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Truist Bank, Total Fiduciary and Related Assets

2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$118,560,000,00016
Managed Assets ($)$64,998,000,00012
Personal trust and agency accounts, managed assets$17,045,000,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$972,000,00018
Employee benefit-defined benefit accounts, managed assets$1,322,000,00018
Other employee benefit and retirement-related accounts, managed assets$3,992,000,00014
Corporate trust and agency accounts, managed assets$639,000,0009
Investment management and investment advisory agency accounts, managed assets$26,339,000,00012
Foundation and endowment trust and agency accounts, managed assets$12,600,000,0007
Other fiduciary accounts, managed assets$2,089,000,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$3,052,000,00013
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$53,562,000,00017
Personal trust and agency accounts, non-managed assets$1,034,000,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$21,228,000,00013
Employee benefit-defined benefit accounts, non-managed Assets$20,434,000,0009
Other retirement accounts, non-managed assets$1,444,000,00020
Corporate trust and agency accounts, non-managed assets$8,234,000,00018
Investment management and advisory agency accounts, non-managed assets$582,000,00019
Foundation and endowment trust and agency accounts, non-managed assets$440,000,00015
Other fiduciary accounts, non-managed assets$166,000,00032
Memoranda
Custody and safekeeping accounts, non-managed assets$61,921,000,00026
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$127,000,00042
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$106,004,000,00016
Managed Assets ($)$57,155,000,00012
Personal trust and agency accounts, managed assets$16,791,000,0008
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$871,000,00018
Employee benefit-defined benefit accounts, managed assets$1,182,000,00018
Other employee benefit and retirement-related accounts, managed assets$3,492,000,00014
Corporate trust and agency accounts, managed assets$612,000,0008
Investment management and investment advisory agency accounts, managed assets$22,315,000,00012
Foundation and endowment trust and agency accounts, managed assets$11,729,000,0007
Other fiduciary accounts, managed assets$163,000,00020
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$2,687,000,00013
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$48,849,000,00017
Personal trust and agency accounts, non-managed assets$1,022,000,00027
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$18,660,000,00013
Employee benefit-defined benefit accounts, non-managed Assets$18,714,000,0009
Other retirement accounts, non-managed assets$1,270,000,00020
Corporate trust and agency accounts, non-managed assets$8,158,000,00017
Investment management and advisory agency accounts, non-managed assets$472,000,00018
Foundation and endowment trust and agency accounts, non-managed assets$433,000,00014
Other fiduciary accounts, non-managed assets$120,000,00032
Memoranda
Custody and safekeeping accounts, non-managed assets$60,952,000,00026
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$112,000,00046
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$121,272,000,00015
Managed Assets ($)$65,344,000,00012
Personal trust and agency accounts, managed assets$19,763,000,0008
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$983,000,00018
Employee benefit-defined benefit accounts, managed assets$1,279,000,00018
Other employee benefit and retirement-related accounts, managed assets$4,177,000,00013
Corporate trust and agency accounts, managed assets$607,000,0008
Investment management and investment advisory agency accounts, managed assets$25,545,000,00012
Foundation and endowment trust and agency accounts, managed assets$12,828,000,0007
Other fiduciary accounts, managed assets$162,000,00022
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$3,139,000,00013
Investments of managed fiduciary accts in advised or sponsored mutual funds$699,000,00021
Non-managed Assets ($)$55,928,000,00016
Personal trust and agency accounts, non-managed assets$1,168,000,00026
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$22,337,000,00012
Employee benefit-defined benefit accounts, non-managed Assets$21,068,000,0009
Other retirement accounts, non-managed assets$1,281,000,00020
Corporate trust and agency accounts, non-managed assets$8,924,000,00017
Investment management and advisory agency accounts, non-managed assets$561,000,00019
Foundation and endowment trust and agency accounts, non-managed assets$445,000,00016
Other fiduciary accounts, non-managed assets$144,000,00033
Memoranda
Custody and safekeeping accounts, non-managed assets$66,324,000,00027
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$137,000,00047
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$42,544,000,00031
Managed Assets ($)$17,790,000,00029
Personal trust and agency accounts, managed assets$4,736,000,00027
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$188,000,00053
Employee benefit-defined benefit accounts, managed assets$345,000,00034
Other employee benefit and retirement-related accounts, managed assets$1,823,000,00023
Corporate trust and agency accounts, managed assets$5,000,00038
Investment management and investment advisory agency accounts, managed assets$8,688,000,00027
Foundation and endowment trust and agency accounts, managed assets$1,842,000,00018
Other fiduciary accounts, managed assets$163,000,00020
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,709,000,00018
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$24,754,000,00026
Personal trust and agency accounts, non-managed assets$416,000,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$12,433,000,00014
Employee benefit-defined benefit accounts, non-managed Assets$9,513,000,00015
Other retirement accounts, non-managed assets$151,000,00047
Corporate trust and agency accounts, non-managed assets$2,052,000,00029
Investment management and advisory agency accounts, non-managed assets$0188
Foundation and endowment trust and agency accounts, non-managed assets$45,000,00044
Other fiduciary accounts, non-managed assets$144,000,00032
Memoranda
Custody and safekeeping accounts, non-managed assets$13,305,000,00044
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$44,000,00085
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$41,613,000,00030
Managed Assets ($)$17,847,000,00028
Personal trust and agency accounts, managed assets$4,781,000,00026
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$198,000,00052
Employee benefit-defined benefit accounts, managed assets$328,000,00033
Other employee benefit and retirement-related accounts, managed assets$1,790,000,00022
Corporate trust and agency accounts, managed assets$4,000,00042
Investment management and investment advisory agency accounts, managed assets$8,532,000,00027
Foundation and endowment trust and agency accounts, managed assets$2,049,000,00017
Other fiduciary accounts, managed assets$165,000,00021
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,677,000,00016
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$23,766,000,00026
Personal trust and agency accounts, non-managed assets$415,000,00046
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$12,442,000,00014
Employee benefit-defined benefit accounts, non-managed Assets$8,827,000,00016
Other retirement accounts, non-managed assets$150,000,00045
Corporate trust and agency accounts, non-managed assets$1,745,000,00028
Investment management and advisory agency accounts, non-managed assets$0207
Foundation and endowment trust and agency accounts, non-managed assets$40,000,00045
Other fiduciary accounts, non-managed assets$147,000,00033
Memoranda
Custody and safekeeping accounts, non-managed assets$12,941,000,00044
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$43,000,00093
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$40,620,000,00030
Managed Assets ($)$17,280,000,00029
Personal trust and agency accounts, managed assets$4,758,000,00026
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$194,000,00056
Employee benefit-defined benefit accounts, managed assets$344,000,00035
Other employee benefit and retirement-related accounts, managed assets$1,720,000,00021
Corporate trust and agency accounts, managed assets$4,000,00040
Investment management and investment advisory agency accounts, managed assets$8,091,000,00027
Foundation and endowment trust and agency accounts, managed assets$2,005,000,00017
Other fiduciary accounts, managed assets$164,000,00020
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,609,000,00017
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$23,340,000,00024
Personal trust and agency accounts, non-managed assets$409,000,00046
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$12,221,000,00014
Employee benefit-defined benefit accounts, non-managed Assets$8,786,000,00015
Other retirement accounts, non-managed assets$148,000,00046
Corporate trust and agency accounts, non-managed assets$1,603,000,00028
Investment management and advisory agency accounts, non-managed assets$0212
Foundation and endowment trust and agency accounts, non-managed assets$28,000,00052
Other fiduciary accounts, non-managed assets$145,000,00033
Memoranda
Custody and safekeeping accounts, non-managed assets$12,825,000,00043
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$43,000,00089
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$37,509,000,00030
Managed Assets ($)$16,038,000,00028
Personal trust and agency accounts, managed assets$4,376,000,00027
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$185,000,00056
Employee benefit-defined benefit accounts, managed assets$361,000,00033
Other employee benefit and retirement-related accounts, managed assets$1,580,000,00021
Corporate trust and agency accounts, managed assets$4,000,00061
Investment management and investment advisory agency accounts, managed assets$7,462,000,00027
Foundation and endowment trust and agency accounts, managed assets$1,896,000,00016
Other fiduciary accounts, managed assets$174,000,00018
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,475,000,00017
Investments of managed fiduciary accts in advised or sponsored mutual funds$608,000,00020
Non-managed Assets ($)$21,471,000,00024
Personal trust and agency accounts, non-managed assets$371,000,00048
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$11,475,000,00014
Employee benefit-defined benefit accounts, non-managed Assets$7,650,000,00016
Other retirement accounts, non-managed assets$122,000,00050
Corporate trust and agency accounts, non-managed assets$1,695,000,00028
Investment management and advisory agency accounts, non-managed assets$0357
Foundation and endowment trust and agency accounts, non-managed assets$27,000,00056
Other fiduciary accounts, non-managed assets$131,000,00035
Memoranda
Custody and safekeeping accounts, non-managed assets$12,776,000,00043
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$41,000,00097
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$39,867,000,00030
Managed Assets ($)$16,885,000,00029
Personal trust and agency accounts, managed assets$4,632,000,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$203,000,00055
Employee benefit-defined benefit accounts, managed assets$389,000,00033
Other employee benefit and retirement-related accounts, managed assets$1,712,000,00021
Corporate trust and agency accounts, managed assets$4,000,00040
Investment management and investment advisory agency accounts, managed assets$7,760,000,00028
Foundation and endowment trust and agency accounts, managed assets$2,012,000,00016
Other fiduciary accounts, managed assets$173,000,00019
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,605,000,00017
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$22,982,000,00026
Personal trust and agency accounts, non-managed assets$408,000,00048
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$12,567,000,00014
Employee benefit-defined benefit accounts, non-managed Assets$8,192,000,00016
Other retirement accounts, non-managed assets$138,000,00048
Corporate trust and agency accounts, non-managed assets$1,508,000,00029
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$29,000,00052
Other fiduciary accounts, non-managed assets$140,000,00032
Memoranda
Custody and safekeeping accounts, non-managed assets$13,368,000,00043
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$46,000,00084
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$38,912,000,00030
Managed Assets ($)$16,482,000,00029
