Home > Cypress Bank & Trust > Total Managed Assets held in Fiduciary Accounts
Cypress Bank & Trust, Total Managed Assets held in Fiduciary Accounts
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total managed assets held in fiduciary accounts | ||
| Total managed assets held in fiduciary accounts | $1,007,495,000 | 173 |
| Managed personal trust&agency accnts & investmnt managemnt agency accounts | $17,755,000 | 13 |
| Interest-bearing deposits managed personal trust and agency accounts and investm | $653,000 | 570 |
| US Treasury & US government agency obligations, managed personal trust&agency | $114,439,000 | 110 |
| State, county and municipal obligations, managed personal trust&agency accts, | $77,339,000 | 141 |
| Money market mutual funds, managed personal trust&agency accts, etc.. | $90,774,000 | 140 |
| Equity mutual funds, managed personal trust&agency accts, etc.. | $141,317,000 | 172 |
| Other mutual funds, managed personal trust&agency accts, etc.. | $29,214,000 | 304 |
| Common trust funds and collective investment funds, managed personal trust&ag | $0 | 60 |
| Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 53 |
| Other Notes and Bonds, managed personal trust&agency accts, etc.. | $43,198,000 | 136 |
| Investmnts in unregistered funds&private equity investmnts,managd personal trust | $0 | 235 |
| Other common and preferred stocks, managed personal trust&agency accts, etc.. | $457,065,000 | 129 |
| Real Estate Mortgages, managed personal trust&agency accts, etc.. | $180,000 | 199 |
| Real Estate, managed personal trust&agency accts, etc.. | $23,156,000 | 254 |
| Miscellaneous assets, managed personal trust&agency accts, etc.. | $12,405,000 | 257 |
| Managed employee benefit and retirements-related trust and agency acccounts | $100,712,000 | 239 |
| Managed employee benefit & retirement trust noninterest bearing deposits | $1,724,000 | 26 |
| Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 437 |
| U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $7,333,000 | 128 |
| State, county & municipal obligations,managed emp benft & retire-related | $98,000 | 208 |
| Money market mutual Funds,managed emp benft & retire-related trust accnts | $6,556,000 | 195 |
| Equity mutual funds,managed emp benft & retire-related trust accnts | $11,162,000 | 293 |
| Other mutual funds,managed emp benft & retire-related trust accnts | $2,786,000 | 394 |
| Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 34 |
| Other short-term obligations, emp benft & retire-related trust accnts | $0 | 29 |
| Other notes and bonds,managed emp benft & retire-related trust accnts | $6,409,000 | 158 |
| Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 100 |
| Other common & preferred stocks,managed emp benft & retire-related trust accts | $64,343,000 | 117 |
| Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 28 |
| Real Estate,managed emp benft & retire-related trust accnts | $0 | 121 |
| Miscellaneous assets,managed emp benft & retire-related trust accnts | $301,000 | 163 |
| Total all other managed assets: | $20,101,000 | 312 |
| Noninterest-bearing Deposits, all other managed accounts | $285,000 | 41 |
| Interest-bearing deposits, all other managed accounts | $0 | 427 |
| U.S. treasury & U.S. government agency obligations, all other managed accounts | $1,117,000 | 230 |
| State, county and municipal obligations, all other managed accounts | $0 | 283 |
| Money market mutual funds, all other managed accounts | $754,000 | 284 |
| Equity mutual funds, all other managed accounts | $1,610,000 | 320 |
| Other mutual funds, all other managed accounts | $666,000 | 386 |
| Common trust funds and collective investment funds, all other managed account | $0 | 75 |
| Other short-term obligations, all other managed accounts | $0 | 70 |
| Other notes and bonds, all other managed accounts | $3,828,000 | 159 |
| Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 110 |
| Other common and preferred stocks, all other managed accounts | $11,841,000 | 210 |
| Real Estate Mortgages, all other managed accounts | $0 | 38 |
| Real estate, all other managed accounts | $0 | 220 |
| Miscellaneous assets, all other managed accounts | $0 | 264 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Total managed assets held in fiduciary accounts | ||
| Total managed assets held in fiduciary accounts | NA | NA |
| Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
| Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
| US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
| State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
| Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
| Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
| Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
| Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
| Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
| Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
| Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
| Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
| Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
| Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
| Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
| Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
| Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
| Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
| U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
| State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
| Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
| Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
| Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
| Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
| Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
| Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
| Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
| Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
| Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
| Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
| Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
| Total all other managed assets: | NA | NA |
| Noninterest-bearing Deposits, all other managed accounts | NA | NA |
| Interest-bearing deposits, all other managed accounts | NA | NA |
| U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
| State, county and municipal obligations, all other managed accounts | NA | NA |
| Money market mutual funds, all other managed accounts | NA | NA |
| Equity mutual funds, all other managed accounts | NA | NA |
| Other mutual funds, all other managed accounts | NA | NA |
| Common trust funds and collective investment funds, all other managed account | NA | NA |
| Other short-term obligations, all other managed accounts | NA | NA |
| Other notes and bonds, all other managed accounts | NA | NA |
| Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
| Other common and preferred stocks, all other managed accounts | NA | NA |
| Real Estate Mortgages, all other managed accounts | NA | NA |
| Real estate, all other managed accounts | NA | NA |
| Miscellaneous assets, all other managed accounts | NA | NA |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total managed assets held in fiduciary accounts | ||
| Total managed assets held in fiduciary accounts | NA | NA |
| Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
| Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
| US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
| State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
| Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
| Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
| Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
| Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
| Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
| Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
| Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
| Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
| Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
| Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
| Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
| Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
| Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
| Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
| U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
| State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
| Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
| Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
| Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
| Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
| Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
| Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
| Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
| Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
| Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
| Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
| Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
| Total all other managed assets: | NA | NA |
| Noninterest-bearing Deposits, all other managed accounts | NA | NA |
| Interest-bearing deposits, all other managed accounts | NA | NA |
| U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
| State, county and municipal obligations, all other managed accounts | NA | NA |
| Money market mutual funds, all other managed accounts | NA | NA |
| Equity mutual funds, all other managed accounts | NA | NA |
| Other mutual funds, all other managed accounts | NA | NA |
| Common trust funds and collective investment funds, all other managed account | NA | NA |
| Other short-term obligations, all other managed accounts | NA | NA |
| Other notes and bonds, all other managed accounts | NA | NA |
| Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
| Other common and preferred stocks, all other managed accounts | NA | NA |
| Real Estate Mortgages, all other managed accounts | NA | NA |
| Real estate, all other managed accounts | NA | NA |
| Miscellaneous assets, all other managed accounts | NA | NA |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total managed assets held in fiduciary accounts | ||
| Total managed assets held in fiduciary accounts | NA | NA |
| Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
| Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
| US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
| State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
| Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
| Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
| Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
| Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
| Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
| Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
| Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
| Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
| Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
| Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
| Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
| Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
| Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
| Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
| U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
| State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
| Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
| Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
| Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
| Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
| Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
| Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
| Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
| Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
| Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
| Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
| Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
| Total all other managed assets: | NA | NA |
| Noninterest-bearing Deposits, all other managed accounts | NA | NA |
| Interest-bearing deposits, all other managed accounts | NA | NA |
| U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
| State, county and municipal obligations, all other managed accounts | NA | NA |
| Money market mutual funds, all other managed accounts | NA | NA |
| Equity mutual funds, all other managed accounts | NA | NA |
| Other mutual funds, all other managed accounts | NA | NA |
| Common trust funds and collective investment funds, all other managed account | NA | NA |
| Other short-term obligations, all other managed accounts | NA | NA |
| Other notes and bonds, all other managed accounts | NA | NA |
| Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
| Other common and preferred stocks, all other managed accounts | NA | NA |
| Real Estate Mortgages, all other managed accounts | NA | NA |
| Real estate, all other managed accounts | NA | NA |
| Miscellaneous assets, all other managed accounts | NA | NA |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total managed assets held in fiduciary accounts | ||
| Total managed assets held in fiduciary accounts | $770,376,000 | 194 |
| Managed personal trust&agency accnts & investmnt managemnt agency accounts | $17,001,000 | 13 |
| Interest-bearing deposits managed personal trust and agency accounts and investm | $430,000 | 618 |
| US Treasury & US government agency obligations, managed personal trust&agency | $31,849,000 | 195 |
| State, county and municipal obligations, managed personal trust&agency accts, | $64,445,000 | 147 |
| Money market mutual funds, managed personal trust&agency accts, etc.. | $86,926,000 | 141 |
| Equity mutual funds, managed personal trust&agency accts, etc.. | $65,673,000 | 249 |
| Other mutual funds, managed personal trust&agency accts, etc.. | $50,239,000 | 254 |
| Common trust funds and collective investment funds, managed personal trust&ag | $0 | 57 |
| Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 69 |
| Other Notes and Bonds, managed personal trust&agency accts, etc.. | $38,357,000 | 134 |
| Investmnts in unregistered funds&private equity investmnts,managd personal trust | $0 | 240 |
| Other common and preferred stocks, managed personal trust&agency accts, etc.. | $393,670,000 | 138 |
| Real Estate Mortgages, managed personal trust&agency accts, etc.. | $183,000 | 221 |
| Real Estate, managed personal trust&agency accts, etc.. | $12,544,000 | 346 |
| Miscellaneous assets, managed personal trust&agency accts, etc.. | $9,059,000 | 315 |
| Managed employee benefit and retirements-related trust and agency acccounts | $90,156,000 | 246 |
| Managed employee benefit & retirement trust noninterest bearing deposits | $3,378,000 | 16 |
| Employee Benefit & Retirement Trust Interest Bearing Deposits | $25,000 | 401 |
| U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $1,702,000 | 209 |
| State, county & municipal obligations,managed emp benft & retire-related | $156,000 | 200 |
| Money market mutual Funds,managed emp benft & retire-related trust accnts | $6,150,000 | 186 |
| Equity mutual funds,managed emp benft & retire-related trust accnts | $9,525,000 | 311 |
| Other mutual funds,managed emp benft & retire-related trust accnts | $6,241,000 | 338 |
| Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 33 |
| Other short-term obligations, emp benft & retire-related trust accnts | $0 | 32 |
| Other notes and bonds,managed emp benft & retire-related trust accnts | $5,007,000 | 176 |
| Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 108 |
| Other common & preferred stocks,managed emp benft & retire-related trust accts | $57,741,000 | 122 |
| Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 38 |
| Real Estate,managed emp benft & retire-related trust accnts | $0 | 116 |
| Miscellaneous assets,managed emp benft & retire-related trust accnts | $231,000 | 180 |
| Total all other managed assets: | $18,099,000 | 318 |
| Noninterest-bearing Deposits, all other managed accounts | $85,000 | 65 |
| Interest-bearing deposits, all other managed accounts | $99,000 | 318 |
| U.S. treasury & U.S. government agency obligations, all other managed accounts | $910,000 | 233 |
| State, county and municipal obligations, all other managed accounts | $0 | 248 |
| Money market mutual funds, all other managed accounts | $431,000 | 299 |
| Equity mutual funds, all other managed accounts | $1,016,000 | 340 |
| Other mutual funds, all other managed accounts | $1,267,000 | 334 |
| Common trust funds and collective investment funds, all other managed account | $0 | 38 |
| Other short-term obligations, all other managed accounts | $0 | 37 |
| Other notes and bonds, all other managed accounts | $3,039,000 | 173 |
| Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 62 |
| Other common and preferred stocks, all other managed accounts | $11,252,000 | 200 |
| Real Estate Mortgages, all other managed accounts | $0 | 44 |
| Real estate, all other managed accounts | $0 | 220 |
| Miscellaneous assets, all other managed accounts | $0 | 235 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total managed assets held in fiduciary accounts | ||
| Total managed assets held in fiduciary accounts | NA | NA |
| Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
| Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
| US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
| State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
| Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
| Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
| Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
| Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
| Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
| Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
| Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
| Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
| Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
| Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
| Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
| Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
| Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
| Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
| U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
| State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
| Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
| Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
| Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
| Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
| Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
| Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
| Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
| Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
| Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
| Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
| Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
| Total all other managed assets: | NA | NA |
| Noninterest-bearing Deposits, all other managed accounts | NA | NA |
| Interest-bearing deposits, all other managed accounts | NA | NA |
| U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
| State, county and municipal obligations, all other managed accounts | NA | NA |
| Money market mutual funds, all other managed accounts | NA | NA |
| Equity mutual funds, all other managed accounts | NA | NA |
| Other mutual funds, all other managed accounts | NA | NA |
| Common trust funds and collective investment funds, all other managed account | NA | NA |
| Other short-term obligations, all other managed accounts | NA | NA |
| Other notes and bonds, all other managed accounts | NA | NA |
| Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
| Other common and preferred stocks, all other managed accounts | NA | NA |
| Real Estate Mortgages, all other managed accounts | NA | NA |
| Real estate, all other managed accounts | NA | NA |
| Miscellaneous assets, all other managed accounts | NA | NA |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total managed assets held in fiduciary accounts | ||
| Total managed assets held in fiduciary accounts | NA | NA |
| Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
| Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
| US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
| State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
| Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
| Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
| Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
| Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
| Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
| Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
| Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
| Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
| Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
| Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
| Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
| Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
| Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
| Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
| U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
| State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
| Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
| Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
| Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
| Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
| Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
| Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
| Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
| Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
| Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
| Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
| Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
| Total all other managed assets: | NA | NA |
| Noninterest-bearing Deposits, all other managed accounts | NA | NA |
| Interest-bearing deposits, all other managed accounts | NA | NA |
| U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
| State, county and municipal obligations, all other managed accounts | NA | NA |
| Money market mutual funds, all other managed accounts | NA | NA |
| Equity mutual funds, all other managed accounts | NA | NA |
| Other mutual funds, all other managed accounts | NA | NA |
| Common trust funds and collective investment funds, all other managed account | NA | NA |
| Other short-term obligations, all other managed accounts | NA | NA |
| Other notes and bonds, all other managed accounts | NA | NA |
| Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
| Other common and preferred stocks, all other managed accounts | NA | NA |
| Real Estate Mortgages, all other managed accounts | NA | NA |
| Real estate, all other managed accounts | NA | NA |
| Miscellaneous assets, all other managed accounts | NA | NA |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total managed assets held in fiduciary accounts | ||
| Total managed assets held in fiduciary accounts | NA | NA |
| Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
| Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
| US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
| State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
| Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
| Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
| Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
| Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
| Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
| Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
| Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
| Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
| Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
| Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
| Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
| Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
| Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
| Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
| U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
| State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
| Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
| Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
| Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
| Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
| Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
| Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
| Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
| Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
| Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
| Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
| Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
| Total all other managed assets: | NA | NA |
| Noninterest-bearing Deposits, all other managed accounts | NA | NA |
| Interest-bearing deposits, all other managed accounts | NA | NA |
| U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
| State, county and municipal obligations, all other managed accounts | NA | NA |
| Money market mutual funds, all other managed accounts | NA | NA |
| Equity mutual funds, all other managed accounts | NA | NA |
| Other mutual funds, all other managed accounts | NA | NA |
| Common trust funds and collective investment funds, all other managed account | NA | NA |
| Other short-term obligations, all other managed accounts | NA | NA |
| Other notes and bonds, all other managed accounts | NA | NA |
| Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
| Other common and preferred stocks, all other managed accounts | NA | NA |
| Real Estate Mortgages, all other managed accounts | NA | NA |
| Real estate, all other managed accounts | NA | NA |
| Miscellaneous assets, all other managed accounts | NA | NA |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total managed assets held in fiduciary accounts | ||
| Total managed assets held in fiduciary accounts | $788,110,000 | 172 |
| Managed personal trust&agency accnts & investmnt managemnt agency accounts | $16,324,000 | 18 |
| Interest-bearing deposits managed personal trust and agency accounts and investm | $450,000 | 626 |
| US Treasury & US government agency obligations, managed personal trust&agency | $7,979,000 | 190 |
| State, county and municipal obligations, managed personal trust&agency accts, | $46,986,000 | 148 |
| Money market mutual funds, managed personal trust&agency accts, etc.. | $33,328,000 | 203 |
| Equity mutual funds, managed personal trust&agency accts, etc.. | $80,943,000 | 219 |
| Other mutual funds, managed personal trust&agency accts, etc.. | $103,336,000 | 187 |
| Common trust funds and collective investment funds, managed personal trust&ag | $0 | 47 |
| Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 67 |
| Other Notes and Bonds, managed personal trust&agency accts, etc.. | $14,289,000 | 194 |
| Investmnts in unregistered funds&private equity investmnts,managd personal trust | $0 | 212 |
| Other common and preferred stocks, managed personal trust&agency accts, etc.. | $472,169,000 | 118 |
| Real Estate Mortgages, managed personal trust&agency accts, etc.. | $626,000 | 130 |
| Real Estate, managed personal trust&agency accts, etc.. | $5,423,000 | 455 |
| Miscellaneous assets, managed personal trust&agency accts, etc.. | $6,257,000 | 318 |
| Managed employee benefit and retirements-related trust and agency acccounts | $95,124,000 | 244 |
| Managed employee benefit & retirement trust noninterest bearing deposits | $2,265,000 | 19 |
| Employee Benefit & Retirement Trust Interest Bearing Deposits | $50,000 | 363 |
| U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $0 | 353 |
| State, county & municipal obligations,managed emp benft & retire-related | $109,000 | 215 |
| Money market mutual Funds,managed emp benft & retire-related trust accnts | $2,926,000 | 234 |
| Equity mutual funds,managed emp benft & retire-related trust accnts | $11,078,000 | 295 |
| Other mutual funds,managed emp benft & retire-related trust accnts | $12,357,000 | 292 |
| Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 30 |
| Other short-term obligations, emp benft & retire-related trust accnts | $0 | 32 |
| Other notes and bonds,managed emp benft & retire-related trust accnts | $2,326,000 | 214 |
| Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 90 |
| Other common & preferred stocks,managed emp benft & retire-related trust accts | $63,782,000 | 122 |
| Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 41 |
| Real Estate,managed emp benft & retire-related trust accnts | $0 | 122 |
| Miscellaneous assets,managed emp benft & retire-related trust accnts | $231,000 | 190 |
| Total all other managed assets: | $6,721,000 | 397 |
| Noninterest-bearing Deposits, all other managed accounts | $-3,000 | 4,805 |
| Interest-bearing deposits, all other managed accounts | $0 | 388 |
| U.S. treasury & U.S. government agency obligations, all other managed accounts | $0 | 293 |
| State, county and municipal obligations, all other managed accounts | $0 | 244 |
| Money market mutual funds, all other managed accounts | $433,000 | 281 |
| Equity mutual funds, all other managed accounts | $1,374,000 | 315 |
| Other mutual funds, all other managed accounts | $1,070,000 | 332 |
| Common trust funds and collective investment funds, all other managed account | $0 | 34 |
| Other short-term obligations, all other managed accounts | $0 | 29 |
| Other notes and bonds, all other managed accounts | $407,000 | 265 |
| Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 50 |
| Other common and preferred stocks, all other managed accounts | $3,440,000 | 279 |
| Real Estate Mortgages, all other managed accounts | $0 | 44 |
| Real estate, all other managed accounts | $0 | 205 |
| Miscellaneous assets, all other managed accounts | $0 | 215 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total managed assets held in fiduciary accounts | ||
| Total managed assets held in fiduciary accounts | NA | NA |
| Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
| Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
| US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
| State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
| Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
| Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
| Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
| Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
| Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
| Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
| Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
| Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
| Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
| Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
| Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
| Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
| Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
| Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
| U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
| State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
| Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
| Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
| Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
| Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
| Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
| Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
| Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
| Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
| Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
| Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
| Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
| Total all other managed assets: | NA | NA |
| Noninterest-bearing Deposits, all other managed accounts | NA | NA |
| Interest-bearing deposits, all other managed accounts | NA | NA |
| U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
| State, county and municipal obligations, all other managed accounts | NA | NA |
| Money market mutual funds, all other managed accounts | NA | NA |
| Equity mutual funds, all other managed accounts | NA | NA |
| Other mutual funds, all other managed accounts | NA | NA |
| Common trust funds and collective investment funds, all other managed account | NA | NA |
| Other short-term obligations, all other managed accounts | NA | NA |
| Other notes and bonds, all other managed accounts | NA | NA |
| Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
| Other common and preferred stocks, all other managed accounts | NA | NA |
| Real Estate Mortgages, all other managed accounts | NA | NA |
| Real estate, all other managed accounts | NA | NA |
| Miscellaneous assets, all other managed accounts | NA | NA |