Home > Wells Fargo Bank > Gross Fiduciary and Related Services Income
Wells Fargo Bank, Gross Fiduciary and Related Services Income
| 2024-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $256,000,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 308 |
| YTD Gross Income employee benefit defined benefit | $0 | 183 |
| YTD Gross Income from other retirement accounts | $32,000,000 | 11 |
| YTD Gross Income corporate trust and agency | $0 | 158 |
| Investment management and investment advisory agency accounts income | $281,000,000 | 8 |
| Foundation and endowment and agency accounts income | $91,000,000 | 3 |
| YTD Gross income other trust and agency accounts | $0 | 103 |
| YTD Gross income custody and safekeeping agency accounts | $6,000,000 | 39 |
| YTD Gross income other trust accounts | $0 | 178 |
| Gross Fiduciary activities income | $666,000,000 | 13 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $170,000,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 350 |
| YTD Gross Income employee benefit defined benefit | $0 | 193 |
| YTD Gross Income from other retirement accounts | $21,000,000 | 12 |
| YTD Gross Income corporate trust and agency | $0 | 174 |
| Investment management and investment advisory agency accounts income | $186,000,000 | 9 |
| Foundation and endowment and agency accounts income | $60,000,000 | 3 |
| YTD Gross income other trust and agency accounts | $0 | 116 |
| YTD Gross income custody and safekeeping agency accounts | $4,000,000 | 39 |
| YTD Gross income other trust accounts | $0 | 202 |
| Gross Fiduciary activities income | $441,000,000 | 12 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 9 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $85,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 257 |
| YTD Gross Income employee benefit defined benefit | $0 | 220 |
| YTD Gross Income from other retirement accounts | $11,000,000 | 12 |
| YTD Gross Income corporate trust and agency | $0 | 95 |
| Investment management and investment advisory agency accounts income | $96,000,000 | 46 |
| Foundation and endowment and agency accounts income | $30,000,000 | 3 |
| YTD Gross income other trust and agency accounts | $0 | 81 |
| YTD Gross income custody and safekeeping agency accounts | $2,000,000 | 38 |
| YTD Gross income other trust accounts | $0 | 168 |
| Gross Fiduciary activities income | $224,000,000 | 12 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $329,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 319 |
| YTD Gross Income employee benefit defined benefit | $0 | 242 |
| YTD Gross Income from other retirement accounts | $44,000,000 | 10 |
| YTD Gross Income corporate trust and agency | $0 | 147 |
| Investment management and investment advisory agency accounts income | $376,000,000 | 24 |
| Foundation and endowment and agency accounts income | $116,000,000 | 3 |
| YTD Gross income other trust and agency accounts | $0 | 113 |
| YTD Gross income custody and safekeeping agency accounts | $9,000,000 | 34 |
| YTD Gross income other trust accounts | $0 | 207 |
| Gross Fiduciary activities income | $874,000,000 | 12 |
| YTD fiduciary expense (Dec. only) | $1,092,000,000 | 9 |
| YTD fiduciary net loss (Dec. only) | $15,000,000 | 10 |
| YTD fiduciary intracompany income (Dec. only) | $356,000,000 | 7 |
| YTD net fiduciary income (Dec. only) | $123,000,000 | 21 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $249,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 262 |
| YTD Gross Income employee benefit defined benefit | $0 | 212 |
| YTD Gross Income from other retirement accounts | $33,000,000 | 9 |
| YTD Gross Income corporate trust and agency | $0 | 114 |
| Investment management and investment advisory agency accounts income | $282,000,000 | 29 |
| Foundation and endowment and agency accounts income | $87,000,000 | 3 |
| YTD Gross income other trust and agency accounts | $0 | 90 |
| YTD Gross income custody and safekeeping agency accounts | $7,000,000 | 33 |
| YTD Gross income other trust accounts | $0 | 170 |
| Gross Fiduciary activities income | $658,000,000 | 12 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $166,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 306 |
| YTD Gross Income employee benefit defined benefit | $0 | 231 |
| YTD Gross Income from other retirement accounts | $22,000,000 | 10 |
| YTD Gross Income corporate trust and agency | $0 | 124 |
| Investment management and investment advisory agency accounts income | $190,000,000 | 34 |
| Foundation and endowment and agency accounts income | $58,000,000 | 3 |
| YTD Gross income other trust and agency accounts | $0 | 100 |
| YTD Gross income custody and safekeeping agency accounts | $4,000,000 | 36 |
| YTD Gross income other trust accounts | $0 | 195 |
| Gross Fiduciary activities income | $440,000,000 | 12 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $83,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 262 |
| YTD Gross Income employee benefit defined benefit | $0 | 169 |
| YTD Gross Income from other retirement accounts | $11,000,000 | 10 |
| YTD Gross Income corporate trust and agency | $0 | 97 |
| Investment management and investment advisory agency accounts income | $96,000,000 | 7 |
| Foundation and endowment and agency accounts income | $29,000,000 | 3 |
| YTD Gross income other trust and agency accounts | $0 | 82 |
| YTD Gross income custody and safekeeping agency accounts | $3,000,000 | 32 |
| YTD Gross income other trust accounts | $0 | 164 |
| Gross Fiduciary activities income | $222,000,000 | 12 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $355,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $1,000,000 | 97 |
| YTD Gross Income employee benefit defined benefit | $0 | 201 |
| YTD Gross Income from other retirement accounts | $51,000,000 | 8 |
| YTD Gross Income corporate trust and agency | $1,000,000 | 37 |
| Investment management and investment advisory agency accounts income | $419,000,000 | 6 |
| Foundation and endowment and agency accounts income | $121,000,000 | 3 |
| YTD Gross income other trust and agency accounts | $0 | 118 |
| YTD Gross income custody and safekeeping agency accounts | $10,000,000 | 33 |
| YTD Gross income other trust accounts | $5,000,000 | 30 |
| Gross Fiduciary activities income | $963,000,000 | 10 |
| YTD fiduciary expense (Dec. only) | $1,041,000,000 | 9 |
| YTD fiduciary net loss (Dec. only) | $22,000,000 | 5 |
| YTD fiduciary intracompany income (Dec. only) | $218,000,000 | 7 |
