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WesBanco Bank, Inc., Total Fiduciary and Related Assets

2024-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0007
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,974,428,000107
Managed Assets ($)$4,549,787,00086
Personal trust and agency accounts, managed assets$1,796,238,00064
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$210,351,00055
Employee benefit-defined benefit accounts, managed assets$210,635,00046
Other employee benefit and retirement-related accounts, managed assets$533,095,00069
Corporate trust and agency accounts, managed assets$4,136,00037
Investment management and investment advisory agency accounts, managed assets$1,202,085,00097
Foundation and endowment trust and agency accounts, managed assets$592,901,00059
Other fiduciary accounts, managed assets$346,00087
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$462,759,00067
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,424,641,000110
Personal trust and agency accounts, non-managed assets$17,230,000198
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$23,012,000156
Employee benefit-defined benefit accounts, non-managed Assets$75,084,00062
Other retirement accounts, non-managed assets$53,662,00078
Corporate trust and agency accounts, non-managed assets$135,393,00046
Investment management and advisory agency accounts, non-managed assets$951,658,00015
Foundation and endowment trust and agency accounts, non-managed assets$168,602,00029
Other fiduciary accounts, non-managed assets$092
Memoranda
Custody and safekeeping accounts, non-managed assets$307,438,000155
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$47,450,00079
2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,727,065,000105
Managed Assets ($)$4,338,901,00083
Personal trust and agency accounts, managed assets$1,726,151,00064
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$192,130,00056
Employee benefit-defined benefit accounts, managed assets$208,841,00046
Other employee benefit and retirement-related accounts, managed assets$508,099,00064
Corporate trust and agency accounts, managed assets$3,985,00062
Investment management and investment advisory agency accounts, managed assets$1,140,663,00094
Foundation and endowment trust and agency accounts, managed assets$558,690,00058
Other fiduciary accounts, managed assets$342,000145
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$442,678,00068
Investments of managed fiduciary accts in advised or sponsored mutual funds$760,205,00023
Non-managed Assets ($)$1,388,164,000107
Personal trust and agency accounts, non-managed assets$16,263,000261
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$22,130,000193
Employee benefit-defined benefit accounts, non-managed Assets$72,797,00062
Other retirement accounts, non-managed assets$51,324,00085
Corporate trust and agency accounts, non-managed assets$140,825,00046
Investment management and advisory agency accounts, non-managed assets$920,511,00015
Foundation and endowment trust and agency accounts, non-managed assets$164,314,00029
Other fiduciary accounts, non-managed assets$0179
Memoranda
Custody and safekeeping accounts, non-managed assets$292,984,000163
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$45,758,00099
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,310,923,000107
Managed Assets ($)$4,035,719,00087
Personal trust and agency accounts, managed assets$1,648,028,00068
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$173,271,00059
Employee benefit-defined benefit accounts, managed assets$191,723,00046
Other employee benefit and retirement-related accounts, managed assets$475,430,00065
Corporate trust and agency accounts, managed assets$4,004,00038
Investment management and investment advisory agency accounts, managed assets$1,042,276,00096
Foundation and endowment trust and agency accounts, managed assets$500,649,00059
Other fiduciary accounts, managed assets$338,00080
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$415,608,00064
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,275,204,000107
Personal trust and agency accounts, non-managed assets$16,321,000192
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$17,979,000159
Employee benefit-defined benefit accounts, non-managed Assets$67,963,00059
Other retirement accounts, non-managed assets$47,688,00082
Corporate trust and agency accounts, non-managed assets$103,875,00046
Investment management and advisory agency accounts, non-managed assets$870,873,00015
Foundation and endowment trust and agency accounts, non-managed assets$150,505,00028
Other fiduciary accounts, non-managed assets$093
Memoranda
Custody and safekeeping accounts, non-managed assets$287,789,000156
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$42,714,00083
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,461,485,000103
Managed Assets ($)$4,122,907,00084
Personal trust and agency accounts, managed assets$1,661,391,00069
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$181,613,00057
Employee benefit-defined benefit accounts, managed assets$201,480,00042
Other employee benefit and retirement-related accounts, managed assets$486,674,00062
Corporate trust and agency accounts, managed assets$3,778,00046
Investment management and investment advisory agency accounts, managed assets$1,076,472,00091
Foundation and endowment trust and agency accounts, managed assets$511,165,00057
Other fiduciary accounts, managed assets$334,00092
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$425,090,00061
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,338,578,000104
Personal trust and agency accounts, non-managed assets$17,653,000212
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$27,402,000169
Employee benefit-defined benefit accounts, non-managed Assets$81,921,00061
Other retirement accounts, non-managed assets$51,168,00081
Corporate trust and agency accounts, non-managed assets$95,834,00046
Investment management and advisory agency accounts, non-managed assets$913,863,00016
Foundation and endowment trust and agency accounts, non-managed assets$150,737,00028
Other fiduciary accounts, non-managed assets$0128
Memoranda
Custody and safekeeping accounts, non-managed assets$314,136,000158
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$46,041,00087
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,348,570,000111
Managed Assets ($)$4,018,203,00089
Personal trust and agency accounts, managed assets$1,664,761,00068
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$175,819,00061
Employee benefit-defined benefit accounts, managed assets$198,271,00046
Other employee benefit and retirement-related accounts, managed assets$472,652,00067
Corporate trust and agency accounts, managed assets$3,570,00040
Investment management and investment advisory agency accounts, managed assets$1,003,862,000104
Foundation and endowment trust and agency accounts, managed assets$498,936,00061
Other fiduciary accounts, managed assets$332,00081
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$414,342,00063
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,330,367,000112
Personal trust and agency accounts, non-managed assets$16,560,000189
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$25,843,000154
Employee benefit-defined benefit accounts, non-managed Assets$81,437,00063
Other retirement accounts, non-managed assets$48,856,00076
Corporate trust and agency accounts, non-managed assets$108,983,00048
Investment management and advisory agency accounts, non-managed assets$898,260,00016
Foundation and endowment trust and agency accounts, non-managed assets$150,428,00028
Other fiduciary accounts, non-managed assets$086
Memoranda
Custody and safekeeping accounts, non-managed assets$324,259,000156
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$44,146,00084
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,199,882,000111
Managed Assets ($)$3,877,855,00090
Personal trust and agency accounts, managed assets$1,633,948,00067
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$156,161,00067
Employee benefit-defined benefit accounts, managed assets$189,387,00046
Other employee benefit and retirement-related accounts, managed assets$455,798,00069
Corporate trust and agency accounts, managed assets$3,516,00067
Investment management and investment advisory agency accounts, managed assets$956,415,000105
Foundation and endowment trust and agency accounts, managed assets$482,301,00062
Other fiduciary accounts, managed assets$329,000143
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$400,650,00066
Investments of managed fiduciary accts in advised or sponsored mutual funds$730,516,00024
Non-managed Assets ($)$1,322,027,000112
Personal trust and agency accounts, non-managed assets$25,146,000216
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$24,208,000198
Employee benefit-defined benefit accounts, non-managed Assets$79,134,00067
Other retirement accounts, non-managed assets$46,870,00082
Corporate trust and agency accounts, non-managed assets$107,503,00049
Investment management and advisory agency accounts, non-managed assets$891,457,00014
Foundation and endowment trust and agency accounts, non-managed assets$147,709,00026
Other fiduciary accounts, non-managed assets$0163
Memoranda
Custody and safekeeping accounts, non-managed assets$318,663,000172
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$42,633,000105
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,967,695,000113
Managed Assets ($)$3,679,038,00089
Personal trust and agency accounts, managed assets$1,540,511,00068
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$150,002,00067
Employee benefit-defined benefit accounts, managed assets$182,021,00046
Other employee benefit and retirement-related accounts, managed assets$439,955,00068
Corporate trust and agency accounts, managed assets$3,488,00040
Investment management and investment advisory agency accounts, managed assets$902,273,000106
Foundation and endowment trust and agency accounts, managed assets$460,462,00063
Other fiduciary accounts, managed assets$326,00082
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$387,564,00063
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,288,657,000111
Personal trust and agency accounts, non-managed assets$22,968,000177
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$22,450,000172
Employee benefit-defined benefit accounts, non-managed Assets$76,675,00069
Other retirement accounts, non-managed assets$44,769,00079
Corporate trust and agency accounts, non-managed assets$100,655,00051
Investment management and advisory agency accounts, non-managed assets$882,051,00013
Foundation and endowment trust and agency accounts, non-managed assets$139,089,00026
Other fiduciary accounts, non-managed assets$091
Memoranda
Custody and safekeeping accounts, non-managed assets$288,769,000163
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$40,715,00094
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,284,962,00089
Managed Assets ($)$3,853,921,00075
Personal trust and agency accounts, managed assets$1,626,907,00054
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$159,187,00056
Employee benefit-defined benefit accounts, managed assets$192,987,00043
Other employee benefit and retirement-related accounts, managed assets$462,757,00059
Corporate trust and agency accounts, managed assets$3,408,00043
Investment management and investment advisory agency accounts, managed assets$922,607,00095
Foundation and endowment trust and agency accounts, managed assets$485,743,00053
Other fiduciary accounts, managed assets$325,00093
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$407,700,00059
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,431,041,00087
Personal trust and agency accounts, non-managed assets$22,587,000170
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$23,263,000176
Employee benefit-defined benefit accounts, non-managed Assets$147,844,00049
Other retirement accounts, non-managed assets$47,351,00076
Corporate trust and agency accounts, non-managed assets$96,552,00045
Investment management and advisory agency accounts, non-managed assets$945,466,00012
Foundation and endowment trust and agency accounts, non-managed assets$147,978,00023
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$238,882,000156
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$43,103,00089
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,954,402,00088
Managed Assets ($)$4,341,363,00073
Personal trust and agency accounts, managed assets$1,824,310,00052
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$189,127,00056
Employee benefit-defined benefit accounts, managed assets$216,709,00045
Other employee benefit and retirement-related accounts, managed assets$524,972,00059
Corporate trust and agency accounts, managed assets$3,456,00038
Investment management and investment advisory agency accounts, managed assets$1,037,038,00093
Foundation and endowment trust and agency accounts, managed assets$545,426,00051
Other fiduciary accounts, managed assets$325,00083
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$461,567,00059
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,613,039,00087
Personal trust and agency accounts, non-managed assets$24,301,000149
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$26,368,000161
Employee benefit-defined benefit accounts, non-managed Assets$166,462,00047
Other retirement accounts, non-managed assets$55,149,00072
Corporate trust and agency accounts, non-managed assets$106,128,00045
Investment management and advisory agency accounts, non-managed assets$1,075,189,00013
Foundation and endowment trust and agency accounts, non-managed assets$159,442,00022
Other fiduciary accounts, non-managed assets$087
Memoranda
Custody and safekeeping accounts, non-managed assets$255,108,000151
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$50,073,00080
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$6,235,087,00085
Managed Assets ($)$4,539,708,00069
Personal trust and agency accounts, managed assets$1,903,459,00050
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$199,521,00053
Employee benefit-defined benefit accounts, managed assets$232,741,00047
Other employee benefit and retirement-related accounts, managed assets$551,794,00059
Corporate trust and agency accounts, managed assets$3,600,00067
Investment management and investment advisory agency accounts, managed assets$1,078,491,00092
Foundation and endowment trust and agency accounts, managed assets$569,776,00049
Other fiduciary accounts, managed assets$326,000155
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$486,755,00058
Investments of managed fiduciary accts in advised or sponsored mutual funds$949,211,00017
Non-managed Assets ($)$1,695,379,00086
Personal trust and agency accounts, non-managed assets$25,946,000193
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$27,218,000195
Employee benefit-defined benefit accounts, non-managed Assets$177,049,00048
Other retirement accounts, non-managed assets$54,687,00079
Corporate trust and agency accounts, non-managed assets$96,530,00047
Investment management and advisory agency accounts, non-managed assets$1,148,463,00013