Personal trust and agency accounts, managed assets$4,567,000,00027
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$199,000,00054
Employee benefit-defined benefit accounts, managed assets$380,000,00033
Other employee benefit and retirement-related accounts, managed assets$1,650,000,00021
Corporate trust and agency accounts, managed assets$3,000,00046
Investment management and investment advisory agency accounts, managed assets$7,405,000,00028
Foundation and endowment trust and agency accounts, managed assets$1,997,000,00016
Other fiduciary accounts, managed assets$281,000,00011
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,545,000,00017
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$22,430,000,00025
Personal trust and agency accounts, non-managed assets$394,000,00048
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$12,300,000,00014
Employee benefit-defined benefit accounts, non-managed Assets$8,031,000,00016
Other retirement accounts, non-managed assets$135,000,00049
Corporate trust and agency accounts, non-managed assets$1,508,000,00029
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$26,000,00053
Other fiduciary accounts, non-managed assets$36,000,00038
Memoranda
Custody and safekeeping accounts, non-managed assets$15,518,000,00037
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$46,000,00083
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$38,581,000,00030
Managed Assets ($)$16,371,000,00029
Personal trust and agency accounts, managed assets$4,608,000,00027
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$209,000,00050
Employee benefit-defined benefit accounts, managed assets$385,000,00033
Other employee benefit and retirement-related accounts, managed assets$1,607,000,00022
Corporate trust and agency accounts, managed assets$3,000,00050
Investment management and investment advisory agency accounts, managed assets$7,342,000,00028
Foundation and endowment trust and agency accounts, managed assets$1,937,000,00017
Other fiduciary accounts, managed assets$280,000,00014
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,523,000,00017
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$22,210,000,00025
Personal trust and agency accounts, non-managed assets$392,000,00046
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$11,944,000,00014
Employee benefit-defined benefit accounts, non-managed Assets$8,141,000,00015
Other retirement accounts, non-managed assets$137,000,00051
Corporate trust and agency accounts, non-managed assets$1,531,000,00030
Investment management and advisory agency accounts, non-managed assets$0216
Foundation and endowment trust and agency accounts, non-managed assets$26,000,00054
Other fiduciary accounts, non-managed assets$39,000,00035
Memoranda
Custody and safekeeping accounts, non-managed assets$15,357,000,00038
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$48,000,00080
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$38,409,000,00030
Managed Assets ($)$16,546,000,00030
Personal trust and agency accounts, managed assets$4,727,000,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$223,000,00047
Employee benefit-defined benefit accounts, managed assets$391,000,00033
Other employee benefit and retirement-related accounts, managed assets$1,621,000,00023
Corporate trust and agency accounts, managed assets$3,000,00073
Investment management and investment advisory agency accounts, managed assets$7,382,000,00028
Foundation and endowment trust and agency accounts, managed assets$1,917,000,00017
Other fiduciary accounts, managed assets$282,000,00013
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,539,000,00017
Investments of managed fiduciary accts in advised or sponsored mutual funds$685,000,00019
Non-managed Assets ($)$21,863,000,00026
Personal trust and agency accounts, non-managed assets$397,000,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$11,846,000,00014
Employee benefit-defined benefit accounts, non-managed Assets$7,913,000,00016
Other retirement accounts, non-managed assets$141,000,00051
Corporate trust and agency accounts, non-managed assets$1,522,000,00030
Investment management and advisory agency accounts, non-managed assets$0369
Foundation and endowment trust and agency accounts, non-managed assets$4,000,000104
Other fiduciary accounts, non-managed assets$40,000,00039
Memoranda
Custody and safekeeping accounts, non-managed assets$14,818,000,00039
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$50,000,00084
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$37,154,000,00030
Managed Assets ($)$16,148,000,00030
Personal trust and agency accounts, managed assets$4,613,000,00027
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$246,000,00045
Employee benefit-defined benefit accounts, managed assets$413,000,00031
Other employee benefit and retirement-related accounts, managed assets$1,584,000,00023
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$7,135,000,00028
Foundation and endowment trust and agency accounts, managed assets$1,870,000,00017
Other fiduciary accounts, managed assets$287,000,00012
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,497,000,00017
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$21,006,000,00026
Personal trust and agency accounts, non-managed assets$368,000,00050
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$11,422,000,00014
Employee benefit-defined benefit accounts, non-managed Assets$7,509,000,00018
Other retirement accounts, non-managed assets$139,000,00048
Corporate trust and agency accounts, non-managed assets$1,532,000,00030
Investment management and advisory agency accounts, non-managed assets$0210
Foundation and endowment trust and agency accounts, non-managed assets$4,000,00093
Other fiduciary accounts, non-managed assets$32,000,00039
Memoranda
Custody and safekeeping accounts, non-managed assets$14,121,000,00041
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$49,000,00078
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$36,244,000,00030
Managed Assets ($)$15,717,000,00029
Personal trust and agency accounts, managed assets$4,550,000,00027
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$243,000,00045
Employee benefit-defined benefit accounts, managed assets$382,000,00032
Other employee benefit and retirement-related accounts, managed assets$1,498,000,00023
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$6,897,000,00028
Foundation and endowment trust and agency accounts, managed assets$1,840,000,00018
Other fiduciary accounts, managed assets$307,000,00011
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,431,000,00017
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$20,527,000,00026
Personal trust and agency accounts, non-managed assets$365,000,00049
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$11,048,000,00014
Employee benefit-defined benefit accounts, non-managed Assets$7,320,000,00017
Other retirement accounts, non-managed assets$133,000,00049
Corporate trust and agency accounts, non-managed assets$1,621,000,00030
Investment management and advisory agency accounts, non-managed assets$0211
Foundation and endowment trust and agency accounts, non-managed assets$3,000,00098
Other fiduciary accounts, non-managed assets$37,000,00038
Memoranda
Custody and safekeeping accounts, non-managed assets$14,817,000,00038
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$45,000,00087
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$35,562,169,00030
Managed Assets ($)$15,577,774,00028
Personal trust and agency accounts, managed assets$4,534,913,00027
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$275,307,00044
Employee benefit-defined benefit accounts, managed assets$378,694,00032
Other employee benefit and retirement-related accounts, managed assets$1,461,133,00022
Corporate trust and agency accounts, managed assets$20,00078
Investment management and investment advisory agency accounts, managed assets$6,749,484,00028
Foundation and endowment trust and agency accounts, managed assets$1,870,201,00018
Other fiduciary accounts, managed assets$308,022,00014
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,392,568,00017
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$19,984,395,00026
Personal trust and agency accounts, non-managed assets$365,302,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$10,704,648,00014
Employee benefit-defined benefit accounts, non-managed Assets$7,047,210,00017
Other retirement accounts, non-managed assets$137,708,00049
Corporate trust and agency accounts, non-managed assets$1,691,855,00029
Investment management and advisory agency accounts, non-managed assets$0213
Foundation and endowment trust and agency accounts, non-managed assets$1,453,000110
Other fiduciary accounts, non-managed assets$36,219,00041
Memoranda
Custody and safekeeping accounts, non-managed assets$14,321,373,00038
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$45,391,00084
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$33,883,449,00030
Managed Assets ($)$15,185,662,00028
Personal trust and agency accounts, managed assets$4,455,843,00027
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$275,264,00044
Employee benefit-defined benefit accounts, managed assets$462,648,00030
Other employee benefit and retirement-related accounts, managed assets$1,425,429,00022
Corporate trust and agency accounts, managed assets$0178
Investment management and investment advisory agency accounts, managed assets$6,497,796,00028
Foundation and endowment trust and agency accounts, managed assets$1,760,726,00018
Other fiduciary accounts, managed assets$307,956,00012
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,357,374,00017
Investments of managed fiduciary accts in advised or sponsored mutual funds$631,252,00021
Non-managed Assets ($)$18,697,787,00026
Personal trust and agency accounts, non-managed assets$329,214,00051
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$10,223,959,00014
Employee benefit-defined benefit accounts, non-managed Assets$6,290,955,00018
Other retirement accounts, non-managed assets$134,386,00050
Corporate trust and agency accounts, non-managed assets$1,675,364,00029
Investment management and advisory agency accounts, non-managed assets$0367
Foundation and endowment trust and agency accounts, non-managed assets$1,352,000133
Other fiduciary accounts, non-managed assets$42,557,00041
Memoranda
Custody and safekeeping accounts, non-managed assets$14,150,693,00038
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$46,683,00081
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$33,126,756,00031
Managed Assets ($)$15,288,870,00028
Personal trust and agency accounts, managed assets$4,478,155,00027
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$335,742,00033
Employee benefit-defined benefit accounts, managed assets$471,945,00030
Other employee benefit and retirement-related accounts, managed assets$1,502,131,00019
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$6,485,948,00029
Foundation and endowment trust and agency accounts, managed assets$1,825,047,00016
Other fiduciary accounts, managed assets$189,902,00014
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,393,843,00017
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$17,837,886,00029
Personal trust and agency accounts, non-managed assets$312,767,00052
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$10,102,771,00014
Employee benefit-defined benefit accounts, non-managed Assets$6,106,980,00018
Other retirement accounts, non-managed assets$181,252,00038
Corporate trust and agency accounts, non-managed assets$1,124,936,00031
Investment management and advisory agency accounts, non-managed assets$0216
Foundation and endowment trust and agency accounts, non-managed assets$303,000133
Other fiduciary accounts, non-managed assets$8,877,00049
Memoranda
Custody and safekeeping accounts, non-managed assets$14,169,592,00039
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$39,207,00092
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$34,340,767,00031
Managed Assets ($)$16,365,889,00027
Personal trust and agency accounts, managed assets$4,484,373,00026
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,599,584,0006
Employee benefit-defined benefit accounts, managed assets$403,495,00031
Other employee benefit and retirement-related accounts, managed assets$1,515,381,00019
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$6,596,262,00025
Foundation and endowment trust and agency accounts, managed assets$1,539,823,00017
Other fiduciary accounts, managed assets$226,971,00013
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,366,964,00016