| YTD net fiduciary income (Dec. only) | $118,000,000 | 22 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $269,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $1,000,000 | 87 |
| YTD Gross Income employee benefit defined benefit | $0 | 181 |
| YTD Gross Income from other retirement accounts | $40,000,000 | 8 |
| YTD Gross Income corporate trust and agency | $1,000,000 | 35 |
| Investment management and investment advisory agency accounts income | $322,000,000 | 5 |
| Foundation and endowment and agency accounts income | $92,000,000 | 3 |
| YTD Gross income other trust and agency accounts | $0 | 93 |
| YTD Gross income custody and safekeeping agency accounts | $7,000,000 | 33 |
| YTD Gross income other trust accounts | $5,000,000 | 26 |
| Gross Fiduciary activities income | $737,000,000 | 10 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $183,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $1,000,000 | 65 |
| YTD Gross Income employee benefit defined benefit | $0 | 181 |
| YTD Gross Income from other retirement accounts | $28,000,000 | 8 |
| YTD Gross Income corporate trust and agency | $1,000,000 | 26 |
| Investment management and investment advisory agency accounts income | $223,000,000 | 5 |
| Foundation and endowment and agency accounts income | $63,000,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $5,000,000 | 29 |
| YTD Gross income other trust accounts | $5,000,000 | 15 |
| Gross Fiduciary activities income | $509,000,000 | 9 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $95,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $1,000,000 | 36 |
| YTD Gross Income employee benefit defined benefit | $0 | 165 |
| YTD Gross Income from other retirement accounts | $15,000,000 | 8 |
| YTD Gross Income corporate trust and agency | $1,000,000 | 22 |
| Investment management and investment advisory agency accounts income | $118,000,000 | 5 |
| Foundation and endowment and agency accounts income | $33,000,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $2,000,000 | 37 |
| YTD Gross income other trust accounts | $5,000,000 | 11 |
| Gross Fiduciary activities income | $270,000,000 | 9 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $392,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $8,000,000 | 23 |
| YTD Gross Income employee benefit defined benefit | $0 | 196 |
| YTD Gross Income from other retirement accounts | $63,000,000 | 7 |
| YTD Gross Income corporate trust and agency | $260,000,000 | 2 |
| Investment management and investment advisory agency accounts income | $492,000,000 | 5 |
| Foundation and endowment and agency accounts income | $132,000,000 | 3 |
| YTD Gross income other trust and agency accounts | $0 | 101 |
| YTD Gross income custody and safekeeping agency accounts | $80,000,000 | 9 |
| YTD Gross income other trust accounts | $47,000,000 | 8 |
| Gross Fiduciary activities income | $1,474,000,000 | 8 |
| YTD fiduciary expense (Dec. only) | $1,575,000,000 | 5 |
| YTD fiduciary net loss (Dec. only) | $19,000,000 | 6 |
| YTD fiduciary intracompany income (Dec. only) | $235,000,000 | 5 |
| YTD net fiduciary income (Dec. only) | $115,000,000 | 19 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $292,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $6,000,000 | 23 |
| YTD Gross Income employee benefit defined benefit | $0 | 173 |
| YTD Gross Income from other retirement accounts | $47,000,000 | 8 |
| YTD Gross Income corporate trust and agency | $230,000,000 | 2 |
| Investment management and investment advisory agency accounts income | $369,000,000 | 5 |
| Foundation and endowment and agency accounts income | $99,000,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $70,000,000 | 9 |
| YTD Gross income other trust accounts | $39,000,000 | 7 |
| Gross Fiduciary activities income | $1,152,000,000 | 7 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $196,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $5,000,000 | 18 |
| YTD Gross Income employee benefit defined benefit | $0 | 192 |
| YTD Gross Income from other retirement accounts | $31,000,000 | 7 |
| YTD Gross Income corporate trust and agency | $155,000,000 | 2 |
| Investment management and investment advisory agency accounts income | $245,000,000 | 5 |
| Foundation and endowment and agency accounts income | $65,000,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $47,000,000 | 9 |
| YTD Gross income other trust accounts | $25,000,000 | 7 |
| Gross Fiduciary activities income | $769,000,000 | 7 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 9 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $97,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $2,000,000 | 21 |
| YTD Gross Income employee benefit defined benefit | $0 | 169 |
| YTD Gross Income from other retirement accounts | $16,000,000 | 7 |
| YTD Gross Income corporate trust and agency | $77,000,000 | 2 |
| Investment management and investment advisory agency accounts income | $121,000,000 | 5 |
| Foundation and endowment and agency accounts income | $32,000,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $23,000,000 | 9 |
| YTD Gross income other trust accounts | $13,000,000 | 7 |
| Gross Fiduciary activities income | $381,000,000 | 7 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $370,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $10,000,000 | 15 |
| YTD Gross Income employee benefit defined benefit | $0 | 207 |
| YTD Gross Income from other retirement accounts | $58,000,000 | 7 |
| YTD Gross Income corporate trust and agency | $323,000,000 | 2 |
| Investment management and investment advisory agency accounts income | $463,000,000 | 4 |
| Foundation and endowment and agency accounts income | $115,000,000 | 3 |
| YTD Gross income other trust and agency accounts | $0 | 108 |
| YTD Gross income custody and safekeeping agency accounts | $84,000,000 | 9 |
| YTD Gross income other trust accounts | $51,000,000 | 7 |
| Gross Fiduciary activities income | $1,474,000,000 | 7 |
| YTD fiduciary expense (Dec. only) | $1,815,000,000 | 5 |
| YTD fiduciary net loss (Dec. only) | $107,000,000 | 1 |
| YTD fiduciary intracompany income (Dec. only) | $338,000,000 | 5 |
| YTD net fiduciary income (Dec. only) | $-110,000,000 | 5,001 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $272,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $7,000,000 | 16 |
| YTD Gross Income employee benefit defined benefit | $0 | 181 |
| YTD Gross Income from other retirement accounts | $43,000,000 | 8 |
| YTD Gross Income corporate trust and agency | $241,000,000 | 2 |
| Investment management and investment advisory agency accounts income | $346,000,000 | 4 |