Foundation and endowment trust and agency accounts, non-managed assets$165,486,00022
Other fiduciary accounts, non-managed assets$0161
Memoranda
Custody and safekeeping accounts, non-managed assets$264,619,000163
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$49,385,00097
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$6,042,128,00084
Managed Assets ($)$4,350,528,00067
Personal trust and agency accounts, managed assets$1,816,072,00050
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$201,441,00055
Employee benefit-defined benefit accounts, managed assets$225,718,00044
Other employee benefit and retirement-related accounts, managed assets$533,619,00057
Corporate trust and agency accounts, managed assets$3,628,00036
Investment management and investment advisory agency accounts, managed assets$1,016,478,00095
Foundation and endowment trust and agency accounts, managed assets$553,246,00045
Other fiduciary accounts, managed assets$326,00076
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$471,598,00058
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,691,600,00085
Personal trust and agency accounts, non-managed assets$21,133,000163
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$25,900,000160
Employee benefit-defined benefit accounts, non-managed Assets$171,437,00049
Other retirement accounts, non-managed assets$50,725,00078
Corporate trust and agency accounts, non-managed assets$123,363,00046
Investment management and advisory agency accounts, non-managed assets$1,135,820,00013
Foundation and endowment trust and agency accounts, non-managed assets$163,222,00023
Other fiduciary accounts, non-managed assets$086
Memoranda
Custody and safekeeping accounts, non-managed assets$271,108,000140
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$45,753,00083
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$6,128,969,00083
Managed Assets ($)$4,402,688,00068
Personal trust and agency accounts, managed assets$1,850,134,00048
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$202,184,00055
Employee benefit-defined benefit accounts, managed assets$227,181,00045
Other employee benefit and retirement-related accounts, managed assets$536,960,00058
Corporate trust and agency accounts, managed assets$3,623,00039
Investment management and investment advisory agency accounts, managed assets$1,045,275,00090
Foundation and endowment trust and agency accounts, managed assets$537,005,00046
Other fiduciary accounts, managed assets$326,00088
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$474,768,00059
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,726,281,00085
Personal trust and agency accounts, non-managed assets$21,064,000182
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$28,171,000178
Employee benefit-defined benefit accounts, non-managed Assets$173,722,00050
Other retirement accounts, non-managed assets$52,655,00082
Corporate trust and agency accounts, non-managed assets$96,907,00047
Investment management and advisory agency accounts, non-managed assets$1,178,429,00013
Foundation and endowment trust and agency accounts, non-managed assets$175,333,00023
Other fiduciary accounts, non-managed assets$094
Memoranda
Custody and safekeeping accounts, non-managed assets$215,308,000164
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$47,642,00092
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,866,010,00083
Managed Assets ($)$4,237,044,00069
Personal trust and agency accounts, managed assets$1,804,369,00047
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$189,033,00054
Employee benefit-defined benefit accounts, managed assets$251,000,00042
Other employee benefit and retirement-related accounts, managed assets$507,192,00058
Corporate trust and agency accounts, managed assets$3,602,00034
Investment management and investment advisory agency accounts, managed assets$970,706,00094
Foundation and endowment trust and agency accounts, managed assets$510,816,00045
Other fiduciary accounts, managed assets$326,00079
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$448,021,00059
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,628,966,00084
Personal trust and agency accounts, non-managed assets$19,371,000165
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$27,623,000161
Employee benefit-defined benefit accounts, non-managed Assets$133,646,00052
Other retirement accounts, non-managed assets$50,880,00080
Corporate trust and agency accounts, non-managed assets$94,393,00047
Investment management and advisory agency accounts, non-managed assets$1,133,048,00013
Foundation and endowment trust and agency accounts, non-managed assets$170,005,00024
Other fiduciary accounts, non-managed assets$081
Memoranda
Custody and safekeeping accounts, non-managed assets$211,014,000156
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$46,075,00083
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,647,382,00086
Managed Assets ($)$4,088,658,00071
Personal trust and agency accounts, managed assets$1,745,664,00048
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$183,893,00056
Employee benefit-defined benefit accounts, managed assets$247,596,00042
Other employee benefit and retirement-related accounts, managed assets$486,078,00060
Corporate trust and agency accounts, managed assets$3,636,00064
Investment management and investment advisory agency accounts, managed assets$928,163,00098
Foundation and endowment trust and agency accounts, managed assets$493,302,00047
Other fiduciary accounts, managed assets$326,000145
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$429,182,00061
Investments of managed fiduciary accts in advised or sponsored mutual funds$902,416,00019
Non-managed Assets ($)$1,558,724,00086
Personal trust and agency accounts, non-managed assets$19,317,000208
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$26,374,000197
Employee benefit-defined benefit accounts, non-managed Assets$125,823,00059
Other retirement accounts, non-managed assets$49,539,00085
Corporate trust and agency accounts, non-managed assets$91,276,00048
Investment management and advisory agency accounts, non-managed assets$1,069,644,00013
Foundation and endowment trust and agency accounts, non-managed assets$176,751,00025
Other fiduciary accounts, non-managed assets$0156
Memoranda
Custody and safekeeping accounts, non-managed assets$206,590,000170
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$44,995,00099
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,230,415,00085
Managed Assets ($)$3,779,022,00071
Personal trust and agency accounts, managed assets$1,619,268,00047
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$167,641,00055
Employee benefit-defined benefit accounts, managed assets$246,753,00039
Other employee benefit and retirement-related accounts, managed assets$451,194,00057
Corporate trust and agency accounts, managed assets$3,626,00037
Investment management and investment advisory agency accounts, managed assets$835,541,000100
Foundation and endowment trust and agency accounts, managed assets$454,673,00046
Other fiduciary accounts, managed assets$326,00077
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$393,650,00061
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,451,393,00086
Personal trust and agency accounts, non-managed assets$18,206,000166
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$24,366,000165
Employee benefit-defined benefit accounts, non-managed Assets$114,540,00058
Other retirement accounts, non-managed assets$50,264,00075
Corporate trust and agency accounts, non-managed assets$64,246,00050
Investment management and advisory agency accounts, non-managed assets$1,017,043,00013
Foundation and endowment trust and agency accounts, non-managed assets$162,728,00024
Other fiduciary accounts, non-managed assets$080
Memoranda
Custody and safekeeping accounts, non-managed assets$199,294,000148
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$42,234,00086
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,047,571,00084
Managed Assets ($)$3,638,626,00071
Personal trust and agency accounts, managed assets$1,557,214,00048
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$151,102,00057
Employee benefit-defined benefit accounts, managed assets$234,903,00039
Other employee benefit and retirement-related accounts, managed assets$424,904,00061
Corporate trust and agency accounts, managed assets$3,625,00042
Investment management and investment advisory agency accounts, managed assets$833,319,00096
Foundation and endowment trust and agency accounts, managed assets$433,236,00047
Other fiduciary accounts, managed assets$323,00086
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$371,542,00060
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,408,945,00087
Personal trust and agency accounts, non-managed assets$17,477,000182
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$22,485,000187
Employee benefit-defined benefit accounts, non-managed Assets$111,725,00060
Other retirement accounts, non-managed assets$58,525,00068
Corporate trust and agency accounts, non-managed assets$56,561,00050
Investment management and advisory agency accounts, non-managed assets$978,009,00014
Foundation and endowment trust and agency accounts, non-managed assets$164,163,00025
Other fiduciary accounts, non-managed assets$093
Memoranda
Custody and safekeeping accounts, non-managed assets$195,898,000153
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$40,655,00092
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,562,214,00086
Managed Assets ($)$3,279,027,00072
Personal trust and agency accounts, managed assets$1,422,817,00049
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$121,623,00064
Employee benefit-defined benefit accounts, managed assets$208,887,00041
Other employee benefit and retirement-related accounts, managed assets$379,183,00062
Corporate trust and agency accounts, managed assets$3,614,00040
Investment management and investment advisory agency accounts, managed assets$754,504,00099
Foundation and endowment trust and agency accounts, managed assets$388,003,00046
Other fiduciary accounts, managed assets$396,00085
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$333,259,00061
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,283,187,00085
Personal trust and agency accounts, non-managed assets$17,345,000164
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$19,278,000168
Employee benefit-defined benefit accounts, non-managed Assets$98,762,00058
Other retirement accounts, non-managed assets$53,605,00066
Corporate trust and agency accounts, non-managed assets$53,015,00049
Investment management and advisory agency accounts, non-managed assets$891,067,00013
Foundation and endowment trust and agency accounts, non-managed assets$150,115,00026
Other fiduciary accounts, non-managed assets$088
Memoranda
Custody and safekeeping accounts, non-managed assets$191,933,000149
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$36,149,00096
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,290,787,00082
Managed Assets ($)$3,821,290,00070
Personal trust and agency accounts, managed assets$1,692,938,00048
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$144,963,00061
Employee benefit-defined benefit accounts, managed assets$237,268,00043
Other employee benefit and retirement-related accounts, managed assets$433,936,00058
Corporate trust and agency accounts, managed assets$3,589,00068
Investment management and investment advisory agency accounts, managed assets$840,400,00099
Foundation and endowment trust and agency accounts, managed assets$467,799,00043
Other fiduciary accounts, managed assets$397,000148
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$380,729,00062
Investments of managed fiduciary accts in advised or sponsored mutual funds$849,407,00020
Non-managed Assets ($)$1,469,497,00087
Personal trust and agency accounts, non-managed assets$19,234,000205
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$22,887,000208
Employee benefit-defined benefit accounts, non-managed Assets$114,889,00060
Other retirement accounts, non-managed assets$72,345,00065
Corporate trust and agency accounts, non-managed assets$53,861,00051
Investment management and advisory agency accounts, non-managed assets$1,010,210,00013
Foundation and endowment trust and agency accounts, non-managed assets$176,071,00027
Other fiduciary accounts, non-managed assets$0165
Memoranda
Custody and safekeeping accounts, non-managed assets$204,872,000172
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$44,524,00099
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,088,045,00086
Managed Assets ($)$3,649,944,00071
Personal trust and agency accounts, managed assets$1,645,112,00049
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$157,759,00060
Employee benefit-defined benefit accounts, managed assets$226,987,00045
Other employee benefit and retirement-related accounts, managed assets$405,504,00064
Corporate trust and agency accounts, managed assets$3,567,00043
Investment management and investment advisory agency accounts, managed assets$772,275,000103
Foundation and endowment trust and agency accounts, managed assets$438,225,00045
Other fiduciary accounts, managed assets$515,00084
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$353,771,00064
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,438,101,00089
Personal trust and agency accounts, non-managed assets$18,856,000159
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$21,341,000171
Employee benefit-defined benefit accounts, non-managed Assets$108,107,00060
Other retirement accounts, non-managed assets$71,470,00063
Corporate trust and agency accounts, non-managed assets$57,711,00053
Investment management and advisory agency accounts, non-managed assets$988,783,00014
Foundation and endowment trust and agency accounts, non-managed assets$171,833,00027
Other fiduciary accounts, non-managed assets$089
Memoranda
Custody and safekeeping accounts, non-managed assets$221,620,000153
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$44,059,00084
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,095,830,00083
Managed Assets ($)$3,640,996,00070
Personal trust and agency accounts, managed assets$1,652,481,00046
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$156,297,00059
Employee benefit-defined benefit accounts, managed assets$225,683,00044
Other employee benefit and retirement-related accounts, managed assets$403,823,00063
Corporate trust and agency accounts, managed assets$3,553,00046
Investment management and investment advisory agency accounts, managed assets$761,864,000103
Foundation and endowment trust and agency accounts, managed assets$436,779,00043
Other fiduciary accounts, managed assets$516,00093
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$350,624,00062
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,454,834,00088
Personal trust and agency accounts, non-managed assets$19,243,000166
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$22,759,000182
Employee benefit-defined benefit accounts, non-managed Assets$109,828,00062
Other retirement accounts, non-managed assets$76,052,00062
Corporate trust and agency accounts, non-managed assets$64,270,00054
