Number of Managed Accounts$0393
Personal Trust and Agency Accounts$0389
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0282
Employee Benefit-defined Benefit Accounts$0197
Number of other employee benefit and retirement-related accounts$0369
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$0367
Number of foundation and endowment trust and agency accounts, managed assets$0312
Other Fiduciary Accounts$0133
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0357
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0384
Personal Trust and Agency Accounts$0309
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0268
Employee Benefit-defined Benefit Accounts$0135
Number non-managed other employee benefit and retirement-related accounts$0328
Corporate Trust and Agency Accounts$0129
Number of investment management and advisory agency accounts, non-managed assets$0212
Number (#) individual retirement, health savings, and other similar accounts$0151
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$0372
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0350
2018-12-31Rank
Fiduciary powers granted$01,686
Fiduciary power exercised$01,261
Fiduciary or related activity$01,197
Number of Fiduciary Accounts and Related Asset Accounts$01,176
Number of Managed Accounts$01,111
Personal Trust and Agency Accounts$01,083
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0425
Employee Benefit-defined Benefit Accounts$0267
Number of other employee benefit and retirement-related accounts$0649
Corporate Trust and Agency Accounts$0155
Number of managed investment management and investment advisory agency accounts$0670
Number of foundation and endowment trust and agency accounts, managed assets$0494
Other Fiduciary Accounts$0229
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0592
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$0932
Personal Trust and Agency Accounts$0688
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0398
Employee Benefit-defined Benefit Accounts$0168
Number non-managed other employee benefit and retirement-related accounts$0634
Corporate Trust and Agency Accounts$0243
Number of investment management and advisory agency accounts, non-managed assets$0360
Number (#) individual retirement, health savings, and other similar accounts$0205
Other Fiduciary Accounts$0180
Memoranda
Custody and Safekeeping Accounts$0696
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0671
2018-09-30Rank
Fiduciary powers granted$01,697
Fiduciary power exercised$01,272
Fiduciary or related activity$01,206
Number of Fiduciary Accounts and Related Asset Accounts$0405
Number of Managed Accounts$0396
Personal Trust and Agency Accounts$0393
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0287
Employee Benefit-defined Benefit Accounts$0200
Number of other employee benefit and retirement-related accounts$0373
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$0370
Number of foundation and endowment trust and agency accounts, managed assets$0311
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0359
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0388
Personal Trust and Agency Accounts$0314
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0268
Employee Benefit-defined Benefit Accounts$0135
Number non-managed other employee benefit and retirement-related accounts$0329
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$0150
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$0376
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0350
2018-06-30Rank
Fiduciary powers granted$01,715
Fiduciary power exercised$01,278
Fiduciary or related activity$01,212
Number of Fiduciary Accounts and Related Asset Accounts$0407
Number of Managed Accounts$0398
Personal Trust and Agency Accounts$0394
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0290
Employee Benefit-defined Benefit Accounts$0205
Number of other employee benefit and retirement-related accounts$0374
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$0372
Number of foundation and endowment trust and agency accounts, managed assets$0312
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0360
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0391
Personal Trust and Agency Accounts$0318
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0269
Employee Benefit-defined Benefit Accounts$0137
Number non-managed other employee benefit and retirement-related accounts$0329
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$0153
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$0379
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0352
2018-03-31Rank
Fiduciary powers granted$01,725
Fiduciary power exercised$01,283
Fiduciary or related activity$01,216
Number of Fiduciary Accounts and Related Asset Accounts$0410
Number of Managed Accounts$0399
Personal Trust and Agency Accounts$0394
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0292
Employee Benefit-defined Benefit Accounts$0204
Number of other employee benefit and retirement-related accounts$0373
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$0372
Number of foundation and endowment trust and agency accounts, managed assets$0308
Other Fiduciary Accounts$0126
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0358
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0394
Personal Trust and Agency Accounts$0321
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0274
Employee Benefit-defined Benefit Accounts$0137
Number non-managed other employee benefit and retirement-related accounts$0333
Corporate Trust and Agency Accounts$0134
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$0150
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$0381
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0354
2017-12-31Rank
Fiduciary powers granted$01,747
Fiduciary power exercised$01,294
Fiduciary or related activity$01,226
Number of Fiduciary Accounts and Related Asset Accounts$01,212
Number of Managed Accounts$01,139
Personal Trust and Agency Accounts$01,112
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0440
Employee Benefit-defined Benefit Accounts$0275
Number of other employee benefit and retirement-related accounts$0658
Corporate Trust and Agency Accounts$0174
Number of managed investment management and investment advisory agency accounts$0685
Number of foundation and endowment trust and agency accounts, managed assets$0492
Other Fiduciary Accounts$0227
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0595
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$047
Number of Non-Managed Accounts$0965
Personal Trust and Agency Accounts$0719
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0413
Employee Benefit-defined Benefit Accounts$0165
Number non-managed other employee benefit and retirement-related accounts$0648
Corporate Trust and Agency Accounts$0255
Number of investment management and advisory agency accounts, non-managed assets$0374
Number (#) individual retirement, health savings, and other similar accounts$0206
Other Fiduciary Accounts$0192
Memoranda
Custody and Safekeeping Accounts$0700
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0682
2017-09-30Rank
Fiduciary powers granted$01,762
Fiduciary power exercised$01,315
Fiduciary or related activity$01,245
Number of Fiduciary Accounts and Related Asset Accounts$0401
Number of Managed Accounts$0391
Personal Trust and Agency Accounts$0388
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0290
Employee Benefit-defined Benefit Accounts$0206
Number of other employee benefit and retirement-related accounts$0368
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$0366
Number of foundation and endowment trust and agency accounts, managed assets$0304
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0354
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0384
Personal Trust and Agency Accounts$0316
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0272
Employee Benefit-defined Benefit Accounts$0132
Number non-managed other employee benefit and retirement-related accounts$0325
Corporate Trust and Agency Accounts$0132
Number of investment management and advisory agency accounts, non-managed assets$0211
Number (#) individual retirement, health savings, and other similar accounts$0152
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$0374
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0347