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$17,974,878,00027
Personal trust and agency accounts, non-managed assets$309,108,00051
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$10,565,699,00014
Employee benefit-defined benefit accounts, non-managed Assets$5,827,595,00018
Other retirement accounts, non-managed assets$172,594,00042
Corporate trust and agency accounts, non-managed assets$1,072,436,00033
Investment management and advisory agency accounts, non-managed assets$1,452,000168
Foundation and endowment trust and agency accounts, non-managed assets$16,610,00061
Other fiduciary accounts, non-managed assets$9,384,00047
Memoranda
Custody and safekeeping accounts, non-managed assets$13,280,217,00040
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$95,713,00047
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$28,939,063,00032
Managed Assets ($)$12,463,677,00032
Personal trust and agency accounts, managed assets$3,912,368,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$221,136,00049
Employee benefit-defined benefit accounts, managed assets$190,757,00046
Other employee benefit and retirement-related accounts, managed assets$1,117,558,00022
Corporate trust and agency accounts, managed assets$085
Investment management and investment advisory agency accounts, managed assets$5,354,089,00029
Foundation and endowment trust and agency accounts, managed assets$1,486,563,00017
Other fiduciary accounts, managed assets$181,206,00014
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,053,409,00019
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$16,475,386,00029
Personal trust and agency accounts, non-managed assets$288,795,00053
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,442,672,00014
Employee benefit-defined benefit accounts, non-managed Assets$5,575,505,00018
Other retirement accounts, non-managed assets$101,849,00055
Corporate trust and agency accounts, non-managed assets$1,042,116,00034
Investment management and advisory agency accounts, non-managed assets$0225
Foundation and endowment trust and agency accounts, non-managed assets$16,302,00063
Other fiduciary accounts, non-managed assets$8,147,00048
Memoranda
Custody and safekeeping accounts, non-managed assets$12,914,380,00041
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$26,745,000110
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$28,492,051,00031
Managed Assets ($)$12,505,728,00031
Personal trust and agency accounts, managed assets$4,019,772,00027
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$229,502,00048
Employee benefit-defined benefit accounts, managed assets$186,717,00045
Other employee benefit and retirement-related accounts, managed assets$1,102,830,00022
Corporate trust and agency accounts, managed assets$0186
Investment management and investment advisory agency accounts, managed assets$5,316,532,00029
Foundation and endowment trust and agency accounts, managed assets$1,474,027,00017
Other fiduciary accounts, managed assets$176,348,00015
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,045,138,00018
Investments of managed fiduciary accts in advised or sponsored mutual funds$628,475,00023
Non-managed Assets ($)$15,986,323,00028
Personal trust and agency accounts, non-managed assets$259,187,00058
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,390,130,00014
Employee benefit-defined benefit accounts, non-managed Assets$5,117,964,00018
Other retirement accounts, non-managed assets$108,884,00055
Corporate trust and agency accounts, non-managed assets$1,051,038,00033
Investment management and advisory agency accounts, non-managed assets$0390
Foundation and endowment trust and agency accounts, non-managed assets$16,904,00064
Other fiduciary accounts, non-managed assets$42,216,00041
Memoranda
Custody and safekeeping accounts, non-managed assets$11,985,524,00042
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$33,991,000105
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$27,963,393,00031
Managed Assets ($)$12,985,066,00028
Personal trust and agency accounts, managed assets$4,018,740,00026
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$231,450,00045
Employee benefit-defined benefit accounts, managed assets$458,161,00027
Other employee benefit and retirement-related accounts, managed assets$1,096,848,00022
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$5,374,942,00029
Foundation and endowment trust and agency accounts, managed assets$1,641,008,00016
Other fiduciary accounts, managed assets$163,917,00019
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,045,087,00018
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$14,978,327,00029
Personal trust and agency accounts, non-managed assets$170,332,00068
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,853,815,00014
Employee benefit-defined benefit accounts, non-managed Assets$4,870,276,00018
Other retirement accounts, non-managed assets$134,317,00050
Corporate trust and agency accounts, non-managed assets$848,109,00037
Investment management and advisory agency accounts, non-managed assets$0220
Foundation and endowment trust and agency accounts, non-managed assets$59,843,00035
Other fiduciary accounts, non-managed assets$41,635,00039
Memoranda
Custody and safekeeping accounts, non-managed assets$11,774,119,00043
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$60,352,00065
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$28,350,220,00032
Managed Assets ($)$12,587,542,00034
Personal trust and agency accounts, managed assets$3,724,917,00029
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$224,588,00048
Employee benefit-defined benefit accounts, managed assets$243,855,00041
Other employee benefit and retirement-related accounts, managed assets$1,059,378,00023
Corporate trust and agency accounts, managed assets$088
Investment management and investment advisory agency accounts, managed assets$5,584,928,00029
Foundation and endowment trust and agency accounts, managed assets$1,599,227,00017
Other fiduciary accounts, managed assets$150,649,00022
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$992,310,00020
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$15,762,678,00029
Personal trust and agency accounts, non-managed assets$269,287,00061
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,357,861,00014
Employee benefit-defined benefit accounts, non-managed Assets$5,075,137,00018
Other retirement accounts, non-managed assets$104,586,00057
Corporate trust and agency accounts, non-managed assets$855,856,00037
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$60,608,00038
Other fiduciary accounts, non-managed assets$39,343,00040
Memoranda
Custody and safekeeping accounts, non-managed assets$10,468,454,00046
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$30,776,000108
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$28,219,790,00032
Managed Assets ($)$12,338,014,00033
Personal trust and agency accounts, managed assets$3,659,941,00030
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$222,111,00048
Employee benefit-defined benefit accounts, managed assets$247,276,00042
Other employee benefit and retirement-related accounts, managed assets$1,019,673,00025
Corporate trust and agency accounts, managed assets$089
Investment management and investment advisory agency accounts, managed assets$5,481,963,00030
Foundation and endowment trust and agency accounts, managed assets$1,551,879,00017
Other fiduciary accounts, managed assets$155,171,00021
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$944,947,00022
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$15,881,776,00029
Personal trust and agency accounts, non-managed assets$326,879,00054
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,282,343,00015
Employee benefit-defined benefit accounts, non-managed Assets$5,188,422,00019
Other retirement accounts, non-managed assets$104,606,00059
Corporate trust and agency accounts, non-managed assets$918,367,00034
Investment management and advisory agency accounts, non-managed assets$0218
Foundation and endowment trust and agency accounts, non-managed assets$22,119,00057
Other fiduciary accounts, non-managed assets$39,040,00042
Memoranda
Custody and safekeeping accounts, non-managed assets$10,024,439,00047
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$23,187,000128
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$27,232,127,00032
Managed Assets ($)$11,985,641,00033
Personal trust and agency accounts, managed assets$3,621,285,00030
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$185,192,00052
Employee benefit-defined benefit accounts, managed assets$241,706,00042
Other employee benefit and retirement-related accounts, managed assets$974,933,00025
Corporate trust and agency accounts, managed assets$0189
Investment management and investment advisory agency accounts, managed assets$5,319,287,00030
Foundation and endowment trust and agency accounts, managed assets$1,490,981,00017
Other fiduciary accounts, managed assets$152,257,00019
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$905,854,00022
Investments of managed fiduciary accts in advised or sponsored mutual funds$690,119,00021
Non-managed Assets ($)$15,246,486,00029
Personal trust and agency accounts, non-managed assets$350,922,00050
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,983,393,00015
Employee benefit-defined benefit accounts, non-managed Assets$4,944,588,00019
Other retirement accounts, non-managed assets$101,157,00060
Corporate trust and agency accounts, non-managed assets$805,942,00035
Investment management and advisory agency accounts, non-managed assets$0381
Foundation and endowment trust and agency accounts, non-managed assets$21,905,00060
Other fiduciary accounts, non-managed assets$38,579,00043
Memoranda
Custody and safekeeping accounts, non-managed assets$10,551,405,00045
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$22,907,000150
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$26,849,010,00033
Managed Assets ($)$11,919,357,00033
Personal trust and agency accounts, managed assets$3,633,889,00030
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$189,213,00052
Employee benefit-defined benefit accounts, managed assets$243,935,00041
Other employee benefit and retirement-related accounts, managed assets$972,498,00024
Corporate trust and agency accounts, managed assets$793,00057
Investment management and investment advisory agency accounts, managed assets$5,276,167,00031
Foundation and endowment trust and agency accounts, managed assets$1,451,648,00017
Other fiduciary accounts, managed assets$151,214,00020
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$895,954,00021
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$14,929,653,00030
Personal trust and agency accounts, non-managed assets$355,549,00051
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,730,312,00016
Employee benefit-defined benefit accounts, non-managed Assets$4,765,164,00019
Other retirement accounts, non-managed assets$99,913,00059
Corporate trust and agency accounts, non-managed assets$915,030,00033
Investment management and advisory agency accounts, non-managed assets$0214
Foundation and endowment trust and agency accounts, non-managed assets$25,434,00053
Other fiduciary accounts, non-managed assets$38,251,00037
Memoranda
Custody and safekeeping accounts, non-managed assets$10,123,336,00044
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$23,339,000123
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$27,312,530,00031
Managed Assets ($)$12,267,286,00032
Personal trust and agency accounts, managed assets$3,686,521,00029
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$190,737,00051
Employee benefit-defined benefit accounts, managed assets$244,482,00040
Other employee benefit and retirement-related accounts, managed assets$961,964,00024
Corporate trust and agency accounts, managed assets$793,00061
Investment management and investment advisory agency accounts, managed assets$5,533,633,00031
Foundation and endowment trust and agency accounts, managed assets$1,502,035,00017
Other fiduciary accounts, managed assets$147,121,00020
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$881,332,00021
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$15,045,244,00028
Personal trust and agency accounts, non-managed assets$352,838,00049
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,893,149,00016
Employee benefit-defined benefit accounts, non-managed Assets$4,779,799,00019
Other retirement accounts, non-managed assets$100,965,00059
Corporate trust and agency accounts, non-managed assets$857,017,00030
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$25,948,00052
Other fiduciary accounts, non-managed assets$35,528,00038
Memoranda
Custody and safekeeping accounts, non-managed assets$10,201,290,00045
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$24,159,000122
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$26,495,752,00032
Managed Assets ($)$11,965,415,00033
Personal trust and agency accounts, managed assets$3,607,799,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$181,940,00052
Employee benefit-defined benefit accounts, managed assets$233,608,00042
Other employee benefit and retirement-related accounts, managed assets$920,935,00024
Corporate trust and agency accounts, managed assets$793,00058
Investment management and investment advisory agency accounts, managed assets$5,373,345,00031
Foundation and endowment trust and agency accounts, managed assets$1,502,698,00017
Other fiduciary accounts, managed assets$144,297,00019
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$840,565,00021
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$14,530,337,00029
Personal trust and agency accounts, non-managed assets$339,005,00051
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,587,275,00017
Employee benefit-defined benefit accounts, non-managed Assets$4,612,264,00020
Other retirement accounts, non-managed assets$90,957,00062
Corporate trust and agency accounts, non-managed assets$840,239,00031
Investment management and advisory agency accounts, non-managed assets$0212
Foundation and endowment trust and agency accounts, non-managed assets$25,262,00052
Other fiduciary accounts, non-managed assets$35,335,00039
Memoranda
Custody and safekeeping accounts, non-managed assets$10,460,181,00045
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$23,443,000125
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$26,666,247,00032
Managed Assets ($)$12,831,774,00030
Personal trust and agency accounts, managed assets$3,534,905,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$181,968,00050
Employee benefit-defined benefit accounts, managed assets$235,737,00041
Other employee benefit and retirement-related accounts, managed assets$883,299,00024
Corporate trust and agency accounts, managed assets$793,000108
Investment management and investment advisory agency accounts, managed assets$6,433,701,00025
Foundation and endowment trust and agency accounts, managed assets$1,405,965,00018
Other fiduciary accounts, managed assets$155,406,00020
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$816,367,00021
Investments of managed fiduciary accts in advised or sponsored mutual funds$624,531,00024
Non-managed Assets ($)$13,834,473,00031
Personal trust and agency accounts, non-managed assets$333,541,00049
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,254,831,00016
Employee benefit-defined benefit accounts, non-managed Assets$4,255,277,00020
Other retirement accounts, non-managed assets$87,727,00062
Corporate trust and agency accounts, non-managed assets$844,218,00033
Investment management and advisory agency accounts, non-managed assets$0386
Foundation and endowment trust and agency accounts, non-managed assets$24,706,00053
Other fiduciary accounts, non-managed assets$34,173,00041
Memoranda
Custody and safekeeping accounts, non-managed assets$9,352,922,00047
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$19,997,000178
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$25,240,842,00033
Managed Assets ($)$12,269,431,00030
Personal trust and agency accounts, managed assets$3,351,362,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$173,980,00054
Employee benefit-defined benefit accounts, managed assets$234,921,00041
Other employee benefit and retirement-related accounts, managed assets$845,144,00025
Corporate trust and agency accounts, managed assets$800,00061
Investment management and investment advisory agency accounts, managed assets$6,186,412,00024
Foundation and endowment trust and agency accounts, managed assets$1,323,538,00017
Other fiduciary accounts, managed assets$153,274,00019
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$778,576,00021
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$12,971,411,00031
Personal trust and agency accounts, non-managed assets$307,858,00053
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,592,572,00015
Employee benefit-defined benefit accounts, non-managed Assets$4,065,751,00019
Other retirement accounts, non-managed assets$87,269,00059
Corporate trust and agency accounts, non-managed assets$837,382,00032
Investment management and advisory agency accounts, non-managed assets$0198
Foundation and endowment trust and agency accounts, non-managed assets$23,740,00051
Other fiduciary accounts, non-managed assets$56,839,00035
Memoranda
Custody and safekeeping accounts, non-managed assets$8,982,763,00047
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$21,300,000133
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$24,827,611,00033
Managed Assets ($)$11,938,231,00030
Personal trust and agency accounts, managed assets$3,310,496,00029
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$208,848,00044
Employee benefit-defined benefit accounts, managed assets$208,862,00043
Other employee benefit and retirement-related accounts, managed assets$809,198,00023
Corporate trust and agency accounts, managed assets$799,00064
Investment management and investment advisory agency accounts, managed assets$5,968,998,00024
Foundation and endowment trust and agency accounts, managed assets$1,281,041,00017
Other fiduciary accounts, managed assets$149,989,00019
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$741,823,00021
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$12,889,380,00031
Personal trust and agency accounts, non-managed assets$272,755,00055
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,729,999,00015
Employee benefit-defined benefit accounts, non-managed Assets$3,838,596,00019
Other retirement accounts, non-managed assets$84,795,00059
Corporate trust and agency accounts, non-managed assets$883,522,00032
Investment management and advisory agency accounts, non-managed assets$0202
Foundation and endowment trust and agency accounts, non-managed assets$22,926,00051
Other fiduciary accounts, non-managed assets$56,787,00036
Memoranda
Custody and safekeeping accounts, non-managed assets$8,900,742,00048
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$21,300,000135
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$25,001,512,00033
Managed Assets ($)$12,138,885,00029
Personal trust and agency accounts, managed assets$3,385,221,00029
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$218,808,00042
Employee benefit-defined benefit accounts, managed assets$210,771,00043
Other employee benefit and retirement-related accounts, managed assets$807,588,00024
Corporate trust and agency accounts, managed assets$1,958,00054
Investment management and investment advisory agency accounts, managed assets$6,047,322,00025
Foundation and endowment trust and agency accounts, managed assets$1,315,594,00017
Other fiduciary accounts, managed assets$151,623,00019
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$739,110,00021
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$12,862,627,00032
Personal trust and agency accounts, non-managed assets$221,204,00062
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,499,172,00015
Employee benefit-defined benefit accounts, non-managed Assets$3,867,775,00019
Other retirement accounts, non-managed assets$77,447,00060
Corporate trust and agency accounts, non-managed assets$1,115,007,00029
Investment management and advisory agency accounts, non-managed assets$0204
Foundation and endowment trust and agency accounts, non-managed assets$23,290,00049
Other fiduciary accounts, non-managed assets$58,732,00037
Memoranda
Custody and safekeeping accounts, non-managed assets$8,911,051,00047
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$21,514,000133
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$23,662,380,00033
Managed Assets ($)$11,802,770,00030
Personal trust and agency accounts, managed assets$3,321,844,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$217,170,00041
Employee benefit-defined benefit accounts, managed assets$207,293,00041
Other employee benefit and retirement-related accounts, managed assets$767,611,00024
Corporate trust and agency accounts, managed assets$2,117,00090
Investment management and investment advisory agency accounts, managed assets$5,897,010,00026
Foundation and endowment trust and agency accounts, managed assets$1,239,003,00017
Other fiduciary accounts, managed assets$150,722,00018
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$709,843,00019
Investments of managed fiduciary accts in advised or sponsored mutual funds$888,422,00019
Non-managed Assets ($)$11,859,610,00032
Personal trust and agency accounts, non-managed assets$174,039,00065
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,996,815,00015
Employee benefit-defined benefit accounts, non-managed Assets$3,400,036,00020
Other retirement accounts, non-managed assets$78,547,00058
Corporate trust and agency accounts, non-managed assets$1,127,163,00028
Investment management and advisory agency accounts, non-managed assets$0412
Foundation and endowment trust and agency accounts, non-managed assets$22,565,00049
Other fiduciary accounts, non-managed assets$60,445,00037
Memoranda
Custody and safekeeping accounts, non-managed assets$7,902,069,00046
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$24,893,000144
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$23,638,297,00031
Managed Assets ($)$11,889,968,00030
Personal trust and agency accounts, managed assets$3,290,948,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$217,370,00041
Employee benefit-defined benefit accounts, managed assets$214,059,00041
Other employee benefit and retirement-related accounts, managed assets$754,551,00023
Corporate trust and agency accounts, managed assets$2,104,00053
Investment management and investment advisory agency accounts, managed assets$6,017,947,00026
Foundation and endowment trust and agency accounts, managed assets$1,242,888,00017
Other fiduciary accounts, managed assets$150,101,00017
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$697,756,00021
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$11,748,329,00032
Personal trust and agency accounts, non-managed assets$224,212,00059
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,929,128,00017
Employee benefit-defined benefit accounts, non-managed Assets$3,250,768,00020
Other retirement accounts, non-managed assets$78,590,00055
Corporate trust and agency accounts, non-managed assets$1,144,663,00028
Investment management and advisory agency accounts, non-managed assets$0208
Foundation and endowment trust and agency accounts, non-managed assets$60,171,00030
Other fiduciary accounts, non-managed assets$60,797,00035
Memoranda
Custody and safekeeping accounts, non-managed assets$7,546,902,00046
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$25,387,000118
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$22,360,432,00033
Managed Assets ($)$11,438,227,00030
Personal trust and agency accounts, managed assets$3,214,699,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$208,543,00039
Employee benefit-defined benefit accounts, managed assets$200,839,00040
Other employee benefit and retirement-related accounts, managed assets$703,057,00024
Corporate trust and agency accounts, managed assets$2,103,00052
Investment management and investment advisory agency accounts, managed assets$5,744,337,00027
Foundation and endowment trust and agency accounts, managed assets$1,217,561,00016
Other fiduciary accounts, managed assets$147,088,00015
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$667,136,00021
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$10,922,205,00033
Personal trust and agency accounts, non-managed assets$195,362,00059
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,580,266,00017
Employee benefit-defined benefit accounts, non-managed Assets$3,004,676,00020
Other retirement accounts, non-managed assets$75,651,00055
Corporate trust and agency accounts, non-managed assets$942,977,00030
Investment management and advisory agency accounts, non-managed assets$0201
Foundation and endowment trust and agency accounts, non-managed assets$62,956,00030
Other fiduciary accounts, non-managed assets$60,317,00035
Memoranda
Custody and safekeeping accounts, non-managed assets$7,642,079,00046
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$24,157,000116
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$22,704,822,00033
Managed Assets ($)$11,590,207,00029
Personal trust and agency accounts, managed assets$3,239,876,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$221,602,00041
Employee benefit-defined benefit accounts, managed assets$205,910,00041
Other employee benefit and retirement-related accounts, managed assets$736,140,00022
Corporate trust and agency accounts, managed assets$2,077,00054
Investment management and investment advisory agency accounts, managed assets$5,780,852,00026
Foundation and endowment trust and agency accounts, managed assets$1,267,362,00015
Other fiduciary accounts, managed assets$136,388,00016
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$682,950,00019
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$11,114,615,00031
Personal trust and agency accounts, non-managed assets$195,119,00060
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,730,378,00017
Employee benefit-defined benefit accounts, non-managed Assets$3,033,053,00020
Other retirement accounts, non-managed assets$77,937,00056
Corporate trust and agency accounts, non-managed assets$1,000,668,00030
Investment management and advisory agency accounts, non-managed assets$0198
Foundation and endowment trust and agency accounts, non-managed assets$72,549,00025
Other fiduciary accounts, non-managed assets$4,911,00052
Memoranda
Custody and safekeeping accounts, non-managed assets$7,600,148,00045
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$25,399,000114
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$21,271,681,00033
Managed Assets ($)$11,116,664,00027
Personal trust and agency accounts, managed assets$3,114,550,00027
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$211,496,00040
Employee benefit-defined benefit accounts, managed assets$197,938,00039
Other employee benefit and retirement-related accounts, managed assets$688,079,00021
Corporate trust and agency accounts, managed assets$0222
Investment management and investment advisory agency accounts, managed assets$5,543,286,00027
Foundation and endowment trust and agency accounts, managed assets$1,211,859,00014
Other fiduciary accounts, managed assets$149,456,00017
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$628,365,00018
Investments of managed fiduciary accts in advised or sponsored mutual funds$1,133,435,00019
Non-managed Assets ($)$10,155,017,00034
Personal trust and agency accounts, non-managed assets$212,515,00056
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,972,006,00018
Employee benefit-defined benefit accounts, non-managed Assets$2,800,011,00021
Other retirement accounts, non-managed assets$73,670,00056
Corporate trust and agency accounts, non-managed assets$1,023,799,00031
Investment management and advisory agency accounts, non-managed assets$0408
Foundation and endowment trust and agency accounts, non-managed assets$68,636,00027
Other fiduciary accounts, non-managed assets$4,380,00068
Memoranda
Custody and safekeeping accounts, non-managed assets$7,378,888,00045
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$25,306,000137
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$20,520,425,00035
Managed Assets ($)$10,871,569,00029
Personal trust and agency accounts, managed assets$3,045,453,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$210,442,00039
Employee benefit-defined benefit accounts, managed assets$192,163,00041
Other employee benefit and retirement-related accounts, managed assets$656,525,00025
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$5,436,178,00026
Foundation and endowment trust and agency accounts, managed assets$1,174,364,00014
Other fiduciary accounts, managed assets$156,444,00018
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$593,517,00021
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,648,856,00034
Personal trust and agency accounts, non-managed assets$193,485,00056
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,591,518,00018
Employee benefit-defined benefit accounts, non-managed Assets$2,649,380,00022
Other retirement accounts, non-managed assets$70,100,00056
Corporate trust and agency accounts, non-managed assets$1,078,890,00030
Investment management and advisory agency accounts, non-managed assets$0186
Foundation and endowment trust and agency accounts, non-managed assets$60,818,00028
Other fiduciary accounts, non-managed assets$4,665,00053
Memoranda
Custody and safekeeping accounts, non-managed assets$6,124,337,00048
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$25,124,000108
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$22,310,176,00034
Managed Assets ($)$11,657,100,00029
Personal trust and agency accounts, managed assets$3,483,879,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$236,767,00036
Employee benefit-defined benefit accounts, managed assets$206,802,00045
Other employee benefit and retirement-related accounts, managed assets$710,616,00023
Corporate trust and agency accounts, managed assets$093
Investment management and investment advisory agency accounts, managed assets$5,725,200,00026
Foundation and endowment trust and agency accounts, managed assets$1,091,719,00017
Other fiduciary accounts, managed assets$202,117,00015
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$649,931,00020
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$10,653,076,00034
Personal trust and agency accounts, non-managed assets$181,535,00062
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,279,129,00018
Employee benefit-defined benefit accounts, non-managed Assets$2,946,923,00022
Other retirement accounts, non-managed assets$77,146,00058
Corporate trust and agency accounts, non-managed assets$1,078,782,00031
Investment management and advisory agency accounts, non-managed assets$0182
Foundation and endowment trust and agency accounts, non-managed assets$76,190,00025
Other fiduciary accounts, non-managed assets$13,371,00049
Memoranda
Custody and safekeeping accounts, non-managed assets$6,327,418,00049
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$27,898,000103
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$21,883,792,00035
Managed Assets ($)$11,358,126,00030
Personal trust and agency accounts, managed assets$3,610,473,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$237,718,00037
Employee benefit-defined benefit accounts, managed assets$200,480,00043
Other employee benefit and retirement-related accounts, managed assets$691,737,00023
Corporate trust and agency accounts, managed assets$2,879,00056
Investment management and investment advisory agency accounts, managed assets$5,420,133,00029
Foundation and endowment trust and agency accounts, managed assets$963,060,00018
Other fiduciary accounts, managed assets$231,646,00015
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$634,732,00020
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$10,525,666,00035
Personal trust and agency accounts, non-managed assets$216,186,00059
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,183,332,00018
Employee benefit-defined benefit accounts, non-managed Assets$2,905,994,00022
Other retirement accounts, non-managed assets$88,795,00053
Corporate trust and agency accounts, non-managed assets$1,052,030,00032
Investment management and advisory agency accounts, non-managed assets$0179
Foundation and endowment trust and agency accounts, non-managed assets$77,471,00026
Other fiduciary accounts, non-managed assets$1,858,00061
Memoranda
Custody and safekeeping accounts, non-managed assets$6,555,220,00047
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$39,779,00080
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$21,144,280,00036
Managed Assets ($)$11,026,599,00031
Personal trust and agency accounts, managed assets$3,521,862,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$228,716,00040
Employee benefit-defined benefit accounts, managed assets$201,182,00046
Other employee benefit and retirement-related accounts, managed assets$669,852,00024
Corporate trust and agency accounts, managed assets$3,940,00083
Investment management and investment advisory agency accounts, managed assets$5,177,822,00030
Foundation and endowment trust and agency accounts, managed assets$1,001,249,00018
Other fiduciary accounts, managed assets$221,976,00015
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$613,590,00019
Investments of managed fiduciary accts in advised or sponsored mutual funds$1,102,011,00020
Non-managed Assets ($)$10,117,681,00035
Personal trust and agency accounts, non-managed assets$186,168,00062
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,773,462,00018
Employee benefit-defined benefit accounts, non-managed Assets$2,786,620,00022
Other retirement accounts, non-managed assets$87,822,00056
Corporate trust and agency accounts, non-managed assets$1,216,883,00031
Investment management and advisory agency accounts, non-managed assets$0404
Foundation and endowment trust and agency accounts, non-managed assets$63,154,00030
Other fiduciary accounts, non-managed assets$3,572,00074
Memoranda
Custody and safekeeping accounts, non-managed assets$5,519,758,00049
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$41,977,00088
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$20,048,869,00036
Managed Assets ($)$10,678,687,00030
Personal trust and agency accounts, managed assets$3,323,037,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$230,154,00039
Employee benefit-defined benefit accounts, managed assets$187,806,00047
Other employee benefit and retirement-related accounts, managed assets$652,647,00023
Corporate trust and agency accounts, managed assets$3,894,00050
Investment management and investment advisory agency accounts, managed assets$5,107,926,00029
Foundation and endowment trust and agency accounts, managed assets$967,257,00017
Other fiduciary accounts, managed assets$205,966,00015
Memoranda
Fiduciary accounts held in foreign offices, managed assets$08
Individual retirement,health savings and similar accounts, managed assets$589,229,00019
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,370,182,00035
Personal trust and agency accounts, non-managed assets$180,071,00064
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,261,432,00017
Employee benefit-defined benefit accounts, non-managed Assets$2,616,797,00022
Other retirement accounts, non-managed assets$69,590,00059
Corporate trust and agency accounts, non-managed assets$1,177,306,00031
Investment management and advisory agency accounts, non-managed assets$0165
Foundation and endowment trust and agency accounts, non-managed assets$61,301,00029
Other fiduciary accounts, non-managed assets$3,685,00055
Memoranda
Custody and safekeeping accounts, non-managed assets$4,799,494,00052
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$33,853,00085
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$19,155,980,00036
Managed Assets ($)$10,211,696,00029
Personal trust and agency accounts, managed assets$3,140,186,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$217,568,00036
Employee benefit-defined benefit accounts, managed assets$173,816,00049
Other employee benefit and retirement-related accounts, managed assets$597,296,00023
Corporate trust and agency accounts, managed assets$3,881,00051
Investment management and investment advisory agency accounts, managed assets$5,012,802,00027
Foundation and endowment trust and agency accounts, managed assets$863,114,00016
Other fiduciary accounts, managed assets$203,033,00015
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assets$543,809,00019
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$8,944,284,00035
Personal trust and agency accounts, non-managed assets$164,773,00065
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,021,871,00018
Employee benefit-defined benefit accounts, non-managed Assets$2,414,254,00023
Other retirement accounts, non-managed assets$54,527,00069
Corporate trust and agency accounts, non-managed assets$1,189,802,00031
Investment management and advisory agency accounts, non-managed assets$0167
Foundation and endowment trust and agency accounts, non-managed assets$95,486,00019
Other fiduciary accounts, non-managed assets$3,571,00056
Memoranda
Custody and safekeeping accounts, non-managed assets$4,973,073,00051
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$34,306,00079
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$20,511,893,00035
Managed Assets ($)$11,001,560,00030
Personal trust and agency accounts, managed assets$3,395,806,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$233,611,00038
Employee benefit-defined benefit accounts, managed assets$185,648,00049
Other employee benefit and retirement-related accounts, managed assets$619,888,00023
Corporate trust and agency accounts, managed assets$2,154,00060
Investment management and investment advisory agency accounts, managed assets$5,153,121,00027
Foundation and endowment trust and agency accounts, managed assets$967,958,00016
Other fiduciary accounts, managed assets$443,374,00012
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assets$570,986,00018
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,510,333,00034
Personal trust and agency accounts, non-managed assets$191,123,00058
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,337,434,00019
Employee benefit-defined benefit accounts, non-managed Assets$2,572,677,00022
Other retirement accounts, non-managed assets$60,239,00061
Corporate trust and agency accounts, non-managed assets$1,304,228,00031
Investment management and advisory agency accounts, non-managed assets$0163
Foundation and endowment trust and agency accounts, non-managed assets$42,632,00035
Other fiduciary accounts, non-managed assets$2,000,00067
Memoranda
Custody and safekeeping accounts, non-managed assets$4,939,781,00053
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$37,941,00075
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$19,718,599,00036
Managed Assets ($)$10,570,927,00032
Personal trust and agency accounts, managed assets$3,323,523,00029
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$229,452,00039
Employee benefit-defined benefit accounts, managed assets$160,312,00052
Other employee benefit and retirement-related accounts, managed assets$586,935,00024
Corporate trust and agency accounts, managed assets$2,144,00098
Investment management and investment advisory agency accounts, managed assets$4,885,638,00028
Foundation and endowment trust and agency accounts, managed assets$950,549,00017
Other fiduciary accounts, managed assets$432,374,00013
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assets$544,485,00020
Investments of managed fiduciary accts in advised or sponsored mutual funds$1,402,545,00022
Non-managed Assets ($)$9,147,672,00037
Personal trust and agency accounts, non-managed assets$330,002,00043
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,908,426,00022
Employee benefit-defined benefit accounts, non-managed Assets$2,429,463,00024
Other retirement accounts, non-managed assets$64,073,00061
Corporate trust and agency accounts, non-managed assets$1,372,229,00031
Investment management and advisory agency accounts, non-managed assets$0351
Foundation and endowment trust and agency accounts, non-managed assets$43,479,00032
Other fiduciary accounts, non-managed assets$0221
Memoranda
Custody and safekeeping accounts, non-managed assets$4,724,610,00055
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$40,150,00098
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$15,362,663,00044
Managed Assets ($)$10,385,570,00035
Personal trust and agency accounts, managed assets$3,573,131,00029
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$227,421,00038
Employee benefit-defined benefit accounts, managed assets$154,900,00051
Other employee benefit and retirement-related accounts, managed assets$2,634,369,00014
Corporate trust and agency accounts, managed assets$20,101,00026
Investment management and investment advisory agency accounts, managed assets$3,722,752,00037
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$52,896,00034
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,977,093,00046
Personal trust and agency accounts, non-managed assets$393,877,00042
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,328,378,00030
Employee benefit-defined benefit accounts, non-managed Assets$2,353,596,00023
Other retirement accounts, non-managed assets$81,245,00052
Corporate trust and agency accounts, non-managed assets$803,787,00036
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$16,210,00061
Memoranda
Custody and safekeeping accounts, non-managed assets$4,507,178,00056
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$13,950,114,00045
Managed Assets ($)$9,493,987,00035
Personal trust and agency accounts, managed assets$3,298,827,00030
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$288,427,00028
Employee benefit-defined benefit accounts, managed assets$140,391,00052
Other employee benefit and retirement-related accounts, managed assets$2,388,272,00013
Corporate trust and agency accounts, managed assets$19,589,00033
Investment management and investment advisory agency accounts, managed assets$3,309,187,00040
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$49,294,00035
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,456,127,00046
Personal trust and agency accounts, non-managed assets$318,300,00048
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,100,340,00034
Employee benefit-defined benefit accounts, non-managed Assets$2,051,465,00024
Other retirement accounts, non-managed assets$84,061,00050
Corporate trust and agency accounts, non-managed assets$888,889,00034
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$13,072,00060
Memoranda
Custody and safekeeping accounts, non-managed assets$4,383,607,00058
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$13,216,744,00045
Managed Assets ($)$8,979,305,00036
Personal trust and agency accounts, managed assets$3,125,071,00030
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$269,715,00028
Employee benefit-defined benefit accounts, managed assets$127,545,00053
Other employee benefit and retirement-related accounts, managed assets$2,291,716,00014
Corporate trust and agency accounts, managed assets$21,582,00032
Investment management and investment advisory agency accounts, managed assets$3,089,658,00039
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$54,018,00033
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,237,439,00046
Personal trust and agency accounts, non-managed assets$316,974,00048
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$979,641,00033
Employee benefit-defined benefit accounts, non-managed Assets$1,853,703,00023
Other retirement accounts, non-managed assets$85,391,00050
Corporate trust and agency accounts, non-managed assets$989,931,00032
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$11,799,00063
Memoranda
Custody and safekeeping accounts, non-managed assets$4,483,710,00058
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$13,500,725,00046
Managed Assets ($)$9,467,256,00036
Personal trust and agency accounts, managed assets$3,294,105,00032
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$300,650,00027
Employee benefit-defined benefit accounts, managed assets$132,819,00054
Other employee benefit and retirement-related accounts, managed assets$2,186,043,00013
Corporate trust and agency accounts, managed assets$21,486,00041
Investment management and investment advisory agency accounts, managed assets$3,468,227,00038
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$63,926,00037
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,033,469,00051
Personal trust and agency accounts, non-managed assets$301,746,00051
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,103,560,00032
Employee benefit-defined benefit accounts, non-managed Assets$1,572,829,00028
Other retirement accounts, non-managed assets$66,151,00061
Corporate trust and agency accounts, non-managed assets$977,074,00036
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$12,109,00080
Memoranda
Custody and safekeeping accounts, non-managed assets$4,117,977,00063
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$14,667,656,00046
Managed Assets ($)$10,060,017,00038
Personal trust and agency accounts, managed assets$3,665,957,00032
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$323,094,00026
Employee benefit-defined benefit accounts, managed assets$138,588,00053
Other employee benefit and retirement-related accounts, managed assets$2,169,829,00014
Corporate trust and agency accounts, managed assets$21,959,00034
Investment management and investment advisory agency accounts, managed assets$3,674,983,00038
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$65,607,00034
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,607,639,00049
Personal trust and agency accounts, non-managed assets$338,027,00050
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,355,087,00033
Employee benefit-defined benefit accounts, non-managed Assets$1,873,260,00026
Other retirement accounts, non-managed assets$96,045,00052
Corporate trust and agency accounts, non-managed assets$929,030,00037
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$16,190,00064
Memoranda
Custody and safekeeping accounts, non-managed assets$3,909,608,00069
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$13,897,628,00051
Managed Assets ($)$9,509,781,00044
Personal trust and agency accounts, managed assets$3,828,038,00032
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$338,701,00030
Employee benefit-defined benefit accounts, managed assets$146,010,00053
Other employee benefit and retirement-related accounts, managed assets$1,469,945,00018
Corporate trust and agency accounts, managed assets$21,900,00037
Investment management and investment advisory agency accounts, managed assets$3,635,897,00042
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$69,290,00035
Memoranda
Fiduciary accounts held in foreign offices, managed assets$011
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,387,847,00054
Personal trust and agency accounts, non-managed assets$315,064,00057
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,085,561,00041
Employee benefit-defined benefit accounts, non-managed Assets$1,894,968,00028
Other retirement accounts, non-managed assets$85,766,00057
Corporate trust and agency accounts, non-managed assets$989,374,00036
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$17,114,00067
Memoranda
Custody and safekeeping accounts, non-managed assets$3,513,332,00074
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$13,727,625,00050
Managed Assets ($)$9,534,761,00044
Personal trust and agency accounts, managed assets$3,939,831,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$348,858,00027
Employee benefit-defined benefit accounts, managed assets$153,827,00051
Other employee benefit and retirement-related accounts, managed assets$1,599,472,00016
Corporate trust and agency accounts, managed assets$25,011,00037
Investment management and investment advisory agency accounts, managed assets$3,398,615,00040
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$69,147,00041
Memoranda
Fiduciary accounts held in foreign offices, managed assets$012
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,192,864,00056
Personal trust and agency accounts, non-managed assets$313,982,00056
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,282,433,00035
Employee benefit-defined benefit accounts, non-managed Assets$1,935,746,00028
Other retirement accounts, non-managed assets$83,728,00055
Corporate trust and agency accounts, non-managed assets$560,231,00041
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$16,744,00070
Memoranda
Custody and safekeeping accounts, non-managed assets$3,658,285,00070
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$14,227,548,00049
Managed Assets ($)$9,797,580,00044
Personal trust and agency accounts, managed assets$4,152,838,00033
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$366,354,00028
Employee benefit-defined benefit accounts, managed assets$154,124,00053
Other employee benefit and retirement-related accounts, managed assets$1,614,622,00017
Corporate trust and agency accounts, managed assets$24,139,00042
Investment management and investment advisory agency accounts, managed assets$3,420,404,00042
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$65,099,00045
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,429,968,00053
Personal trust and agency accounts, non-managed assets$334,726,00059
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,294,469,00037
Employee benefit-defined benefit accounts, non-managed Assets$2,085,789,00029
Other retirement accounts, non-managed assets$144,446,00047
Corporate trust and agency accounts, non-managed assets$555,800,00040
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$14,738,00080
Memoranda
Custody and safekeeping accounts, non-managed assets$4,160,332,00072
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$14,392,776,00048
Managed Assets ($)$9,919,130,00044
Personal trust and agency accounts, managed assets$4,273,202,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$373,796,00030
Employee benefit-defined benefit accounts, managed assets$175,470,00053
Other employee benefit and retirement-related accounts, managed assets$1,489,535,00017
Corporate trust and agency accounts, managed assets$23,864,00038
Investment management and investment advisory agency accounts, managed assets$3,516,707,00041
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$66,556,00040
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,473,646,00054
Personal trust and agency accounts, non-managed assets$329,891,00055
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,430,764,00038
Employee benefit-defined benefit accounts, non-managed Assets$2,123,831,00028
Other retirement accounts, non-managed assets$176,525,00045
Corporate trust and agency accounts, non-managed assets$395,757,00046
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$16,878,00062
Memoranda
Custody and safekeeping accounts, non-managed assets$4,463,784,00069
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$13,985,107,00050
Managed Assets ($)$9,697,560,00044
Personal trust and agency accounts, managed assets$4,239,537,00032
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$371,815,00030
Employee benefit-defined benefit accounts, managed assets$172,824,00055
Other employee benefit and retirement-related accounts, managed assets$1,412,301,00016
Corporate trust and agency accounts, managed assets$23,502,00038
Investment management and investment advisory agency accounts, managed assets$3,410,899,00041
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$66,682,00039
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,287,547,00059
Personal trust and agency accounts, non-managed assets$319,677,00055
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,460,237,00040
Employee benefit-defined benefit accounts, non-managed Assets$1,850,528,00031
Other retirement accounts, non-managed assets$150,660,00052
Corporate trust and agency accounts, non-managed assets$488,432,00043
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$18,013,00058
Memoranda
Custody and safekeeping accounts, non-managed assets$4,518,863,00068
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$13,458,732,00053
Managed Assets ($)$9,401,586,00044
Personal trust and agency accounts, managed assets$4,162,079,00032
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$371,353,00031
Employee benefit-defined benefit accounts, managed assets$205,632,00052
Other employee benefit and retirement-related accounts, managed assets$1,346,819,00017
Corporate trust and agency accounts, managed assets$26,014,00039
Investment management and investment advisory agency accounts, managed assets$3,221,716,00042
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$67,973,00038
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,057,146,00059
Personal trust and agency accounts, non-managed assets$302,536,00054
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,459,362,00039
Employee benefit-defined benefit accounts, non-managed Assets$1,686,841,00031
Other retirement accounts, non-managed assets$140,321,00053
Corporate trust and agency accounts, non-managed assets$451,312,00046
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$16,774,00059
Memoranda
Custody and safekeeping accounts, non-managed assets$4,192,654,00070
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$13,384,243,00052
Managed Assets ($)$9,166,908,00044
Personal trust and agency accounts, managed assets$4,187,885,00032
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$419,129,00029
Employee benefit-defined benefit accounts, managed assets$199,824,00054
Other employee benefit and retirement-related accounts, managed assets$1,390,207,00017
Corporate trust and agency accounts, managed assets$26,570,00047
Investment management and investment advisory agency accounts, managed assets$2,881,995,00046
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$61,298,00039
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,217,335,00057
Personal trust and agency accounts, non-managed assets$296,618,00056
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,454,226,00039
Employee benefit-defined benefit accounts, non-managed Assets$1,803,642,00029
Other retirement accounts, non-managed assets$149,554,00051
Corporate trust and agency accounts, non-managed assets$496,718,00047
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$16,577,00068
Memoranda
Custody and safekeeping accounts, non-managed assets$4,235,016,00069
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$9,870,481,00065
Managed Assets ($)$7,478,855,00051
Personal trust and agency accounts, managed assets$2,611,802,00042
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$318,379,00034
Employee benefit-defined benefit accounts, managed assets$1,525,085,00025
Other employee benefit and retirement-related accounts, managed assets$899,558,00020
Corporate trust and agency accounts, managed assets$24,130,00043
Investment management and investment advisory agency accounts, managed assets$2,021,653,00055
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$78,248,00037
Memoranda
Fiduciary accounts held in foreign offices, managed assets$012
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,391,626,00069
Personal trust and agency accounts, non-managed assets$284,418,00060
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,365,873,00040
Employee benefit-defined benefit accounts, non-managed Assets$270,133,00056
Other retirement accounts, non-managed assets$98,788,00064
Corporate trust and agency accounts, non-managed assets$354,296,00053
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$18,118,00060
Memoranda
Custody and safekeeping accounts, non-managed assets$3,125,954,00076
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$9,888,712,00065
Managed Assets ($)$7,361,522,00053
Personal trust and agency accounts, managed assets$2,554,022,00043
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$312,490,00033
Employee benefit-defined benefit accounts, managed assets$1,290,434,00027
Other employee benefit and retirement-related accounts, managed assets$872,761,00020
Corporate trust and agency accounts, managed assets$24,254,00042
Investment management and investment advisory agency accounts, managed assets$2,195,651,00055
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$111,910,00036
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,527,190,00070
Personal trust and agency accounts, non-managed assets$281,432,00059
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,289,640,00041
Employee benefit-defined benefit accounts, non-managed Assets$247,603,00059
Other retirement accounts, non-managed assets$260,965,00041
Corporate trust and agency accounts, non-managed assets$428,755,00053
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$18,795,00066
Memoranda
Custody and safekeeping accounts, non-managed assets$3,100,578,00074
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$9,913,671,00065
Managed Assets ($)$7,497,309,00051
Personal trust and agency accounts, managed assets$2,633,715,00042
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$324,119,00034
Employee benefit-defined benefit accounts, managed assets$1,310,546,00027
Other employee benefit and retirement-related accounts, managed assets$875,260,00019
Corporate trust and agency accounts, managed assets$29,095,00040
Investment management and investment advisory agency accounts, managed assets$2,216,301,00056
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$108,273,00041
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,416,362,00072
Personal trust and agency accounts, non-managed assets$278,475,00062
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,241,455,00042
Employee benefit-defined benefit accounts, non-managed Assets$243,345,00062
Other retirement accounts, non-managed assets$259,696,00039
Corporate trust and agency accounts, non-managed assets$374,809,00056
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$18,582,00068
Memoranda
Custody and safekeeping accounts, non-managed assets$3,140,328,00074
Fiduciary accounts held in foreign offices, non-managed Assets$014
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$9,824,434,00063
Managed Assets ($)$7,457,963,00051
Personal trust and agency accounts, managed assets$2,606,565,00044
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$326,915,00034
Employee benefit-defined benefit accounts, managed assets$1,204,172,00027
Other employee benefit and retirement-related accounts, managed assets$974,728,00021
Corporate trust and agency accounts, managed assets$33,512,00043
Investment management and investment advisory agency accounts, managed assets$2,218,833,00056
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$93,238,00045
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,366,471,00075
Personal trust and agency accounts, non-managed assets$260,703,00071
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,425,964,00041
Employee benefit-defined benefit accounts, non-managed Assets$213,289,00066
Other retirement accounts, non-managed assets$99,237,00062
Corporate trust and agency accounts, non-managed assets$349,805,00055
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$17,473,00071
Memoranda
Custody and safekeeping accounts, non-managed assets$2,838,528,00077
Fiduciary accounts held in foreign offices, non-managed Assets$014
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$9,320,424,00067
Managed Assets ($)$7,070,114,00052
Personal trust and agency accounts, managed assets$2,566,839,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$315,985,00037
Employee benefit-defined benefit accounts, managed assets$1,217,532,00027
Other employee benefit and retirement-related accounts, managed assets$898,501,00021
Corporate trust and agency accounts, managed assets$33,735,00038
Investment management and investment advisory agency accounts, managed assets$1,937,713,00057
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$99,809,00040
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,250,310,00075
Personal trust and agency accounts, non-managed assets$352,300,00056
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,255,184,00042
Employee benefit-defined benefit accounts, non-managed Assets$207,623,00066
Other retirement accounts, non-managed assets$65,197,00076
Corporate trust and agency accounts, non-managed assets$351,585,00054
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$18,421,00066
Memoranda
Custody and safekeeping accounts, non-managed assets$2,699,328,00074
Fiduciary accounts held in foreign offices, non-managed Assets$013
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$9,426,935,00060
Managed Assets ($)$7,143,071,00049
Personal trust and agency accounts, managed assets$2,525,547,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$535,782,00022
Employee benefit-defined benefit accounts, managed assets$1,214,452,00025
Other employee benefit and retirement-related accounts, managed assets$719,908,00022
Corporate trust and agency accounts, managed assets$33,605,00036
Investment management and investment advisory agency accounts, managed assets$2,024,510,00054
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$89,267,00043
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,283,864,00071
Personal trust and agency accounts, non-managed assets$373,516,00052
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,261,734,00040
Employee benefit-defined benefit accounts, non-managed Assets$181,609,00066
Other retirement accounts, non-managed assets$61,221,00075
Corporate trust and agency accounts, non-managed assets$384,944,00056
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$20,840,00064
Memoranda
Custody and safekeeping accounts, non-managed assets$2,825,909,00073
Fiduciary accounts held in foreign offices, non-managed Assets$014
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$9,449,213,00062
Managed Assets ($)$7,226,034,00050
Personal trust and agency accounts, managed assets$2,524,489,00047
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$575,858,00023
Employee benefit-defined benefit accounts, managed assets$1,212,679,00027
Other employee benefit and retirement-related accounts, managed assets$683,734,00025
Corporate trust and agency accounts, managed assets$33,770,00034
Investment management and investment advisory agency accounts, managed assets$2,095,091,00055
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$100,413,00040
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,223,179,00075
Personal trust and agency accounts, non-managed assets$367,330,00054
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,260,311,00042
Employee benefit-defined benefit accounts, non-managed Assets$167,824,00072
Other retirement accounts, non-managed assets$62,828,00077
Corporate trust and agency accounts, non-managed assets$344,686,00058
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$20,200,00066
Memoranda
Custody and safekeeping accounts, non-managed assets$2,800,351,00077
Fiduciary accounts held in foreign offices, non-managed Assets$015
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$9,698,719,00063
Managed Assets ($)$7,325,035,00049
Personal trust and agency accounts, managed assets$2,563,722,00047
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$589,781,00024
Employee benefit-defined benefit accounts, managed assets$1,189,922,00029
Other employee benefit and retirement-related accounts, managed assets$683,673,00024
Corporate trust and agency accounts, managed assets$35,870,00036
Investment management and investment advisory agency accounts, managed assets$2,168,815,00056
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$93,252,00043
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,373,684,00075
Personal trust and agency accounts, non-managed assets$395,209,00054
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,311,610,00043
Employee benefit-defined benefit accounts, non-managed Assets$161,180,00074
Other retirement accounts, non-managed assets$72,929,00074
Corporate trust and agency accounts, non-managed assets$410,139,00054
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$22,617,00073
Memoranda
Custody and safekeeping accounts, non-managed assets$7,503,902,00057
Fiduciary accounts held in foreign offices, non-managed Assets$016
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$9,535,670,00062
Managed Assets ($)$7,026,205,00051
Personal trust and agency accounts, managed assets$2,506,752,00046
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$558,742,00026
Employee benefit-defined benefit accounts, managed assets$1,114,104,00028
Other employee benefit and retirement-related accounts, managed assets$661,731,00024
Corporate trust and agency accounts, managed assets$20,837,00039
Investment management and investment advisory agency accounts, managed assets$2,057,926,00055
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$106,113,00035
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,509,465,00073
Personal trust and agency accounts, non-managed assets$378,234,00054
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,465,972,00040
Employee benefit-defined benefit accounts, non-managed Assets$157,422,00072
Other retirement accounts, non-managed assets$74,440,00071
Corporate trust and agency accounts, non-managed assets$414,346,00055
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$19,051,00068
Memoranda
Custody and safekeeping accounts, non-managed assets$7,186,029,00060
Fiduciary accounts held in foreign offices, non-managed Assets$016
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$9,554,065,00064
Managed Assets ($)$7,033,646,00049
Personal trust and agency accounts, managed assets$2,528,455,00046
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$579,653,00025
Employee benefit-defined benefit accounts, managed assets$1,133,214,00028
Other employee benefit and retirement-related accounts, managed assets$665,749,00024
Corporate trust and agency accounts, managed assets$21,042,00037
Investment management and investment advisory agency accounts, managed assets$2,010,717,00057
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$94,816,00039
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,520,419,00074
Personal trust and agency accounts, non-managed assets$424,908,00052
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,404,258,00044
Employee benefit-defined benefit accounts, non-managed Assets$152,893,00071
Other retirement accounts, non-managed assets$92,134,00066
Corporate trust and agency accounts, non-managed assets$429,054,00062
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$17,172,00065
Memoranda
Custody and safekeeping accounts, non-managed assets$7,306,221,00059
Fiduciary accounts held in foreign offices, non-managed Assets$017
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$9,432,965,00065
Managed Assets ($)$6,998,111,00051
Personal trust and agency accounts, managed assets$2,587,661,00048
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$596,756,00026
Employee benefit-defined benefit accounts, managed assets$1,121,445,00029
Other employee benefit and retirement-related accounts, managed assets$537,002,00025
Corporate trust and agency accounts, managed assets$23,708,00036
Investment management and investment advisory agency accounts, managed assets$2,004,093,00055
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$127,446,00034
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,434,854,00076
Personal trust and agency accounts, non-managed assets$428,257,00049
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,374,746,00044
Employee benefit-defined benefit accounts, non-managed Assets$146,992,00073
Other retirement accounts, non-managed assets$101,505,00065
Corporate trust and agency accounts, non-managed assets$338,996,00063
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$44,358,00056
Memoranda
Custody and safekeeping accounts, non-managed assets$6,912,738,00065
Fiduciary accounts held in foreign offices, non-managed Assets$017
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$9,840,356,00066
Managed Assets ($)$7,045,039,00054
Personal trust and agency accounts, managed assets$2,615,666,00047
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$588,513,00027
Employee benefit-defined benefit accounts, managed assets$1,102,931,00029
Other employee benefit and retirement-related accounts, managed assets$551,032,00026
Corporate trust and agency accounts, managed assets$23,492,00049
Investment management and investment advisory agency accounts, managed assets$2,069,371,00056
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$94,034,00048
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,795,317,00078
Personal trust and agency accounts, non-managed assets$428,121,00048
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,609,731,00041
Employee benefit-defined benefit accounts, non-managed Assets$271,693,00063
Other retirement accounts, non-managed assets$95,916,00073
Corporate trust and agency accounts, non-managed assets$366,203,00068
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$23,653,00075
Memoranda
Custody and safekeeping accounts, non-managed assets$8,539,851,00058
Fiduciary accounts held in foreign offices, non-managed Assets$016
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$8,936,282,00068
Managed Assets ($)$6,253,442,00057
Personal trust and agency accounts, managed assets$2,372,436,00049
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$543,365,00027
Employee benefit-defined benefit accounts, managed assets$829,774,00032
Other employee benefit and retirement-related accounts, managed assets$464,558,00029
Corporate trust and agency accounts, managed assets$53,858,00029
Investment management and investment advisory agency accounts, managed assets$1,911,815,00060
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$77,636,00050
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,682,840,00078
Personal trust and agency accounts, non-managed assets$410,939,00050
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,543,820,00041
Employee benefit-defined benefit accounts, non-managed Assets$228,180,00070
Other retirement accounts, non-managed assets$93,631,00073
Corporate trust and agency accounts, non-managed assets$366,473,00073
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$39,797,00069
Memoranda
Custody and safekeeping accounts, non-managed assets$6,499,513,00063
Fiduciary accounts held in foreign offices, non-managed Assets$016
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$11,455,681,00061
Managed Assets ($)$6,119,210,00057
Personal trust and agency accounts, managed assets$2,363,063,00048
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$534,656,00026
Employee benefit-defined benefit accounts, managed assets$790,116,00034
Other employee benefit and retirement-related accounts, managed assets$465,664,00027
Corporate trust and agency accounts, managed assets$56,682,00032
Investment management and investment advisory agency accounts, managed assets$1,830,399,00059
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$78,630,00052
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,336,471,00062
Personal trust and agency accounts, non-managed assets$415,314,00049
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,950,548,00027
Employee benefit-defined benefit accounts, non-managed Assets$251,668,00066
Other retirement accounts, non-managed assets$95,309,00072
Corporate trust and agency accounts, non-managed assets$582,520,00066
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$41,112,00070
Memoranda
Custody and safekeeping accounts, non-managed assets$6,316,020,00061
Fiduciary accounts held in foreign offices, non-managed Assets$016
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$10,620,570,00064
Managed Assets ($)$5,730,933,00057
Personal trust and agency accounts, managed assets$2,256,688,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$493,859,00028
Employee benefit-defined benefit accounts, managed assets$719,119,00033
Other employee benefit and retirement-related accounts, managed assets$423,571,00025
Corporate trust and agency accounts, managed assets$58,188,00032
Investment management and investment advisory agency accounts, managed assets$1,687,729,00057
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$91,779,00048
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,889,637,00063
Personal trust and agency accounts, non-managed assets$482,298,00047
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,603,465,00026
Employee benefit-defined benefit accounts, non-managed Assets$227,509,00070
Other retirement accounts, non-managed assets$93,711,00072
Corporate trust and agency accounts, non-managed assets$445,656,00077
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$36,998,00070
Memoranda
Custody and safekeeping accounts, non-managed assets$11,858,192,00050
Fiduciary accounts held in foreign offices, non-managed Assets$016
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$8,985,324,00069
Managed Assets ($)$6,383,850,00053
Personal trust and agency accounts, managed assets$2,294,942,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,428,674,00010
Employee benefit-defined benefit accounts, managed assets$0476
Other employee benefit and retirement-related accounts, managed assets$320,707,00034
Corporate trust and agency accounts, managed assets$0371
Investment management and investment advisory agency accounts, managed assets$1,339,527,00061
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0349
Memoranda
Fiduciary accounts held in foreign offices, managed assets$017
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,601,474,00077
Personal trust and agency accounts, non-managed assets$33,540,000182
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,477,193,00034
Employee benefit-defined benefit accounts, non-managed Assets$0308
Other retirement accounts, non-managed assets$27,510,000137
Corporate trust and agency accounts, non-managed assets$63,231,000104
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$6,921,883,00059
Fiduciary accounts held in foreign offices, non-managed Assets$017
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$8,901,567,00067
Managed Assets ($)$5,982,995,00057
Personal trust and agency accounts, managed assets$2,335,287,00050
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,286,529,00013
Employee benefit-defined benefit accounts, managed assets$0446
Other employee benefit and retirement-related accounts, managed assets$236,969,00040
Corporate trust and agency accounts, managed assets$0349
Investment management and investment advisory agency accounts, managed assets$1,124,210,00064
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0364
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,918,572,00071
Personal trust and agency accounts, non-managed assets$39,034,000169
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,711,270,00026
Employee benefit-defined benefit accounts, non-managed Assets$0282
Other retirement accounts, non-managed assets$37,227,000116
Corporate trust and agency accounts, non-managed assets$131,041,00096
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$6,318,655,00054
Fiduciary accounts held in foreign offices, non-managed Assets$016
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