Investment management and advisory agency accounts, non-managed assets$1,002,031,00014
Foundation and endowment trust and agency accounts, non-managed assets$160,651,00025
Other fiduciary accounts, non-managed assets$097
Memoranda
Custody and safekeeping accounts, non-managed assets$220,235,000156
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$47,975,00085
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,359,833,00076
Managed Assets ($)$3,871,677,00064
Personal trust and agency accounts, managed assets$1,774,731,00044
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$161,171,00061
Employee benefit-defined benefit accounts, managed assets$217,583,00045
Other employee benefit and retirement-related accounts, managed assets$452,170,00052
Corporate trust and agency accounts, managed assets$3,596,00042
Investment management and investment advisory agency accounts, managed assets$823,036,00092
Foundation and endowment trust and agency accounts, managed assets$438,874,00044
Other fiduciary accounts, managed assets$516,00098
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$372,689,00061
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,488,156,00088
Personal trust and agency accounts, non-managed assets$18,889,000169
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$46,916,000161
Employee benefit-defined benefit accounts, non-managed Assets$106,797,00062
Other retirement accounts, non-managed assets$92,309,00058
Corporate trust and agency accounts, non-managed assets$75,876,00052
Investment management and advisory agency accounts, non-managed assets$991,838,00015
Foundation and endowment trust and agency accounts, non-managed assets$155,531,00024
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$341,510,000136
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$66,277,00063
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,680,150,00083
Managed Assets ($)$3,399,698,00068
Personal trust and agency accounts, managed assets$1,510,930,00047
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$158,684,00060
Employee benefit-defined benefit accounts, managed assets$202,160,00042
Other employee benefit and retirement-related accounts, managed assets$363,662,00061
Corporate trust and agency accounts, managed assets$3,561,00063
Investment management and investment advisory agency accounts, managed assets$701,765,00096
Foundation and endowment trust and agency accounts, managed assets$458,422,00044
Other fiduciary accounts, managed assets$514,000144
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$292,655,00066
Investments of managed fiduciary accts in advised or sponsored mutual funds$763,470,00018
Non-managed Assets ($)$1,280,452,00090
Personal trust and agency accounts, non-managed assets$23,491,000185
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$43,808,000169
Employee benefit-defined benefit accounts, non-managed Assets$97,598,00063
Other retirement accounts, non-managed assets$39,735,00091
Corporate trust and agency accounts, non-managed assets$73,873,00053
Investment management and advisory agency accounts, non-managed assets$851,008,00016
Foundation and endowment trust and agency accounts, non-managed assets$150,939,00024
Other fiduciary accounts, non-managed assets$0166
Memoranda
Custody and safekeeping accounts, non-managed assets$289,180,000147
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$39,854,000100
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$5,255,971,00075
Managed Assets ($)$3,725,791,00066
Personal trust and agency accounts, managed assets$1,667,495,00047
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$185,988,00058
Employee benefit-defined benefit accounts, managed assets$225,839,00042
Other employee benefit and retirement-related accounts, managed assets$387,116,00060
Corporate trust and agency accounts, managed assets$3,513,00041
Investment management and investment advisory agency accounts, managed assets$757,650,00093
Foundation and endowment trust and agency accounts, managed assets$498,175,00042
Other fiduciary accounts, managed assets$15,000116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$317,429,00065
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,530,180,00084
Personal trust and agency accounts, non-managed assets$24,622,000157
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$117,610,000122
Employee benefit-defined benefit accounts, non-managed Assets$131,244,00059
Other retirement accounts, non-managed assets$45,715,00084
Corporate trust and agency accounts, non-managed assets$74,473,00053
Investment management and advisory agency accounts, non-managed assets$976,541,00015
Foundation and endowment trust and agency accounts, non-managed assets$159,975,00024
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$301,114,000140
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$44,853,00086
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,681,233,00086
Managed Assets ($)$3,327,522,00072
Personal trust and agency accounts, managed assets$1,456,016,00049
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$175,561,00059
Employee benefit-defined benefit accounts, managed assets$217,616,00044
Other employee benefit and retirement-related accounts, managed assets$320,714,00069
Corporate trust and agency accounts, managed assets$3,428,00042
Investment management and investment advisory agency accounts, managed assets$678,206,000103
Foundation and endowment trust and agency accounts, managed assets$474,871,00042
Other fiduciary accounts, managed assets$1,110,00082
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$273,704,00068
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,353,711,00090
Personal trust and agency accounts, non-managed assets$29,038,000149
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$20,366,000190
Employee benefit-defined benefit accounts, non-managed Assets$128,560,00061
Other retirement accounts, non-managed assets$28,222,000102
Corporate trust and agency accounts, non-managed assets$41,924,00057
Investment management and advisory agency accounts, non-managed assets$946,769,00014
Foundation and endowment trust and agency accounts, non-managed assets$158,832,00024
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$166,681,000172
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$24,803,000120
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,710,375,00083
Managed Assets ($)$3,305,959,00071
Personal trust and agency accounts, managed assets$1,469,110,00049
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$178,600,00057
Employee benefit-defined benefit accounts, managed assets$214,500,00046
Other employee benefit and retirement-related accounts, managed assets$308,268,00072
Corporate trust and agency accounts, managed assets$3,418,00043
Investment management and investment advisory agency accounts, managed assets$656,139,000103
Foundation and endowment trust and agency accounts, managed assets$470,373,00045
Other fiduciary accounts, managed assets$5,551,00052
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$261,145,00067
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,404,416,00089
Personal trust and agency accounts, non-managed assets$29,818,000145
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$19,852,000190
Employee benefit-defined benefit accounts, non-managed Assets$126,375,00060
Other retirement accounts, non-managed assets$28,068,000103
Corporate trust and agency accounts, non-managed assets$47,640,00056
Investment management and advisory agency accounts, non-managed assets$970,500,00015
Foundation and endowment trust and agency accounts, non-managed assets$182,163,00024
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$167,265,000170
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$24,377,000118
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,775,143,00080
Managed Assets ($)$3,354,359,00069
Personal trust and agency accounts, managed assets$1,504,316,00048
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$179,119,00055
Employee benefit-defined benefit accounts, managed assets$213,103,00047
Other employee benefit and retirement-related accounts, managed assets$306,735,00071
Corporate trust and agency accounts, managed assets$3,426,00070
Investment management and investment advisory agency accounts, managed assets$675,377,000100
Foundation and endowment trust and agency accounts, managed assets$468,245,00044
Other fiduciary accounts, managed assets$4,038,00087
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$260,308,00067
Investments of managed fiduciary accts in advised or sponsored mutual funds$874,379,00018
Non-managed Assets ($)$1,420,784,00090
Personal trust and agency accounts, non-managed assets$29,043,000166
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$19,957,000211
Employee benefit-defined benefit accounts, non-managed Assets$128,020,00060
Other retirement accounts, non-managed assets$28,757,000111
Corporate trust and agency accounts, non-managed assets$35,107,00066
Investment management and advisory agency accounts, non-managed assets$994,605,00012
Foundation and endowment trust and agency accounts, non-managed assets$185,295,00025
Other fiduciary accounts, non-managed assets$0176
Memoranda
Custody and safekeeping accounts, non-managed assets$134,235,000194
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$25,119,000144
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,646,448,00081
Managed Assets ($)$3,264,679,00070
Personal trust and agency accounts, managed assets$1,482,585,00047
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$176,454,00055
Employee benefit-defined benefit accounts, managed assets$203,848,00048
Other employee benefit and retirement-related accounts, managed assets$303,789,00071
Corporate trust and agency accounts, managed assets$3,433,00045
Investment management and investment advisory agency accounts, managed assets$642,706,000101
Foundation and endowment trust and agency accounts, managed assets$448,070,00046
Other fiduciary accounts, managed assets$3,794,00062
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$253,282,00067
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,381,769,00089
Personal trust and agency accounts, non-managed assets$21,944,000165
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$19,202,000185
Employee benefit-defined benefit accounts, non-managed Assets$123,038,00059
Other retirement accounts, non-managed assets$26,239,000105
Corporate trust and agency accounts, non-managed assets$45,296,00061
Investment management and advisory agency accounts, non-managed assets$980,052,00011
Foundation and endowment trust and agency accounts, non-managed assets$165,998,00025
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$107,438,000197
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$21,288,000130
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,523,297,00079
Managed Assets ($)$3,201,219,00069
Personal trust and agency accounts, managed assets$1,446,432,00047
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$170,860,00056
Employee benefit-defined benefit accounts, managed assets$223,967,00045
Other employee benefit and retirement-related accounts, managed assets$293,460,00071
Corporate trust and agency accounts, managed assets$3,433,00048
Investment management and investment advisory agency accounts, managed assets$626,927,000100
Foundation and endowment trust and agency accounts, managed assets$436,140,00048
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$244,566,00067
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,322,078,00087
Personal trust and agency accounts, non-managed assets$21,924,000164
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$19,987,000186
Employee benefit-defined benefit accounts, non-managed Assets$95,286,00068
Other retirement accounts, non-managed assets$25,398,000109
Corporate trust and agency accounts, non-managed assets$47,202,00060
Investment management and advisory agency accounts, non-managed assets$969,469,00011
Foundation and endowment trust and agency accounts, non-managed assets$142,812,00026
Other fiduciary accounts, non-managed assets$097
Memoranda
Custody and safekeeping accounts, non-managed assets$103,870,000196
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$20,604,000134
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,297,090,00083
Managed Assets ($)$3,115,106,00067
Personal trust and agency accounts, managed assets$1,454,500,00046
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$192,327,00053
Employee benefit-defined benefit accounts, managed assets$197,566,00046
Other employee benefit and retirement-related accounts, managed assets$270,079,00070
Corporate trust and agency accounts, managed assets$25,130,00028
Investment management and investment advisory agency accounts, managed assets$385,069,000133
Foundation and endowment trust and agency accounts, managed assets$590,435,00038
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$112,053,000124
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,181,984,00090
Personal trust and agency accounts, non-managed assets$21,943,000155
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$27,909,000177
Employee benefit-defined benefit accounts, non-managed Assets$84,656,00069
Other retirement accounts, non-managed assets$6,468,000205
Corporate trust and agency accounts, non-managed assets$58,389,00059
Investment management and advisory agency accounts, non-managed assets$916,304,00012
Foundation and endowment trust and agency accounts, non-managed assets$66,315,00034
Other fiduciary accounts, non-managed assets$0100
Memoranda
Custody and safekeeping accounts, non-managed assets$178,935,000160
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$444,000340
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,164,538,00083
Managed Assets ($)$3,032,400,00067
Personal trust and agency accounts, managed assets$1,427,566,00046
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$181,911,00055
Employee benefit-defined benefit accounts, managed assets$190,195,00045
Other employee benefit and retirement-related accounts, managed assets$261,620,00069
Corporate trust and agency accounts, managed assets$22,976,00029
Investment management and investment advisory agency accounts, managed assets$372,368,000134
Foundation and endowment trust and agency accounts, managed assets$575,162,00038
Other fiduciary accounts, managed assets$602,000144
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$106,866,000126
Investments of managed fiduciary accts in advised or sponsored mutual funds$804,175,00018
Non-managed Assets ($)$1,132,138,00091
Personal trust and agency accounts, non-managed assets$21,699,000187
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$26,003,000189
Employee benefit-defined benefit accounts, non-managed Assets$81,811,00071
Other retirement accounts, non-managed assets$6,259,000303
Corporate trust and agency accounts, non-managed assets$43,092,00066
Investment management and advisory agency accounts, non-managed assets$894,290,00011
Foundation and endowment trust and agency accounts, non-managed assets$58,984,00035
Other fiduciary accounts, non-managed assets$0181
Memoranda
Custody and safekeeping accounts, non-managed assets$188,601,000166
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$440,000651
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,145,038,00082
Managed Assets ($)$3,005,620,00067
Personal trust and agency accounts, managed assets$1,398,207,00046
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$182,768,00054
Employee benefit-defined benefit accounts, managed assets$191,258,00045
Other employee benefit and retirement-related accounts, managed assets$258,132,00066
Corporate trust and agency accounts, managed assets$22,934,00029
Investment management and investment advisory agency accounts, managed assets$376,675,000135
Foundation and endowment trust and agency accounts, managed assets$573,199,00035
Other fiduciary accounts, managed assets$2,447,00067
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$100,191,000135
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,139,418,00090
Personal trust and agency accounts, non-managed assets$22,775,000156
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$24,321,000175
Employee benefit-defined benefit accounts, non-managed Assets$78,452,00069
Other retirement accounts, non-managed assets$6,148,000210
Corporate trust and agency accounts, non-managed assets$41,424,00059
Investment management and advisory agency accounts, non-managed assets$908,037,00011
Foundation and endowment trust and agency accounts, non-managed assets$58,261,00036
Other fiduciary accounts, non-managed assets$098
Memoranda
Custody and safekeeping accounts, non-managed assets$195,728,000154
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$434,000340
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,108,968,00082
Managed Assets ($)$2,961,162,00068
Personal trust and agency accounts, managed assets$1,387,689,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$178,918,00057
Employee benefit-defined benefit accounts, managed assets$187,742,00046
Other employee benefit and retirement-related accounts, managed assets$254,985,00067
Corporate trust and agency accounts, managed assets$24,064,00028
Investment management and investment advisory agency accounts, managed assets$366,306,000135
Foundation and endowment trust and agency accounts, managed assets$559,154,00035
Other fiduciary accounts, managed assets$2,304,00078
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$97,668,000136
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,147,806,00090
Personal trust and agency accounts, non-managed assets$27,138,000149
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$23,206,000178
Employee benefit-defined benefit accounts, non-managed Assets$77,108,00070
Other retirement accounts, non-managed assets$6,008,000214
Corporate trust and agency accounts, non-managed assets$52,273,00057
Investment management and advisory agency accounts, non-managed assets$904,787,00010
Foundation and endowment trust and agency accounts, non-managed assets$57,286,00035
Other fiduciary accounts, non-managed assets$097
Memoranda
Custody and safekeeping accounts, non-managed assets$208,324,000145
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$429,000342
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,065,586,00081
Managed Assets ($)$2,919,655,00067
Personal trust and agency accounts, managed assets$1,360,824,00046
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$177,346,00056
Employee benefit-defined benefit accounts, managed assets$183,633,00048
Other employee benefit and retirement-related accounts, managed assets$254,117,00067
Corporate trust and agency accounts, managed assets$23,623,00027
Investment management and investment advisory agency accounts, managed assets$360,552,000137
Foundation and endowment trust and agency accounts, managed assets$558,482,00034
Other fiduciary accounts, managed assets$1,078,00087
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$96,861,000132
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,145,931,00091
Personal trust and agency accounts, non-managed assets$27,818,000150
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$22,448,000180
Employee benefit-defined benefit accounts, non-managed Assets$76,239,00069
Other retirement accounts, non-managed assets$5,631,000221
Corporate trust and agency accounts, non-managed assets$54,126,00054
Investment management and advisory agency accounts, non-managed assets$902,767,0009
Foundation and endowment trust and agency accounts, non-managed assets$56,902,00035
Other fiduciary accounts, non-managed assets$095
Memoranda
Custody and safekeeping accounts, non-managed assets$243,748,000137
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$125,000345
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$4,106,629,00077
Managed Assets ($)$2,923,550,00065
Personal trust and agency accounts, managed assets$1,361,841,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$168,629,00057
Employee benefit-defined benefit accounts, managed assets$186,353,00046
Other employee benefit and retirement-related accounts, managed assets$257,647,00061
Corporate trust and agency accounts, managed assets$19,176,00035
Investment management and investment advisory agency accounts, managed assets$362,281,000133
Foundation and endowment trust and agency accounts, managed assets$566,642,00032
Other fiduciary accounts, managed assets$981,000139
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$95,507,000128
Investments of managed fiduciary accts in advised or sponsored mutual funds$824,932,00018
Non-managed Assets ($)$1,183,079,00090
Personal trust and agency accounts, non-managed assets$29,803,000166
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$27,488,000193
Employee benefit-defined benefit accounts, non-managed Assets$75,815,00071
Other retirement accounts, non-managed assets$5,050,000348
Corporate trust and agency accounts, non-managed assets$61,585,00055
Investment management and advisory agency accounts, non-managed assets$921,911,0009
Foundation and endowment trust and agency accounts, non-managed assets$61,427,00033
Other fiduciary accounts, non-managed assets$0183
Memoranda
Custody and safekeeping accounts, non-managed assets$231,549,000153
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$639,000653
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,295,818,00092
Managed Assets ($)$2,991,691,00062
Personal trust and agency accounts, managed assets$1,645,999,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$161,710,00056
Employee benefit-defined benefit accounts, managed assets$186,323,00045
Other employee benefit and retirement-related accounts, managed assets$234,154,00067
Corporate trust and agency accounts, managed assets$21,746,00027
Investment management and investment advisory agency accounts, managed assets$343,127,000136
Foundation and endowment trust and agency accounts, managed assets$0296
Other fiduciary accounts, managed assets$398,632,00010
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$92,487,000127
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$304,127,000144
Personal trust and agency accounts, non-managed assets$61,875,000104
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$20,467,000186
Employee benefit-defined benefit accounts, non-managed Assets$78,670,00068
Other retirement accounts, non-managed assets$23,436,000111
Corporate trust and agency accounts, non-managed assets$68,306,00056
Investment management and advisory agency accounts, non-managed assets$0220
Foundation and endowment trust and agency accounts, non-managed assets$0154
Other fiduciary accounts, non-managed assets$51,373,00037
Memoranda
Custody and safekeeping accounts, non-managed assets$354,224,000126
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$606,000332
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,514,547,00091
Managed Assets ($)$3,171,421,00065
Personal trust and agency accounts, managed assets$1,756,641,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$173,959,00056
Employee benefit-defined benefit accounts, managed assets$200,369,00047
Other employee benefit and retirement-related accounts, managed assets$241,683,00068
Corporate trust and agency accounts, managed assets$15,720,00029
Investment management and investment advisory agency accounts, managed assets$360,558,000136
Foundation and endowment trust and agency accounts, managed assets$0295
Other fiduciary accounts, managed assets$422,491,00013
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$87,647,000141
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$343,126,000138
Personal trust and agency accounts, non-managed assets$65,360,000101
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$22,023,000184
Employee benefit-defined benefit accounts, non-managed Assets$83,128,00068
Other retirement accounts, non-managed assets$24,835,000115
Corporate trust and agency accounts, non-managed assets$76,989,00055
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$0156
Other fiduciary accounts, non-managed assets$70,791,00035
Memoranda
Custody and safekeeping accounts, non-managed assets$329,244,000131
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$653,000332
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,510,659,00090
Managed Assets ($)$3,188,055,00063
Personal trust and agency accounts, managed assets$1,753,668,00039
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$179,138,00054
Employee benefit-defined benefit accounts, managed assets$198,558,00048
Other employee benefit and retirement-related accounts, managed assets$235,492,00068
Corporate trust and agency accounts, managed assets$21,963,00027
Investment management and investment advisory agency accounts, managed assets$359,295,000139
Foundation and endowment trust and agency accounts, managed assets$0292
Other fiduciary accounts, managed assets$439,941,00011
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$84,479,000140
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$322,604,000146
Personal trust and agency accounts, non-managed assets$71,572,00099
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$20,858,000184
Employee benefit-defined benefit accounts, non-managed Assets$82,679,00066
Other retirement accounts, non-managed assets$24,766,000117
Corporate trust and agency accounts, non-managed assets$52,444,00057
Investment management and advisory agency accounts, non-managed assets$0218
Foundation and endowment trust and agency accounts, non-managed assets$0155
Other fiduciary accounts, non-managed assets$70,285,00038
Memoranda
Custody and safekeeping accounts, non-managed assets$341,505,000131
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$591,000335
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,493,007,00090
Managed Assets ($)$3,158,070,00062
Personal trust and agency accounts, managed assets$1,761,927,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$171,550,00058
Employee benefit-defined benefit accounts, managed assets$194,651,00048
Other employee benefit and retirement-related accounts, managed assets$235,643,00067
Corporate trust and agency accounts, managed assets$13,446,00035
Investment management and investment advisory agency accounts, managed assets$354,757,000140
Foundation and endowment trust and agency accounts, managed assets$0494
Other fiduciary accounts, managed assets$426,096,00011
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$80,795,000140
Investments of managed fiduciary accts in advised or sponsored mutual funds$867,232,00018
Non-managed Assets ($)$334,937,000139
Personal trust and agency accounts, non-managed assets$68,945,000104
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$20,143,000217
Employee benefit-defined benefit accounts, non-managed Assets$81,606,00067
Other retirement accounts, non-managed assets$26,386,000127
Corporate trust and agency accounts, non-managed assets$67,306,00055
Investment management and advisory agency accounts, non-managed assets$0381
Foundation and endowment trust and agency accounts, non-managed assets$0218
Other fiduciary accounts, non-managed assets$70,551,00038
Memoranda
Custody and safekeeping accounts, non-managed assets$347,533,000141
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$2,201,000551
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,402,537,00091
Managed Assets ($)$3,048,055,00065
Personal trust and agency accounts, managed assets$1,678,915,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$170,908,00058
Employee benefit-defined benefit accounts, managed assets$189,331,00047
Other employee benefit and retirement-related accounts, managed assets$218,928,00068
Corporate trust and agency accounts, managed assets$13,186,00031
Investment management and investment advisory agency accounts, managed assets$355,700,000135
Foundation and endowment trust and agency accounts, managed assets$0293
Other fiduciary accounts, managed assets$421,087,00012
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$75,129,000149
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$354,482,000136
Personal trust and agency accounts, non-managed assets$85,331,00095
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$19,186,000191
Employee benefit-defined benefit accounts, non-managed Assets$78,826,00066
Other retirement accounts, non-managed assets$38,126,00093
Corporate trust and agency accounts, non-managed assets$63,206,00055
Investment management and advisory agency accounts, non-managed assets$0214
Foundation and endowment trust and agency accounts, non-managed assets$0158
Other fiduciary accounts, non-managed assets$69,807,00033
Memoranda
Custody and safekeeping accounts, non-managed assets$381,237,000124
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$2,933,000296
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,441,151,00088
Managed Assets ($)$3,059,797,00065
Personal trust and agency accounts, managed assets$1,695,573,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$175,933,00054
Employee benefit-defined benefit accounts, managed assets$191,023,00048
Other employee benefit and retirement-related accounts, managed assets$219,015,00066
Corporate trust and agency accounts, managed assets$12,993,00033
Investment management and investment advisory agency accounts, managed assets$347,557,000138
Foundation and endowment trust and agency accounts, managed assets$0291
Other fiduciary accounts, managed assets$417,703,00012
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$70,250,000158
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$381,354,000129
Personal trust and agency accounts, non-managed assets$90,431,00093
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$20,037,000194
Employee benefit-defined benefit accounts, non-managed Assets$79,343,00065
Other retirement accounts, non-managed assets$39,189,00092
Corporate trust and agency accounts, non-managed assets$82,937,00051
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$0154
Other fiduciary accounts, non-managed assets$69,417,00034
Memoranda
Custody and safekeeping accounts, non-managed assets$402,964,000123
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$3,027,000294
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,365,793,00089
Managed Assets ($)$2,986,273,00066
Personal trust and agency accounts, managed assets$1,664,852,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$168,477,00055
Employee benefit-defined benefit accounts, managed assets$184,619,00047
Other employee benefit and retirement-related accounts, managed assets$211,090,00067
Corporate trust and agency accounts, managed assets$12,774,00031
Investment management and investment advisory agency accounts, managed assets$346,006,000135
Foundation and endowment trust and agency accounts, managed assets$0290
Other fiduciary accounts, managed assets$398,455,00012
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$65,841,000159
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$379,520,000128
Personal trust and agency accounts, non-managed assets$96,810,00089
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$19,185,000197
Employee benefit-defined benefit accounts, non-managed Assets$73,547,00068
Other retirement accounts, non-managed assets$38,036,00095
Corporate trust and agency accounts, non-managed assets$84,083,00052
Investment management and advisory agency accounts, non-managed assets$0212
Foundation and endowment trust and agency accounts, non-managed assets$0157
Other fiduciary accounts, non-managed assets$67,859,00034
Memoranda
Custody and safekeeping accounts, non-managed assets$386,349,000123
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$2,828,000301
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,312,030,00088
Managed Assets ($)$2,947,230,00066
Personal trust and agency accounts, managed assets$1,643,086,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$166,186,00053
Employee benefit-defined benefit accounts, managed assets$182,324,00047
Other employee benefit and retirement-related accounts, managed assets$205,655,00068
Corporate trust and agency accounts, managed assets$12,434,00040
Investment management and investment advisory agency accounts, managed assets$353,601,000131
Foundation and endowment trust and agency accounts, managed assets$0488
Other fiduciary accounts, managed assets$383,944,00014
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$62,179,000169
Investments of managed fiduciary accts in advised or sponsored mutual funds$821,990,00021
Non-managed Assets ($)$364,800,000132
Personal trust and agency accounts, non-managed assets$95,921,00087
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$18,234,000236
Employee benefit-defined benefit accounts, non-managed Assets$77,339,00069
Other retirement accounts, non-managed assets$37,747,000104
Corporate trust and agency accounts, non-managed assets$69,137,00057
Investment management and advisory agency accounts, non-managed assets$0386
Foundation and endowment trust and agency accounts, non-managed assets$0218
Other fiduciary accounts, non-managed assets$66,422,00034
Memoranda
Custody and safekeeping accounts, non-managed assets$377,155,000131
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$2,822,000530
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,134,476,00087
Managed Assets ($)$2,783,413,00066
Personal trust and agency accounts, managed assets$1,550,306,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$156,841,00059
Employee benefit-defined benefit accounts, managed assets$169,600,00049
Other employee benefit and retirement-related accounts, managed assets$193,440,00066
Corporate trust and agency accounts, managed assets$12,388,00028
Investment management and investment advisory agency accounts, managed assets$342,123,000126
Foundation and endowment trust and agency accounts, managed assets$0274
Other fiduciary accounts, managed assets$358,715,00014
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$55,565,000168
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$351,063,000130
Personal trust and agency accounts, non-managed assets$93,229,00083
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$17,191,000193
Employee benefit-defined benefit accounts, non-managed Assets$72,682,00070
Other retirement accounts, non-managed assets$36,635,00096
Corporate trust and agency accounts, non-managed assets$67,201,00054
Investment management and advisory agency accounts, non-managed assets$0198
Foundation and endowment trust and agency accounts, non-managed assets$0150
Other fiduciary accounts, non-managed assets$64,125,00034
Memoranda
Custody and safekeeping accounts, non-managed assets$367,397,000124
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$2,747,000290
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,072,013,00085
Managed Assets ($)$2,712,231,00066
Personal trust and agency accounts, managed assets$1,505,567,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$150,623,00058
Employee benefit-defined benefit accounts, managed assets$163,617,00050
Other employee benefit and retirement-related accounts, managed assets$187,062,00066
Corporate trust and agency accounts, managed assets$11,798,00032
Investment management and investment advisory agency accounts, managed assets$346,069,000125
Foundation and endowment trust and agency accounts, managed assets$0274
Other fiduciary accounts, managed assets$347,495,00014
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$49,552,000172
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$359,782,000129
Personal trust and agency accounts, non-managed assets$90,103,00085
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$16,272,000193
Employee benefit-defined benefit accounts, non-managed Assets$70,561,00070
Other retirement accounts, non-managed assets$32,826,00099
Corporate trust and agency accounts, non-managed assets$81,837,00051
Investment management and advisory agency accounts, non-managed assets$0202
Foundation and endowment trust and agency accounts, non-managed assets$0152
Other fiduciary accounts, non-managed assets$68,183,00034
Memoranda
Custody and safekeeping accounts, non-managed assets$368,652,000119
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$2,664,000287
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,075,596,00086
Managed Assets ($)$2,724,177,00068
Personal trust and agency accounts, managed assets$1,506,126,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$148,334,00057
Employee benefit-defined benefit accounts, managed assets$163,966,00048
Other employee benefit and retirement-related accounts, managed assets$186,098,00063
Corporate trust and agency accounts, managed assets$11,471,00030
Investment management and investment advisory agency accounts, managed assets$357,662,000122
Foundation and endowment trust and agency accounts, managed assets$0276
Other fiduciary accounts, managed assets$350,520,00015
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$44,904,000184
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$351,419,000131
Personal trust and agency accounts, non-managed assets$93,122,00082
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$15,687,000199
Employee benefit-defined benefit accounts, non-managed Assets$70,150,00070
Other retirement accounts, non-managed assets$35,729,00097
Corporate trust and agency accounts, non-managed assets$69,287,00054
Investment management and advisory agency accounts, non-managed assets$0204
Foundation and endowment trust and agency accounts, non-managed assets$0155
Other fiduciary accounts, non-managed assets$67,444,00035
Memoranda
Custody and safekeeping accounts, non-managed assets$375,527,000120
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$2,732,000291
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,878,773,00089
Managed Assets ($)$2,552,300,00069
Personal trust and agency accounts, managed assets$1,407,008,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$137,888,00058
Employee benefit-defined benefit accounts, managed assets$147,360,00052
Other employee benefit and retirement-related accounts, managed assets$174,535,00065
Corporate trust and agency accounts, managed assets$12,127,00046
Investment management and investment advisory agency accounts, managed assets$340,141,000120
Foundation and endowment trust and agency accounts, managed assets$0479
Other fiduciary accounts, managed assets$333,241,00014
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$41,248,000188
Investments of managed fiduciary accts in advised or sponsored mutual funds$723,764,00021
Non-managed Assets ($)$326,473,000130
Personal trust and agency accounts, non-managed assets$89,459,00086
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$15,126,000247
Employee benefit-defined benefit accounts, non-managed Assets$66,596,00072
Other retirement accounts, non-managed assets$35,235,000104
Corporate trust and agency accounts, non-managed assets$55,379,00062
Investment management and advisory agency accounts, non-managed assets$0412
Foundation and endowment trust and agency accounts, non-managed assets$0216
Other fiduciary accounts, non-managed assets$64,678,00035
Memoranda
Custody and safekeeping accounts, non-managed assets$359,782,000132
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$2,719,000527
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,870,362,00088
Managed Assets ($)$2,544,580,00068
Personal trust and agency accounts, managed assets$1,409,429,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$136,267,00057
Employee benefit-defined benefit accounts, managed assets$139,610,00055
Other employee benefit and retirement-related accounts, managed assets$176,958,00061
Corporate trust and agency accounts, managed assets$10,451,00033
Investment management and investment advisory agency accounts, managed assets$348,603,000120
Foundation and endowment trust and agency accounts, managed assets$0262
Other fiduciary accounts, managed assets$323,262,00013
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$38,860,000193
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$325,782,000129
Personal trust and agency accounts, non-managed assets$87,324,00081
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$14,922,000189
Employee benefit-defined benefit accounts, non-managed Assets$66,218,00073
Other retirement accounts, non-managed assets$37,613,00088
Corporate trust and agency accounts, non-managed assets$55,723,00057
Investment management and advisory agency accounts, non-managed assets$0208
Foundation and endowment trust and agency accounts, non-managed assets$0148
Other fiduciary accounts, non-managed assets$63,982,00034
Memoranda
Custody and safekeeping accounts, non-managed assets$366,256,000123
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$2,612,000280
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,788,815,00088
Managed Assets ($)$2,469,903,00068
Personal trust and agency accounts, managed assets$1,355,161,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$130,523,00059
Employee benefit-defined benefit accounts, managed assets$108,417,00067
Other employee benefit and retirement-related accounts, managed assets$169,151,00062
Corporate trust and agency accounts, managed assets$23,719,00026
Investment management and investment advisory agency accounts, managed assets$373,011,000109
Foundation and endowment trust and agency accounts, managed assets$0262
Other fiduciary accounts, managed assets$309,921,00012
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$34,024,000206
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$318,912,000134
Personal trust and agency accounts, non-managed assets$87,146,00082
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$13,871,000193
Employee benefit-defined benefit accounts, non-managed Assets$63,643,00073
Other retirement accounts, non-managed assets$37,479,00085
Corporate trust and agency accounts, non-managed assets$54,007,00061
Investment management and advisory agency accounts, non-managed assets$0201
Foundation and endowment trust and agency accounts, non-managed assets$0146
Other fiduciary accounts, non-managed assets$62,766,00034
Memoranda
Custody and safekeeping accounts, non-managed assets$344,925,000126
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$3,125,000268
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,808,650,00087
Managed Assets ($)$2,498,888,00068
Personal trust and agency accounts, managed assets$1,370,050,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$141,891,00057
Employee benefit-defined benefit accounts, managed assets$112,130,00065
Other employee benefit and retirement-related accounts, managed assets$170,755,00062
Corporate trust and agency accounts, managed assets$11,123,00033
Investment management and investment advisory agency accounts, managed assets$375,932,000110
Foundation and endowment trust and agency accounts, managed assets$0265
Other fiduciary accounts, managed assets$317,007,00012
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$29,854,000209
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$309,762,000131
Personal trust and agency accounts, non-managed assets$91,156,00081
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$14,180,000193
Employee benefit-defined benefit accounts, non-managed Assets$65,455,00073
Other retirement accounts, non-managed assets$38,016,00083
Corporate trust and agency accounts, non-managed assets$36,344,00060
Investment management and advisory agency accounts, non-managed assets$0198
Foundation and endowment trust and agency accounts, non-managed assets$0145
Other fiduciary accounts, non-managed assets$64,611,00035
Memoranda
Custody and safekeeping accounts, non-managed assets$355,584,000123
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$2,568,000277
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,652,569,00088
Managed Assets ($)$2,355,700,00068
Personal trust and agency accounts, managed assets$1,267,270,00042
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$124,405,00057
Employee benefit-defined benefit accounts, managed assets$104,285,00064
Other employee benefit and retirement-related accounts, managed assets$163,832,00059
Corporate trust and agency accounts, managed assets$10,466,00051
Investment management and investment advisory agency accounts, managed assets$383,901,00099
Foundation and endowment trust and agency accounts, managed assets$0471
Other fiduciary accounts, managed assets$301,541,00013
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$26,820,000229
Investments of managed fiduciary accts in advised or sponsored mutual funds$691,687,00025
Non-managed Assets ($)$296,869,000134
Personal trust and agency accounts, non-managed assets$86,231,00082
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$13,789,000247
Employee benefit-defined benefit accounts, non-managed Assets$59,203,00075
Other retirement accounts, non-managed assets$34,074,00097
Corporate trust and agency accounts, non-managed assets$41,427,00068
Investment management and advisory agency accounts, non-managed assets$0408
Foundation and endowment trust and agency accounts, non-managed assets$0207
Other fiduciary accounts, non-managed assets$62,145,00036
Memoranda
Custody and safekeeping accounts, non-managed assets$320,782,000140
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$2,502,000538
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,488,054,00092
Managed Assets ($)$2,212,308,00069
Personal trust and agency accounts, managed assets$1,173,275,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$116,733,00062
Employee benefit-defined benefit accounts, managed assets$93,724,00066
Other employee benefit and retirement-related accounts, managed assets$159,825,00062
Corporate trust and agency accounts, managed assets$14,659,00029
Investment management and investment advisory agency accounts, managed assets$378,401,000101
Foundation and endowment trust and agency accounts, managed assets$0263
Other fiduciary accounts, managed assets$275,691,00014
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$24,297,000218
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$275,746,000133
Personal trust and agency accounts, non-managed assets$79,268,00078
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$13,948,000188
Employee benefit-defined benefit accounts, non-managed Assets$55,755,00075
Other retirement accounts, non-managed assets$31,868,00086
Corporate trust and agency accounts, non-managed assets$34,046,00061
Investment management and advisory agency accounts, non-managed assets$0186
Foundation and endowment trust and agency accounts, non-managed assets$0140
Other fiduciary accounts, non-managed assets$60,861,00034
Memoranda
Custody and safekeeping accounts, non-managed assets$301,164,000131
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$2,343,000271
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,703,575,00091
Managed Assets ($)$2,407,271,00070
Personal trust and agency accounts, managed assets$1,276,124,00047
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$124,867,00065
Employee benefit-defined benefit accounts, managed assets$105,814,00069
Other employee benefit and retirement-related accounts, managed assets$176,895,00060
Corporate trust and agency accounts, managed assets$12,343,00031
Investment management and investment advisory agency accounts, managed assets$412,450,000101
Foundation and endowment trust and agency accounts, managed assets$0261
Other fiduciary accounts, managed assets$298,778,00014
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$24,153,000228
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$296,304,000131
Personal trust and agency accounts, non-managed assets$86,218,00078
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$15,520,000192
Employee benefit-defined benefit accounts, non-managed Assets$60,732,00074
Other retirement accounts, non-managed assets$36,559,00091
Corporate trust and agency accounts, non-managed assets$31,425,00063
Investment management and advisory agency accounts, non-managed assets$0182
Foundation and endowment trust and agency accounts, non-managed assets$0137
Other fiduciary accounts, non-managed assets$65,850,00034
Memoranda
Custody and safekeeping accounts, non-managed assets$325,745,000127
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$2,401,000274
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,709,515,00089
Managed Assets ($)$2,416,656,00068
Personal trust and agency accounts, managed assets$1,275,108,00046
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$131,934,00065
Employee benefit-defined benefit accounts, managed assets$108,947,00067
Other employee benefit and retirement-related accounts, managed assets$179,332,00057
Corporate trust and agency accounts, managed assets$12,227,00034
Investment management and investment advisory agency accounts, managed assets$407,033,00099
Foundation and endowment trust and agency accounts, managed assets$0265
Other fiduciary accounts, managed assets$302,075,00014
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$21,017,000229
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$292,859,000137
Personal trust and agency accounts, non-managed assets$88,743,00079
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$15,511,000193
Employee benefit-defined benefit accounts, non-managed Assets$60,842,00073
Other retirement accounts, non-managed assets$35,708,00089
Corporate trust and agency accounts, non-managed assets$41,658,00060
Investment management and advisory agency accounts, non-managed assets$0179
Foundation and endowment trust and agency accounts, non-managed assets$0134
Other fiduciary accounts, non-managed assets$50,397,00035
Memoranda
Custody and safekeeping accounts, non-managed assets$352,391,000125
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$504,000312
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,603,572,00091
Managed Assets ($)$2,320,820,00070
Personal trust and agency accounts, managed assets$1,217,617,00047
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$123,412,00068
Employee benefit-defined benefit accounts, managed assets$107,619,00068
Other employee benefit and retirement-related accounts, managed assets$172,447,00058
Corporate trust and agency accounts, managed assets$10,528,00052
Investment management and investment advisory agency accounts, managed assets$396,561,000102
Foundation and endowment trust and agency accounts, managed assets$0473
Other fiduciary accounts, managed assets$292,636,00014
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$17,494,000283
Investments of managed fiduciary accts in advised or sponsored mutual funds$693,902,00026
Non-managed Assets ($)$282,752,000143
Personal trust and agency accounts, non-managed assets$86,770,00085
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$14,697,000249
Employee benefit-defined benefit accounts, non-managed Assets$57,080,00076
Other retirement accounts, non-managed assets$34,888,000105
Corporate trust and agency accounts, non-managed assets$39,281,00076
Investment management and advisory agency accounts, non-managed assets$0404
Foundation and endowment trust and agency accounts, non-managed assets$0196
Other fiduciary accounts, non-managed assets$50,036,00037
Memoranda
Custody and safekeeping accounts, non-managed assets$234,503,000162
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$491,000715
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,457,183,00094
Managed Assets ($)$2,214,756,00070
Personal trust and agency accounts, managed assets$1,132,209,00046
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$115,602,00065
Employee benefit-defined benefit accounts, managed assets$98,730,00068
Other employee benefit and retirement-related accounts, managed assets$166,210,00059
Corporate trust and agency accounts, managed assets$10,180,00035
Investment management and investment advisory agency accounts, managed assets$403,836,00094
Foundation and endowment trust and agency accounts, managed assets$0262
Other fiduciary accounts, managed assets$287,989,00013
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$14,692,000240
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$242,427,000147
Personal trust and agency accounts, non-managed assets$67,970,00087
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$13,718,000199
Employee benefit-defined benefit accounts, non-managed Assets$53,723,00071
Other retirement accounts, non-managed assets$33,989,00091
Corporate trust and agency accounts, non-managed assets$26,569,00067
Investment management and advisory agency accounts, non-managed assets$0165
Foundation and endowment trust and agency accounts, non-managed assets$0135
Other fiduciary accounts, non-managed assets$46,458,00035
Memoranda
Custody and safekeeping accounts, non-managed assets$340,751,000127
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$523,000296
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,294,754,00096
Managed Assets ($)$2,068,846,00071
Personal trust and agency accounts, managed assets$1,048,937,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$106,890,00066
Employee benefit-defined benefit accounts, managed assets$90,955,00068
Other employee benefit and retirement-related accounts, managed assets$156,736,00056
Corporate trust and agency accounts, managed assets$9,273,00036
Investment management and investment advisory agency accounts, managed assets$385,004,00093
Foundation and endowment trust and agency accounts, managed assets$0262
Other fiduciary accounts, managed assets$271,051,00014
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$10,617,000249
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$225,908,000147
Personal trust and agency accounts, non-managed assets$63,720,00087
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$12,444,000199
Employee benefit-defined benefit accounts, non-managed Assets$50,868,00072
Other retirement accounts, non-managed assets$31,970,00092
Corporate trust and agency accounts, non-managed assets$20,885,00075
Investment management and advisory agency accounts, non-managed assets$0167
Foundation and endowment trust and agency accounts, non-managed assets$0132
Other fiduciary accounts, non-managed assets$46,021,00036
Memoranda
Custody and safekeeping accounts, non-managed assets$319,530,000132
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$491,000290
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,429,226,00096
Managed Assets ($)$2,182,909,00070
Personal trust and agency accounts, managed assets$1,113,931,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$114,027,00069
Employee benefit-defined benefit accounts, managed assets$99,182,00067
Other employee benefit and retirement-related accounts, managed assets$164,819,00053
Corporate trust and agency accounts, managed assets$9,103,00037
Investment management and investment advisory agency accounts, managed assets$400,642,00092
Foundation and endowment trust and agency accounts, managed assets$0259
Other fiduciary accounts, managed assets$281,205,00015
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$7,913,000264
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$246,317,000151
Personal trust and agency accounts, non-managed assets$66,780,00086
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$13,353,000196
Employee benefit-defined benefit accounts, non-managed Assets$54,155,00076
Other retirement accounts, non-managed assets$33,948,00088
Corporate trust and agency accounts, non-managed assets$28,634,00075
Investment management and advisory agency accounts, non-managed assets$0163
Foundation and endowment trust and agency accounts, non-managed assets$0133
Other fiduciary accounts, non-managed assets$49,447,00035
Memoranda
Custody and safekeeping accounts, non-managed assets$349,461,000125
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$145,000296
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,342,325,00099
Managed Assets ($)$2,100,431,00074
Personal trust and agency accounts, managed assets$1,074,753,00046
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$109,446,00071
Employee benefit-defined benefit accounts, managed assets$96,312,00069
Other employee benefit and retirement-related accounts, managed assets$156,259,00055
Corporate trust and agency accounts, managed assets$9,636,00050
Investment management and investment advisory agency accounts, managed assets$384,296,00098
Foundation and endowment trust and agency accounts, managed assets$0453
Other fiduciary accounts, managed assets$269,729,00016
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$869,000568
Investments of managed fiduciary accts in advised or sponsored mutual funds$083
Non-managed Assets ($)$241,894,000147
Personal trust and agency accounts, non-managed assets$65,693,00094
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$11,831,000263
Employee benefit-defined benefit accounts, non-managed Assets$51,821,00078
Other retirement accounts, non-managed assets$32,666,000109
Corporate trust and agency accounts, non-managed assets$24,604,00093
Investment management and advisory agency accounts, non-managed assets$0351
Foundation and endowment trust and agency accounts, non-managed assets$0190
Other fiduciary accounts, non-managed assets$55,279,00037
Memoranda
Custody and safekeeping accounts, non-managed assets$233,648,000164
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0794
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,251,813,000102
Managed Assets ($)$2,008,743,00076
Personal trust and agency accounts, managed assets$1,049,734,00049
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$107,020,00071
Employee benefit-defined benefit accounts, managed assets$89,312,00068
Other employee benefit and retirement-related accounts, managed assets$153,361,00056
Corporate trust and agency accounts, managed assets$9,250,00043
Investment management and investment advisory agency accounts, managed assets$339,650,000112
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$260,416,00023
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$243,070,000143
Personal trust and agency accounts, non-managed assets$67,501,00094
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$11,577,000199
Employee benefit-defined benefit accounts, non-managed Assets$49,189,00076
Other retirement accounts, non-managed assets$31,706,00088
Corporate trust and agency accounts, non-managed assets$27,949,00080
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$55,148,00042
Memoranda
Custody and safekeeping accounts, non-managed assets$327,570,000136
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,073,687,000105
Managed Assets ($)$1,837,348,00079
Personal trust and agency accounts, managed assets$959,126,00052
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$96,755,00070
Employee benefit-defined benefit accounts, managed assets$81,399,00070
Other employee benefit and retirement-related accounts, managed assets$140,110,00059
Corporate trust and agency accounts, managed assets$8,395,00045
Investment management and investment advisory agency accounts, managed assets$311,635,000119
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$239,928,00024
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$236,339,000142
Personal trust and agency accounts, non-managed assets$71,537,00092
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$10,555,000205
Employee benefit-defined benefit accounts, non-managed Assets$45,140,00075
Other retirement accounts, non-managed assets$27,165,00099
Corporate trust and agency accounts, non-managed assets$30,648,00081
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$51,294,00040
Memoranda
Custody and safekeeping accounts, non-managed assets$294,890,000145
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,981,093,000105
Managed Assets ($)$1,736,932,00078
Personal trust and agency accounts, managed assets$907,018,00052
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$86,567,00072
Employee benefit-defined benefit accounts, managed assets$74,071,00070
Other employee benefit and retirement-related accounts, managed assets$127,613,00057
Corporate trust and agency accounts, managed assets$5,315,00050
Investment management and investment advisory agency accounts, managed assets$287,911,000125
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$248,437,00024
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$244,161,000132
Personal trust and agency accounts, non-managed assets$69,210,00091
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,960,000209
Employee benefit-defined benefit accounts, non-managed Assets$41,896,00074
Other retirement accounts, non-managed assets$25,258,00097
Corporate trust and agency accounts, non-managed assets$53,589,00067
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$45,248,00042
Memoranda
Custody and safekeeping accounts, non-managed assets$278,893,000144
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,107,164,000108
Managed Assets ($)$1,852,053,00080
Personal trust and agency accounts, managed assets$975,322,00055
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$88,298,00073
Employee benefit-defined benefit accounts, managed assets$79,619,00069
Other employee benefit and retirement-related accounts, managed assets$135,531,00059
Corporate trust and agency accounts, managed assets$5,629,00077
Investment management and investment advisory agency accounts, managed assets$297,717,000125
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$269,937,00024
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$255,111,000139
Personal trust and agency accounts, non-managed assets$76,881,00096
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,719,000291
Employee benefit-defined benefit accounts, non-managed Assets$41,397,00086
Other retirement accounts, non-managed assets$27,684,000118
Corporate trust and agency accounts, non-managed assets$53,503,00077
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$46,927,00049
Memoranda
Custody and safekeeping accounts, non-managed assets$293,046,000150
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,244,507,000106
Managed Assets ($)$1,946,369,00081
Personal trust and agency accounts, managed assets$1,094,054,00056
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$102,881,00070
Employee benefit-defined benefit accounts, managed assets$84,043,00068
Other employee benefit and retirement-related accounts, managed assets$152,844,00060
Corporate trust and agency accounts, managed assets$4,647,00056
Investment management and investment advisory agency accounts, managed assets$322,698,000126
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$185,202,00024
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$298,138,000138
Personal trust and agency accounts, non-managed assets$82,035,00094
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$10,239,000224
Employee benefit-defined benefit accounts, non-managed Assets$47,666,00086
Other retirement accounts, non-managed assets$33,756,00096
Corporate trust and agency accounts, non-managed assets$47,088,00073
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$77,354,00041
Memoranda
Custody and safekeeping accounts, non-managed assets$488,007,000123
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,419,905,000105
Managed Assets ($)$2,206,127,00081
Personal trust and agency accounts, managed assets$1,260,512,00054
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$126,051,00059
Employee benefit-defined benefit accounts, managed assets$90,931,00071
Other employee benefit and retirement-related accounts, managed assets$164,731,00062
Corporate trust and agency accounts, managed assets$4,912,00059
Investment management and investment advisory agency accounts, managed assets$447,995,000110
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$110,995,00029
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$213,778,000170
Personal trust and agency accounts, non-managed assets$42,092,000131
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$11,064,000226
Employee benefit-defined benefit accounts, non-managed Assets$50,532,00088
Other retirement accounts, non-managed assets$32,591,000101
Corporate trust and agency accounts, non-managed assets$51,843,00074
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$25,656,00062
Memoranda
Custody and safekeeping accounts, non-managed assets$501,863,000122
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,429,169,000109
Managed Assets ($)$2,214,135,00082
Personal trust and agency accounts, managed assets$1,280,819,00054
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$109,252,00069
Employee benefit-defined benefit accounts, managed assets$92,691,00070
Other employee benefit and retirement-related accounts, managed assets$169,654,00060
Corporate trust and agency accounts, managed assets$10,536,00047
Investment management and investment advisory agency accounts, managed assets$438,792,000112
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$112,391,00034
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$215,034,000173
Personal trust and agency accounts, non-managed assets$44,143,000127
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$11,041,000237
Employee benefit-defined benefit accounts, non-managed Assets$50,123,00093
Other retirement accounts, non-managed assets$28,668,000105
Corporate trust and agency accounts, non-managed assets$56,340,00068
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$24,719,00066
Memoranda
Custody and safekeeping accounts, non-managed assets$521,883,000125
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,524,119,000108
Managed Assets ($)$2,330,739,00079
Personal trust and agency accounts, managed assets$1,359,718,00055
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$116,396,00068
Employee benefit-defined benefit accounts, managed assets$97,826,00073
Other employee benefit and retirement-related accounts, managed assets$179,882,00055
Corporate trust and agency accounts, managed assets$9,871,00066
Investment management and investment advisory agency accounts, managed assets$447,760,000112
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$119,286,00035
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$193,380,000184
Personal trust and agency accounts, non-managed assets$40,977,000139
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$11,423,000312
Employee benefit-defined benefit accounts, non-managed Assets$52,475,00095
Other retirement accounts, non-managed assets$30,463,000117
Corporate trust and agency accounts, non-managed assets$55,336,00078
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$2,706,000112
Memoranda
Custody and safekeeping accounts, non-managed assets$560,026,000124
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,567,690,000107
Managed Assets ($)$2,188,879,00081
Personal trust and agency accounts, managed assets$1,490,902,00051
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$77,093,00099
Employee benefit-defined benefit accounts, managed assets$91,933,00074
Other employee benefit and retirement-related accounts, managed assets$140,019,00064
Corporate trust and agency accounts, managed assets$4,620,00058
Investment management and investment advisory agency accounts, managed assets$367,403,000125
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$16,909,00056
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$378,811,000138
Personal trust and agency accounts, non-managed assets$51,062,000118
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$71,679,000139
Employee benefit-defined benefit accounts, non-managed Assets$48,850,00097
Other retirement accounts, non-managed assets$158,485,00048
Corporate trust and agency accounts, non-managed assets$48,046,00070
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$689,00094
Memoranda
Custody and safekeeping accounts, non-managed assets$561,488,000122
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,498,293,000112
Managed Assets ($)$2,133,129,00082
Personal trust and agency accounts, managed assets$1,460,290,00055
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$81,312,00097
Employee benefit-defined benefit accounts, managed assets$89,352,00076
Other employee benefit and retirement-related accounts, managed assets$136,618,00065
Corporate trust and agency accounts, managed assets$6,439,00053
Investment management and investment advisory agency accounts, managed assets$344,283,000131
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$14,835,00059
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$365,164,000147
Personal trust and agency accounts, non-managed assets$52,609,000123
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$69,711,000145
Employee benefit-defined benefit accounts, non-managed Assets$48,590,00097
Other retirement accounts, non-managed assets$157,831,00049
Corporate trust and agency accounts, non-managed assets$35,760,00077
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$663,00094
Memoranda
Custody and safekeeping accounts, non-managed assets$543,170,000129
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,428,223,000110
Managed Assets ($)$2,053,218,00080
Personal trust and agency accounts, managed assets$1,399,553,00054
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$78,549,000101
Employee benefit-defined benefit accounts, managed assets$87,640,00074
Other employee benefit and retirement-related accounts, managed assets$133,467,00062
Corporate trust and agency accounts, managed assets$6,131,00051
Investment management and investment advisory agency accounts, managed assets$330,938,000131
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$16,940,00056
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$375,005,000143
Personal trust and agency accounts, non-managed assets$54,669,000120
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$65,974,000149
Employee benefit-defined benefit accounts, non-managed Assets$46,631,00096
Other retirement accounts, non-managed assets$163,481,00048
Corporate trust and agency accounts, non-managed assets$43,601,00078
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$649,00088
Memoranda
Custody and safekeeping accounts, non-managed assets$543,820,000129
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,431,015,000106
Managed Assets ($)$2,063,645,00079
Personal trust and agency accounts, managed assets$1,404,871,00055
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$77,211,000102
Employee benefit-defined benefit accounts, managed assets$88,737,00076
Other employee benefit and retirement-related accounts, managed assets$137,680,00060
Corporate trust and agency accounts, managed assets$6,125,00093
Investment management and investment advisory agency accounts, managed assets$332,448,000130
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$16,573,00062
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$367,370,000142
Personal trust and agency accounts, non-managed assets$54,728,000128
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$66,244,000148
Employee benefit-defined benefit accounts, non-managed Assets$46,192,00097
Other retirement accounts, non-managed assets$152,272,00048
Corporate trust and agency accounts, non-managed assets$47,272,00082
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$662,000145
Memoranda
Custody and safekeeping accounts, non-managed assets$545,605,000131
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,343,819,000113
Managed Assets ($)$1,993,552,00083
Personal trust and agency accounts, managed assets$1,358,676,00060
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$74,469,00099
Employee benefit-defined benefit accounts, managed assets$81,618,00080
Other employee benefit and retirement-related accounts, managed assets$134,463,00065
Corporate trust and agency accounts, managed assets$5,831,00058
Investment management and investment advisory agency accounts, managed assets$322,758,000134
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$15,737,00060
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$350,267,000145
Personal trust and agency accounts, non-managed assets$51,828,000126
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$63,780,000143
Employee benefit-defined benefit accounts, non-managed Assets$43,231,00099
Other retirement accounts, non-managed assets$142,524,00053
Corporate trust and agency accounts, non-managed assets$48,278,00076
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$626,00088
Memoranda
Custody and safekeeping accounts, non-managed assets$504,622,000134
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,278,874,000115
Managed Assets ($)$1,934,134,00090
Personal trust and agency accounts, managed assets$1,316,940,00064
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$73,790,000101
Employee benefit-defined benefit accounts, managed assets$79,471,00084
Other employee benefit and retirement-related accounts, managed assets$132,569,00067
Corporate trust and agency accounts, managed assets$5,664,00060
Investment management and investment advisory agency accounts, managed assets$312,342,000138
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$13,358,00066
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$344,740,000151
Personal trust and agency accounts, non-managed assets$52,117,000131
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$63,897,000147
Employee benefit-defined benefit accounts, non-managed Assets$42,487,000105
Other retirement accounts, non-managed assets$143,925,00056
Corporate trust and agency accounts, non-managed assets$41,711,00082
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$603,00094
Memoranda
Custody and safekeeping accounts, non-managed assets$518,447,000136
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,351,850,000115
Managed Assets ($)$1,997,038,00088
Personal trust and agency accounts, managed assets$1,358,242,00063
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$74,806,00099
Employee benefit-defined benefit accounts, managed assets$81,968,00083
Other employee benefit and retirement-related accounts, managed assets$139,172,00064
Corporate trust and agency accounts, managed assets$10,132,00050
Investment management and investment advisory agency accounts, managed assets$319,001,000136
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$13,717,00070
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$354,812,000153
Personal trust and agency accounts, non-managed assets$53,739,000132
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$63,187,000153
Employee benefit-defined benefit accounts, non-managed Assets$42,673,000105
Other retirement accounts, non-managed assets$139,465,00058
Corporate trust and agency accounts, non-managed assets$55,140,00076
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$608,00096
Memoranda
Custody and safekeeping accounts, non-managed assets$519,279,000137
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,289,093,000117
Managed Assets ($)$1,981,004,00087
Personal trust and agency accounts, managed assets$1,338,812,00063
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$72,025,000104
Employee benefit-defined benefit accounts, managed assets$79,938,00079
Other employee benefit and retirement-related accounts, managed assets$133,240,00064
Corporate trust and agency accounts, managed assets$5,505,000103
Investment management and investment advisory agency accounts, managed assets$337,523,000132
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$13,961,00073
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$308,089,000162
Personal trust and agency accounts, non-managed assets$48,094,000149
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$60,129,000162
Employee benefit-defined benefit accounts, non-managed Assets$40,801,000109
Other retirement accounts, non-managed assets$97,686,00063
Corporate trust and agency accounts, non-managed assets$60,803,00080
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$576,000154
Memoranda
Custody and safekeeping accounts, non-managed assets$310,370,000161
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,295,180,000114
Managed Assets ($)$1,963,556,00087
Personal trust and agency accounts, managed assets$1,333,061,00064
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$70,706,000104
Employee benefit-defined benefit accounts, managed assets$73,665,00086
Other employee benefit and retirement-related accounts, managed assets$135,359,00064
Corporate trust and agency accounts, managed assets$5,546,00067
Investment management and investment advisory agency accounts, managed assets$330,991,000128
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$14,228,00064
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$331,624,000156
Personal trust and agency accounts, non-managed assets$45,956,000134
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$59,236,000150
Employee benefit-defined benefit accounts, non-managed Assets$39,750,000105
Other retirement accounts, non-managed assets$127,472,00055
Corporate trust and agency accounts, non-managed assets$58,621,00075
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$589,00096
Memoranda
Custody and safekeeping accounts, non-managed assets$303,812,000153
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,261,239,000112
Managed Assets ($)$1,946,216,00085
Personal trust and agency accounts, managed assets$1,309,032,00063
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$70,109,000102
Employee benefit-defined benefit accounts, managed assets$72,707,00082
Other employee benefit and retirement-related accounts, managed assets$134,859,00060
Corporate trust and agency accounts, managed assets$5,477,00069
Investment management and investment advisory agency accounts, managed assets$339,784,000122
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$14,248,00063
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$315,023,000153
Personal trust and agency accounts, non-managed assets$46,446,000132
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$58,534,000142
Employee benefit-defined benefit accounts, non-managed Assets$39,219,000104
Other retirement accounts, non-managed assets$124,812,00053
Corporate trust and agency accounts, non-managed assets$45,438,00081
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$574,00098
Memoranda
Custody and safekeeping accounts, non-managed assets$296,675,000153
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,298,951,000115
Managed Assets ($)$1,914,119,00090
Personal trust and agency accounts, managed assets$1,280,816,00065
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$69,152,000107
Employee benefit-defined benefit accounts, managed assets$72,050,00088
Other employee benefit and retirement-related accounts, managed assets$134,977,00066
Corporate trust and agency accounts, managed assets$5,389,00069
Investment management and investment advisory agency accounts, managed assets$337,358,000122
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$14,377,00062
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$384,832,000148
Personal trust and agency accounts, non-managed assets$42,256,000137
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$57,448,000141
Employee benefit-defined benefit accounts, non-managed Assets$38,302,000106
Other retirement accounts, non-managed assets$184,403,00049
Corporate trust and agency accounts, non-managed assets$61,864,00076
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$559,000100
Memoranda
Custody and safekeeping accounts, non-managed assets$290,678,000157
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,357,376,000116
Managed Assets ($)$1,925,898,00092
Personal trust and agency accounts, managed assets$1,296,454,00067
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$69,524,000108
Employee benefit-defined benefit accounts, managed assets$75,514,00086
Other employee benefit and retirement-related accounts, managed assets$140,211,00067
Corporate trust and agency accounts, managed assets$5,453,00097
Investment management and investment advisory agency accounts, managed assets$338,169,000120
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$573,000192
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$431,478,000150
Personal trust and agency accounts, non-managed assets$44,222,000152
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$55,389,000156
Employee benefit-defined benefit accounts, non-managed Assets$37,642,000114
Other retirement accounts, non-managed assets$213,182,00046
Corporate trust and agency accounts, non-managed assets$80,470,00077
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$573,000168
Memoranda
Custody and safekeeping accounts, non-managed assets$307,418,000166
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,253,304,000120
Managed Assets ($)$1,851,207,00089
Personal trust and agency accounts, managed assets$1,247,863,00066
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$66,608,000106
Employee benefit-defined benefit accounts, managed assets$67,983,00086
Other employee benefit and retirement-related accounts, managed assets$140,180,00063
Corporate trust and agency accounts, managed assets$5,273,00064
Investment management and investment advisory agency accounts, managed assets$322,500,000119
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$800,00097
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$402,097,000151
Personal trust and agency accounts, non-managed assets$44,104,000133
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$52,061,000146
Employee benefit-defined benefit accounts, non-managed Assets$35,367,000110
Other retirement accounts, non-managed assets$179,208,00049
Corporate trust and agency accounts, non-managed assets$90,824,00070
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$533,00097
Memoranda
Custody and safekeeping accounts, non-managed assets$340,920,000156
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,236,067,000121
Managed Assets ($)$1,862,492,00092
Personal trust and agency accounts, managed assets$1,276,320,00067
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$68,775,000106
Employee benefit-defined benefit accounts, managed assets$69,770,00085
Other employee benefit and retirement-related accounts, managed assets$144,956,00063
Corporate trust and agency accounts, managed assets$5,154,00062
Investment management and investment advisory agency accounts, managed assets$297,322,000123
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$195,000109
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$373,575,000158
Personal trust and agency accounts, non-managed assets$44,516,000133
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$67,258,000132
Employee benefit-defined benefit accounts, non-managed Assets$34,933,000108
Other retirement accounts, non-managed assets$136,984,00054
Corporate trust and agency accounts, non-managed assets$89,361,00074
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$523,00098
Memoranda
Custody and safekeeping accounts, non-managed assets$341,917,000159
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,240,571,000120
Managed Assets ($)$1,852,414,00095
Personal trust and agency accounts, managed assets$1,281,206,00067
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$70,049,000108
Employee benefit-defined benefit accounts, managed assets$69,804,00087
Other employee benefit and retirement-related accounts, managed assets$144,069,00063
Corporate trust and agency accounts, managed assets$2,525,00068
Investment management and investment advisory agency accounts, managed assets$284,510,000128
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$251,000110
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$388,157,000151
Personal trust and agency accounts, non-managed assets$38,503,000145
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$68,871,000132
Employee benefit-defined benefit accounts, non-managed Assets$35,486,000110
Other retirement accounts, non-managed assets$141,298,00056
Corporate trust and agency accounts, non-managed assets$103,472,00075
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$527,000101
Memoranda
Custody and safekeeping accounts, non-managed assets$487,747,000141
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,313,386,000124
Managed Assets ($)$2,016,740,00089
Personal trust and agency accounts, managed assets$1,284,406,00068
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$68,471,000118
Employee benefit-defined benefit accounts, managed assets$70,778,00089
Other employee benefit and retirement-related accounts, managed assets$237,690,00048
Corporate trust and agency accounts, managed assets$2,225,000149
Investment management and investment advisory agency accounts, managed assets$353,170,000110
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0327
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$296,646,000169
Personal trust and agency accounts, non-managed assets$37,707,000164
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$66,474,000147
Employee benefit-defined benefit accounts, non-managed Assets$34,302,000116
Other retirement accounts, non-managed assets$55,281,00087
Corporate trust and agency accounts, non-managed assets$102,361,00083
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$521,000175
Memoranda
Custody and safekeeping accounts, non-managed assets$1,043,128,000113
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,078,262,000130
Managed Assets ($)$1,785,616,00098
Personal trust and agency accounts, managed assets$1,198,907,00068
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$62,893,000124
Employee benefit-defined benefit accounts, managed assets$65,245,00093
Other employee benefit and retirement-related accounts, managed assets$126,757,00067
Corporate trust and agency accounts, managed assets$2,082,00082
Investment management and investment advisory agency accounts, managed assets$329,732,000120
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0143
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$292,646,000172
Personal trust and agency accounts, non-managed assets$36,975,000149
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$60,588,000151
Employee benefit-defined benefit accounts, non-managed Assets$31,545,000120
Other retirement accounts, non-managed assets$50,756,00089
Corporate trust and agency accounts, non-managed assets$112,303,00083
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$479,000122
Memoranda
Custody and safekeeping accounts, non-managed assets$958,279,000117
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,016,869,000135
Managed Assets ($)$1,738,394,00099
Personal trust and agency accounts, managed assets$1,166,727,00070
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$61,681,000127
Employee benefit-defined benefit accounts, managed assets$64,512,00092
Other employee benefit and retirement-related accounts, managed assets$123,911,00069
Corporate trust and agency accounts, managed assets$2,089,00087
Investment management and investment advisory agency accounts, managed assets$319,474,000121
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0151
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$278,475,000176
Personal trust and agency accounts, non-managed assets$34,072,000159
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$57,277,000152
Employee benefit-defined benefit accounts, non-managed Assets$31,587,000121
Other retirement accounts, non-managed assets$49,196,00093
Corporate trust and agency accounts, non-managed assets$105,870,00090
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$473,000127
Memoranda
Custody and safekeeping accounts, non-managed assets$918,599,000119
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,868,129,000137
Managed Assets ($)$1,601,880,000106
Personal trust and agency accounts, managed assets$1,077,831,00075
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$56,541,000136
Employee benefit-defined benefit accounts, managed assets$58,367,00094
Other employee benefit and retirement-related accounts, managed assets$112,422,00072
Corporate trust and agency accounts, managed assets$1,902,00091
Investment management and investment advisory agency accounts, managed assets$294,817,000121
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0156
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$266,249,000183
Personal trust and agency accounts, non-managed assets$31,484,000163
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$49,011,000161
Employee benefit-defined benefit accounts, non-managed Assets$28,500,000123
Other retirement accounts, non-managed assets$44,974,00095
Corporate trust and agency accounts, non-managed assets$111,844,00095
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$436,000122
Memoranda
Custody and safekeeping accounts, non-managed assets$857,807,000121
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,874,286,000136
Managed Assets ($)$1,655,155,000105
Personal trust and agency accounts, managed assets$1,097,365,00077
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$59,384,000137
Employee benefit-defined benefit accounts, managed assets$59,808,00095
Other employee benefit and retirement-related accounts, managed assets$113,196,00072
Corporate trust and agency accounts, managed assets$1,947,000180
Investment management and investment advisory agency accounts, managed assets$323,454,000111
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0349
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$219,131,000198
Personal trust and agency accounts, non-managed assets$31,993,000191
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$48,525,000162
Employee benefit-defined benefit accounts, non-managed Assets$27,963,000125
Other retirement accounts, non-managed assets$46,969,00088
Corporate trust and agency accounts, non-managed assets$63,228,000105
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$453,000186
Memoranda
Custody and safekeeping accounts, non-managed assets$869,186,000124
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,303,534,000114
Managed Assets ($)$2,214,833,00087
Personal trust and agency accounts, managed assets$1,303,629,00073
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$147,083,00080
Employee benefit-defined benefit accounts, managed assets$70,442,00089
Other employee benefit and retirement-related accounts, managed assets$180,492,00051
Corporate trust and agency accounts, managed assets$0349
Investment management and investment advisory agency accounts, managed assets$513,187,00079
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0364
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$88,701,000259
Personal trust and agency accounts, non-managed assets$29,526,000193
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,459,000547
Employee benefit-defined benefit accounts, non-managed Assets$0282
Other retirement accounts, non-managed assets$10,892,000235
Corporate trust and agency accounts, non-managed assets$46,311,000123
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$513,000181
Memoranda
Custody and safekeeping accounts, non-managed assets$1,011,735,000108
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA