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Cypress Bank & Trust, Total Fiduciary and Related Assets

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,222,254,000223
Managed Assets ($)$1,128,308,000193
Personal trust and agency accounts, managed assets$415,911,000172
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0407
Employee benefit-defined benefit accounts, managed assets$0271
Other employee benefit and retirement-related accounts, managed assets$100,712,000201
Corporate trust and agency accounts, managed assets$0182
Investment management and investment advisory agency accounts, managed assets$591,584,000144
Foundation and endowment trust and agency accounts, managed assets$20,100,000276
Other fiduciary accounts, managed assets$1,000202
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$100,712,000197
Investments of managed fiduciary accts in advised or sponsored mutual funds$050
Non-managed Assets ($)$93,946,000289
Personal trust and agency accounts, non-managed assets$93,136,000135
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0356
Employee benefit-defined benefit accounts, non-managed Assets$0140
Other retirement accounts, non-managed assets$42,000588
Corporate trust and agency accounts, non-managed assets$0227
Investment management and advisory agency accounts, non-managed assets$765,000262
Foundation and endowment trust and agency accounts, non-managed assets$0245
Other fiduciary accounts, non-managed assets$3,000162
Memoranda
Custody and safekeeping accounts, non-managed assets$40,071,000343
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$13,195,000233
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,138,129,000226
Managed Assets ($)$1,049,269,000198
Personal trust and agency accounts, managed assets$384,146,000175
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0280
Employee benefit-defined benefit accounts, managed assets$0208
Other employee benefit and retirement-related accounts, managed assets$95,251,000188
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$550,520,000142
Foundation and endowment trust and agency accounts, managed assets$19,351,000222
Other fiduciary accounts, managed assets$1,00098
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$95,251,000184
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$88,860,000249
Personal trust and agency accounts, non-managed assets$88,054,000123
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0247
Employee benefit-defined benefit accounts, non-managed Assets$0118
Other retirement accounts, non-managed assets$38,000320
Corporate trust and agency accounts, non-managed assets$0110
Investment management and advisory agency accounts, non-managed assets$765,000174
Foundation and endowment trust and agency accounts, non-managed assets$0192
Other fiduciary accounts, non-managed assets$3,00085
Memoranda
Custody and safekeeping accounts, non-managed assets$40,895,000259
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$13,074,000165
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,045,026,000235
Managed Assets ($)$947,581,000207
Personal trust and agency accounts, managed assets$380,682,000177
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0326
Employee benefit-defined benefit accounts, managed assets$0228
Other employee benefit and retirement-related accounts, managed assets$92,266,000203
Corporate trust and agency accounts, managed assets$0119
Investment management and investment advisory agency accounts, managed assets$454,960,000160
Foundation and endowment trust and agency accounts, managed assets$19,672,000248
Other fiduciary accounts, managed assets$1,000115
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$92,266,000195
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$97,445,000270
Personal trust and agency accounts, non-managed assets$91,874,000128
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0282
Employee benefit-defined benefit accounts, non-managed Assets$0119
Other retirement accounts, non-managed assets$39,000372
Corporate trust and agency accounts, non-managed assets$0159
Investment management and advisory agency accounts, non-managed assets$813,000205
Foundation and endowment trust and agency accounts, non-managed assets$0207
Other fiduciary accounts, non-managed assets$4,719,00051
Memoranda
Custody and safekeeping accounts, non-managed assets$33,765,000298
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$12,091,000194
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,016,462,000244
Managed Assets ($)$920,015,000219
Personal trust and agency accounts, managed assets$343,292,000189
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0244
Employee benefit-defined benefit accounts, managed assets$0170
Other employee benefit and retirement-related accounts, managed assets$93,127,000200
Corporate trust and agency accounts, managed assets$069
Investment management and investment advisory agency accounts, managed assets$464,724,000166
Foundation and endowment trust and agency accounts, managed assets$18,871,000230
Other fiduciary accounts, managed assets$1,000100
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$93,127,000190
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$96,447,000250
Personal trust and agency accounts, non-managed assets$90,516,000121
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0229
Employee benefit-defined benefit accounts, non-managed Assets$0121
Other retirement accounts, non-managed assets$36,000293
Corporate trust and agency accounts, non-managed assets$099
Investment management and advisory agency accounts, non-managed assets$813,000177
Foundation and endowment trust and agency accounts, non-managed assets$0145
Other fiduciary accounts, non-managed assets$5,082,00041
Memoranda
Custody and safekeeping accounts, non-managed assets$29,508,000282
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$11,415,000175
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$975,334,000248
Managed Assets ($)$878,631,000224
Personal trust and agency accounts, managed assets$317,749,000204
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0385
Employee benefit-defined benefit accounts, managed assets$0236
Other employee benefit and retirement-related accounts, managed assets$90,156,000208
Corporate trust and agency accounts, managed assets$0150
Investment management and investment advisory agency accounts, managed assets$452,627,000165
Foundation and endowment trust and agency accounts, managed assets$18,098,000286
Other fiduciary accounts, managed assets$1,000201
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$90,156,000197
Investments of managed fiduciary accts in advised or sponsored mutual funds$051
Non-managed Assets ($)$96,703,000284
Personal trust and agency accounts, non-managed assets$91,156,000133
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0360
Employee benefit-defined benefit accounts, non-managed Assets$0145
Other retirement accounts, non-managed assets$49,000573
Corporate trust and agency accounts, non-managed assets$0184
Investment management and advisory agency accounts, non-managed assets$804,000267
Foundation and endowment trust and agency accounts, non-managed assets$0205
Other fiduciary accounts, non-managed assets$4,694,00049
Memoranda
Custody and safekeeping accounts, non-managed assets$34,216,000358
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$11,477,000259
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$883,164,000253
Managed Assets ($)$789,897,000227
Personal trust and agency accounts, managed assets$289,673,000202
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0260
Employee benefit-defined benefit accounts, managed assets$0180
Other employee benefit and retirement-related accounts, managed assets$81,362,000210
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$401,442,000165
Foundation and endowment trust and agency accounts, managed assets$17,419,000239
Other fiduciary accounts, managed assets$1,00099
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$81,362,000200
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$93,267,000254
Personal trust and agency accounts, non-managed assets$87,734,000119
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0246
Employee benefit-defined benefit accounts, non-managed Assets$0126
Other retirement accounts, non-managed assets$45,000305
Corporate trust and agency accounts, non-managed assets$0106
Investment management and advisory agency accounts, non-managed assets$795,000180
Foundation and endowment trust and agency accounts, non-managed assets$0152
Other fiduciary accounts, non-managed assets$4,693,00049
Memoranda
Custody and safekeeping accounts, non-managed assets$32,152,000280
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$10,658,000178
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$913,303,000213
Managed Assets ($)$815,715,000194
Personal trust and agency accounts, managed assets$277,102,000190
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0284
Employee benefit-defined benefit accounts, managed assets$0188
Other employee benefit and retirement-related accounts, managed assets$84,769,000201
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$432,825,000148
Foundation and endowment trust and agency accounts, managed assets$21,018,000237
Other fiduciary accounts, managed assets$1,000117
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$84,769,000192
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$97,588,000240
Personal trust and agency accounts, non-managed assets$90,929,000111
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0267
Employee benefit-defined benefit accounts, non-managed Assets$0121
Other retirement accounts, non-managed assets$422,000327
Corporate trust and agency accounts, non-managed assets$0113
Investment management and advisory agency accounts, non-managed assets$849,000187
Foundation and endowment trust and agency accounts, non-managed assets$688,000127
Other fiduciary accounts, non-managed assets$4,700,00047
Memoranda
Custody and safekeeping accounts, non-managed assets$34,746,000281
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$12,446,000180
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$997,030,000216
Managed Assets ($)$891,897,000194
Personal trust and agency accounts, managed assets$305,241,000182
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0250
Employee benefit-defined benefit accounts, managed assets$0174
Other employee benefit and retirement-related accounts, managed assets$93,930,000194
Corporate trust and agency accounts, managed assets$4,633,00033
Investment management and investment advisory agency accounts, managed assets$486,437,000149
Foundation and endowment trust and agency accounts, managed assets$1,655,000274
Other fiduciary accounts, managed assets$1,00097
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$93,930,000186
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$105,133,000217
Personal trust and agency accounts, non-managed assets$98,395,000100
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0234
Employee benefit-defined benefit accounts, non-managed Assets$0118
Other retirement accounts, non-managed assets$451,000277
Corporate trust and agency accounts, non-managed assets$742,00076
Investment management and advisory agency accounts, non-managed assets$849,000158
Foundation and endowment trust and agency accounts, non-managed assets$0136
Other fiduciary accounts, non-managed assets$4,696,00042
Memoranda
Custody and safekeeping accounts, non-managed assets$41,930,000249
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$14,997,000158
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$998,104,000224
Managed Assets ($)$889,955,000196
Personal trust and agency accounts, managed assets$325,222,000187
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0387
Employee benefit-defined benefit accounts, managed assets$0237
Other employee benefit and retirement-related accounts, managed assets$95,124,000212
Corporate trust and agency accounts, managed assets$4,933,00057
Investment management and investment advisory agency accounts, managed assets$462,888,000154
Foundation and endowment trust and agency accounts, managed assets$1,787,000424
Other fiduciary accounts, managed assets$1,000208
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$95,124,000203
Investments of managed fiduciary accts in advised or sponsored mutual funds$040
Non-managed Assets ($)$108,149,000253
Personal trust and agency accounts, non-managed assets$101,428,000115
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0354
Employee benefit-defined benefit accounts, non-managed Assets$0142
Other retirement accounts, non-managed assets$454,000533
Corporate trust and agency accounts, non-managed assets$727,000119
Investment management and advisory agency accounts, non-managed assets$840,000254
Foundation and endowment trust and agency accounts, non-managed assets$0184
Other fiduciary accounts, non-managed assets$4,700,00051
Memoranda
Custody and safekeeping accounts, non-managed assets$41,097,000325
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$14,738,000230
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0343
Managed Assets ($)$0335
Personal trust and agency accounts, managed assets$0333
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0249
Employee benefit-defined benefit accounts, managed assets$0174
Other employee benefit and retirement-related accounts, managed assets$0315
Corporate trust and agency accounts, managed assets$068
Investment management and investment advisory agency accounts, managed assets$0312
Foundation and endowment trust and agency accounts, managed assets$0274
Other fiduciary accounts, managed assets$094
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0306
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0330
Personal trust and agency accounts, non-managed assets$0272
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0232
Employee benefit-defined benefit accounts, non-managed Assets$0116
Other retirement accounts, non-managed assets$0283
Corporate trust and agency accounts, non-managed assets$098
Investment management and advisory agency accounts, non-managed assets$0182
Foundation and endowment trust and agency accounts, non-managed assets$0131
Other fiduciary accounts, non-managed assets$086
Memoranda
Custody and safekeeping accounts, non-managed assets$0318
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0296