| Foundation and endowment and agency accounts income | $85,000,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $63,000,000 | 9 |
| YTD Gross income other trust accounts | $38,000,000 | 6 |
| Gross Fiduciary activities income | $1,095,000,000 | 7 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 10 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $177,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $5,000,000 | 15 |
| YTD Gross Income employee benefit defined benefit | $0 | 201 |
| YTD Gross Income from other retirement accounts | $29,000,000 | 8 |
| YTD Gross Income corporate trust and agency | $161,000,000 | 2 |
| Investment management and investment advisory agency accounts income | $231,000,000 | 4 |
| Foundation and endowment and agency accounts income | $56,000,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $40,000,000 | 9 |
| YTD Gross income other trust accounts | $25,000,000 | 7 |
| Gross Fiduciary activities income | $724,000,000 | 7 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 9 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $91,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $2,000,000 | 18 |
| YTD Gross Income employee benefit defined benefit | $0 | 176 |
| YTD Gross Income from other retirement accounts | $14,000,000 | 8 |
| YTD Gross Income corporate trust and agency | $83,000,000 | 2 |
| Investment management and investment advisory agency accounts income | $117,000,000 | 4 |
| Foundation and endowment and agency accounts income | $28,000,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $20,000,000 | 10 |
| YTD Gross income other trust accounts | $12,000,000 | 7 |
| Gross Fiduciary activities income | $367,000,000 | 7 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 9 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $392,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $115,000,000 | 3 |
| YTD Gross Income employee benefit defined benefit | $20,000,000 | 7 |
| YTD Gross Income from other retirement accounts | $75,000,000 | 7 |
| YTD Gross Income corporate trust and agency | $318,000,000 | 3 |
| Investment management and investment advisory agency accounts income | $493,000,000 | 4 |
| Foundation and endowment and agency accounts income | $117,000,000 | 3 |
| YTD Gross income other trust and agency accounts | $3,000,000 | 12 |
| YTD Gross income custody and safekeeping agency accounts | $108,000,000 | 9 |
| YTD Gross income other trust accounts | $51,000,000 | 6 |
| Gross Fiduciary activities income | $1,692,000,000 | 7 |
| YTD fiduciary expense (Dec. only) | $1,902,000,000 | 5 |
| YTD fiduciary net loss (Dec. only) | $267,000,000 | 1 |
| YTD fiduciary intracompany income (Dec. only) | $429,000,000 | 5 |
| YTD net fiduciary income (Dec. only) | $-48,000,000 | 5,177 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $2,000,000 | 9 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $295,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $113,000,000 | 3 |
| YTD Gross Income employee benefit defined benefit | $20,000,000 | 6 |
| YTD Gross Income from other retirement accounts | $60,000,000 | 6 |
| YTD Gross Income corporate trust and agency | $235,000,000 | 3 |
| Investment management and investment advisory agency accounts income | $372,000,000 | 4 |
| Foundation and endowment and agency accounts income | $88,000,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $85,000,000 | 9 |
| YTD Gross income other trust accounts | $40,000,000 | 6 |
| Gross Fiduciary activities income | $1,311,000,000 | 7 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,000,000 | 9 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $199,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $111,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $20,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $45,000,000 | 6 |
| YTD Gross Income corporate trust and agency | $156,000,000 | 3 |
| Investment management and investment advisory agency accounts income | $250,000,000 | 4 |
| Foundation and endowment and agency accounts income | $59,000,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $67,000,000 | 9 |
| YTD Gross income other trust accounts | $28,000,000 | 5 |
| Gross Fiduciary activities income | $938,000,000 | 7 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,000,000 | 9 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $99,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $56,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $10,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $23,000,000 | 6 |
| YTD Gross Income corporate trust and agency | $78,000,000 | 3 |
| Investment management and investment advisory agency accounts income | $128,000,000 | 4 |
| Foundation and endowment and agency accounts income | $30,000,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $33,000,000 | 9 |
| YTD Gross income other trust accounts | $14,000,000 | 5 |
| Gross Fiduciary activities income | $472,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,000,000 | 8 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $425,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $239,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $45,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $96,000,000 | 6 |
| YTD Gross Income corporate trust and agency | $312,000,000 | 3 |
| Investment management and investment advisory agency accounts income | $530,000,000 | 4 |
| Foundation and endowment and agency accounts income | $122,000,000 | 2 |
| YTD Gross income other trust and agency accounts | $8,000,000 | 8 |
| YTD Gross income custody and safekeeping agency accounts | $132,000,000 | 9 |
| YTD Gross income other trust accounts | $52,000,000 | 5 |
| Gross Fiduciary activities income | $1,961,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | $1,770,000,000 | 5 |
| YTD fiduciary net loss (Dec. only) | $19,000,000 | 7 |
| YTD fiduciary intracompany income (Dec. only) | $462,000,000 | 5 |
| YTD net fiduciary income (Dec. only) | $634,000,000 | 7 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $2,000,000 | 9 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $326,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $183,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $34,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $72,000,000 | 6 |
| YTD Gross Income corporate trust and agency | $236,000,000 | 3 |
| Investment management and investment advisory agency accounts income | $402,000,000 | 4 |
| Foundation and endowment and agency accounts income | $93,000,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $99,000,000 | 9 |
| YTD Gross income other trust accounts | $38,000,000 | 6 |
| Gross Fiduciary activities income | $1,490,000,000 | 5 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $2,000,000 | 9 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $217,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $123,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $23,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $49,000,000 | 6 |
| YTD Gross Income corporate trust and agency | $158,000,000 | 1 |
| Investment management and investment advisory agency accounts income | $269,000,000 | 4 |
| Foundation and endowment and agency accounts income | $62,000,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $65,000,000 | 9 |
| YTD Gross income other trust accounts | $24,000,000 | 6 |
| Gross Fiduciary activities income | $995,000,000 | 5 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,000,000 | 9 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $111,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $65,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $11,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $24,000,000 | 6 |
| YTD Gross Income corporate trust and agency | $81,000,000 | 1 |
| Investment management and investment advisory agency accounts income | $135,000,000 | 4 |
| Foundation and endowment and agency accounts income | $31,000,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $33,000,000 | 9 |
| YTD Gross income other trust accounts | $10,000,000 | 8 |
| Gross Fiduciary activities income | $504,000,000 | 5 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,000,000 | 8 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $456,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $241,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $46,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $89,000,000 | 6 |
| YTD Gross Income corporate trust and agency | $405,000,000 | 1 |
| Investment management and investment advisory agency accounts income | $517,000,000 | 4 |
| Foundation and endowment and agency accounts income | $121,000,000 | 2 |
| YTD Gross income other trust and agency accounts | $19,000,000 | 7 |
| YTD Gross income custody and safekeeping agency accounts | $127,000,000 | 9 |
| YTD Gross income other trust accounts | $40,000,000 | 6 |
| Gross Fiduciary activities income | $2,061,000,000 | 5 |
| YTD fiduciary expense (Dec. only) | $1,754,000,000 | 5 |
| YTD fiduciary net loss (Dec. only) | $32,000,000 | 3 |
| YTD fiduciary intracompany income (Dec. only) | $507,000,000 | 4 |
| YTD net fiduciary income (Dec. only) | $782,000,000 | 6 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $2,000,000 | 9 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $339,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $178,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $35,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $65,000,000 | 6 |
| YTD Gross Income corporate trust and agency | $303,000,000 | 1 |
| Investment management and investment advisory agency accounts income | $384,000,000 | 4 |
| Foundation and endowment and agency accounts income | $90,000,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $94,000,000 | 9 |
| YTD Gross income other trust accounts | $30,000,000 | 6 |
| Gross Fiduciary activities income | $1,534,000,000 | 5 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $2,000,000 | 9 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $222,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $116,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $23,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $41,000,000 | 6 |
| YTD Gross Income corporate trust and agency | $201,000,000 | 1 |
| Investment management and investment advisory agency accounts income | $253,000,000 | 4 |
| Foundation and endowment and agency accounts income | $60,000,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $62,000,000 | 9 |
| YTD Gross income other trust accounts | $20,000,000 | 6 |
| Gross Fiduciary activities income | $1,011,000,000 | 5 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,000,000 | 9 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $110,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $58,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $12,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $16,000,000 | 7 |
| YTD Gross Income corporate trust and agency | $99,000,000 | 1 |
| Investment management and investment advisory agency accounts income | $127,000,000 | 4 |
| Foundation and endowment and agency accounts income | $30,000,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $31,000,000 | 9 |
| YTD Gross income other trust accounts | $10,000,000 | 6 |
| Gross Fiduciary activities income | $503,000,000 | 5 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,000,000 | 8 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $436,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $224,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $51,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $66,000,000 | 6 |
| YTD Gross Income corporate trust and agency | $378,000,000 | 1 |
| Investment management and investment advisory agency accounts income | $487,000,000 | 4 |
| Foundation and endowment and agency accounts income | $116,000,000 | 2 |
| YTD Gross income other trust and agency accounts | $37,000,000 | 6 |
| YTD Gross income custody and safekeeping agency accounts | $119,000,000 | 9 |
| YTD Gross income other trust accounts | $38,000,000 | 7 |
| Gross Fiduciary activities income | $1,952,000,000 | 5 |
| YTD fiduciary expense (Dec. only) | $1,681,000,000 | 5 |
| YTD fiduciary net loss (Dec. only) | $-73,000,000 | 5,913 |
| YTD fiduciary intracompany income (Dec. only) | $348,000,000 | 5 |
| YTD net fiduciary income (Dec. only) | $692,000,000 | 4 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $2,000,000 | 9 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $325,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $167,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $39,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $49,000,000 | 6 |
| YTD Gross Income corporate trust and agency | $281,000,000 | 1 |
| Investment management and investment advisory agency accounts income | $364,000,000 | 4 |
| Foundation and endowment and agency accounts income | $88,000,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $89,000,000 | 9 |
| YTD Gross income other trust accounts | $28,000,000 | 8 |
| Gross Fiduciary activities income | $1,458,000,000 | 5 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $2,000,000 | 9 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $214,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $109,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $26,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $33,000,000 | 6 |
| YTD Gross Income corporate trust and agency | $187,000,000 | 1 |
| Investment management and investment advisory agency accounts income | $239,000,000 | 4 |
| Foundation and endowment and agency accounts income | $55,000,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $58,000,000 | 9 |
| YTD Gross income other trust accounts | $18,000,000 | 8 |
| Gross Fiduciary activities income | $958,000,000 | 5 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,000,000 | 9 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $107,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $54,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $14,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $16,000,000 | 6 |
| YTD Gross Income corporate trust and agency | $88,000,000 | 1 |
| Investment management and investment advisory agency accounts income | $119,000,000 | 4 |
| Foundation and endowment and agency accounts income | $27,000,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $28,000,000 | 9 |
| YTD Gross income other trust accounts | $9,000,000 | 7 |
| Gross Fiduciary activities income | $472,000,000 | 5 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,000,000 | 8 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $459,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $189,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $52,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $67,000,000 | 6 |
| YTD Gross Income corporate trust and agency | $338,000,000 | 1 |
| Investment management and investment advisory agency accounts income | $480,000,000 | 4 |
| Foundation and endowment and agency accounts income | $111,000,000 | 3 |
| YTD Gross income other trust and agency accounts | $36,000,000 | 6 |
| YTD Gross income custody and safekeeping agency accounts | $101,000,000 | 9 |
| YTD Gross income other trust accounts | $0 | 298 |
| Gross Fiduciary activities income | $1,833,000,000 | 5 |
| YTD fiduciary expense (Dec. only) | $1,641,000,000 | 6 |
| YTD fiduciary net loss (Dec. only) | $165,000,000 | 1 |
| YTD fiduciary intracompany income (Dec. only) | $230,000,000 | 4 |
| YTD net fiduciary income (Dec. only) | $257,000,000 | 7 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $2,000,000 | 9 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $346,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $141,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $40,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $51,000,000 | 6 |
| YTD Gross Income corporate trust and agency | $254,000,000 | 1 |
| Investment management and investment advisory agency accounts income | $361,000,000 | 4 |
| Foundation and endowment and agency accounts income | $84,000,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $75,000,000 | 9 |
| YTD Gross income other trust accounts | $0 | 212 |
| Gross Fiduciary activities income | $1,379,000,000 | 5 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,000,000 | 9 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $234,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $91,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $28,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $34,000,000 | 6 |
| YTD Gross Income corporate trust and agency | $181,000,000 | 1 |
| Investment management and investment advisory agency accounts income | $241,000,000 | 4 |
| Foundation and endowment and agency accounts income | $56,000,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $38,000,000 | 9 |
| YTD Gross income other trust accounts | $0 | 208 |
| Gross Fiduciary activities income | $921,000,000 | 5 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,000,000 | 9 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $117,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $44,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $14,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $17,000,000 | 6 |
| YTD Gross Income corporate trust and agency | $90,000,000 | 1 |
| Investment management and investment advisory agency accounts income | $119,000,000 | 4 |
| Foundation and endowment and agency accounts income | $28,000,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $19,000,000 | 10 |
| YTD Gross income other trust accounts | $0 | 198 |
| Gross Fiduciary activities income | $458,000,000 | 5 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,000,000 | 8 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $478,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $171,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $52,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $66,000,000 | 6 |
| YTD Gross Income corporate trust and agency | $333,000,000 | 1 |
| Investment management and investment advisory agency accounts income | $447,000,000 | 4 |
| Foundation and endowment and agency accounts income | $112,000,000 | 2 |
| YTD Gross income other trust and agency accounts | $33,000,000 | 6 |
| YTD Gross income custody and safekeeping agency accounts | $69,000,000 | 9 |
| YTD Gross income other trust accounts | $0 | 296 |
| Gross Fiduciary activities income | $1,761,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | $1,613,000,000 | 6 |
| YTD fiduciary net loss (Dec. only) | $26,000,000 | 4 |
| YTD fiduciary intracompany income (Dec. only) | $226,000,000 | 4 |
| YTD net fiduciary income (Dec. only) | $348,000,000 | 6 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $2,000,000 | 9 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $357,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $127,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $41,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $49,000,000 | 6 |
| YTD Gross Income corporate trust and agency | $244,000,000 | 1 |
| Investment management and investment advisory agency accounts income | $333,000,000 | 4 |
| Foundation and endowment and agency accounts income | $84,000,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $50,000,000 | 9 |
| YTD Gross income other trust accounts | $0 | 217 |
| Gross Fiduciary activities income | $1,309,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,000,000 | 9 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $237,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $85,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $28,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $31,000,000 | 6 |
| YTD Gross Income corporate trust and agency | $159,000,000 | 1 |
| Investment management and investment advisory agency accounts income | $219,000,000 | 4 |
| Foundation and endowment and agency accounts income | $57,000,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $32,000,000 | 10 |
| YTD Gross income other trust accounts | $0 | 209 |
| Gross Fiduciary activities income | $865,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,000,000 | 9 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $118,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $41,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $13,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $15,000,000 | 6 |
| YTD Gross Income corporate trust and agency | $77,000,000 | 1 |
| Investment management and investment advisory agency accounts income | $107,000,000 | 4 |
| Foundation and endowment and agency accounts income | $28,000,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $27,000,000 | 9 |
| YTD Gross income other trust accounts | $0 | 197 |
| Gross Fiduciary activities income | $434,000,000 | 5 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 9 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $476,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $158,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $48,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $57,000,000 | 5 |
| YTD Gross Income corporate trust and agency | $359,000,000 | 1 |
| Investment management and investment advisory agency accounts income | $416,000,000 | 4 |
| Foundation and endowment and agency accounts income | $97,000,000 | 2 |
| YTD Gross income other trust and agency accounts | $33,000,000 | 6 |
| YTD Gross income custody and safekeeping agency accounts | $62,000,000 | 11 |
| YTD Gross income other trust accounts | $0 | 299 |
| Gross Fiduciary activities income | $1,706,000,000 | 5 |
| YTD fiduciary expense (Dec. only) | $1,637,000,000 | 5 |
| YTD fiduciary net loss (Dec. only) | $33,000,000 | 5 |
| YTD fiduciary intracompany income (Dec. only) | $199,000,000 | 5 |
| YTD net fiduciary income (Dec. only) | $235,000,000 | 5 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $3,000,000 | 8 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $356,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $119,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $36,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $42,000,000 | 6 |
| YTD Gross Income corporate trust and agency | $268,000,000 | 1 |
| Investment management and investment advisory agency accounts income | $307,000,000 | 4 |
| Foundation and endowment and agency accounts income | $69,000,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $45,000,000 | 11 |
| YTD Gross income other trust accounts | $0 | 209 |
| Gross Fiduciary activities income | $1,267,000,000 | 5 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $3,000,000 | 8 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $240,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $79,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $25,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $28,000,000 | 6 |
| YTD Gross Income corporate trust and agency | $177,000,000 | 1 |
| Investment management and investment advisory agency accounts income | $204,000,000 | 4 |
| Foundation and endowment and agency accounts income | $46,000,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $29,000,000 | 11 |
| YTD Gross income other trust accounts | $0 | 203 |
| Gross Fiduciary activities income | $845,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $2,000,000 | 8 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $113,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $40,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $10,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $14,000,000 | 6 |
| YTD Gross Income corporate trust and agency | $84,000,000 | 1 |
| Investment management and investment advisory agency accounts income | $102,000,000 | 4 |
| Foundation and endowment and agency accounts income | $22,000,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $15,000,000 | 11 |
| YTD Gross income other trust accounts | $0 | 188 |
| Gross Fiduciary activities income | $409,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,000,000 | 8 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $471,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $113,000,000 | 3 |
| YTD Gross Income employee benefit defined benefit | $38,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $54,000,000 | 7 |
| YTD Gross Income corporate trust and agency | $324,000,000 | 1 |
| Investment management and investment advisory agency accounts income | $385,000,000 | 4 |
| Foundation and endowment and agency accounts income | $86,000,000 | 2 |
| YTD Gross income other trust and agency accounts | $28,000,000 | 6 |
| YTD Gross income custody and safekeeping agency accounts | $57,000,000 | 11 |
| YTD Gross income other trust accounts | $0 | 288 |
| Gross Fiduciary activities income | $1,556,000,000 | 5 |
| YTD fiduciary expense (Dec. only) | $1,526,000,000 | 5 |
| YTD fiduciary net loss (Dec. only) | $26,000,000 | 4 |
| YTD fiduciary intracompany income (Dec. only) | $184,000,000 | 5 |
| YTD net fiduciary income (Dec. only) | $188,000,000 | 7 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $8,000,000 | 8 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $353,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $112,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $39,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $41,000,000 | 7 |
| YTD Gross Income corporate trust and agency | $243,000,000 | 1 |
| Investment management and investment advisory agency accounts income | $285,000,000 | 4 |
| Foundation and endowment and agency accounts income | $65,000,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $204,000,000 | 6 |
| YTD Gross income other trust accounts | $0 | 202 |
| Gross Fiduciary activities income | $1,371,000,000 | 5 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $7,000,000 | 8 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $241,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $72,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $25,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $27,000,000 | 7 |
| YTD Gross Income corporate trust and agency | $162,000,000 | 1 |
| Investment management and investment advisory agency accounts income | $189,000,000 | 4 |
| Foundation and endowment and agency accounts income | $43,000,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $135,000,000 | 6 |
| YTD Gross income other trust accounts | $0 | 200 |
| Gross Fiduciary activities income | $913,000,000 | 5 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $9,000,000 | 7 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $117,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $37,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $13,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $14,000,000 | 7 |
| YTD Gross Income corporate trust and agency | $79,000,000 | 1 |
| Investment management and investment advisory agency accounts income | $94,000,000 | 4 |
| Foundation and endowment and agency accounts income | $21,000,000 | 2 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $67,000,000 | 6 |
| YTD Gross income other trust accounts | $0 | 188 |
| Gross Fiduciary activities income | $452,000,000 | 5 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $4,000,000 | 7 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $513,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $159,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $52,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $67,000,000 | 5 |
| YTD Gross Income corporate trust and agency | $277,000,000 | 2 |
| Investment management and investment advisory agency accounts income | $365,000,000 | 4 |
| Foundation and endowment and agency accounts income | $65,000,000 | 3 |
| YTD Gross income other trust and agency accounts | $26,000,000 | 6 |
| YTD Gross income custody and safekeeping agency accounts | $268,000,000 | 7 |
| YTD Gross income other trust accounts | $0 | 299 |
| Gross Fiduciary activities income | $1,792,000,000 | 5 |
| YTD fiduciary expense (Dec. only) | $1,468,000,000 | 5 |
| YTD fiduciary net loss (Dec. only) | $67,000,000 | 1 |
| YTD fiduciary intracompany income (Dec. only) | $151,000,000 | 6 |
| YTD net fiduciary income (Dec. only) | $408,000,000 | 5 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $4,000,000 | 8 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $396,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $123,000,000 | 1 |
| YTD Gross Income employee benefit defined benefit | $41,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $53,000,000 | 5 |
| YTD Gross Income corporate trust and agency | $192,000,000 | 4 |
| Investment management and investment advisory agency accounts income | $275,000,000 | 3 |
| Foundation and endowment and agency accounts income | $45,000,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $201,000,000 | 7 |
| YTD Gross income other trust accounts | $0 | 209 |
| Gross Fiduciary activities income | $1,343,000,000 | 4 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,000,000 | 9 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $271,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $81,000,000 | 1 |
| YTD Gross Income employee benefit defined benefit | $23,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $39,000,000 | 5 |
| YTD Gross Income corporate trust and agency | $122,000,000 | 4 |
| Investment management and investment advisory agency accounts income | $182,000,000 | 3 |
| Foundation and endowment and agency accounts income | $23,000,000 | 3 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $135,000,000 | 7 |
| YTD Gross income other trust accounts | $0 | 209 |
| Gross Fiduciary activities income | $888,000,000 | 4 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,000,000 | 8 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $136,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $41,000,000 | 1 |
| YTD Gross Income employee benefit defined benefit | $13,000,000 | 5 |
| YTD Gross Income from other retirement accounts | $25,000,000 | 2 |
| YTD Gross Income corporate trust and agency | $58,000,000 | 4 |
| Investment management and investment advisory agency accounts income | $87,000,000 | 3 |
| Foundation and endowment and agency accounts income | $3,000,000 | 11 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $70,000,000 | 6 |
| YTD Gross income other trust accounts | $0 | 200 |
| Gross Fiduciary activities income | $440,000,000 | 4 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 9 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $551,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $152,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $57,000,000 | 6 |
| YTD Gross Income from other retirement accounts | $92,000,000 | 1 |
| YTD Gross Income corporate trust and agency | $241,000,000 | 3 |
| Investment management and investment advisory agency accounts income | $320,000,000 | 3 |
| Foundation and endowment and agency accounts income | $11,000,000 | 10 |
| YTD Gross income other trust and agency accounts | $13,000,000 | 8 |
| YTD Gross income custody and safekeeping agency accounts | $229,000,000 | 7 |
| YTD Gross income other trust accounts | $0 | 312 |
| Gross Fiduciary activities income | $1,666,000,000 | 4 |
| YTD fiduciary expense (Dec. only) | $698,000,000 | 7 |
| YTD fiduciary net loss (Dec. only) | $5,000,000 | 7 |
| YTD fiduciary intracompany income (Dec. only) | $94,000,000 | 6 |
| YTD net fiduciary income (Dec. only) | $1,057,000,000 | 3 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $3,800,000 | 7 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $415,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $112,000,000 | 2 |
| YTD Gross Income employee benefit defined benefit | $44,000,000 | 6 |
| YTD Gross Income from other retirement accounts | $67,000,000 | 1 |
| YTD Gross Income corporate trust and agency | $180,000,000 | 3 |
| Investment management and investment advisory agency accounts income | $237,000,000 | 3 |
| Foundation and endowment and agency accounts income | $9,000,000 | 11 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $161,000,000 | 7 |
| YTD Gross income other trust accounts | $0 | 210 |
| Gross Fiduciary activities income | $1,234,000,000 | 5 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $3,000,000 | 7 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $283,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $78,000,000 | 1 |
| YTD Gross Income employee benefit defined benefit | $31,000,000 | 6 |
| YTD Gross Income from other retirement accounts | $43,000,000 | 2 |
| YTD Gross Income corporate trust and agency | $121,000,000 | 3 |
| Investment management and investment advisory agency accounts income | $159,000,000 | 3 |
| Foundation and endowment and agency accounts income | $7,000,000 | 6 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $104,000,000 | 7 |
| YTD Gross income other trust accounts | $0 | 209 |
| Gross Fiduciary activities income | $833,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $2,000,000 | 7 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $130,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $46,000,000 | 1 |
| YTD Gross Income employee benefit defined benefit | $21,000,000 | 6 |
| YTD Gross Income from other retirement accounts | $19,000,000 | 3 |
| YTD Gross Income corporate trust and agency | $60,000,000 | 3 |
| Investment management and investment advisory agency accounts income | $73,000,000 | 3 |
| Foundation and endowment and agency accounts income | $5,000,000 | 4 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $55,000,000 | 7 |
| YTD Gross income other trust accounts | $0 | 202 |
| Gross Fiduciary activities income | $414,000,000 | 5 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $1,000,000 | 7 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $247,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $43,000,000 | 7 |
| YTD Gross Income employee benefit defined benefit | $27,000,000 | 7 |
| YTD Gross Income from other retirement accounts | $51,000,000 | 5 |
| YTD Gross Income corporate trust and agency | $229,000,000 | 4 |
| Investment management and investment advisory agency accounts income | $177,000,000 | 7 |
| Foundation and endowment and agency accounts income | $0 | 304 |
| YTD Gross income other trust and agency accounts | $22,000,000 | 7 |
| YTD Gross income custody and safekeeping agency accounts | $185,000,000 | 7 |
| YTD Gross income other trust accounts | $0 | 317 |
| Gross Fiduciary activities income | $981,000,000 | 8 |
| YTD fiduciary expense (Dec. only) | $883,000,000 | 6 |
| YTD fiduciary net loss (Dec. only) | $3,000,000 | 11 |
| YTD fiduciary intracompany income (Dec. only) | $137,000,000 | 6 |
| YTD net fiduciary income (Dec. only) | $232,000,000 | 9 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $182,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $30,000,000 | 6 |
| YTD Gross Income employee benefit defined benefit | $20,000,000 | 7 |
| YTD Gross Income from other retirement accounts | $36,000,000 | 5 |
| YTD Gross Income corporate trust and agency | $171,000,000 | 4 |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $125,000,000 | 6 |
| YTD Gross income other trust accounts | $0 | 218 |
| Gross Fiduciary activities income | $711,000,000 | 8 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $123,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $19,000,000 | 7 |
| YTD Gross Income employee benefit defined benefit | $12,000,000 | 7 |
| YTD Gross Income from other retirement accounts | $23,000,000 | 5 |
| YTD Gross Income corporate trust and agency | $114,000,000 | 4 |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $80,000,000 | 6 |
| YTD Gross income other trust accounts | $0 | 218 |
| Gross Fiduciary activities income | $467,000,000 | 8 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $58,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $8,000,000 | 7 |
| YTD Gross Income employee benefit defined benefit | $6,000,000 | 6 |
| YTD Gross Income from other retirement accounts | $10,000,000 | 5 |
| YTD Gross Income corporate trust and agency | $57,000,000 | 4 |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $38,000,000 | 6 |
| YTD Gross income other trust accounts | $0 | 211 |
| Gross Fiduciary activities income | $225,000,000 | 8 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | $0 | 11 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $32,000,000 | 9 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $1,037,000,000 | 8 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $802,000,000 | 8 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $536,000,000 | 9 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $263,000,000 | 9 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $35,000,000 | 9 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $1,126,000,000 | 7 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $845,000,000 | 7 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $573,000,000 | 7 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $258,000,000 | 8 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $38,000,000 | 7 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $982,000,000 | 8 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $725,000,000 | 8 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $482,000,000 | 8 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $233,000,000 | 8 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $35,000,000 | 7 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $892,000,000 | 7 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $662,000,000 | 7 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $437,000,000 | 7 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $213,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $16,000,000 | 9 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $790,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $585,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $389,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $190,000,000 | 6 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $10,000,000 | 11 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $380,000,000 | 13 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $207,000,000 | 18 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $132,000,000 | 19 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $70,000,000 | 18 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $1,000,000 | 46 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $280,000,000 | 19 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $1,000,000 | 43 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $280,000,000 | 18 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $291,000,000 | 21 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $284,000,000 | 16 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $279,000,000 | 15 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $446,738,000 | 9 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $363,427,000 | 9 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $244,399,000 | 9 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $207,729,000 | 11 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $195,003,000 | 12 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $172,182,000 | 11 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |